USA Rare Earth Inc (USAR)

Currency in USD
8.76
+0.54(+6.57%)
Closed·
8.57-0.19(-2.17%)
·
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Fair Value
Day's Range
8.169.14
52 wk Range
6.8432.80
Key Statistics
Prev. Close
8.76
Open
8.39
Day's Range
8.16-9.14
52 wk Range
6.84-32.8
Volume
20.1M
Average Volume (3m)
13.58M
1-Year Change
-49.1584%
Book Value / Share
10.37
Fair Value
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Fair Value Upside
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USAR Scorecardpro icon
Company’s Health
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Fair Value
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Fair Price
Upside
Price Target
35.13
Upside
+300.97%
Members' Sentiments
Bearish
Bullish
ProTips
Analysts anticipate sales growth in the current year

USA Rare Earth Inc News & Analysis

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Technical Analysis

Summary
Strong Sell
Sell
Neutral
Buy
Strong Buy
Buy
Technical Indicators
Strong Buy
Moving Averages
Neutral

Analyst Ratings

9 Buy
0 Hold
0 Sell
Ratings:
9 analysts
Overall Consensus
Strong Buy

Analysts 12-Month Price Target:

Average 35.13
(+300.97% Upside)
Firm
ArticlePositionPrice TargetUpside / DownsideFrom Price TargetActionDate
Texas Capital Securities
Buy28.00+219.63%-New CoverageOct 20, 2026
StoneX
Buy---MaintainSep 10, 2026
Jefferies
Buy21.00+139.73%-New CoverageSep 02, 2026
Cantor Fitzgerald
Buy40.00+356.62%40.00MaintainAug 11, 2026
Roth/MKM
Buy30.00+242.47%40.00MaintainJul 20, 2026

USA Rare Earth Inc Earnings Call Summary for Q3/2026

  • USA Rare Earth posted Q3 2026 loss of 2¢/share vs. 13¢ expected, beating estimates 84.6%; revenue fell to $3M on raw material shortages.
  • Company holds $1.2B cash with $3.09B market cap; adjusted net loss was $126M or 44¢/share excluding $137M non-cash fair-value gain.
  • Completed Serra Verde merger with commercial shipments starting October; first magnet sales from Stillwater facility recorded in September.
  • Q4 2026 guidance: 325+ tons TREO sales from Serra Verde; 2027 targets include 1,200-ton Stillwater capacity and 6,400-ton Serra Verde run rate.
  • Stock rose 6.5% to $8.76 in regular trading but fell 2.73% after-hours; management cited dysprosium/terbium pricing strength amid supply constraints.
Last Updated: 09/11/2026, 23:24
Read Full Transcript

Earnings

Latest Release
Nov 09, 2026
EPS / Forecast
-0.02 / -0.13
Revenue / Forecast
3M / --
EPS Revisions
Last 90 days

USAR Income Statement

Compare USAR to Peers and Sector

Metrics to compare
USAR
Peers
Sector
Relationship
P/E Ratio
−10.6x−5.8x3.8x
PEG Ratio
0.280.070.00
Price/Book
1.3x3.5x1.6x
Price / LTM Sales
249.6x13.0x1.1x
Upside (Analyst Target)
301.0%82.0%49.1%
Fair Value Upside
Unlock−1.7%5.2%Unlock

USA Rare Earth, Inc. engages in mining, processing, and supplying rare earths and other critical minerals in the United States, Europe, and Asia. It primarily explores neodymium, dysprosium, terbium, yttrium, gallium, hafnium, praseodymium, samarium, oxides, and other critical minerals. The company holds interests in the Round Top Mountain located near Sierra Blanca, Texas. It products are used in aerospace, defense, semiconductors, data centers, physical AI, energy, mobility, healthcare, and numerous industrial sectors. It has a hydrometallurgical demonstration facility in Wheat Ridge, Colorado. USA Rare Earth, Inc. has a strategic partnership with Pasqal and Riven Systems to develop next-generation separation technology for the rare earth value chain. USA Rare Earth, Inc. was founded in 2019 and is based in Stillwater, Oklahoma.

Employees
132

Ownership

Ownership Overview

Type
Common Stock Held% of Shares OutstandingMarket Value
Mutual Funds & ETFs
67.27M17.94%553.32M
Other Institutional Investors
268.58M71.61%2.21B
Public Companies & Retail Investors
39.22M10.46%322.58M
Total
375.08M100.00%3.09B

Top Holders

Holder
% of holding
Shares Held
Date Reported
Value (In 1,000s)
Denham Capital Management LP12.52%46,962,166386,264
Denham Mining Fund LP12.52%46,962,166386,264

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FAQ

What Is the USA Rare Earth (USAR) Stock Price Today?

The USA Rare Earth stock price today is 8.76 USD.

What Stock Exchange Does USA Rare Earth Trade On?

USA Rare Earth is listed and trades on the Nasdaq Stock Exchange.

What Is the Stock Symbol for USA Rare Earth?

The stock symbol for USA Rare Earth is "USAR."

What Is the USA Rare Earth (USAR) Afterhours Price Today? (Afterhours variable test: 8.65) Current Date: Nov 10, 2026

After hours price: 8.65. After hours price change (units): -0.11. Price change percentage: -1.26%

What Is the USA Rare Earth Market Cap?

As of today, USA Rare Earth market cap is 3.29B USD.

What Is USA Rare Earth's Earnings Per Share (TTM)?

The USA Rare Earth EPS (TTM) is -1.96.

From a Technical Analysis Perspective, Is USAR a Buy or Sell?

Based on moving averages and other technical indicators, the daily buy/sell signal is Strong Sell.

How Many Times Has USA Rare Earth Stock Split?

USA Rare Earth has split 0 times.

How Many Employees Does USA Rare Earth Have?

USA Rare Earth has 132 employees.

What is the current trading status of USA Rare Earth (USAR)?

As of Nov 10, 2026, USA Rare Earth (USAR) is trading at a price of 8.76 USD, with a previous close of 8.76 USD. The stock has fluctuated within a day range of 8.16 USD to 9.14 USD, while its 52-week range spans from 6.84 USD to 32.80 USD.

What Is USA Rare Earth (USAR) Price Target According to Analysts?

The average 12-month price target for USA Rare Earth is 35.13 USD, with a high estimate of 45 USD and a low estimate of 21 USD. 9 analysts recommend buying the stock, while 0 suggest selling, leading to an overall rating of Strong Buy. The stock has an +300.97% Upside potential.

What Is the USAR Premarket Price?

USAR's last pre-market stock price is 8.57 USD. The pre-market share volume is 168,060.00, and the stock has decreased by -0.19, or -2.17%.

What Is the USAR After Hours Price?

USAR's last after hours stock price is 8.65 USD, the stock has decreased by -0.11, or -1.26%.
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