USAR · USA Rare Earth Inc. Class A Common Stock
View on chartInsiders & Stakes
| Inflection Point Holdings II LLC 10% Owner | ▲ Buy | Option Exercise | 6,250,000 Shares held | 3/12/2025 | View profile |
| Bayshore Capital Advisors, LLC 10% Owner | ▼ Sell | Other | 1,811,815 Shares held | 9/15/2025 | View profile |
| Michael Blitzer Director | ▲ Buy | Option Exercise | 877,983 Shares held | 5/20/2026 | View profile |
| Paul J. Kern Director | ▲ Buy | Option Exercise | 209,518 Shares held | 5/20/2026 | View profile |
| Humpton Barbara Former Chief Executive Officer | ▼ Sell | Open Market | 130,939 Shares held | 10/2/2026 | View profile |
| David Thomas Kronenfeld CLO and Corporate Secretary | ▼ Sell | Other | 76,374 Shares held | 2/12/2026 | View profile |
| Ridge Stephen James Chief Operating Officer | ▲ Buy | Grant | 66,162 Shares held | 3/13/2025 | View profile |
| William Robert Steele Jr. Chief Financial Officer | ▼ Sell | Tax Withholding | 42,002 Shares held | 5/21/2026 | View profile |
| Smith Tready Director | ▲ Buy | Grant | 37,073 Shares held | 3/13/2025 | View profile |
| Michael F. Senft Director | ▲ Buy | Option Exercise | 30,483 Shares held | 5/20/2026 | View profile |
| Mordechai Zev Gutnick Director | ▲ Buy | Option Exercise | 30,483 Shares held | 5/20/2026 | View profile |
| Otto C. Schwethelm Director | ▲ Buy | Option Exercise | 30,483 Shares held | 5/20/2026 | View profile |
| Carolyn Trabuco Director | ▼ Sell | Open Market | 18,783 Shares held | 6/8/2026 | View profile |
| Thomas Caulfield Director | ▲ Buy | Grant | 4,708 Shares held | 10/1/2026 | View profile |
Transaction History
| Humpton Barbara | ▼ Sell | Open Market | 88,391 | $1.2M | 10/2/2026 |
| Humpton Barbara | ▲ Buy | Option Exercise | 83,554 | $1.2M | 10/1/2026 |
| Humpton Barbara | ▲ Buy | Option Exercise | 104,443 | $1.4M | 10/1/2026 |
| Humpton Barbara | ▲ Buy | Option Exercise | 31,333 | $432K | 10/1/2026 |
| Thomas Caulfield | ▲ Buy | Grant | 1,482 | $0 | 10/1/2026 |
| Thomas Caulfield | ▲ Buy | Grant | 271 | $0 | 7/7/2026 |
| Carolyn Trabuco | ▼ Sell | Open Market | 13,000 | $296K | 6/8/2026 |
| Thomas Caulfield | ▲ Buy | Grant | 407 | $0 | 6/3/2026 |
| Thomas Caulfield | ▲ Buy | Option Exercise | 2,548 | $0 | 6/3/2026 |
| William Robert Steele Jr. | ▼ Sell | Tax Withholding | 33,825 | $763K | 5/21/2026 |
| Otto C. Schwethelm | ▲ Buy | Option Exercise | 18,199 | $411K | 5/20/2026 |
| William Robert Steele Jr. | ▲ Buy | Option Exercise | 45,496 | $1.0M | 5/20/2026 |
| Mordechai Zev Gutnick | ▲ Buy | Option Exercise | 12,284 | $277K | 5/20/2026 |
| Carolyn Trabuco | ▲ Buy | Option Exercise | 12,284 | $277K | 5/20/2026 |
| Michael Blitzer | ▲ Buy | Option Exercise | 12,284 | $0 | 5/20/2026 |
| Mordechai Zev Gutnick | ▲ Buy | Option Exercise | 18,199 | $411K | 5/20/2026 |
| Otto C. Schwethelm | ▲ Buy | Option Exercise | 12,284 | $277K | 5/20/2026 |
| Michael F. Senft | ▲ Buy | Option Exercise | 18,199 | $411K | 5/20/2026 |
| William Robert Steele Jr. | ▲ Buy | Option Exercise | 30,331 | $685K | 5/20/2026 |
