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USAR Overview

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$
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0.000(0.000%)
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0.000(0.000%)Aft-market
ET
$
0.000
0.000(0.000%)
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0.000(0.000%)Aft-market
ET
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Intellectia

Loading chart...

High
22.630
Open
20.750
VWAP
21.76
Vol
14.12M
Mkt Cap
4.45B
Low
20.040
Amount
307.25M
EV/EBITDA(TTM)
--
Total Shares
223.04M
EV
2.71B
EV/OCF(TTM)
--
P/S(TTM)
--
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.
Show More

Events Timeline

(ET)
2026-05-18
16:00:00
USA Rare Earth Inc Shares Down, Mixed Options Sentiment
select
2026-05-13 (ET)
2026-05-13
16:50:00
Company Expects $1.6B Funding Support for Rare Earth Business by 2026
select
2026-05-13
16:40:00
USA Rare Earth Q1 Revenue $5.7M, Exceeds Expectations
select
2026-05-13
16:10:00
USA Rare Earth Files to Sell 32.51M Shares of Common Stock
select
2026-05-13
14:50:00
USA Rare Earth Inc Shares Up 1.57%
select
2026-05-12 (ET)
2026-05-12
16:40:00
USA Rare Earth Awarded $14.18M Grant from Texas
select

News

Fool
2.0
05-20Fool
USA Rare Earth Stock Surges Amid China Export Speculation
  • Stock Surge: USA Rare Earth's stock jumped 11% to $2.33 by 11:55 a.m. ET on Wednesday, driven by investor speculation regarding China's potential easing of rare-earth magnet export restrictions, which poses a profit threat to the company.
  • Export Growth: In April, Chinese rare-earth exports to the U.S. increased by 26.4%, raising market interest ahead of President Trump's summit with Xi Jinping, which benefits rare-earth importers but adds competitive pressure on USA Rare Earth.
  • Intensified Market Competition: Although China may not ease export restrictions immediately, its ability to change policies at any moment creates ongoing market uncertainty for USA Rare Earth, especially as Japan faces severe shortages of rare-earth magnets due to reduced exports.
  • Improving Profit Outlook: Analysts from S&P Global Market Intelligence suggest that USA Rare Earth may achieve its first profit by 2028, and as calls for U.S. rare-earth independence grow, investor support for the company is also increasing.
NASDAQ.COM
2.0
05-20NASDAQ.COM
Chinese Rare Earth Magnet Exports Surge Amid Challenges
  • Export Growth: In April, Chinese rare earth magnet exports to the U.S. surged by 26.4%, which is particularly significant ahead of the Trump-Xi summit, indicating a shift in trade dynamics that could impact future supply chain stability.
  • Market Reaction: USA Rare Earth (NASDAQ: USAR) stock jumped 11% by Wednesday morning as investors speculated on whether China would ease restrictions on rare earth magnet exports, highlighting the market's keen interest in the rare earth supply chain.
  • Shortage in Japan: Japan is currently experiencing severe shortages of rare earth magnets due to export restrictions imposed in March, and although there was a modest recovery in April, it still fails to meet market demand, presenting a potential opportunity for USA Rare Earth.
  • Profit Outlook: Analysts from S&P Global Market Intelligence suggest that USA Rare Earth may achieve its first profit by 2028, and despite competition from low-cost Chinese magnets, its strategy for
stocktwits
8.5
05-18stocktwits
U.S.-China Rare Earth Supply Chain Talks Show Progress
  • Rare Earth Supply Agreement: The U.S. and China have reached an agreement covering mining and processing technologies for key minerals like indium and neodymium, aimed at reducing reliance on China, which controls about 90% of rare earth production, thereby enhancing U.S. supply chain security in defense and semiconductor sectors.
  • Market Reaction: Following the White House's announcement, stocks of rare earth companies such as MP Materials, USA Rare Earth, Energy Fuels, and United States Antimony gained attention; while MP and USA Rare Earth saw declines, Energy Fuels rose by 0.9%, reflecting market optimism regarding improvements in the rare earth supply chain.
  • Technology and Export Restrictions: The agreement also includes restrictions on the export of equipment and technologies for rare earth extraction and processing, addressing U.S. concerns over shortages of critical rare earth elements, which could alleviate long-standing supply chain bottlenecks reliant on a single geographic source and promote domestic production capabilities.
  • Government Investment Support: The U.S. government has invested in several rare earth companies, including MP Materials and Energy Fuels, to bolster domestic production and strengthen the supply chain for critical materials, ensuring competitiveness in sectors like electric vehicles and renewable energy.
Fool
2.0
