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USAR Stock Chart & Stats
$19.41
$0.53(3.75%)
At close: 4:00 PM EDT
$19.41
$0.53(3.75%)
Day’s Range― - ―
52-Week Range$11.45 - $43.98
Previous CloseN/A
Volume2.16M
Average Volume (3M)12.84M
Market Cap
$5.28B
Enterprise Value$3.38K
Total Cash (Recent Filing)$1.59B
Total Debt (Recent Filing)$13.54M
Price to Earnings (P/E)―
Beta-0.14
Next Earnings
Nov 05, 2026EPS Estimate
-0.1Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)-2.40
Shares Outstanding375,076,570
10 Day Avg. Volume13,808,405
30 Day Avg. Volume12,840,802
Financial Highlights & Ratios
PEG Ratio>-0.01
Price to Book (P/B)2.37
Price to Sales (P/S)709.95
P/FCF Ratio-13.51
Enterprise Value/Market Cap<0.01
Enterprise Value/Revenue<0.01
Enterprise Value/Gross Profit>-0.01
Enterprise Value/Ebitda>-0.01
Forecast
1Y Price Target
$35.50Price Target Upside82.90% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering7
EPS Forecast (FY)-0.54
Revenue Forecast (FY)$68.77M
Bulls Say, Bears Say
Bulls Say
Integrated Rare-earth PlatformThe Serra Verde combination expands USAR across mining, processing, metals, alloys and magnets, creating a more integrated platform outside Asia. Greater control across the value chain could improve supply security, capture more value per unit, and support strategic customer relationships over time.
Strong Funding And LiquidityA substantial cash position and strategic funding package provide resources to build facilities, fund development and support the mine-to-magnet strategy. This liquidity can reduce immediate financing pressure and give management flexibility to pursue multiyear infrastructure and commercialization milestones.
Commercial And Production ProgressCommissioned processing capacity, initial commercial-grade output and a broad customer pipeline indicate movement beyond a purely conceptual project. Production orders, customer qualifications and planned magnet sales create a foundation for recurring revenue if these early engagements convert into sustained commercial demand.
Bears Say
Severe Losses And Cash BurnUSAR remains far from self-funding despite strong reported revenue growth. Large net losses and negative operating and free cash flow require continued use of liquidity or external capital, potentially limiting financial flexibility and increasing dilution risk while facilities are being developed.
Development-stage Execution RiskThe company’s principal growth assets have not yet demonstrated a mature operating base, leaving future output dependent on construction, permitting, technical performance and successful mine development. Delays or unfavorable project results could postpone revenue generation and extend the period of heavy investment.
Feedstock And Qualification ConstraintsLimited heavy-rare-earth feedstock can pressure production volumes and gross margins before planned supply sources become available. At the same time, variable customer qualification cycles may delay conversion of prototypes, MOUs and purchase orders into dependable recurring revenue and broader capacity utilization.
USA Rare Earth News
USAR FAQ
What was USA Rare Earth’s price range in the past 12 months?
USA Rare Earth lowest stock price was $11.45 and its highest was $43.98 in the past 12 months.
What is USA Rare Earth’s market cap?
USA Rare Earth’s market cap is $5.28B.
When is USA Rare Earth’s upcoming earnings report date?
USA Rare Earth’s upcoming earnings report date is Nov 05, 2026 which is in 34 days.
How were USA Rare Earth’s earnings last quarter?
USA Rare Earth released its earnings results on Aug 10, 2026. The company reported -$0.15 earnings per share for the quarter, missing the consensus estimate of -$0.112 by -$0.038.
Is USA Rare Earth overvalued?
According to Wall Street analysts USA Rare Earth’s price is currently Undervalued.
Does USA Rare Earth pay dividends?
USA Rare Earth does not currently pay dividends.
What is USA Rare Earth’s EPS estimate?
USA Rare Earth’s EPS estimate is -0.1.
How many shares outstanding does USA Rare Earth have?
USA Rare Earth has 375,076,570 shares outstanding.
What happened to USA Rare Earth’s price movement after its last earnings report?
USA Rare Earth reported an EPS of -$0.15 in its last earnings report, missing expectations of -$0.112. Following the earnings report the stock price went down -0.683%.
Which hedge fund is a major shareholder of USA Rare Earth?
Currently, no hedge funds are holding shares in USAR
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
USA Rare Earth Stock Smart Score
Outperform
1
2
3
4
5
6
7
8
9
10
Analyst Consensus
Strong Buy
Average Price Target:
$35.50 (82.90% Upside)
$35.50 (82.90% Upside)
Blogger Sentiment
Bullish
USAR Sentiment 86%
Sector Average 68%
Sector Average 68%
Hedge Fund Trend
Increased
By 267.6K Shares
Last Quarter.
Last Quarter.
Crowd Wisdom
Negative
Last 7 Days ▼ 0.7%
Last 30 Days ▼ 1.1%
Last 30 Days ▼ 1.1%
News Sentiment
Very Bullish
Bullish news 100%
Bearish news 0%
Bearish news 0%
Technicals
SMA
Negative
20 days / 200 days
Momentum
-18.09%
12-Months-Change
Fundamentals
Return on Equity
―
Trailing 12-Months
Asset Growth
1568.79%
Trailing 12-Months
Learn more about TipRanks Smart Score
Company Description
USA Rare Earth
USA Rare Earth Inc. specializes in the production of magnets. The company is actively developing an integrated facility that will manage the entire lifecycle of NdFeB magnet creation, from mineral sourcing and extraction to processing and final manufacturing. Within the United States, USA Rare Earth supplies its magnet products to a diverse range of sectors, including defense, automotive, aerospace, general industrial applications, healthcare, and consumer electronics.
USAR Company Deck
USAR Earnings Call
Q2 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call emphasized rapid, tangible progress toward building an integrated rare-earth supply chain outside China — including acquisitions (Serra Verde intent, TMRC closed), investments (Carester), commissioning of facilities (Wheat Ridge hydromet, LCM Yttrium production), a sizable commercial pipeline (100+ prospects, MOUs/LOIs for 2,500 t) and a strong cash position (~$1.5B). These strategic and operational milestones materially de-risk the long-term plan and present pricing and market-share opportunities given sharp Western price increases (dysprosium +90% YTD; Yttrium +60% since March). Offsetting these positives are near-term margin pressure from raw material shortages, significant operating losses and capex spend (Q2 operating expense ~$45M, capex $66M), milestone/timing risk for government reimbursements, and uncertainty around customer qualification timelines. On balance, the call presented more substantial progress and opportunity than setbacks, though execution risks remain in the near term.View all USAR earnings summariesUSAR Stock 12 Month Forecast
Average Price Target
$35.50
▲(82.90% Upside)
Technical Analysis
Materion
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Ownership Overview
5.91% Insiders
5.51% Mutual Funds
10.04% Other Institutional Investors
68.58% Public Companies and Individual Investors