| Michael Blitzer | ▲ Buy | Option Exercise | 18,199 | $0 | 5/20/2026 |
| Paul J. Kern | ▲ Buy | Option Exercise | 18,199 | $411K | 5/20/2026 |
| Paul J. Kern | ▲ Buy | Option Exercise | 12,284 | $277K | 5/20/2026 |
| Michael F. Senft | ▲ Buy | Option Exercise | 12,284 | $277K | 5/20/2026 |
| Carolyn Trabuco | ▲ Buy | Option Exercise | 18,199 | $411K | 5/20/2026 |
| Mordechai Zev Gutnick | ▲ Buy | Grant | 939,618 | — | 5/15/2026 |
| Paul J. Kern | ▲ Buy | Grant | 11,211 | — | 5/15/2026 |
| Paul J. Kern | ▲ Buy | Grant | 11,211 | — | 4/15/2026 |
| Mordechai Zev Gutnick | ▲ Buy | Grant | 939,618 | — | 4/15/2026 |
| David Thomas Kronenfeld | ▼ Sell | Other | 6,977 | $150K | 2/12/2026 |
| Michael Blitzer | ▲ Buy | Open Market | 100,000 | $2.1M | 1/29/2026 |
| Carolyn Trabuco | ▲ Buy | Open Market | 1,300 | $29K | 1/29/2026 |
| Michael Blitzer | ▼ Sell | Other | 562,500 | — | 1/1/2026 |
| Bayshore Capital Advisors, LLC | ▼ Sell | Other | 5,904,264 | — | 9/15/2025 |
| Michael Blitzer | ▼ Sell | Other | 3,125,000 | — | 9/15/2025 |
| Bayshore Capital Advisors, LLC | ▼ Sell | Other | 1,811,814 | — | 9/15/2025 |
| Michael Blitzer | ▲ Buy | Option Exercise | 2,091,849 | — | 8/13/2025 |
| Michael Blitzer | ▼ Sell | Open Market | 2,091,849 | $32.9M | 8/13/2025 |
| Paul J. Kern | ▼ Sell | Other | 4,699 | — | 3/13/2025 |
| Mordechai Zev Gutnick | ▲ Buy | Grant | 13,671,026 | — | 3/13/2025 |
| Ridge Stephen James | ▲ Buy | Grant | 66,162 | — | 3/13/2025 |
| Smith Tready | ▲ Buy | Grant | 37,073 | — | 3/13/2025 |
| Smith Tready | ▲ Buy | Grant | 58,777 | — | 3/13/2025 |
| Smith Tready | ▲ Buy | Grant | 11,808,529 | — | 3/13/2025 |
| Smith Tready | ▲ Buy | Grant | 3,623,629 | — | 3/13/2025 |
| Paul J. Kern | ▲ Buy | Grant | 163,125 | — | 3/13/2025 |
| David Thomas Kronenfeld | ▲ Buy | Grant | 72,870 | — | 3/13/2025 |
| Inflection Point Holdings II LLC | ▲ Buy | Option Exercise | 50,000 | — | 3/12/2025 |
| Inflection Point Holdings II LLC | ▲ Buy | Option Exercise | 6,200,000 | — | 11/18/2024 |
AI Market Commentary
AI-generatedAll commentary →Synthesized from recent news and fundamentals/technical data -- not human analyst commentary or trader sentiment.
October 11, 2026
USA Rare Earth Draws Fresh Attention Amid Sector Interest
Recent articles are focusing on USA Rare Earth as part of a broader trend in rare earth and tungsten stocks. This renewed attention comes as the stock trades near its 52-week low, with an RSI of 27.5 suggesting it is currently oversold. While analysts have an average price target of $35.56, the stock remains in a volatile phase with high beta signals active.
USA Rare Earth Draws Fresh Attention Amid Sector Interest. Recent articles are focusing on USA Rare Earth as part of a broader trend in rare earth and tungsten stocks. This renewed attention comes as the stock trades near its 52-week low, with an RSI of 27.5 suggesting it is currently oversold. While analysts have an average price target of $35.56, the stock remains in a volatile phase with high beta signals active.