Altfest L J & Co. Inc. Acquires 425,377 Shares of USA Rare Earth Inc. $USAR

Key Points

• Altfest L J & Co. Inc. increased its stake in USA Rare Earth by 53.9%, acquiring 425,377 shares to hold 1,213,854 shares (about 0.92% of the company) worth roughly $14.45M, making USAR its 18th-largest holding and ~1.6% of Altfest's portfolio.
• USA Rare Earth is expanding into Europe, investing about €40M for an ~12.5% stake in French processor Carester and closing a strategic partnership for processing/oxide supply, while also considering building a magnet plant in France to advance downstream capabilities.
• The company remains development-stage and pre-revenue with a recent EPS miss (‑$0.19 vs. ‑$0.12), insiders own 46.6% (including a director who bought 100,000 shares), and analysts show a consensus "Moderate Buy" with a $29.67 target amid execution and cost risks.

Altfest L J & Co. Inc. lifted its holdings in USA Rare Earth Inc. (NASDAQ:USAR - Free Report) by 53.9% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 1,213,854 shares of the company's stock after acquiring an additional 425,377 shares during the period. USA Rare Earth accounts for about 1.6% of Altfest L J & Co. Inc.'s portfolio, making the stock its 18th biggest holding. Altfest L J & Co. Inc. owned approximately 0.92% of USA Rare Earth worth $14,445,000 as of its most recent SEC filing.

Other hedge funds have also recently made changes to their positions in the company. Calamos Advisors LLC bought a new position in shares of USA Rare Earth in the third quarter worth about $3,283,000. Tudor Investment Corp ET AL bought a new position in USA Rare Earth during the third quarter valued at approximately $8,304,000. Farther Finance Advisors LLC boosted its stake in USA Rare Earth by 1,461,225.0% during the third quarter. Farther Finance Advisors LLC now owns 58,453 shares of the company's stock valued at $1,005,000 after buying an additional 58,449 shares during the last quarter. Guild Investment Management Inc. bought a new position in USA Rare Earth during the third quarter valued at approximately $1,080,000. Finally, Sovran Advisors LLC boosted its stake in USA Rare Earth by 119.7% during the fourth quarter. Sovran Advisors LLC now owns 489,707 shares of the company's stock valued at $5,828,000 after buying an additional 266,783 shares during the last quarter.

USA Rare Earth Stock Performance

Shares of NASDAQ USAR opened at $16.16 on Friday. The business's 50 day moving average price is $18.69 and its 200-day moving average price is $18.82. USA Rare Earth Inc. has a fifty-two week low of $7.70 and a fifty-two week high of $43.98. The company has a market cap of $3.52 billion, a price-to-earnings ratio of -5.39 and a beta of 1.34.

USA Rare Earth (NASDAQ:USAR - Get Free Report) last issued its quarterly earnings results on Monday, March 30th. The company reported ($0.19) earnings per share for the quarter, missing the consensus estimate of ($0.12) by ($0.07). The firm had revenue of $1.64 million during the quarter.

Analysts Set New Price Targets

A number of equities analysts recently commented on the company. Canaccord Genuity Group dropped their price target on USA Rare Earth from $33.00 to $29.00 and set a "buy" rating for the company in a research note on Tuesday, March 31st. Benchmark assumed coverage on USA Rare Earth in a research note on Wednesday, January 21st. They set a "buy" rating for the company. Roth Mkm set a $25.00 price target on USA Rare Earth and gave the company a "buy" rating in a research note on Thursday. Weiss Ratings reissued a "sell (d-)" rating on shares of USA Rare Earth in a research note on Friday, March 27th. Finally, Cantor Fitzgerald increased their price target on USA Rare Earth from $28.00 to $35.00 and gave the company an "overweight" rating in a research note on Friday, January 30th. Six equities research analysts have rated the stock with a Buy rating and one has assigned a Sell rating to the company's stock. Based on data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and a consensus target price of $29.67.

Key USA Rare Earth News

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

• Positive Sentiment: Strategic European push — USA Rare Earth announced and closed on a minority investment and strategic partnership with French processor Carester, gaining processing access and oxide supply that advance its midstream rare‑earth capabilities in Europe. Press Release: Carester Investment
• Positive Sentiment: Capital deployment into Europe — USA Rare Earth invested €40M for a ~12.5% stake in Carester (reported details), strengthening feedstock/processing integration and extending its magnet supply chain. This can support future revenue pathways if commercial projects scale. Article: €40M Investment
• Positive Sentiment: Expansion plans — The company is considering building a magnet plant in France, signaling a push further downstream into magnet manufacturing (closer to EV/defense end markets). That long‑term vertical integration is strategically positive. Article: French Magnet Plant Consideration
• Positive Sentiment: Technical momentum — USAR cleared an 80+ relative strength (RS) benchmark, which can attract momentum traders and helped spark a recent sharp rally. Article: RS Rating
• Neutral Sentiment: Operational milestones and portfolio moves highlighted by media — Coverage noted commissioning of a Stillwater, Oklahoma magnet facility and completion of the Round Top acquisition in Texas; these are strategic but commercialization and cash flow remain distant. Article: Build-to-Magnet Chain Coverage
• Negative Sentiment: Government deal uncertainty — Reuters reports congressional scrutiny of the Commerce Department’s pending investment structure (which may grant equity rights to the U.S. even if funding falters). That political/regulatory uncertainty is a near‑term overhang for the stock. Article: CEO Defends Commerce Dept Investment
• Negative Sentiment: Cost and timing risk — Analyst coverage (Zacks) flagged rising development expenses and the company’s pre‑revenue status, reminding investors that losses will likely continue and that commercialization remains years away. This raises dilution and execution risk. Article: Development Expense Concerns

Insider Buying and Selling at USA Rare Earth

In other news, Director Michael Blitzer acquired 100,000 shares of USA Rare Earth stock in a transaction on Thursday, January 29th. The shares were bought at an average cost of $21.44 per share, for a total transaction of $2,144,000.00. Following the acquisition, the director directly owned 847,500 shares of the company's stock, valued at $18,170,400. This trade represents a 13.38% increase in their position. The purchase was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, Director Carolyn Trabuco acquired 1,300 shares of USA Rare Earth stock in a transaction on Thursday, January 29th. The shares were purchased at an average price of $22.60 per share, for a total transaction of $29,380.00. Following the completion of the acquisition, the director directly owned 1,300 shares in the company, valued at $29,380. This trade represents a ∞ increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Company insiders own 46.60% of the company's stock.

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.

Want to see what other hedge funds are holding USAR? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for USA Rare Earth Inc. (NASDAQ:USAR - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.