USA Rare Earth Inc. (NASDAQ:USAR) Receives $26.33 Average PT from Analysts

Shares of USA Rare Earth Inc. (NASDAQ:USAR) have been assigned a consensus recommendation of “Moderate Buy” from the seven research firms that are presently covering the firm, MarketBeat Ratings reports. One equities research analyst has rated the stock with a sell rating and six have assigned a buy rating to the company. The average 1-year target price among brokers that have issued a report on the stock in the last year is $26.3333.

A number of brokerages have recently issued reports on USAR. Weiss Ratings reiterated a “sell (d-)” rating on shares of USA Rare Earth in a report on Monday, December 29th. Canaccord Genuity Group lifted their price target on shares of USA Rare Earth from $22.00 to $23.00 and gave the company a “buy” rating in a research report on Friday, November 7th. Benchmark reissued a “buy” rating on shares of USA Rare Earth in a research report on Monday, December 8th. Roth Capital set a $40.00 target price on shares of USA Rare Earth in a research note on Friday, October 10th. Finally, William Blair started coverage on shares of USA Rare Earth in a research report on Monday, October 20th. They set an “outperform” rating for the company.

Key Headlines Impacting USA Rare Earth

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

• Positive Sentiment: Operational progress: USA Rare Earth is advancing its Stillwater NdFeB magnet plant in Oklahoma, targeting early-2026 commissioning, expanding capacity to ~1,200 tons and signaling plans to build a >$400M cash base — this supports longer-term revenue potential and de‑risking of U.S. supply chain exposure. Can USAR’s Stillwater Facility Power Its Next Phase of Strength?
• Positive Sentiment: Momentum and market interest: Multiple outlets flagged USAR among top gainers and stocks with rising relative strength, reflecting strong investor interest and technical buying that can amplify short-term upside. USA Rare Earth Climbs 10.9%
• Neutral Sentiment: Valuation and reassessment pieces: Analysts and commentators are re‑examining USAR’s valuation given accelerated U.S. project timelines and recent geopolitical headlines — these pieces explore whether fundamentals justify the rally and can temper exuberance or validate it depending on execution. Assessing USA Rare Earth (USAR) Valuation
• Neutral Sentiment: Broader coverage: Several outlets ran explainers and watchlists (Yahoo, MSN, Forbes) discussing the stock’s surge and technical strength; this increases retail visibility but doesn’t by itself change fundamentals. Is It Time To Reassess USA Rare Earth
• Negative Sentiment: Speculative catalyst risk: A large part of the recent move is tied to geopolitical speculation (U.S.-Venezuela tensions and possible new supply routes). Several analysts warn this may be a short‑term, sentiment-driven rally rather than a fundamentals-driven re‑rating. USA Rare Earth Spiked 12%. Was Venezuela The Catalyst?
• Negative Sentiment: Fundamental caution: The company reported an EPS miss last quarter and still has a negative P/E; if execution on the Stillwater ramp or cash targets slips, the stock could retrace quickly given the run-up. Background: Q3 EPS miss and negative P/E

Institutional Investors Weigh In On USA Rare Earth

Large investors have recently modified their holdings of the stock. Advisory Services Network LLC lifted its holdings in USA Rare Earth by 2.0% in the 3rd quarter. Advisory Services Network LLC now owns 52,366 shares of the company’s stock worth $900,000 after buying an additional 1,032 shares in the last quarter. National Bank of Canada FI raised its position in shares of USA Rare Earth by 110.0% during the 3rd quarter. National Bank of Canada FI now owns 2,100 shares of the company’s stock valued at $36,000 after acquiring an additional 1,100 shares in the last quarter. NewEdge Advisors LLC lifted its stake in USA Rare Earth by 158.2% during the second quarter. NewEdge Advisors LLC now owns 2,324 shares of the company’s stock worth $25,000 after purchasing an additional 1,424 shares during the last quarter. SBI Securities Co. Ltd. boosted its holdings in USA Rare Earth by 73.9% in the third quarter. SBI Securities Co. Ltd. now owns 4,586 shares of the company’s stock worth $79,000 after purchasing an additional 1,949 shares during the period. Finally, Osaic Holdings Inc. bought a new stake in USA Rare Earth during the second quarter valued at $38,000.

USA Rare Earth Stock Down 1.9%

USAR stock opened at $17.19 on Friday. The company has a market cap of $2.28 billion, a price-to-earnings ratio of -33.06 and a beta of 0.96. The business has a fifty day simple moving average of $15.04 and a 200-day simple moving average of $16.33. USA Rare Earth has a 52 week low of $5.56 and a 52 week high of $43.98.

USA Rare Earth (NASDAQ:USAR) last issued its earnings results on Thursday, November 6th. The company reported ($0.25) earnings per share for the quarter, missing analysts’ consensus estimates of ($0.06) by ($0.19).

USA Rare Earth Company Profile

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.