USA Rare Earth Inc (USAR)

US — Basic Materials Sector
Peers: GPAC  GWII  OSI  DPCS  PICC  DISA 

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Key Metrics & Ratings

  • symbol USAR
  • Rev/Share 0.0526
  • Book/Share -0.4417
  • PB 181.8806
  • Debt/Equity 0.0
  • CurrentRatio 16.5111
  • ROIC -0.0847

 

  • MktCap 2292593784.0
  • FreeCF/Share -0.1265
  • PFCF -176.6373
  • PE -9.8116
  • Debt/Assets 0.0
  • DivYield 0
  • ROE -10.354

 

  • Rating D+
  • Score 1
  • Recommendation Strong Sell
  • P/E Score 1
  • DCF Score 2
  • P/B Score 1
  • D/E Score 1

Recent Analyst Ratings

Type Ticker Analyst Firm Previous Rating Current Rating Previous Price Target Current Price Target Date
Initiation USAR William Blair -- Outperform -- -- Oct. 20, 2025
Initiation USAR Cantor Fitzgerald -- Overweight -- $16 Aug. 1, 2025
Initiation USAR Canaccord Genuity -- Buy -- $17 June 13, 2025
Initiation USAR Roth Capital -- Buy -- $15 May 29, 2025

News

USA Rare Earth Q4 Earnings on the Deck: How to Approach the Stock Now?
USAR
Published: February 03, 2026 by: Zacks Investment Research
Sentiment: Negative

USAR heads into Q4 earnings with a wider loss forecast as it advances its Stillwater NdFeB magnet plant and ramps spending ahead of 2026 commissioning.

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image for news USA Rare Earth Q4 Earnings on the Deck: How to Approach the Stock Now?
Rare earth stocks jump after Trump launches $12 billion critical minerals stockpile
ALB, LAC, MP, TMQ, USAR, UUUU
Published: February 03, 2026 by: CNBC
Sentiment: Positive

The moves come shortly after President Donald Trump announced the establishment of a U.S. critical mineral reserve.

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image for news Rare earth stocks jump after Trump launches $12 billion critical minerals stockpile
3 Stocks Trump Could Back Next as USA Rare Earths Revives the Federal Catalyst Trade
GFS, OKLO, USAR, UUUU
Published: February 02, 2026 by: MarketBeat
Sentiment: Positive

In a recent MarketBeat interview, InvestorPlace's Luke Lango suggested 2026 is setting up for more of the second kind. The White House has started placing targeted bets in industries it views as mission-critical to the AI era, and those moves can reprice a stock in days instead of quarters.

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image for news 3 Stocks Trump Could Back Next as USA Rare Earths Revives the Federal Catalyst Trade
Momentum Is Just Starting for These 3 Rapid-Growth Stocks in 2026
CRVS, NUAI, USAR
Published: February 02, 2026 by: MarketBeat
Sentiment: Positive

Close to one month into 2026, the S&P 500 has been fairly sluggish in the new year, rising by just over 1% overall after multiple dips throughout January. However, that middling performance might obscure the fact that a number of individual companies have had a supercharged start to the year, dramatically outperforming the market benchmark.

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image for news Momentum Is Just Starting for These 3 Rapid-Growth Stocks in 2026
MP, Rare Earth Stocks Sink on Price-Floor Fears. This Could Be a Buying Opportunity.
ALB, LAC, MP, TMQ, USAR, UUUU
Published: January 29, 2026 by: Barrons
Sentiment: Positive

Rare-earth mining stocks slid after a report suggested the U.S. may rethink price-floor support—but analysts say government backing remains intact.

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image for news MP, Rare Earth Stocks Sink on Price-Floor Fears. This Could Be a Buying Opportunity.
Rare Earth Stocks Get Rocked: Here Are The Facts
ALB, LAC, MP, TMQ, USAR, UUUU
Published: January 29, 2026 by: Benzinga
Sentiment: Negative

The rare earth sector got a shock Wednesday evening when Reuters reported that the Trump administration is walking back previous promises to guarantee price floors for domestic critical mineral projects.

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image for news Rare Earth Stocks Get Rocked: Here Are The Facts
USA Rare Earth Gets Huge Stock Price Target Boost Following Government Deal
USAR
Published: January 27, 2026 by: Barrons
Sentiment: Positive

Analysts are raising their price targets for USA Rare Earth stock following a deal with the federal government.

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image for news USA Rare Earth Gets Huge Stock Price Target Boost Following Government Deal
USA Rare Earth, Inc. (USAR) Shareholder/Analyst Call Transcript
USAR
Published: January 26, 2026 by: Seeking Alpha
Sentiment: Neutral

USA Rare Earth, Inc. (USAR) Shareholder/Analyst Call Transcript

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image for news USA Rare Earth, Inc. (USAR) Shareholder/Analyst Call Transcript
USA Rare Earth Gets a Government Boost -- Should Investors Be Excited or Cautious?
USAR
Published: January 26, 2026 by: The Motley Fool
Sentiment: Positive

USA Rare Earth said that the Commerce Dept. would acquire a stake in the company worth between 8%-16% for $277 million.

