USAR

USA Rare Earth, Inc.

Nasdaq · Metal Mining · Inc. E9 · CIK 0001970622
$22.47 -17.08% $6.0B
High Impact Filing (7/10)6 New Institutional Positions
Vol
Market Cap$6.0B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (92%)
Inst. Holders7 funds
Inst. Value$131.3M
Inst. Activity6 buys / 0 sells
Reddit Sentiment73° Bullish
SEC Reports19
Press Releases4
Exchange Nasdaq·Sector Metal Mining·Inc. E9·CIK 0001970622·Prev Close $27.10

Recent Activity

Jun 5, 2026 SEC
USA Rare Earth filed Amendment No. 1 to its S-3 shelf registration, registering up to 27.5M shares of common stock for p
S-3/A — Impact 7/10
Jun 5, 2026 SEC
USAR filed a DEFA14A (definitive additional proxy soliciting material) containing unaudited pro forma condensed combined
DEFA14A — Impact 6/10
Jun 5, 2026 SEC
USAR filed updated unaudited pro forma condensed combined financial statements reflecting the pending acquisition of SVR
8-K — Impact 5/10
Jun 3, 2026 contract
USA Rare Earth Finalizes Definitive Agreements with U.S. Department of Commerce, Unlocking Access to Up to $1.6 Billion to Advance the Leading Rare Earth Value Chain
<p align="center"><em>Definitive Agreements Trigger Access to Up to $277 Million in Federal Funding
Jun 3, 2026 Insider
Trabuco Carolyn sold 6,438 shares
Director @ $0.00 ($0.00)
Jun 3, 2026 Insider
Senft Michael F sold 6,438 shares
Director @ $0.00 ($0.00)
Jun 3, 2026 Insider
Caulfield Thomas sold 6,438 shares
Director @ $0.00 ($0.00)
Inst.
VANGUARD GROUP INC — DOUBLED
6,036,486 shares ($71.8M)

Price Targets

$39.50 +75.8% upside Strong Buy
Current $22.47 Low $32.00 Median $40.00 High $45.00 8 analysts
$32.00 $45.00

Analyst Ratings

Strong Buy92% buy · 13 analysts
4Strong Buy
8Buy
1Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 1, 2026 Needham INITIATE Buy
May 14, 2026 Wedbush REITERATE Outperform → Outperform
May 14, 2026 Cantor Fitzgerald MAINTAIN Overweight → Overweight
May 12, 2026 Wedbush MAINTAIN Outperform → Outperform
Apr 21, 2026 Canaccord Genuity MAINTAIN Buy → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $-0.13 ▲ +42.7% $-0.25 — $-0.02 -57% YoY 5
Next Q $-0.15 ▲ +38.4% $-0.38 — $-0.06 38% YoY 5
Current FY $-0.55 ▼ -12.9% $-0.61 — $-0.46 33% YoY 3
Next FY $0.03 ▲ +102.5% $-1.14 — $1.11 106% YoY 3

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$71.8MDOUBLED
BANK OF AMERICA CORP$19.0MDOUBLED
MORGAN STANLEY$14.9MDOUBLED
RENAISSANCE TECHNOLOGIES LLC$13.2MNEW
CHARLES SCHWAB INVESTMENT MANAGEMENT$9.4MDOUBLED

Recent Insider Trades

DateInsiderTypeValue
Jun 3, 2026Trabuco CarolynA$0.00
Jun 3, 2026Senft MichaelA$0.00
Jun 3, 2026Caulfield ThomasA$0.00
Jun 3, 2026Caulfield ThomasM$0.00
Jun 3, 2026Caulfield ThomasM$0.00

