USA Rare Earth (USAR) Stock Price, News & Analysis

Company Overview

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. This vertically integrated approach is designed to supply high-purity feedstock to downstream manufacturers in the defense, electronics and clean-energy sectors. Strategic partnerships, including equity investments and offtake memoranda, underpin the financing and development of the processing infrastructure.

Dating back to initial discovery drilling by its predecessor in the late 2000s, the Round Top project has progressed through multiple feasibility studies and permitting milestones. USA Rare Earth began trading on NASDAQ in 2021, marking one of the first U.S.‐listed pure-play rare earth development companies. The firm is headquartered in Round Top, Texas, and maintains a technical office in the United States to oversee engineering, environmental and community engagement activities.

The company’s leadership team combines expertise in mining engineering, metallurgical chemistry and capital markets to guide project advancement. With a stated mission to bolster U.S. critical mineral independence, USA Rare Earth is positioning itself as a domestic source of strategically important REEs and lithium, serving both national security interests and the clean-energy transition.

Key Stats

• Today's Range: $24.61 to $26.71
• 50-Day Range: $14.23 to $28.60
• 52-Week Range: $8.00 to $43.98
• Volume: 18.20 million shs
• Average Volume: 18.18 million shs
• Market Capitalization: $5.51 billion
• P/E Ratio: N/A
• Dividend Yield: N/A
• Price Target: $35.40
• Consensus Rating: Moderate Buy

USA Rare Earth Stock Analysis - MarketRank™

USA Rare Earth scored higher than 79% of companies evaluated by MarketBeat, and ranked 60th out of 181 stocks in the basic materials sector. Scores are calculated by averaging available category scores, with extra weight given to analysis and valuation.

Analyst's Opinion

• Score: 4.4 / 5
• Analyst Rating: Moderate Buy

Consensus Rating

USA Rare Earth has received a consensus rating of Moderate Buy. The company's average rating score is 2.78, and is based on no strong buy ratings, 8 buy ratings, no hold ratings, and 1 sell rating.

Upside Potential

USA Rare Earth has a consensus price target of $35.40, representing about 39.9% upside from its current price of $25.30.

Amount of Analyst Coverage

USA Rare Earth has been the subject of 6 research reports in the past 90 days, demonstrating strong analyst interest in this stock.

Earnings and Valuation

• Score: 0.6 / 5
• Proj. Earnings Growth: Growing

Earnings Growth

Earnings for USA Rare Earth are expected to grow in the coming year, from ($0.33) to ($0.32) per share.

Price to Earnings Ratio vs. the Market

The P/E ratio of USA Rare Earth is -6.45, which means that its earnings are negative and its P/E ratio cannot be compared to companies with positive earnings.

Price to Earnings Ratio vs. Sector

The P/E ratio of USA Rare Earth is -6.45, which means that its earnings are negative and its P/E ratio cannot be compared to companies with positive earnings.

Price to Book Value per Share Ratio

USA Rare Earth has a P/B Ratio of 2.94. P/B Ratios below 3 indicates that a company is reasonably valued with respect to its assets and liabilities.

Short Interest

• Score: 4.0 / 5
• Short Interest Level: Healthy

Percentage of Shares Shorted

20.69% of the float of USA Rare Earth has been sold short.

Short Interest Ratio / Days to Cover

USA Rare Earth has a short interest ratio ("days to cover") of 1.11, which is generally considered an acceptable ratio of short interest to trading volume.

Change versus previous month

Short interest in USA Rare Earth has recently decreased by 7.91%, indicating that investor sentiment is improving significantly.

Dividend

• Score: 0.0 / 5
• Dividend Strength: N/A

Dividend Yield

USA Rare Earth does not currently pay a dividend.

Dividend Growth

USA Rare Earth does not have a long track record of dividend growth.

News and Social Media

• Score: 3.4 / 5
• News Sentiment: 0.50

News Sentiment

USA Rare Earth has a news sentiment score of 0.50. This score is calculated as an average of sentiment of articles about the company over the last seven days and ranges from 2 (good news) to -2 (bad news). This news sentiment score is similar to the average news sentiment of Basic Materials companies.

News Coverage This Week

MarketBeat has tracked 19 news articles for USA Rare Earth this week, compared to 11 articles on an average week.

Search Interest

219 people have searched for USAR on MarketBeat in the last 30 days. This is an increase of 68% compared to the previous 30 days.

MarketBeat Follows

150 people have added USA Rare Earth to their MarketBeat watchlist in the last 30 days. This is an increase of 178% compared to the previous 30 days.

Company Ownership

• Score: 0.7 / 5
• Insider Trading: N/A

Insider Buying vs. Insider Selling

In the past three months, USA Rare Earth insiders have not sold or bought any company stock.

Percentage Held by Insiders

46.60% of the stock of USA Rare Earth is held by insiders. A high percentage of insider ownership can be a sign of company health.

Percentage Held by Institutions

USA Rare Earth has minimal institutional ownership at this time.

Company Calendar

• Last Earnings: 5/13/2026
• Today: 5/24/2026
• Fiscal Year End: 12/31/2026

Industry, Sector and Symbol

• Stock Exchange: NASDAQ
• Sector: Basic Materials
• Industry: MINING - MISC
• Sub-Industry: Trading
• Current Symbol: NASDAQ:USAR
• Previous Symbol: NASDAQ:USAR
• CIK: 1970622
• Web: www.usare.com
• Phone: (212) 476-6908
• Fax: N/A
• Employees: N/A
• Year Founded: 2019

Price Target and Rating

• Average Price Target for USA Rare Earth: $35.40
• High Price Target: $45.00
• Low Price Target: $30.00
• Potential Upside/Downside: +39.9%
• Consensus Rating: Moderate Buy
• Rating Score (0-4): 2.78
• Research Coverage: 9 Analysts

Profitability

• EPS (Trailing Twelve Months): ($3.92)
• Trailing P/E Ratio: N/A
• Forward P/E Ratio: N/A
• P/E Growth: N/A
• Net Income: -$297.56 million
• Net Margins: N/A
• Pretax Margin: -5,707.82%
• Return on Equity: -15.39%
• Return on Assets: -10.08%

Debt

• Debt-to-Equity Ratio: N/A
• Current Ratio: 36.29
• Quick Ratio: 35.71

Sales & Book Value

• Annual Sales: $1.64 million
• Price / Sales: 3,362.74
• Cash Flow: N/A
• Price / Cash Flow: N/A
• Book Value: $8.62 per share
• Price / Book: 2.94

Miscellaneous

• Outstanding Shares: 217,980,000
• Free Float: 116,399,000
• Market Cap: $5.51 billion
• Optionable: N/A
• Beta: 2.38