USA Rare Earth price target raised to $40 from $20 at Roth Capital

Roth Capital analyst Suji Desilva raised the firm’s price target on USA Rare Earth (USAR) to $40 from $20 and keeps a Buy rating on the shares. The firm hosted a series of investor meetings with the company’s management and came away encouraged by the progress toward establishing an alternative, end-to-end rare earth magnet manufacturing supply chain based outside of China in the U.S. and allied countries, the analyst tells investors in a research note. Roth adds that it remains comfortable with initial magnet revenue commencing in early 2026 and believes that customer engagement driven magnet unit demand visibility continues to grow.

Meet Samuel – Your Personal Investing Prophet