USA Rare Earth (NASDAQ:USAR) Director Michael Blitzer Acquires 100,000 Shares

USA Rare Earth Inc. (NASDAQ:USAR) Director Michael Blitzer bought 100,000 shares of the firm’s stock in a transaction that occurred on Thursday, January 29th. The stock was purchased at an average cost of $21.44 per share, with a total value of $2,144,000.00. Following the completion of the transaction, the director owned 847,500 shares in the company, valued at approximately $18,170,400. This trade represents a 13.38% increase in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link.

USA Rare Earth Stock Performance

Shares of USA Rare Earth stock opened at $22.07 on Friday. The company’s fifty day moving average is $16.34 and its two-hundred day moving average is $17.33. USA Rare Earth Inc. has a 1 year low of $5.56 and a 1 year high of $43.98. The company has a market capitalization of $2.93 billion, a P/E ratio of -42.44 and a beta of 0.96.

USA Rare Earth (NASDAQ:USAR) last announced its earnings results on Thursday, November 6th. The company reported ($0.25) earnings per share for the quarter, missing the consensus estimate of ($0.06) by ($0.19).

Key USA Rare Earth News

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

• Positive Sentiment: Director Michael Blitzer bought 100,000 shares (~$2.14M at $21.44), increasing his stake to 847,500 shares — signals insider confidence in the company. SEC Filing: Insider Purchase
• Positive Sentiment: USA Rare Earth closed a $1.5 billion PIPE financing — provides substantial near-term capital to advance projects and operations. GlobeNewswire: PIPE Closing
• Positive Sentiment: Federal engagement continues — Commerce Dept. LOI and administration loan/funding support position USAR as a centerpiece of domestic rare-earth and chip-supply initiatives, underpinning longer-term demand and policy backing. ExecutiveGov: Commerce, USA Rare Earth Collaborate
• Neutral Sentiment: Coverage framing USAR as a “test case” for U.S.-backed mine-to-magnet supply chains raises visibility but leaves near-term commercial outcomes and timelines uncertain. Yahoo Finance: Test Case Article
• Neutral Sentiment: Recent headlines pointed to a larger ~$3.1B government-backed funding package that helped run the stock; that move may have already been priced in, setting up volatility on any policy or execution news. Yahoo Finance: Funding Deal Coverage
• Negative Sentiment: Sectors fears after a Barron’s report that the U.S. may rethink price-floor support for rare-earths sparked a selloff across peer stocks — that macro/policy uncertainty is the most immediate drag on USAR today. Barron’s: Price-Floor Fears

Hedge Funds Weigh In On USA Rare Earth

A number of large investors have recently bought and sold shares of USAR. Alyeska Investment Group L.P. grew its stake in shares of USA Rare Earth by 44.0% during the 3rd quarter. Alyeska Investment Group L.P. now owns 12,799,325 shares of the company’s stock valued at $219,034,000 after buying an additional 3,909,455 shares during the period. Vanguard Group Inc. grew its position in USA Rare Earth by 533.3% during the fourth quarter. Vanguard Group Inc. now owns 6,036,486 shares of the company’s stock valued at $71,834,000 after acquiring an additional 5,083,288 shares during the period. UBS Group AG increased its stake in USA Rare Earth by 10.2% during the fourth quarter. UBS Group AG now owns 1,279,378 shares of the company’s stock worth $15,225,000 after acquiring an additional 118,812 shares during the last quarter. Altfest L J & Co. Inc. raised its holdings in shares of USA Rare Earth by 53.9% in the 4th quarter. Altfest L J & Co. Inc. now owns 1,213,854 shares of the company’s stock worth $14,445,000 after purchasing an additional 425,377 shares during the period. Finally, Geode Capital Management LLC lifted its stake in shares of USA Rare Earth by 2,437.5% in the 2nd quarter. Geode Capital Management LLC now owns 653,290 shares of the company’s stock valued at $7,160,000 after purchasing an additional 627,545 shares in the last quarter.

Analysts Set New Price Targets

Several equities research analysts have recently commented on the company. Weiss Ratings reissued a “sell (d-)” rating on shares of USA Rare Earth in a research note on Monday, December 29th. UBS Group reissued a “buy” rating on shares of USA Rare Earth in a report on Monday, December 8th. Benchmark initiated coverage on USA Rare Earth in a research note on Wednesday, January 21st. They set a “buy” rating for the company. Canaccord Genuity Group increased their price objective on shares of USA Rare Earth from $23.00 to $33.00 and gave the company a “buy” rating in a research note on Tuesday. Finally, Roth Mkm raised their target price on shares of USA Rare Earth from $25.00 to $35.00 and gave the company a “buy” rating in a report on Monday. Six investment analysts have rated the stock with a Buy rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, USA Rare Earth presently has an average rating of “Moderate Buy” and an average target price of $28.00.

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.