USA Rare Earth Inc. (NASDAQ:USAR) Receives Consensus Recommendation of “Moderate Buy” from Brokerages

Shares of USA Rare Earth Inc. (NASDAQ:USAR) have been given an average rating of “Moderate Buy” by the seven ratings firms that are covering the firm, MarketBeat Ratings reports. One investment analyst has rated the stock with a sell recommendation and six have issued a buy recommendation on the company. The average 1 year target price among brokerages that have updated their coverage on the stock in the last year is $34.3333.

Several equities analysts recently weighed in on USAR shares. Benchmark started coverage on USA Rare Earth in a research note on Wednesday, January 21st. They issued a “buy” rating for the company. Cantor Fitzgerald upped their target price on USA Rare Earth from $28.00 to $35.00 and gave the company an “overweight” rating in a report on Friday. William Blair began coverage on USA Rare Earth in a research note on Monday, October 20th. They set an “outperform” rating for the company. Roth Mkm boosted 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 report on Monday, January 26th. Finally, Weiss Ratings restated a “sell (d-)” rating on shares of USA Rare Earth in a report on Monday, December 29th.

Insider Activity at USA Rare Earth

In related news, Director Michael Blitzer bought 100,000 shares of USA Rare Earth stock in a transaction that occurred on Thursday, January 29th. The shares were purchased at an average price of $21.44 per share, with a total value of $2,144,000.00. Following the purchase, the director owned 847,500 shares in the company, valued at $18,170,400. This represents a 13.38% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, Director Carolyn Trabuco bought 1,300 shares of the stock in a transaction on Thursday, January 29th. The shares were bought at an average price of $22.60 per share, for a total transaction of $29,380.00. Following the acquisition, the director owned 1,300 shares in the company, valued at $29,380. The trade was a ∞ increase in their position. The SEC filing for this purchase provides additional information. 46.60% of the stock is owned by corporate insiders.

Institutional Trading of USA Rare Earth

Institutional investors and hedge funds have recently made changes to their positions in the stock. Vanguard Group Inc. increased its position in 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 purchasing an additional 5,083,288 shares in the last quarter. Alyeska Investment Group L.P. boosted 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 worth $219,034,000 after purchasing an additional 3,909,455 shares during the last quarter. Altfest L J & Co. Inc. purchased a new stake in shares of USA Rare Earth during the third quarter worth about $13,554,000. Geode Capital Management LLC raised its position in shares of USA Rare Earth by 2,437.5% in the second quarter. Geode Capital Management LLC now owns 653,290 shares of the company’s stock valued at $7,160,000 after buying an additional 627,545 shares during the last quarter. Finally, Tudor Investment Corp ET AL acquired a new position in shares of USA Rare Earth in the third quarter valued at approximately $8,304,000.

USA Rare Earth Stock Up 17.5%

Shares of NASDAQ USAR opened at $25.97 on Wednesday. The stock has a market capitalization of $3.44 billion, a price-to-earnings ratio of -49.94 and a beta of 0.93. USA Rare Earth has a 52 week low of $5.56 and a 52 week high of $43.98. The firm has a 50-day moving average price of $17.02 and a 200 day moving average price of $17.56.

USA Rare Earth (NASDAQ:USAR) last issued its 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).

Key USA Rare Earth News

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

• Positive Sentiment: Federal policy tailwinds — Trump’s Project Vault and the new U.S. critical-minerals reserve explicitly include rare earths, boosting demand visibility and re-rating of domestic suppliers. This broader policy push is the main driver behind lifting rare-earth stocks, including USAR. Trump Project Vault stockpile will include any minerals listed as ‘critical’ by Interior Department
• Positive Sentiment: Federal financing/White House interest — coverage highlights a reported nonbinding LOI for roughly $1.6 billion in federal financing and a potential White House stake, which materially improves USAR’s access to capital and execution runway if finalized. This $25 Stock Could Be Your Ticket to Millionaire
• Positive Sentiment: Analyst/upside momentum — at least one published update lifted USAR’s price target materially (reported +62% target increase), and market commentators are spotlighting USAR as a top-fit for the federal-catalyst trade, supporting momentum buying. USA Rare Earth (USAR) price target increased by 62.64% to 37.74
• Neutral Sentiment: Industry narrative & positioning — several pieces explain why USAR is well-positioned for Project Vault demand and renewed federal industrial policy; these are supportive but depend on implementation and contracting timelines. USA Rare Earth Positioned For Project Vault Demand And Policy Support
• Neutral Sentiment: Valuation check after run-up — independent pieces urge caution, assessing USAR’s stretched multiples after a sharp rally and noting elevated trading volume; these remind investors to weigh execution risk vs. policy optionality. Assessing USA Rare Earth (USAR) Valuation After A Sharp Run In Recent Returns
• Negative Sentiment: Near-term earnings and spending risk — Zacks warns USAR will report wider losses for Q4 as it accelerates spending on the Stillwater NdFeB magnet plant and pre-commissioning activity ahead of 2026; the company also missed EPS estimates in its last print, highlighting execution and cash-burn risks before revenue scales. USA Rare Earth Q4 Earnings on the Deck: How to Approach the Stock Now?

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.