USA Rare Earth (NASDAQ:USAR) Trading 7.6% Higher – Should You Buy?

04 Apr 2026, 08:12 by Scott Moore · The Cerbat Gem

USA Rare Earth Inc. (NASDAQ:USAR – Get Free Report)’s share price shot up 7.6% during trading on Thursday . The stock traded as high as $16.33 and last traded at $15.92. 13,125,550 shares were traded during trading, a decline of 31% from the average session volume of 19,110,063 shares. The stock had previously closed at $14.80.

Wall Street Analysts Forecast Growth

A number of analysts recently weighed in on the company. Cantor Fitzgerald boosted their target price on USA Rare Earth from $28.00 to $35.00 and gave the stock an “overweight” rating in a research report on Friday, January 30th. Benchmark started coverage on shares of USA Rare Earth in a research report on Wednesday, January 21st. They set a “buy” rating on the stock. Canaccord Genuity Group lowered their price objective on shares of USA Rare Earth from $33.00 to $29.00 and set a “buy” rating for the company in a report on Tuesday. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of USA Rare Earth in a research note on Friday, March 27th. Finally, UBS Group reaffirmed a “buy” rating on shares of USA Rare Earth in a report on Monday, December 8th. Six equities research analysts have rated the stock with a Buy rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $33.00.

View Our Latest Research Report on USAR

USA Rare Earth Stock Performance

The company has a market cap of $3.47 billion, a P/E ratio of -5.31 and a beta of 1.34. The business has a 50 day moving average price of $19.55 and a two-hundred day moving average price of $18.81.

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

Insider Buying and Selling at USA Rare Earth

In other news, Director Carolyn Trabuco bought 1,300 shares of the firm’s stock in a transaction that occurred on Thursday, January 29th. The shares were bought at an average cost of $22.60 per share, with a total value of $29,380.00. Following the completion of the purchase, the director directly owned 1,300 shares in the company, valued at $29,380. This represents a ∞ increase in their ownership of the stock. The purchase was disclosed in a filing with the SEC, which is available at this link. Also, Director Michael Blitzer purchased 100,000 shares of the company’s stock in a transaction on Thursday, January 29th. The shares were purchased at an average cost of $21.44 per share, with a total value of $2,144,000.00. Following the transaction, the director directly owned 847,500 shares in the company, valued at $18,170,400. This trade represents a 13.38% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. 46.60% of the stock is owned by insiders.

Institutional Trading of USA Rare Earth

A number of institutional investors have recently modified their holdings of USAR. Alyeska Investment Group L.P. increased its holdings in USA Rare Earth by 44.0% during the 3rd quarter. Alyeska Investment Group L.P. now owns 12,799,325 shares of the company’s stock valued at $219,034,000 after purchasing an additional 3,909,455 shares during the period. Bayshore Capital Advisors LLC purchased a new stake in USA Rare Earth in the 4th quarter worth approximately $102,378,000. Vanguard Group Inc. grew its position in shares of USA Rare Earth by 533.3% in the 4th quarter. Vanguard Group Inc. now owns 6,036,486 shares of the company’s stock worth $71,834,000 after buying an additional 5,083,288 shares during the last quarter. State Street Corp grew its position in shares of USA Rare Earth by 78.4% in the 4th quarter. State Street Corp now owns 5,032,866 shares of the company’s stock worth $59,891,000 after buying an additional 2,212,177 shares during the last quarter. Finally, Inflection Point Holdings II LLC purchased a new position in shares of USA Rare Earth during the fourth quarter valued at approximately $37,188,000.

About USA Rare Earth

(Get Free Report)

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.