Reddit Sentiment

73°
Bullish
Bearish Neutral Bullish
29 mentions 17 bullish 2 bearish
7 institutional holders with $131.3M total value (11,032,233 shares) as of 2025-Q4. Top holders: VANGUARD, BANK, MORGAN. Net buying activity: 6 institutions added/increased vs 0 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC6,036,486$71.8M54.7%DOUBLED +533.3%
2BANK OF AMERICA CORP /DE/1,600,123$19.0M14.5%DOUBLED +361.0%
3MORGAN STANLEY1,253,579$14.9M11.4%DOUBLED +226.6%
4RENAISSANCE TECHNOLOGIES LLC1,113,000$13.2M10.1%NEW
5CHARLES SCHWAB INVESTMENT MANAGEMENT INC787,965$9.4M7.1%DOUBLED +126.8%
6WELLS FARGO & COMPANY/MN236,290$2.8M2.1%DOUBLED +590.8%
7FMR LLC4,790$57.0K0.0%DOUBLED +19060.0%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
VANGUARD GROUP INCDOUBLED953,1986,036,486+533.3%$71.8M2025-Q4
BANK OF AMERICA CORP /DE/DOUBLED347,0861,600,123+361.0%$19.0M2025-Q4
MORGAN STANLEYDOUBLED383,7901,253,579+226.6%$14.9M2025-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCDOUBLED347,371787,965+126.8%$9.4M2025-Q4
WELLS FARGO & COMPANY/MNDOUBLED34,205236,290+590.8%$2.8M2025-Q4
FMR LLCDOUBLED254,790+19060.0%$57.0K2025-Q4
UBS Group AGDOUBLED79,0201,160,566+1368.7%$20.0M2025-Q3
RENAISSANCE TECHNOLOGIES LLCNEW951,400$16.4M2025-Q3
MORGAN STANLEYDOUBLED62,827383,790+510.9%$6.6M2025-Q3
BANK OF AMERICA CORP /DE/ADD242,726347,086+43.0%$6.0M2025-Q3
WELLS FARGO & COMPANY/MNDOUBLED6,42534,205+432.4%$588.0K2025-Q3
VANGUARD GROUP INCNEW867,064$9.5M2025-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW316,453$3.5M2025-Q2
BANK OF AMERICA CORP /DE/DOUBLED42,907242,726+465.7%$2.7M2025-Q2
MORGAN STANLEYDOUBLED6,80562,827+823.2%$688.3K2025-Q2
WELLS FARGO & COMPANY/MNDOUBLED2006,425+3112.5%$70.4K2025-Q2
UBS Group AGNEW83,660$496.9K2025-Q1
MORGAN STANLEYNEW6,805$40.4K2025-Q1
10 unique insiders with 0 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 3, 2026Trabuco CarolynDirectorA6,438$0.00$0.00
Jun 3, 2026Senft Michael FDirectorA6,438$0.00$0.00
Jun 3, 2026Caulfield ThomasDirectorA6,438$0.00$0.00
Jun 3, 2026Caulfield ThomasDirectorM2,548$0.00$0.00
Jun 3, 2026Caulfield ThomasDirectorM2,548$0.00$0.00
Jun 3, 2026Caulfield ThomasDirectorA407$0.00$0.00
Jun 3, 2026SCHWETHELM OTTO CDirectorA6,438$0.00$0.00
Jun 3, 2026BLITZER MICHAELDirectorA6,438$0.00$0.00
May 21, 2026Steele William Robert JrChief Financial OfficerF33,825$22.57$763.4K
May 20, 2026Trabuco CarolynDirectorM18,199$22.57$410.8K
May 20, 2026Gutnick Mordechai ZevDirectorM18,199$22.57$410.8K
May 20, 2026SCHWETHELM OTTO CDirectorM18,199$22.57$410.8K
May 20, 2026SCHWETHELM OTTO CDirectorM18,199$22.57$410.8K
May 20, 2026Trabuco CarolynDirectorM18,199$22.57$410.8K
May 20, 2026Steele William Robert JrChief Financial OfficerM45,496$22.57$1.0M
May 20, 2026Senft Michael FDirectorM18,199$22.57$410.8K
May 20, 2026Kern Paul JDirectorM18,199$22.57$410.8K
May 20, 2026Kern Paul JDirectorM18,199$22.57$410.8K
May 20, 2026Gutnick Mordechai ZevDirectorM18,199$22.57$410.8K
May 20, 2026Senft Michael FDirectorM18,199$22.57$410.8K
May 20, 2026Steele William Robert JrChief Financial OfficerM45,496$22.57$1.0M
May 20, 2026BLITZER MICHAELDirectorM12,284$0.00$0.00
May 20, 2026BLITZER MICHAELDirectorM12,284$0.00$0.00
May 15, 2026Gutnick Mordechai ZevDirectorA939,618$0.00$0.00
May 15, 2026Gutnick Mordechai ZevDirectorM939,618$0.00$0.00
May 15, 2026Kern Paul JDirectorA11,211$0.00$0.00
May 15, 2026Kern Paul JDirectorM11,211$0.00$0.00
Apr 15, 2026Gutnick Mordechai ZevDirectorM939,618$0.00$0.00
Apr 15, 2026Gutnick Mordechai ZevDirectorA939,618$0.00$0.00
Apr 15, 2026Kern Paul JDirectorA11,211$0.00$0.00
Apr 15, 2026Kern Paul JDirectorM11,211$0.00$0.00
Apr 15, 2026Gutnick Mordechai ZevDirectorA939,618$0.00$0.00