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image for news USA Rare Earth Gets a Government Boost -- Should Investors Be Excited or Cautious?
USA Rare Earth Is Surging. A Big Government Funding Deal Is Lifting the Stock
USAR
Published: January 26, 2026 by: Investopedia
Sentiment: Positive

USA Rare Earth (USAR) is starting the week on a high note with a public-private funding deal that is lifting the company's shares.

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image for news USA Rare Earth Is Surging. A Big Government Funding Deal Is Lifting the Stock
5 Things to Know Before the Stock Market Opens
USAR
Published: January 26, 2026 by: Investopedia
Sentiment: Negative

Stock futures are little changed ahead of a busy week of earnings reports and a Federal Reserve meeting; gold is continuing its record run, with futures surpassing $5,000 an ounce for the first time; thousands of flights were canceled after a harsh winter storm battered a wide swath of the country; President Trump has threatened to impose additional tariffs on Canada; and shares of USA Rare Earths are soaring as the mining company announced new government funding. Here's what you need to know today.

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image for news 5 Things to Know Before the Stock Market Opens
USA Rare Earth shares pop on proposed US government stake
USAR
Published: January 26, 2026 by: Proactive Investors
Sentiment: Positive

USA Rare Earth (NASDAQ:USAR) shares surged more than 20% pre-market after the company disclosed that it has entered into a preliminary agreement with the US government for a large strategic investment. The Stillwater, Oklahoma–based company said it has signed a non-binding letter of intent with the US Department of Commerce under the CHIPS Act, outlining a proposed funding package totaling about $1.6 billion.

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image for news USA Rare Earth shares pop on proposed US government stake
USA Rare Earth Surges 20% After Trump Administration Invests $1.6 Billion
USAR
Published: January 26, 2026 by: Forbes
Sentiment: Positive

This is a developing story.

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image for news USA Rare Earth Surges 20% After Trump Administration Invests $1.6 Billion
Will USAR's Expansion Plan in France Boost ex-China Rare-Earth Supply Chains?
USAR
Published: January 22, 2026 by: Zacks Investment Research
Sentiment: Positive

USA Rare Earth plans a France-based metal and alloy facility with LCM Europe to strengthen ex-China rare-earth supply chains and support European processing.

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image for news Will USAR's Expansion Plan in France Boost ex-China Rare-Earth Supply Chains?
USA Rare Earth vs. NioCorp: Which Mining Stock Offers Better Prospects?
NB, USAR
Published: January 20, 2026 by: Zacks Investment Research
Sentiment: Positive

USAR gains an edge over NioCorp as progress at its Stillwater magnet facility and strong funding support a path toward U.S. commercial production.

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image for news USA Rare Earth vs. NioCorp: Which Mining Stock Offers Better Prospects?
2 Rare Earth Stocks Hot Amid Greenland Gridlock
ALB, LAC, MP, TMQ, USAR, UUUU
Published: January 20, 2026 by: Schaeffers Research
Sentiment: Positive

MP Materials Corp (NYSE:MP) and USA Rare Earth Inc (NASDAQ:USAR) shares are on the rise today, as investors monitor the rare earths sector while the U.S. and Europe clash over the sale of Greenland.

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image for news 2 Rare Earth Stocks Hot Amid Greenland Gridlock
USAR Impacted by High Project Development Spending: What's Next?
USAR
Published: January 14, 2026 by: Zacks Investment Research
Sentiment: Neutral

USA Rare Earth faces rising development costs and losses as it builds U.S. rare earth projects, even as Round Top's commercial start moves up to late 2028.

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image for news USAR Impacted by High Project Development Spending: What's Next?
Critical Metals' 100% Run Puts Rare Earth Stocks In Play For 2026's Top Trade
ALB, LAC, MP, TMQ, USAR, UUUU
Published: January 12, 2026 by: Benzinga
Sentiment: Positive

The first two weeks of 2026 have opened the year with a bull run in rare earth stocks, driven by geopolitical tension and aggressive industrial policies. The upward momentum could continue as the U.S. makes definitive moves toward mineral sovereignty.

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image for news Critical Metals' 100% Run Puts Rare Earth Stocks In Play For 2026's Top Trade
USA Rare Earth Crosses 50-Day SMA: Should You Buy the Stock Now?
USAR
Published: January 09, 2026 by: Zacks Investment Research
Sentiment: Positive

USAR crosses its 50-day SMA as shares climb 52% in six months, with Stillwater magnet plant advances and a $400M cash boost driving momentum.

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image for news USA Rare Earth Crosses 50-Day SMA: Should You Buy the Stock Now?
Can USAR's Stillwater Facility Power Its Next Phase of Strength?
USAR
Published: January 06, 2026 by: Zacks Investment Research
Sentiment: Positive

USA Rare Earth advances its Oklahoma NdFeB magnet plant, targets early 2026 commissioning, expands capacity to 1,200 tons and builds a $400M+ cash base.

