USA Rare Earth (NASDAQ:USAR) Shares Up 1.6% on Insider Buying Activity

USA Rare Earth Inc. (NASDAQ:USAR)’s stock price rose 1.6% during mid-day trading on Friday following insider buying activity. The stock traded as high as $24.73 and last traded at $22.42. Approximately 29,589,914 shares traded hands during mid-day trading, an increase of 14% from the average daily volume of 26,005,914 shares. The stock had previously closed at $22.07.

Specifically, Director Carolyn Trabuco acquired 1,300 shares of the company’s stock in a transaction dated Thursday, January 29th. The shares were purchased at an average cost of $22.60 per share, with a total value of $29,380.00. Following the completion of the acquisition, the director directly owned 1,300 shares of the company’s stock, valued at $29,380. This represents a ∞ increase in their ownership of the stock. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Michael Blitzer acquired 100,000 shares of the stock in a transaction that occurred on Thursday, January 29th. The shares were bought at an average cost of $21.44 per share, with a total value of $2,144,000.00. Following the transaction, the director directly owned 847,500 shares in the company, valued at $18,170,400. This trade represents a 13.38% increase in their position. The disclosure for this purchase is available in the SEC filing.

Analyst Upgrades and Downgrades

USAR has been the subject of several research reports. William Blair initiated coverage on USA Rare Earth in a research note on Monday, October 20th. They set an “outperform” rating for the company. UBS Group reaffirmed a “buy” rating on shares of USA Rare Earth in a research note on Monday, December 8th. Canaccord Genuity Group raised their target price on USA Rare Earth from $23.00 to $33.00 and gave the stock a “buy” rating in a research report on Tuesday. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of USA Rare Earth in a research report on Monday, December 29th. Finally, Roth Mkm boosted their price objective on USA Rare Earth from $25.00 to $35.00 and gave the company a “buy” rating in a research report on Monday. Six research analysts have rated the stock with a Buy rating and one has given a Sell rating to the company. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $34.33.

More USA Rare Earth News

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

• Positive Sentiment: Director Michael Blitzer purchased 100,000 shares (~$2.14M at ~$21.44), raising his stake to ~847,500 shares — a sizable insider buy that signals management confidence. Read More.
• Positive Sentiment: USA Rare Earth closed a $1.5 billion PIPE financing — materially improves the company’s cash runway to advance Round Top development and pilot processing plans. Read More.
• Positive Sentiment: Federal engagement continues (Commerce LOI and reported loan/funding support), reinforcing USA Rare Earth’s positioning as a U.S. domestic rare‑earth/magnet supply candidate and supporting medium‑to‑longer‑term demand expectations. Read More.
• Neutral Sentiment: Coverage frames USAR as a “test case” for U.S.-backed mine-to-magnet chains — raises visibility but leaves commercial timing and execution uncertainties intact. Read More.
• Neutral Sentiment: Analyst coverage remains largely bullish (consensus “Moderate Buy,” average target ~$28) which can support sentiment but may have been partially priced in after recent funding headlines. Read More.
• Negative Sentiment: A Barron’s report suggesting the U.S. might rethink rare‑earth price‑floor support triggered selling across peers — this policy uncertainty is the most immediate headwind for USAR’s share price and contributes to elevated intraday volatility. Read More.
• Negative Sentiment: Company is still early‑stage and reported an EPS miss in November, which underscores execution risk until commercial production and revenue scale are demonstrated. Read More.

USA Rare Earth Trading Up 1.6%

The stock has a market cap of $2.97 billion, a P/E ratio of -43.12 and a beta of 0.96. The stock’s fifty day moving average price is $16.34 and its 200 day moving average price is $17.33.

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

Institutional Investors Weigh In On USA Rare Earth

Several hedge funds have recently made changes to their positions in USAR. UBS Group AG boosted its stake in USA Rare Earth by 10.2% in the 4th quarter. UBS Group AG now owns 1,279,378 shares of the company’s stock worth $15,225,000 after buying an additional 118,812 shares during the last quarter. Vanguard Group Inc. raised its position in shares of USA Rare Earth by 533.3% in the fourth quarter. Vanguard Group Inc. now owns 6,036,486 shares of the company’s stock valued at $71,834,000 after purchasing an additional 5,083,288 shares during the period. Kercheville Advisors LLC increased its holdings in shares of USA Rare Earth by 272.0% during the fourth quarter. Kercheville Advisors LLC now owns 37,200 shares of the company’s stock worth $443,000 after buying an additional 27,200 shares in the last quarter. Arizona State Retirement System bought a new stake in shares of USA Rare Earth in the fourth quarter worth about $151,000. Finally, Zurcher Kantonalbank Zurich Cantonalbank boosted its holdings in shares of USA Rare Earth by 24.8% in the 4th quarter. Zurcher Kantonalbank Zurich Cantonalbank now owns 19,800 shares of the company’s stock valued at $236,000 after buying an additional 3,931 shares during the last quarter.

About USA Rare Earth

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.