Apr 15, 2026Gutnick Mordechai ZevDirectorM939,618$0.00$0.00
Mar 31, 2026Steele William Robert JrChief Financial OfficerA63,493$0.00$0.00
Mar 19, 2026Caulfield ThomasDirectorA2,548$0.00$0.00
Mar 17, 2026Jacob ValerieChief Legal OfficerA35,244$0.00$0.00
Feb 12, 2026Kronenfeld David ThomasChief Legal OfficerJ6,977$21.50$150.0K
19 SEC filing reports analyzed. Sentiment: 9 bullish, 2 bearish, 3 mixed, 5 neutral. Avg impact: 6.7/10.
BEARISH S-3/A 7/10
USA Rare Earth filed Amendment No. 1 to its S-3 shelf registration, registering up to 27.5M shares o
Jun 5, 2026
NEUTRAL DEFA14A 6/10
USAR filed a DEFA14A (definitive additional proxy soliciting material) containing unaudited pro form
Jun 5, 2026
NEUTRAL 8-K 5/10
USAR filed updated unaudited pro forma condensed combined financial statements reflecting the pendin
Jun 5, 2026
BULLISH 8-K 7/10
USA Rare Earth executed two major funding agreements with the U.S. Department of Commerce on June 3,
Jun 3, 2026
BULLISH 8-K 7/10
USA Rare Earth entered into a 20-year lease for an ~800,000 sq ft rare earth magnet manufacturing fa
Jun 2, 2026
NEUTRAL PRESS-RELEASE 2/10
USA Rare Earth filed a press release announcing its CFO will present at the William Blair Growth Sto
Jun 1, 2026
BULLISH 8-K 7/10
USA Rare Earth reported Q1 2026 revenue of $5.7M (vs $0 a year ago) and adjusted EPS of -$0.12, beat
May 13, 2026
MIXED PRESS-RELEASE 7/10
USA Rare Earth reported Q1 2026 GAAP net loss per diluted share of $(0.34), significantly below the
May 13, 2026
MIXED 8-K 7/10
This 8-K filing includes audited financial statements of SVRE Holdings Ltd. for the years ended Dece
May 13, 2026
BULLISH PREM14A 9/10
USA Rare Earth (USAR) filed a preliminary proxy statement (PREM14A) to solicit shareholder approval
May 13, 2026
BEARISH 144 6/10
Bayshore Capital Advisors, LLC, a director of USA Rare Earth, filed a Form 144 on May 11, 2026, sign
May 11, 2026
BULLISH DEFA14A 9/10
USA Rare Earth (USAR) is soliciting shareholder approval to issue 126.8 million shares of its stock
Apr 20, 2026
MIXED 8-K 9/10
USA Rare Earth (USAR) is acquiring Serra Verde Group for $300 million in cash and 126.8 million shar
Apr 20, 2026
BULLISH DEFA14A 9/10
USA Rare Earth (USAR) is soliciting shareholder approval for its acquisition of Serra Verde Group, a
Apr 20, 2026
BULLISH 8-K 9/10
USA Rare Earth (USAR) announced a definitive agreement to acquire Serra Verde Group for $300 million
Apr 20, 2026
BULLISH 8-K 7/10
USA Rare Earth announced a strategic partnership with InfraVia to acquire minority stakes in Careste
Apr 9, 2026
NEUTRAL 8-K 4/10
Analysis based on filing metadata only — document content was unavailable. The 8-K filing includes d
Mar 12, 2026
BULLISH 8-K 8/10
USA Rare Earth (USAR) is acquiring Texas Mineral Resources Corp. (TMRC) in a stock-for-stock merger,
Mar 5, 2026
NEUTRAL 8-K 3/10
USA Rare Earth, Inc. (USAR) disclosed an investor presentation posted on its website on February 26,
Feb 26, 2026
Current analyst consensus: Strong Buy (92% buy). Based on 13 analysts: 4 strong buy, 8 buy, 1 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$39.50 mean target +75.8% upside Strong Buy (1.13)
$32.00 Low $45.00 High
MetricValue
Current Price$22.47
Target Low$32.00
Target Mean$39.50
Target Median$40.00
Target High$45.00
# Analysts8
RecommendationStrong Buy (1.13)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$-0.13 $-0.25 $-0.02 -57.5% +42.7% $0.0B 0.0% 5
Next Q
2026-09-30
$-0.15 $-0.38 $-0.06 38.4% +38.4% 0↑ 1↓ $0.0B 0.0% 5
Current FY
2026-12-31
$-0.55 $-0.61 $-0.46 32.5% -12.9% $0.1B 4338.3% 3
Next FY
2027-12-31
$0.03 $-1.14 $1.11 106.0% +102.5% 1↑ 0↓ $0.7B 828.0% 3

