Usa Rare Earth, Inc. (USAR)
NASDAQ:USAR
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USAR Stock Chart & Stats
$19.95
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Market closed
$19.95
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Day’s Range― - ―
52-Week Range$8.00 - $43.98
Previous CloseN/A
VolumeN/A
Average Volume (3M)18.87M
Market Cap
$6.18B
Enterprise Value$706.90M
Total Cash (Recent Filing)$1.75B
Total Debt (Recent Filing)$11.37M
Price to Earnings (P/E)―
Beta-0.69
Next Earnings
Aug 17, 2026EPS Estimate
-0.1Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)-3.89
Shares Outstanding223,035,370
10 Day Avg. Volume16,928,155
30 Day Avg. Volume18,871,242
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 Cap0.11
Enterprise Value/Revenue96.29
Enterprise Value/Gross Profit-212.66
Enterprise Value/Ebitda-8.43
Forecast
1Y Price Target
$35.40Price Target Upside77.44% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering6
EPS Forecast (FY)-0.49
Revenue Forecast (FY)$80.19M
Bulls Say, Bears Say
Bulls Say
Commercialization And OfftakeExisting offtake agreements with major industrial customers and a planned co-located metal and alloy facility in France strengthen the pathway to commercial magnet production and bolster European supply resilience.
Government Financing And Project FundingSignificant private financing combined with government subsidies materially increases capital available to advance mine and magnet projects, supporting construction of an integrated mine-to-magnet operation.
Supply Chain DiversificationStrategic partnership with a European processor secures direct access to rare earth oxides and separation technologies, positioning the company as an important supplier outside China for downstream processing.
Bears Say
Policy And Contract UncertaintyFunding routed through a commerce department program rather than defense channels may alter deal terms or long-term commitments, introducing policy and execution uncertainty.
Revenue Model And Offtake RiskAgreements lack price floors, profitability guarantees, and binding offtake commitments, leaving revenues exposed if commodity prices or demand soften.
Shareholder DilutionDeal terms that include a discounted equity purchase and warrants will dilute existing shareholders and may pressure the stock as new capital is issued.
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 $8.00 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 $6.18B.
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 81 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 -0.1.
How many shares outstanding does Usa Rare Earth, Inc. have?
Usa Rare Earth, Inc. has 223,035,370 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
Outperform
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Analyst Consensus
Strong Buy
Average Price Target:
$35.40 (77.44% Upside)
$35.40 (77.44% Upside)
Blogger Sentiment
Bullish
USAR Sentiment 70%
Sector Average ―
Sector Average ―
Hedge Fund Trend
Increased
By 629.9K Shares
Last Quarter.
Last Quarter.
Crowd Wisdom
Very Positive
Last 7 Days ▲ 1.2%
Last 30 Days ▲ 3.8%
Last 30 Days ▲ 3.8%
News Sentiment
Very Bullish
Bullish news 99%
Bearish news 0%
Bearish news 0%
Technicals
SMA
Positive
20 days / 200 days
Momentum
215.60%
12-Months-Change
Fundamentals
Return on Equity
-76.51%
Trailing 12-Months
Asset Growth
2164.79%
Trailing 12-Months
Company Description
Usa Rare Earth, Inc.
USA Rare Earth, Inc. operates as a magnet manufacturing company. The Company develops a NdFeB magnet manufacturing, minerals supply, extraction, and processing plant. USA Rare Earth serves defense, automotive, aviation, industrial, medical, and consumer electronics industries in the United States.
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
$35.40
▲(77.44% Upside)
Technical Analysis
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Ownership Overview
10.05% Insiders
4.11% Mutual Funds
26.61% Other Institutional Investors
46.34% Public Companies and Individual Investors