USAR

USA Rare Earth Inc. Class A Common Stock (USAR)

Stock · NASDAQ · Basic Materials

$10.55as of 10/16/2026

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.

Active signals

High Beta75.4%
200 SMA Touch0.0%
Resistance level
$18.35
Industry
Metal Mining

What USAR's price did in the 20 trading sessions after each past signal, compared with any 20-session window over the same period.

SignalTimesMedian 20-session returnHigher after 20 sessions
Volume Spike23+0.5%70%
Bollinger Band Breakout17+0.3%65%
200-Day Moving Average TouchActive now10+1.8%60%
Bollinger Band Breakdown5+18.0%60%
Any 20-session window (baseline)+0.5%61%

Computed by MarketWall from daily closing prices since April 30, 2024. Returns are close-to-close and don't include dividends. Past results describe what happened before; they are not a forecast and not investment advice.

About USAR

USA Rare Earth, Inc. engages in mining, processing, and supplying rare earths and other critical minerals in the United States, Europe, and Asia. It primarily explores neodymium, dysprosium, terbium, yttrium, gallium, hafnium, praseodymium, samarium, oxides, and other critical minerals. The company holds interests in the Round Top Mountain located near Sierra Blanca, Texas. It products are used in aerospace, defense,…

Sector
Basic Materials
Industry
Metal Mining
Employees
132

Fundamentals

1-day range
$10.41$11.22
Market cap
$3.98B
P/E (trailing)
—
P/E (forward)
351.33
EPS (trailing)
$-2.39
Dividend yield
—
Beta
2.73
Avg. volume
13.10M
52-week range
$9.82$35.92
Next earnings: November 5, 2026 · EPS estimate $-0.15confirmed

How USA Rare Earth Inc. Class A Common Stock Makes Money

Where the revenue actually goes — FY2025 annual results

market-wall.comTotalRevenue$1.64MSG&A$43.13M (2625%)R&D$15.88M (967%)Cost of Revenue$1.45M (88%)USAR

Source: 10-K filed Mar 30, 2026 · via SEC EDGAR / Finnhub

Gross Profit$195.0K(12%)
Operating Income-$59.50M(-3622%)

Forecasts

9 analyst ratings

Buy 93%
Hold 7%
Sell 0%
1-year price forecast
High
$45
+326.5%
Median
$35
+231.8%
Low
$21
+99.1%

USA Rare Earth Inc. Class A Common Stock Competitors

Chosen by industry and closest market cap.

  • USAR
    USA Rare Earth Inc. Class A Common Stock
    $10.54
    ▼ 4.96%
    Market cap $3.98BP/E —
    $9.82$35.92
  • ERO
    Ero Copper Corp. Common Shares
    $34.16
    ▼ 1.70%
    Market cap $3.24BP/E 11.57
    $27.22$56.62
  • AUGO
    Aura Minerals Inc. Common Shares
    $87.2
    ▲ 2.02%
    Market cap $5.50BP/E 23.50
    $29.11$110.32
  • NEXA
    Nexa Resources S.A. Common Shares
    $12.52
    ▲ 0.32%
    Market cap $1.89BP/E 5.96
    $5.05$16.89
  • TMC
    TMC the metals company Inc. Common Stock
    $2.58
    ▼ 3.37%
    Market cap $1.78BP/E —
    $2.47$10.73
  • IE
    Ivanhoe Electric Inc. Common Stock
    $8.63
    ▼ 1.15%
    Market cap $1.71BP/E —
    $7.86$21.55
  • USAS
    Americas Gold and Silver Corporation Common Shares no par value
    $3.78
    ▼ 2.07%
    Market cap $1.58BP/E —
    $4.96$14.14

P/E shows — for peers not currently carrying a live signal of their own.

Latest news

Insider Activity

Insider Actions →
Acquired
1.32M
Disposed
88.4K
  • Humpton Barbara · October 2, 2026 · Sale
    88.4K @ $13.75
  • Jacob Valerie · October 1, 2026 · Grant
    14.5K
  • Moraitis Thrasyvoulos · October 1, 2026 · Grant
    362.3K
  • Moraitis Thrasyvoulos · October 1, 2026 · Grant
    108.7K
  • Humpton Barbara · October 1, 2026 · Option Exercise
    31.3K @ $13.8
  • Humpton Barbara · October 1, 2026 · Option Exercise
    104.4K @ $13.8
  • Humpton Barbara · October 1, 2026 · Option Exercise
    83.6K @ $13.8
  • Thomas Caulfield · October 1, 2026 · Grant
    1.5K
  • Moraitis Thrasyvoulos · September 3, 2026 · Grant
    216.5K
  • Davis Michael Lawrence · September 3, 2026 · Grant
    7.0K
  • Moraitis Thrasyvoulos · September 3, 2026 · Grant
    226.4K
  • Carolyn Trabuco · August 19, 2026 · Grant
    2.1K
  • Michael Blitzer · July 19, 2026 · Grant
    31.4K
  • Michael Blitzer · July 19, 2026 · Grant
    133.4K
  • Thomas Caulfield · July 7, 2026 · Grant
    271

Institutional Ownership

March 31, 2026

Total shares held
148.94M
Total value held
$2.21B
Institutional holders
316
Top holders this quarter
  • Unknown16.57M
  • Unknown14.09M
  • Unknown12.07M
  • Unknown8.74M
  • Unknown8.36M
  • Unknown7.87M
  • Unknown5.52M
  • Unknown4.85M
  • Unknown4.32M
  • Unknown4.24M

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