USA Rare Earth (NASDAQ:USAR) Director Purchases $2,144,000.00 in Stock

USA Rare Earth Inc. (NASDAQ:USAR) Director Michael Blitzer bought 100,000 shares of USA Rare Earth stock in a transaction that occurred on Thursday, January 29th. The shares were acquired at an average price of $21.44 per share, with a total value of $2,144,000.00. Following the acquisition, the director directly owned 847,500 shares of the company’s stock, valued at $18,170,400. The trade was a 13.38% increase in their position. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link.

USA Rare Earth Price Performance

USAR stock traded down $3.11 during midday trading on Thursday, hitting $22.07. The company’s stock had a trading volume of 41,057,050 shares, compared to its average volume of 25,790,027. The company’s fifty day moving average price is $16.15 and its 200 day moving average price is $17.30. USA Rare Earth Inc. has a twelve month low of $5.56 and a twelve month high of $43.98. The stock has a market capitalization of $2.93 billion, a P/E ratio of -42.44 and a beta of 0.96.

USA Rare Earth (NASDAQ:USAR) last announced its quarterly earnings data on Thursday, November 6th. The company reported ($0.25) earnings per share for the quarter, missing the consensus estimate of ($0.06) by ($0.19).

Hedge Funds Weigh In On USA Rare Earth

Several institutional investors and hedge funds have recently modified their holdings of the business. NewEdge Advisors LLC raised its position in USA Rare Earth by 158.2% during the second quarter. NewEdge Advisors LLC now owns 2,324 shares of the company’s stock valued at $25,000 after purchasing an additional 1,424 shares in the last quarter. SBI Securities Co. Ltd. increased its stake in shares of USA Rare Earth by 10,448.0% in the 2nd quarter. SBI Securities Co. Ltd. now owns 2,637 shares of the company’s stock valued at $29,000 after purchasing an additional 2,612 shares during the last quarter. National Bank of Canada FI raised its holdings in shares of USA Rare Earth by 110.0% during the 3rd quarter. National Bank of Canada FI now owns 2,100 shares of the company’s stock worth $36,000 after buying an additional 1,100 shares in the last quarter. Osaic Holdings Inc. bought a new stake in shares of USA Rare Earth during the 2nd quarter worth $38,000. Finally, KLP Kapitalforvaltning AS bought a new position in USA Rare Earth in the third quarter valued at about $69,000.

Key Stories Impacting USA Rare Earth

Here are the key news stories impacting USA Rare Earth this week:

• Positive Sentiment: Closed $1.5 billion PIPE financing — adds substantial capital to fund Mine-to-Magnet buildout and reduces near-term cash risk, giving the company runway for project execution (but will dilute existing holders). USA Rare Earth Announces Closing of $1.5 Billion PIPE Financing
• Positive Sentiment: Commerce Dept. collaboration / LOI to strengthen domestic chip supply — formal cooperation with government agencies positions USAR as a strategic domestic supplier for magnets and chips, improving the company’s policy-level credibility and potential access to contracts. Commerce, USA Rare Earth Collaborate to Strengthen Domestic Chip Supply
• Positive Sentiment: Federal loan/funding support from the administration for Oklahoma operations — signals continued political backing and potential low-cost capital for project buildout, supporting long-term project economics. Oklahoma rare earth mining and manufacturing firm to get loan, funding from Trump admin
• Positive Sentiment: Market reaction to earlier reported ~$3.1 billion government-backed funding deal — helped drive recent upside and investor enthusiasm entering this news cycle, underpinning higher trading levels. USA Rare Earth (USAR) Is Up 37.2% After Landmark US$3.1 Billion Government-Backed Funding Deal – Has The Bull Case Changed?
• Neutral Sentiment: Being framed as a “test case” for a US-backed mine-to-magnet supply chain — raises the company’s strategic profile but outcome-dependent; potential upside if pilot succeeds, downside if technical/regulatory hurdles appear. USA Rare Earth Becomes Test Case For US Backed Mine To Magnet Chain
• Negative Sentiment: Barron’s report on potential rethink of a U.S. price-floor support caused sectorwide selling — raised fears that a rollback or uncertainty around price stabilization policy could remove a key risk buffer for rare-earth producers; analysts say core government backing largely remains but market short-term sentiment weakened. MP, Rare Earth Stocks Sink on Price-Floor Fears. This Could Be a Buying Opportunity.

Analyst Upgrades and Downgrades

A number of equities analysts have weighed in on the company. Roth Mkm boosted their price target on USA Rare Earth from $25.00 to $35.00 and gave the stock a “buy” rating in a research report on Monday. Canaccord Genuity Group lifted their target price on USA Rare Earth from $23.00 to $33.00 and gave the stock a “buy” rating in a research note on Tuesday. UBS Group restated a “buy” rating on shares of USA Rare Earth in a research note on Monday, December 8th. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of USA Rare Earth in a report on Monday, December 29th. Finally, Benchmark began coverage on shares of USA Rare Earth in a report on Wednesday, January 21st. They issued a “buy” rating on the stock. Six analysts have rated the stock with a Buy rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $28.00.

About USA Rare Earth

USA Rare Earth (NASDAQ: USAR) is a development-stage critical minerals company focused on advancing a fully integrated rare earth element (REE) and lithium project in the United States. Its flagship asset is the Round Top deposit in West Texas, a large, polymetallic concentration of light and heavy rare earth elements, lithium and other co-products. The company seeks to move this asset through resource delineation, pilot-scale processing and eventual commercial production to address growing domestic demand for secure REE supply chains.

In addition to exploration, USA Rare Earth is engineering an on-site separation facility that will utilize dry magnetic separation and hydrometallurgical flowsheets to produce mixed rare earth carbonates.