USA Rare Earth (NASDAQ:USAR) Trading Up 1.1% – Time to Buy?

USA Rare Earth Inc. (NASDAQ:USAR) rose 1.1% during mid-day trading on Thursday . The company traded as high as $19.16 and last traded at $18.61. Approximately 8,874,078 shares were traded during trading, a decline of 47% from the average session volume of 16,759,432 shares. The stock had previously closed at $18.41.

Trending Headlines about USA Rare Earth

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

• Positive Sentiment: Positive analyst coverage: Cantor Fitzgerald initiated coverage with a “Buy” rating, while Northland Securities maintained an “Outperform” rating and a $45 price target—well above the stock’s recent trading level. The bullish view likely reflects the company’s strategic position in the rare-earth materials market and potential long-term growth. Analysts Are Bullish on These Materials Stocks
• Positive Sentiment: Upside implied by Northland’s target: Northland expects USA Rare Earth to remain loss-making through 2027, but its $45 target indicates substantial potential appreciation if the company executes on its growth plans and improves profitability. USA Rare Earth Gets a Buy from Cantor Fitzgerald
• Neutral Sentiment: Long-term estimates remain speculative: Northland forecasts EPS of negative $0.16 in Q3 and Q4 2026, negative $0.19 in Q1 2027, and negative $0.66 for full-year 2027. The estimates provide a framework for investors but also underscore that profitability is not expected soon.
• Negative Sentiment: Recent earnings miss: USA Rare Earth reported a quarterly loss of $0.15 per share versus the $0.07 consensus loss, while revenue was $5.82 million. The larger-than-expected loss pressured the stock and may keep investors focused on cash usage and the timing of the company’s path to profitability. USA Rare Earth Stock Price Down After Earnings Miss
• Negative Sentiment: Near-term estimates were reduced: Northland lowered its Q3 2026 EPS forecast to a $0.16 loss from a $0.12 loss, signaling weaker near-term expectations even though the firm retained its bullish rating and price target.

Analyst Upgrades and Downgrades

A number of brokerages recently commented on USAR. Weiss Ratings lowered USA Rare Earth from a “sell (d)” rating to a “sell (d-)” rating in a research note on Tuesday. Wedbush increased their target price on USA Rare Earth from $29.00 to $35.00 and gave the company an “outperform” rating in a research note on Tuesday, May 12th. Benchmark reissued a “buy” rating on shares of USA Rare Earth in a research report on Wednesday, June 3rd. Canaccord Genuity Group lifted their price target on shares of USA Rare Earth from $29.00 to $32.00 and gave the stock a “buy” rating in a research note on Tuesday, April 21st. Finally, Wall Street Zen raised shares of USA Rare Earth from a “strong sell” rating to a “sell” rating in a report on Saturday, May 16th. Nine analysts have rated the stock with a Buy rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, USA Rare Earth presently has an average rating of “Moderate Buy” and an average target price of $35.83.

USA Rare Earth Stock Up 1.1%

The firm has a market capitalization of $4.15 billion, a price-to-earnings ratio of -7.66 and a beta of 2.55. The stock has a 50 day moving average of $19.08 and a 200 day moving average of $20.49.

USA Rare Earth (NASDAQ:USAR) last announced its quarterly earnings data on Monday, August 10th. The company reported ($0.15) earnings per share (EPS) for the quarter, missing the consensus estimate of ($0.07) by ($0.08). The business had revenue of $5.82 million during the quarter. Analysts predict that USA Rare Earth Inc. will post -0.35 earnings per share for the current year.

Insider Activity

In related news, Director Carolyn Trabuco sold 13,000 shares of the company’s stock in a transaction that occurred on Monday, June 8th. The stock was sold at an average price of $22.77, for a total transaction of $296,010.00. Following the sale, the director directly owned 18,783 shares of the company’s stock, valued at approximately $427,688.91. This represents a 40.90% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Corporate insiders own 9.10% of the company’s stock.

Institutional Trading of USA Rare Earth

Several institutional investors have recently added to or reduced their stakes in USAR. Allworth Financial LP bought a new stake in USA Rare Earth during the second quarter valued at $38,000. Ascentis Independent Advisors bought a new position in shares of USA Rare Earth in the 1st quarter worth about $27,000. Larson Financial Group LLC boosted its holdings in shares of USA Rare Earth by 217.5% in the 4th quarter. Larson Financial Group LLC now owns 2,092 shares of the company’s stock valued at $25,000 after buying an additional 1,433 shares during the period. National Bank of Canada FI grew its position 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 valued at $36,000 after buying an additional 1,100 shares during the last quarter. Finally, KBC Group NV bought a new stake in shares of USA Rare Earth during the 1st quarter valued at about $35,000.

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.