Q3 EPS Estimates for USA Rare Earth Raised by Roth Capital

Key Points

• Roth Capital has raised its Q3 2025 earnings per share estimate for USA Rare Earth from ($0.14) to ($0.10), maintaining a "Buy" rating on the stock.
• Additionally, USA Rare Earth's estimated earnings for FY2025 and FY2026 have been projected at ($0.47) EPS and ($0.32) EPS, respectively, indicating ongoing financial challenges.
• Several institutional investors have recently increased their stakes in USA Rare Earth, with Geode Capital Management notably growing its position by 2,437.5% during the second quarter.

USA Rare Earth Inc. (NASDAQ:USAR - Free Report) - Stock analysts at Roth Capital increased their Q3 2025 earnings per share estimates for USA Rare Earth in a research report issued on Monday, August 11th. Roth Capital analyst S. Desilva now anticipates that the company will post earnings per share of ($0.10) for the quarter, up from their previous forecast of ($0.14). Roth Capital has a "Buy" rating on the stock. Roth Capital also issued estimates for USA Rare Earth's Q4 2025 earnings at ($0.10) EPS, FY2025 earnings at ($0.47) EPS, Q1 2026 earnings at ($0.09) EPS, Q2 2026 earnings at ($0.09) EPS, Q3 2026 earnings at ($0.08) EPS, Q4 2026 earnings at ($0.06) EPS, FY2026 earnings at ($0.32) EPS and FY2027 earnings at ($0.14) EPS.

A number of other research firms also recently weighed in on USAR. Cantor Fitzgerald initiated coverage on USA Rare Earth in a report on Friday, August 1st. They set an "overweight" rating and a $16.00 price objective on the stock. Wall Street Zen upgraded USA Rare Earth from a "strong sell" rating to a "hold" rating in a research report on Saturday, August 2nd. Finally, Canaccord Genuity Group assumed coverage on USA Rare Earth in a research report on Friday, June 13th. They issued a "buy" rating and a $17.00 price target on the stock.

USA Rare Earth Trading Down 10.8%

NASDAQ USAR opened at $16.99 on Thursday. USA Rare Earth has a twelve month low of $5.56 and a twelve month high of $20.00. The company has a 50-day simple moving average of $12.73.

USA Rare Earth (NASDAQ:USAR - Get Free Report) last announced its quarterly earnings data on Monday, August 11th. The company reported ($0.08) earnings per share (EPS) for the quarter, beating analysts' consensus estimates of ($0.13) by $0.05.

Hedge Funds Weigh In On USA Rare Earth

Institutional investors and hedge funds have recently added to or reduced their stakes in the company. Diametric Capital LP acquired a new stake in shares of USA Rare Earth during the second quarter worth approximately $147,000. Titleist Asset Management LLC boosted its holdings in shares of USA Rare Earth by 20.2% in the 2nd quarter. Titleist Asset Management LLC now owns 29,380 shares of the company's stock worth $322,000 after acquiring an additional 4,930 shares in the last quarter. Geode Capital Management LLC grew its position in USA Rare Earth by 2,437.5% during the 2nd quarter. Geode Capital Management LLC now owns 653,290 shares of the company's stock worth $7,160,000 after acquiring an additional 627,545 shares during the last quarter. SBI Securities Co. Ltd. grew its position in USA Rare Earth by 10,448.0% during the 2nd quarter. SBI Securities Co. Ltd. now owns 2,637 shares of the company's stock worth $29,000 after acquiring an additional 2,612 shares during the last quarter. Finally, Pier 88 Investment Partners LLC acquired a new stake in USA Rare Earth during the 2nd quarter valued at $588,000.

USA Rare Earth Company Profile

USA Rare Earth, Inc is domestic supplier of rare earth magnets and heavy rare earth elements. It is developing a vertically integrated, domestic supply chain for rare earth element magnet production, with a facility in Stillwater, Oklahoma, and mining rights to the Round Top heavy rare earth and critical minerals deposit in West Texas.

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