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USAR Stock Chart & Stats
$14.15
$0.53(3.75%)
At close: 4:00 PM EDT
$14.15
$0.53(3.75%)
Day’s Range― - ―
52-Week Range$11.45 - $43.98
Previous CloseN/A
Volume2.16M
Average Volume (3M)11.47M
Market Cap
$3.59B
Enterprise Value$1.24K
Total Cash (Recent Filing)$1.75B
Total Debt (Recent Filing)$1.28M
Price to Earnings (P/E)―
Beta-0.36
Next Earnings
Aug 17, 2026EPS Estimate
-0.11Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)-3.89
Shares Outstanding244,720,100
10 Day Avg. Volume10,088,484
30 Day Avg. Volume11,474,272
Financial Highlights & Ratios
PEG Ratio<0.01
Price to Book (P/B)2.37
Price to Sales (P/S)709.95
P/FCF Ratio-13.51
Enterprise Value/Market Cap<0.01
Enterprise Value/Revenue<0.01
Enterprise Value/Gross Profit<0.01
Enterprise Value/Ebitda>-0.01
Forecast
1Y Price Target
$43.83Price Target Upside209.78% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering7
EPS Forecast (FY)-0.51
Revenue Forecast (FY)$79.31M
Bulls Say, Bears Say
Bulls Say
Low Leverage / Strong Balance SheetZero reported debt and a large equity and asset base provide durable financial flexibility to fund capital-intensive buildout phases, absorb operational delays, and negotiate project financing on better terms. This reduces near-term solvency risk and supports multi-year industrial scaling.
Major Committed Financing And Government SupportLarge committed liquidity and formal U.S. government funding LOI materially de-risk the multi-year mine-to-magnet buildout by enabling scheduled capex, demonstrations, and commissioning. This funding cadence supports milestone-driven execution and reduces reliance on uncertain spot equity raises.
Integrated Mine-to-magnet Strategy And Strategic PartnershipsVertical integration—upstream mines, midstream processing, and downstream magnet capacity—plus strategic investments (Carester, Serra Verde, Round Top) create a resilient Western-aligned supply chain, reduce third-party sourcing risk, and improve long-term margin capture and customer stickiness.
Bears Say
Deep Ongoing Losses And Weak Earnings QualityLarge, persistent net losses and deeply negative margins indicate the company is not yet converting scale into profitability. Sustained losses heighten dependence on external capital, increase dilution risk over time, and make long-term cash self-sufficiency contingent on flawless execution.
Execution And Timing Risk On Key MilestonesThe business plan hinges on sequential milestone deliveries and cross-border integrations; delays or regulatory hurdles could push commissioning, inflate capex, defer revenue, and compound cost overruns. Execution risk is structural for multi-site industrial rollouts and M&A.
Material Dilution And Complex Financing LiabilitiesExtensive share issuances, earn-outs and warrants materially expand share count and create fair-value liabilities that cause recurring noncash earnings swings. This dilutes per-share economics and complicates the capital structure, making long-term returns sensitive to equity performance.
USA Rare Earth News
USAR FAQ
What was Usa Rare Earth, Inc.’s price range in the past 12 months?
Usa Rare Earth, Inc. lowest stock price was $11.45 and its highest was $43.98 in the past 12 months.
What is Usa Rare Earth, Inc.’s market cap?
Usa Rare Earth, Inc.’s market cap is $3.59B.
When is Usa Rare Earth, Inc.’s upcoming earnings report date?
Usa Rare Earth, Inc.’s upcoming earnings report date is Aug 17, 2026 which is in 15 days.
How were Usa Rare Earth, Inc.’s earnings last quarter?
Usa Rare Earth, Inc. released its earnings results on May 13, 2026. The company reported -$0.12 earnings per share for the quarter, beating the consensus estimate of -$0.13 by $0.01.
Is Usa Rare Earth, Inc. overvalued?
According to Wall Street analysts Usa Rare Earth, Inc.’s price is currently Undervalued.
Does Usa Rare Earth, Inc. pay dividends?
Usa Rare Earth, Inc. does not currently pay dividends.
What is Usa Rare Earth, Inc.’s EPS estimate?
Usa Rare Earth, Inc.’s EPS estimate is -0.11.
How many shares outstanding does Usa Rare Earth, Inc. have?
Usa Rare Earth, Inc. has 244,720,100 shares outstanding.
What happened to Usa Rare Earth, Inc.’s price movement after its last earnings report?
Usa Rare Earth, Inc. reported an EPS of -$0.12 in its last earnings report, beating expectations of -$0.13. Following the earnings report the stock price went down -2.321%.
Which hedge fund is a major shareholder of Usa Rare Earth, Inc.?
Currently, no hedge funds are holding shares in USAR
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
USA Rare Earth Stock Smart Score
Neutral
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Analyst Consensus
Strong Buy
Average Price Target:
$43.83 (209.78% Upside)
$43.83 (209.78% Upside)
Blogger Sentiment
Bullish
USAR Sentiment 90%
Sector Average ―
Sector Average ―
Hedge Fund Trend
Increased
By 629.9K Shares
Last Quarter.
Last Quarter.
Insider Transactions
Sold Shares
Worth $295.9K over
the Last 3 Months
the Last 3 Months
Crowd Wisdom
Positive
Last 7 Days ▲ 0.4%
Last 30 Days ▲ 2.5%
Last 30 Days ▲ 2.5%
News Sentiment
Neutral
Bullish news 50%
Bearish news 50%
Bearish news 50%
Technicals
SMA
Negative
20 days / 200 days
Momentum
15.04%
12-Months-Change
Fundamentals
Return on Equity
―
Trailing 12-Months
Asset Growth
2164.79%
Trailing 12-Months
Company Description
Usa Rare Earth, Inc.
USA Rare Earth (USAR) is a U.S.-focused rare earth materials company developing a domestic supply chain for rare earth elements used in permanent magnets and other advanced technologies. Its activities include developing rare earth mineral resources and related processing capabilities, with a strategic focus on producing rare earth materials that support U.S. manufacturing and critical-minerals security.
USAR Company Deck
USAR Earnings Call
Q1 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call highlights substantial strategic progress: transformational M&A (Serra Verde), a major PIPE ($1.5B) and anticipated Dept. of Commerce support ($1.6B LOI), operational milestones (Stillwater Phase 1a, commissioning hydromet demos, first commercial Yttrium pour) and clear ramp targets for magnet and metal-making capacity. These positives are tempered by early-stage revenue ($6M), a Q1 net loss of $67M (adjusted loss $24.1M), elevated operating spend, dilution and execution/timing risks tied to closing transactions and funding documentation, and remaining uncertainty around Carester volume allocations. On balance, the company appears well-financed and making tangible operational progress, but key near-term outcomes hinge on closing the announced transactions and meeting ramp milestones.View all USAR earnings summariesUSAR Stock 12 Month Forecast
Average Price Target
$43.83
▲(209.78% Upside)
Technical Analysis
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Ownership Overview
9.16% Insiders
8.45% Mutual Funds
4.09% Other Institutional Investors
64.11% Public Companies and Individual Investors