Carolyn Trabuco Acquires 1,300 Shares of USA Rare Earth (NASDAQ:USAR) Stock

USA Rare Earth Inc. (NASDAQ:USAR) Director Carolyn Trabuco acquired 1,300 shares of USA Rare Earth stock in a transaction that occurred on Thursday, January 29th. The stock was bought at an average price of $22.60 per share, with a total value of $29,380.00. Following the purchase, the director directly owned 1,300 shares of the company’s stock, valued at approximately $29,380. This trade represents a ∞ increase in their ownership of the stock. The purchase was disclosed in a filing with the SEC, which can be accessed through this link.

USA Rare Earth Trading Up 1.6%

Shares of USAR opened at $22.42 on Friday. USA Rare Earth Inc. has a twelve month low of $5.56 and a twelve month high of $43.98. The firm has a market capitalization of $2.97 billion, a P/E ratio of -43.12 and a beta of 0.96. The firm’s 50-day moving average is $16.55 and its two-hundred day moving average is $17.40.

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

Wall Street Analysts Forecast Growth

Several research firms have recently issued reports on USAR. UBS Group reaffirmed a “buy” rating on shares of USA Rare Earth in a research note on Monday, December 8th. William Blair began coverage on shares of USA Rare Earth in a research report on Monday, October 20th. They set an “outperform” rating for the company. Cantor Fitzgerald increased their price target on shares of USA Rare Earth from $28.00 to $35.00 and gave the company an “overweight” rating in a research report on Friday. Roth Mkm raised their price objective on shares of USA Rare Earth from $25.00 to $35.00 and gave the stock a “buy” rating in a research note on Monday. Finally, Canaccord Genuity Group upped their target price on USA Rare Earth from $23.00 to $33.00 and gave the company a “buy” rating in a research note on Tuesday. Six research analysts have rated the stock with a Buy rating and one has given a Sell rating to the company. According to MarketBeat, USA Rare Earth presently has an average rating of “Moderate Buy” and a consensus target price of $34.33.

Key Headlines Impacting USA Rare Earth

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), raising his stake to ~847,500 shares — a notable insider vote of confidence. SEC Filing: Insider Purchase
• Positive Sentiment: USA Rare Earth closed a $1.5 billion PIPE financing — supplies substantial near-term capital to fund development of Round Top and downstream processing, reducing immediate financing uncertainty. GlobeNewswire: PIPE Closing
• Positive Sentiment: Federal engagement continues — Commerce Dept. LOI and reported loan/funding support from the administration reinforce policy backing for a domestic rare-earth supply chain, which underpins long-term demand expectations. ExecutiveGov: Commerce, USA Rare Earth Collaborate
• Positive Sentiment: Smaller insider buy: Director Carolyn Trabuco purchased 1,300 shares at $22.60 — adds to the insider-buying narrative supporting sentiment. SEC Filing: Trabuco Purchase
• Neutral Sentiment: Coverage paints USA Rare Earth as a “test case” for U.S.-backed mine-to-magnet supply chains — increases visibility but leaves timing and commercialization risks unresolved. Yahoo Finance: Test Case Article
• Neutral Sentiment: MarketBeat and other outlets note strong YTD momentum and multiple buy ratings/raised price targets (consensus target roughly $28) — bullish analyst framing may already be partially priced in. MarketBeat: Analyst Coverage
• Negative Sentiment: A Barron’s report that the U.S. might reconsider rare-earth price-floor support sparked sector selling and heightened near-term policy risk — this macro/policy uncertainty is the clearest immediate downside pressure on USAR. Barron’s: Price-Floor Fears

Institutional Trading of USA Rare Earth

A number of hedge funds have recently added to or reduced their stakes in USAR. Vanguard Group Inc. lifted its holdings in shares of USA Rare Earth by 533.3% during the 4th quarter. Vanguard Group Inc. now owns 6,036,486 shares of the company’s stock worth $71,834,000 after acquiring an additional 5,083,288 shares during the period. Alyeska Investment Group L.P. increased its position in USA Rare Earth by 44.0% during the third quarter. Alyeska Investment Group L.P. now owns 12,799,325 shares of the company’s stock worth $219,034,000 after purchasing an additional 3,909,455 shares during the last quarter. Altfest L J & Co. Inc. purchased a new position in USA Rare Earth during the third quarter worth approximately $13,554,000. Geode Capital Management LLC boosted its holdings 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 during the last quarter. Finally, Tudor Investment Corp ET AL purchased a new stake in shares of USA Rare Earth during the 3rd quarter valued at $8,304,000.

USA Rare Earth Company Profile

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.