USA Rare Earth Inc. (NASDAQ:USAR) Receives Average Recommendation of "Moderate Buy" from Analysts

Key Points

• Shares have an average analyst rating of “Moderate Buy” from seven firms (six buy ratings, one sell) with an average 12‑month price target of $34.33.
• Significant insider buying was disclosed — Director Michael Blitzer bought 100,000 shares (~$2.144M) and Director Carolyn Trabuco bought 1,300 shares — and insiders now own 46.6% of the stock.
• USA Rare Earth is a development‑stage rare earth and lithium company advancing the Round Top deposit in Texas; the stock trades around $17.23 (1‑yr range $5.56–$43.98) with a market cap of $2.29 billion.

Shares of USA Rare Earth Inc. (NASDAQ:USAR - Get Free Report) have received an average rating of "Moderate Buy" from the seven ratings firms that are currently covering the stock, MarketBeat reports. One research analyst has rated the stock with a sell rating and six have assigned a buy rating to the company. The average 12 month price target among analysts that have issued a report on the stock in the last year is $34.3333.

A number of equities research analysts recently issued reports on USAR shares. Canaccord Genuity Group upped their price objective on shares of USA Rare Earth from $23.00 to $33.00 and gave the company a "buy" rating in a report on Tuesday, January 27th. Cantor Fitzgerald upped their target price on shares of USA Rare Earth from $28.00 to $35.00 and gave the company an "overweight" rating in a research report on Friday, January 30th. Roth Mkm increased their target price on shares of USA Rare Earth from $25.00 to $35.00 and gave the stock a "buy" rating in a research note on Monday, January 26th. UBS Group reissued a "buy" rating on shares of USA Rare Earth in a research note on Monday, December 8th. Finally, Weiss Ratings reaffirmed a "sell (d-)" rating on shares of USA Rare Earth in a research report on Monday, December 29th.

USA Rare Earth Stock Performance

NASDAQ:USAR opened at $17.23 on Friday. USA Rare Earth has a one year low of $5.56 and a one year high of $43.98. The stock has a market cap of $2.29 billion, a PE ratio of -33.13 and a beta of 0.93. The stock has a 50 day moving average price of $18.28 and a 200 day moving average price of $18.22.

Insider Buying and Selling at USA Rare Earth

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

Institutional Inflows and Outflows

Institutional investors have recently added to or reduced their stakes in the company. Invesco Ltd. raised its holdings in shares of USA Rare Earth by 25.2% in the 4th quarter. Invesco Ltd. now owns 67,592 shares of the company's stock valued at $804,000 after purchasing an additional 13,598 shares in the last quarter. XTX Topco Ltd grew its stake in shares of USA Rare Earth by 33.8% during the fourth quarter. XTX Topco Ltd now owns 53,349 shares of the company's stock worth $635,000 after purchasing an additional 13,466 shares in the last quarter. SummitTX Capital L.P. purchased a new position in USA Rare Earth in the fourth quarter valued at $284,000. Toronto Dominion Bank acquired a new stake in USA Rare Earth in the fourth quarter valued at $4,313,000. Finally, Twinbeech Capital LP purchased a new stake in USA Rare Earth during the 4th quarter worth about $912,000.

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.

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