Cantor Fitzgerald Boosts USA Rare Earth (NASDAQ:USAR) Price Target to $35.00

USA Rare Earth (NASDAQ:USAR) had its price objective raised by investment analysts at Cantor Fitzgerald from $30.00 to $35.00 in a note issued to investors on Thursday,Benzinga reports. The brokerage currently has an “overweight” rating on the stock. Cantor Fitzgerald’s price target points to a potential upside of 37.69% from the company’s previous close.

A number of other equities analysts also recently weighed in on USAR. Benchmark assumed coverage on shares of USA Rare Earth in a research note on Wednesday, January 21st. They issued a “buy” rating for the company. Roth Mkm set a $30.00 target price on USA Rare Earth in a report on Monday, April 20th. Weiss Ratings reissued a “sell (d-)” rating on shares of USA Rare Earth in a report on Friday, March 27th. Canaccord Genuity Group increased their target price on USA Rare Earth from $29.00 to $32.00 and gave the stock a “buy” rating in a research note on Tuesday, April 21st. Finally, Wedbush lifted their price target on USA Rare Earth from $29.00 to $35.00 and gave the company an “outperform” rating in a research note on Tuesday. Eight research analysts have rated the stock with a Buy rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $35.40.

USA Rare Earth Trading Down 0.5%

NASDAQ:USAR opened at $25.42 on Thursday. The stock has a market capitalization of $5.54 billion, a P/E ratio of -8.47 and a beta of 2.38. USA Rare Earth has a 1 year low of $8.00 and a 1 year high of $43.98. The firm has a 50 day moving average of $19.82 and a 200-day moving average of $18.36.

USA Rare Earth (NASDAQ:USAR) last released its quarterly earnings results on Wednesday, May 13th. The company reported ($0.12) EPS for the quarter, topping analysts’ consensus estimates of ($0.16) by $0.04. The business had revenue of $5.70 million for the quarter. As a group, analysts forecast that USA Rare Earth will post -0.76 EPS for the current fiscal year.

Institutional Investors Weigh In On USA Rare Earth

Institutional investors and hedge funds have recently modified their holdings of the company. Larson Financial Group LLC increased its position in USA Rare Earth by 217.5% during the fourth quarter. Larson Financial Group LLC now owns 2,092 shares of the company’s stock worth $25,000 after buying an additional 1,433 shares during the last quarter. NewEdge Advisors LLC lifted its position in shares of USA Rare Earth by 158.2% in the second quarter. NewEdge Advisors LLC now owns 2,324 shares of the company’s stock valued at $25,000 after buying an additional 1,424 shares during the last quarter. Ascentis Independent Advisors bought a new position in shares of USA Rare Earth during the 1st quarter worth approximately $27,000. Center for Financial Planning Inc. acquired a new position in shares of USA Rare Earth during the 4th quarter worth approximately $28,000. Finally, Havemeyer Place LP acquired a new position in shares of USA Rare Earth during the 4th quarter worth approximately $33,000.

USA Rare Earth News Roundup

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

• Positive Sentiment: USA Rare Earth beat Wall Street’s estimates on both earnings and revenue, reporting a loss of $0.12 per share versus expectations for a $0.14-$0.16 loss and revenue of $5.7 million versus about $4.2 million expected. USA Rare Earth Stock Climbs After Q1 Earnings Release — Here’s Why
• Positive Sentiment: The company said it ended the quarter with $128.1 million in cash and highlighted major strategic milestones, including its $1.5 billion PIPE financing and progress toward consolidating its Serra Verde project, which supports longer-term growth plans. Transcript: USA Rare Earth Q1 2026 Earnings Conference Call
• Positive Sentiment: Sentiment was further supported by a $14.2 million Texas Semiconductor Innovation Fund grant to accelerate development of the Round Top Mountain heavy rare earth project, reinforcing investor expectations for future production growth. USA Rare Earth Awarded $14.2 Million Texas Semiconductor Innovation Fund Grant to Accelerate Round Top Mountain Heavy Rare Earth Project
• Neutral Sentiment: Wedbush raised its price target on USAR to $35 and kept an outperform rating, reflecting optimism about the company’s long-term upside rather than immediate financial results. USA Rare Earth (NASDAQ:USAR) Price Target Raised to $35.00 at Wedbush
• Negative Sentiment: Offsetting some of the enthusiasm, USA Rare Earth still posted a sizeable quarterly operating loss, underscoring that the business remains in an investment-heavy phase and is not yet generating meaningful profits. USA Rare Earth Stock Rises on Strong Sales. It’s Still About the Future.
• Negative Sentiment: Brazil’s antitrust review of USA Rare Earth’s proposed $2.8 billion Serra Verde deal adds regulatory uncertainty around a key strategic transaction. Brazil opens antitrust investigation into USA Rare Earth’s $2.8B deal for Serra Verde

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.