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image for news Can USAR's Stillwater Facility Power Its Next Phase of Strength?
USA Rare Earth Spiked 12%. Was Venezuela The Catalyst?
USAR
Published: January 06, 2026 by: Forbes
Sentiment: Positive

USA Rare Earth (NASDAQ:USAR) increased +12% on January 5th, closing close to $15.80 after reaching a high of $16.14. The widely discussed catalyst was speculation regarding a regime change in Venezuela and the potential for new rare earth mineral sourcing avenues for U.S. firms.

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image for news USA Rare Earth Spiked 12%. Was Venezuela The Catalyst?
Is Venezuela Situation Real Driver For USA Rare Earth Stock Surge?
USAR
Published: January 06, 2026 by: Forbes
Sentiment: Positive

USA Rare Earth (NASDAQ:USAR) increased +12% on January 5th, closing close to $15.80 after reaching a high of $16.14. The widely discussed catalyst was speculation regarding a regime change in Venezuela and the potential for new rare earth mineral sourcing avenues for U.S. firms.

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image for news Is Venezuela Situation Real Driver For USA Rare Earth Stock Surge?
3 Rare Earth Stocks to Watch in 2026 as the Sector Heats Up
AREC, MP, USAR
Published: December 22, 2025 by: Zacks Investment Research
Sentiment: Positive

The U.S. rare earth industry is accelerating as federal funding drives a domestic mine-to-magnet supply chain.

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image for news 3 Rare Earth Stocks to Watch in 2026 as the Sector Heats Up
USA Rare Earth vs. Teck Resources: Which Mining Stock Looks Stronger Now?
TECK, USAR
Published: December 22, 2025 by: Zacks Investment Research
Sentiment: Positive

USAR ramps up its Stillwater magnet facility with fresh capital, while TECK pushes a copper-led merger despite near-term production issues.

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image for news USA Rare Earth vs. Teck Resources: Which Mining Stock Looks Stronger Now?
Could Buying USA Rare Earth Stock Today Set You Up for Life?
USAR
Published: December 18, 2025 by: The Motley Fool
Sentiment: Neutral

A recent acquisition furthers the company's strategic aims. Management recently brought forward expectations for commercial production on a mine where it controls the rights.

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image for news Could Buying USA Rare Earth Stock Today Set You Up for Life?
USAR's Margins Hurt by High Project Development Costs: What's Ahead?
USAR
Published: December 16, 2025 by: Zacks Investment Research
Sentiment: Negative

USA Rare Earth's margins face pressure as project development costs rise, with revenues still years away despite an accelerated timeline.

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image for news USAR's Margins Hurt by High Project Development Costs: What's Ahead?
USAR Surges 52.5% YTD: How Should Investors Play the Stock?
USAR
Published: December 10, 2025 by: Zacks Investment Research
Sentiment: Positive

USAR's stock jumps 52.5% YTD as its magnet plant progress, cash build and LCM acquisition shape long-term prospects amid ongoing losses.

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image for news USAR Surges 52.5% YTD: How Should Investors Play the Stock?
USAR Enhances Rare Earth Supply Chain With LCM's Partnership Deal
USAR
Published: December 08, 2025 by: Zacks Investment Research
Sentiment: Positive

USA Rare Earth deepens its mine-to-magnet strategy as LCM's new supply deal boosts rare earth security across the United States and Europe.

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image for news USAR Enhances Rare Earth Supply Chain With LCM's Partnership Deal
Undercovered Dozen: USA Rare Earth, Santacruz Silver, Western Midstream, Visa And More
SCZMF, USAR, V, WES
Published: December 08, 2025 by: Seeking Alpha
Sentiment: Neutral

The Undercovered Dozen spotlights 12 lesser-known stocks and funds with compelling investment theses and recent developments. This week's edition covers articles published between Nov. 28 and Dec. 4, offering fresh investment ideas. The series aims to inspire discussion and help investors discover overlooked opportunities in the market.

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image for news Undercovered Dozen: USA Rare Earth, Santacruz Silver, Western Midstream, Visa And More
Can USA Rare Earth's Stillwater Facility Fuel Its Near-Term Momentum?
USAR
Published: December 04, 2025 by: Zacks Investment Research
Sentiment: Neutral

USAR advances its Stillwater plant toward commercial NdFeB magnet production, backed by fresh capital and a key acquisition.

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image for news Can USA Rare Earth's Stillwater Facility Fuel Its Near-Term Momentum?

About USA Rare Earth Inc (USAR)

  • IPO Date 2025-03-14
  • Website https://www.usare.com
  • Industry Industrial Materials
  • CEO Christopher Boling
  • Employees 30

USA Rare Earth, Inc. operates as a magnet manufacturing company. The Company develops a NdFeB magnet manufacturing, minerals supply, extraction, and processing plant. USA Rare Earth serves defense, automotive, aviation, industrial, medical, and consumer electronics industries in the United States.