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$-0.126
7d ago$-0.113-0.013
30d ago$-0.220+0.094
60d ago$-0.035-0.091
90d ago$-0.020-0.106
5 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 2 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 1, 2026 Needham INITIATE Buy
May 14, 2026 Wedbush REITERATE Outperform Outperform
May 14, 2026 Cantor Fitzgerald MAINTAIN Overweight Overweight
May 12, 2026 Wedbush MAINTAIN Outperform Outperform
Apr 21, 2026 Canaccord Genuity MAINTAIN Buy Buy
Apr 20, 2026 Wedbush INITIATE Outperform
Mar 31, 2026 Canaccord Genuity MAINTAIN Buy Buy
Jan 30, 2026 Cantor Fitzgerald MAINTAIN Overweight Overweight
Jan 27, 2026 Roth Capital MAINTAIN Buy Buy
Jan 27, 2026 Canaccord Genuity MAINTAIN Buy Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20264810092%
May 1, 20264810092%
Apr 1, 20263710091%
Mar 1, 20263710091%
Feb 1, 20263710091%
Jan 1, 20263710091%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

73°
Bullish
Bearish Neutral Bullish
29 mentions 17 bullish 2 bearish 28 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Jun 3, 2026160° Warm101
Jun 3, 2026160° Warm101
Jun 3, 2026150° Neutral001
Jun 3, 2026150° Neutral001
Jun 2, 2026144° Neutral001
Jun 2, 2026144° Neutral001
Jun 1, 2026150° Neutral001
Jun 1, 2026150° Neutral001
May 6, 2026160° Warm101
May 6, 2026160° Warm101
May 1, 2026160° Warm101
Apr 30, 2026160° Warm101
Apr 30, 2026160° Warm101
Apr 22, 2026160° Warm101
Apr 22, 2026160° Warm101
Apr 21, 2026160° Warm101
Apr 21, 2026160° Warm101
Apr 21, 2026144° Neutral001
Apr 21, 2026144° Neutral001
Apr 14, 2026160° Warm101
Apr 14, 2026160° Warm101
Apr 8, 2026256° Neutral002
Apr 8, 2026160° Warm101
Mar 12, 2026160° Warm101
Mar 12, 2026160° Warm101
Mar 12, 2026140° Cool011
Mar 12, 2026140° Cool011
Apr 7, 2025160° Warm101

