USA Rare Earth (NASDAQ:USAR) Stock Price Down 6.5% – Here’s Why

20 Mar 2026, 18:00 by Scott Moore · The Cerbat Gem

USA Rare Earth Inc. (NASDAQ:USAR – Get Free Report) shares were down 6.5% during trading on Wednesday . The company traded as low as $18.36 and last traded at $18.40. Approximately 11,948,430 shares traded hands during mid-day trading, a decline of 41% from the average daily volume of 20,246,109 shares. The stock had previously closed at $19.68.

Wall Street Analyst Weigh In

Several equities research analysts recently weighed in on USAR shares. Cantor Fitzgerald upped their price target on USA Rare Earth from $28.00 to $35.00 and gave the stock an “overweight” rating in a research note on Friday, January 30th. UBS Group reissued a “buy” rating on shares of USA Rare Earth in a research report on Monday, December 8th. Roth Mkm boosted their target price on shares of USA Rare Earth from $25.00 to $35.00 and gave the company a “buy” rating in a report on Monday, January 26th. Canaccord Genuity Group upped their target price on shares of USA Rare Earth from $23.00 to $33.00 and gave the stock a “buy” rating in a research report on Tuesday, January 27th. Finally, Weiss Ratings reissued a “sell (d-)” rating on shares of USA Rare Earth in a research report on Monday, December 29th. Six investment analysts have rated the stock with a Buy rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, USA Rare Earth has an average rating of “Moderate Buy” and an average target price of $34.33.

Get Our Latest Analysis on USA Rare Earth

USA Rare Earth Stock Down 8.8%

The firm’s fifty day simple moving average is $20.23 and its 200-day simple moving average is $18.68. The firm has a market capitalization of $2.15 billion, a PE ratio of -31.23 and a beta of 1.05.

Insider Activity at USA Rare Earth

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

Institutional Investors Weigh In On USA Rare Earth

Several institutional investors have recently modified their holdings of USAR. Alyeska Investment Group L.P. lifted its stake 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 acquiring an additional 3,909,455 shares during the period. Bayshore Capital Advisors LLC bought a new stake in shares of USA Rare Earth in the fourth quarter worth approximately $102,378,000. Vanguard Group Inc. grew its stake in shares of USA Rare Earth by 533.3% in the fourth quarter. Vanguard Group Inc. now owns 6,036,486 shares of the company’s stock worth $71,834,000 after acquiring an additional 5,083,288 shares during the period. State Street Corp raised its holdings in shares of USA Rare Earth by 78.4% during the fourth quarter. State Street Corp now owns 5,032,866 shares of the company’s stock valued at $59,891,000 after purchasing 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.