USA Rare Earth Inc shares increased by 5.02%, reaching a 5-day high, amid positive market conditions with the Nasdaq-100 up 0.38% and S&P 500 up 0.09%.
The surge is attributed to ongoing speculation about potential favorable trade relations with Venezuela, which could provide USA Rare Earth with access to non-China sourced rare earth elements for its magnet production facility in Stillwater, Oklahoma. This speculation follows significant geopolitical developments that may enhance the company's supply chain security and reduce reliance on Chinese materials.
If USA Rare Earth can successfully secure rare earth materials from Venezuela, it would significantly derisk its business model and support the development of the Round Top deposit in Texas by 2028, positioning the company for long-term growth.
Wall Street analysts forecast USAR stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for USAR is 22.75 USD with a low forecast of 15.00 USD and a high forecast of 28.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
5 Analyst Rating
Wall Street analysts forecast USAR stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for USAR is 22.75 USD with a low forecast of 15.00 USD and a high forecast of 28.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
5 Buy
0 Hold
0 Sell
Strong Buy
Current: 16.790
Low
15.00
Averages
22.75
High
28.00
Current: 16.790
Low
15.00
Averages
22.75
High
28.00
Canaccord
Buy
maintain
$22 -> $23
Al Analysis
2025-11-07
Reason
Canaccord
Price Target
$22 -> $23
Al Analysis
2025-11-07
maintain
Buy
Reason
Canaccord raised the firm's price target on USA Rare Earth to $23 from $22 and keeps a Buy rating on the shares. The firm said the move to build an increasingly vertically integrated Western magnetics pioneer is taking more concrete form and shape with final commissioning expected in 1Q26.
Roth Capital
Buy
to
Buy
downgrade
$40 -> $25
2025-11-07
Reason
Roth Capital
Price Target
$40 -> $25
2025-11-07
downgrade
Buy
to
Buy
Reason
Roth Capital kept a Buy rating and lowered the firm's price target on USA Rare Earth to $25 from $40 after its Q3 earnings miss. The company remains on track for rare earth magnet production in Oklahoma starting in early CY26, and the firm is also encouraged that it continues to secure pipeline customers that provide demand in line with the company's phase 1 capacity expansion plan, the analyst tells investors in a research note.
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William Blair
Outperform
initiated
2025-10-20
Reason
William Blair
Price Target
2025-10-20
initiated
Outperform
Reason
William Blair initiated coverage of USA Rare Earth with an Outperform rating.
William Blair
William Blair
Outperform
initiated
2025-10-20
Reason
William Blair
William Blair
Price Target
2025-10-20
initiated
Outperform
Reason
William Blair initiated coverage of USA Rare Earth with an Outperform rating and no price target. USA Rare Earth is one of the few fully integrated rare earth companies, featuring a research facility developing proprietary rare earth extraction and purification technology, a magnet manufacturing facility, and majority ownership of the Round Top mine in Texas, the analyst tells investors in a research note. The firm sees the company's assets generating long-term shareholder return. Blair also believes the U.S. government may announce sizable investment in USA Rare Earth.
About USAR
USA Rare Earth, Inc. is a supplier of sintered neo magnets and other rare earth metals. The Company is engaged in developing a NdFeB magnet manufacturing plant in Stillwater, Oklahoma, and intends to establish domestic rare earth and critical minerals supply, extraction, and processing capabilities to both supply its magnet manufacturing plant and market surplus materials to third parties. It is focused on developing domestic rare earth production that offers sustainable and secure domestic supply of materials critical to key industries. Its vertically integrated approach consists of sourcing rare earth elements (REEs), in addition to other critical minerals such as gallium, to producing finished NdFeB magnets. The Company serve a variety of industries, such as defense, robotics, electric vehicles, wind power, appliances, cordless tools and computing and semiconductors. The Company owns, Less Common Metals Ltd., which is a scaled ex-China rare earth metal and alloy manufacturer.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