Recent Reddit Threads

r/pennystocks Bullish 1mo ago
$SDST is the real winner of Trumps rare earth.
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Neutral 1mo ago
Seasonal stocks - Iran war?
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Neutral 1mo ago
Seasonal Stocks - Oil Wars?
▲ 1 💬 1 ⚡ 0.5
r/stocks Bullish 2mo ago
China May Place Rare Earth Mineral Restrictions March 25th
▲ 1 💬 1 ⚡ 0.5
r/stocks Bullish 1mo ago
A takeover that could reshape the rare earths industry?
▲ 1 💬 0 ⚡ 0.5
r/options Bullish 2mo ago
China May Place Rare Earth Mineral Restrictions March 25th
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Bullish 1mo ago
Seasonal Tickers
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Bullish 2mo ago
Rare Earth Mineral Restrictions Possibly March 25th
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Neutral 1mo ago
USAR is the hottest stock to buy
▲ 1 💬 1 ⚡ 0.5
r/pennystocks Neutral 2d 16h ago
Tungsten - We have a problem Huston
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Bullish 1mo ago
Taking my prop firm gains and throwing them into USAR calls
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Bullish 1mo ago
Important Tickers
▲ 1 💬 1 ⚡ 0.4
r/stocks Neutral 4d 8h ago
USA Rare Earth $USAR trades like a technology stock and for a good reason
▲ 1 💬 0 ⚡ 0.3
r/SPACs Bullish 14mo ago
USAR stock rises nearly 30 percent Monday
▲ 0 💬 15
Jun 3, 2026
contract
USA Rare Earth Finalizes Definitive Agreements with U.S. Department of Commerce, Unlocking Access to Up to $1.6 Billion to Advance the Leading Rare Earth Value Chain
<p align="center"><em>Definitive Agreements Trigger Access to Up to $277 Million in Federal Funding and Up to $1.3 Billion in CHIPS Senior Secured Loa
Jun 1, 2026
earnings
USA Rare Earth to Present at the William Blair 46th Annual Growth Stock Conference
<p>STILLWATER, Okla., June 01, 2026 (GLOBE NEWSWIRE) -- On June 2, 2026, William Robert Steele Jr., the Chief Financial Officer of USA Rare Earth, I
Jun 1, 2026
other
USA Rare Earth Expands Commitment to France with Plans for Additional Investment in the French Rare Earth Ecosystem
This planned investment would support the accelerated growth of the French separation, metal, alloy and magnet making ecosystem <pre>This planned inve
May 28, 2026
other
USA Rare Earth’s Chief Global Policy Officer Gregory Bowman Appointed to Department of War’s Science, Technology and Innovation Board
<p>STILLWATER, Okla., May 28, 2026 (GLOBE NEWSWIRE) -- USA Rare Earth, Inc. (“USAR” or the “Company”), a rare earth, critical minerals and advanced
May 20, 2026
short_volume
Short Volume: USAR — 56.4% short (5.0M / 8.8M)
Short: 4,951,271 | Exempt: 70,002 | TRF Vol: 8,784,366 | Short Ratio: 56.4% | Off-exchange volume (dark pool + OTC)
May 15, 2026
short_volume
Short Volume: USAR — 62.0% short (3.6M / 5.8M)
Short: 3,581,343 | Exempt: 33,027 | TRF Vol: 5,775,636 | Short Ratio: 62.0% | Off-exchange volume (dark pool + OTC)
May 14, 2026
short_volume
Short Volume: USAR — 59.0% short (5.3M / 8.9M)
Short: 5,259,118 | Exempt: 73,980 | TRF Vol: 8,918,835 | Short Ratio: 59.0% | Off-exchange volume (dark pool + OTC)
May 14, 2026
short_interest
FTD: USAR — 43,203 shares ($1.1M) failed to deliver
Settlement: 20260514, Price: $25.42, FTD Value: $1,098,220.26, USA RARE EARTH INC COM
May 13, 2026
earnings
USA Rare Earth Reports First Quarter 2026 Financial Results
<p align="justify">STILLWATER, Okla., May 13, 2026 (GLOBE NEWSWIRE) -- USA Rare Earth, Inc. (Nasdaq: USAR) (the Company), an emerging global leader
May 13, 2026
earnings_calendar
USAR Q1 2026 Earnings Scheduled — 2026-05-13
May 13, 2026
short_volume
Short Volume: USAR — 64.0% short (4.4M / 6.9M)
Short: 4,411,306 | Exempt: 57,529 | TRF Vol: 6,892,945 | Short Ratio: 64.0% | Off-exchange volume (dark pool + OTC)
May 12, 2026
contract
USA Rare Earth Awarded $14.2 Million Texas Semiconductor Innovation Fund Grant to Accelerate Round Top Mountain Heavy Rare Earth Project
Texas Investment Strengthens Integrated Rare Earth Value Chain and Supports 260 New Jobs in Hudspeth County <pre>Texas Investment Strengthens Integrat
May 12, 2026
short_volume
Short Volume: USAR — 56.6% short (3.9M / 6.8M)
Short: 3,866,858 | Exempt: 36,612 | TRF Vol: 6,829,341 | Short Ratio: 56.6% | Off-exchange volume (dark pool + OTC)
May 11, 2026
short_volume
Short Volume: USAR — 57.1% short (5.3M / 9.3M)
Short: 5,321,380 | Exempt: 68,913 | TRF Vol: 9,318,091 | Short Ratio: 57.1% | Off-exchange volume (dark pool + OTC)
May 11, 2026
short_interest
FTD: USAR — 21,016 shares ($0.6M) failed to deliver
Settlement: 20260511, Price: $26.96, FTD Value: $566,591.36, USA RARE EARTH INC COM