05-17Fool
USA Rare Earth Shares Drop 9.6% Post Earnings Report
  • Stock Price Decline: USA Rare Earth shares fell by 9.6% this week, likely due to a 'sell on the news' mentality following the release of its first-quarter earnings report, indicating investor concerns about the company's future profitability.
  • Bleak Earnings Outlook: According to S&P Global Market Intelligence, Wall Street analysts do not expect USA Rare Earth to generate earnings before 2028 or cash flow before 2029, which has exacerbated investor disappointment.
  • Strategic Progress and Risks: Although the stock surged by 72% in April due to progress in derisking its mine-to-magnet strategy, the company's backward approach necessitates securing non-China sourced raw materials before the Round Top mine begins operations in 2028.
  • Future Plans and Goals: Looking ahead, the company aims to ramp up metal and magnet manufacturing capacity in 2026 and complete the feasibility study for Round Top in 2026, with publication expected in early 2027, to further mitigate management's risks in addressing U.S. rare-earth supply needs.
seekingalpha
9.5
05-14seekingalpha
USA Rare Earth Q1 2026 Earnings Call Insights Highlighting Strategic Transactions
  • Strategic Transaction Announcement: USA Rare Earth announced the acquisition of 100% of the Serra Verde Group, securing the unique operating asset of the Pela Ema mine in Brazil, marking a watershed moment for the Western rare earth industry and expected to enhance the company's competitiveness in the global market.
  • Government Financing Support: The $1.6 billion letter of intent with the Department of Commerce is nearing completion, which is anticipated to provide stable funding support for the company's expansion and operational capacity enhancement in the rare earth sector.
  • Production Capacity Increase: The Stillwater plant's magnet production capacity is expected to reach 600 metric tons per annum by year-end, while LCM's metal-making capacity is projected to hit 3,000 metric tons per annum by Q4, addressing the growing market demand.
  • Financial Overview: The first quarter reported revenues of approximately $6 million and operating expenses of about $37 million, resulting in a net loss of $67 million; despite these challenges, the company maintains a strong cash flow with approximately $1.75 billion in cash at quarter-end.
seekingalpha
9.5
05-13seekingalpha
USA Rare Earth Reports Strong Q1 Results with Positive Outlook
  • Strong Earnings Report: USA Rare Earth's Q1 non-GAAP EPS of -$0.12 exceeded expectations by $0.11, with revenues of $5.7M surpassing forecasts by $2.07M, indicating robust market performance and growth potential.
  • Funding Agreement Outlook: The anticipated Definitive Funding Agreement with the U.S. Government in May 2026 could provide access to $1.6 billion, accelerating growth objectives and mitigating risks, positioning the company as a leading platform for heavy rare earths and critical minerals in the U.S.
  • Facility Development Plans: The company plans to commission a hydrometallurgical demonstration facility in Colorado by Q2 2026, conducting three continuous demonstrations expected to be completed by the end of 2026, which will supply qualified oxide products to potential customers and advance commercial engineering efforts.
  • Capacity Expansion Goals: By Q4 2026, the Stillwater facility aims to achieve a run-rate magnet manufacturing capacity of 600 MTPA, while LCM targets 3,000 MTPA for metal and alloy production, addressing increasing market demand and enhancing competitive positioning.
Wall Street analysts forecast USAR stock price to rise
5 Analyst Rating
Wall Street analysts forecast USAR stock price to rise
5 Buy
0 Hold
0 Sell
Strong Buy
Current: 0.000
sliders
Low
15.00
Averages
22.75
High
28.00
Current: 0.000
sliders
Low
15.00
Averages
22.75
High
28.00
Cantor Fitzgerald
Overweight
maintain
$30 -> $35
AI Analysis
2026-05-14
Reason
Cantor Fitzgerald
Price Target
$30 -> $35
AI Analysis
2026-05-14
maintain
Overweight
Reason
Cantor Fitzgerald raised the firm's price target on USA Rare Earth to $35 from $30 and keeps an Overweight rating on the shares. USA Rare Earth continued advancing its mine-to-magnet strategy with commissioning of initial manufacturing capacity at Stillwater, major financing and acquisition activity including TMRC and Serra Verde to expand rare earth supply control, and new strategic funding support, reinforcing its positioning as a leading Western-focused rare earth supply chain platform, the analyst tells investors in a research note.
Wedbush
Sam Brandeis
Outperform
maintain
$29 -> $35
2026-05-12
Reason
Wedbush
Sam Brandeis
Price Target
$29 -> $35
2026-05-12
maintain
Outperform
Reason
Wedbush analyst Sam Brandeis raised the firm's price target on USA Rare Earth to $35 from $29 and keeps an Outperform rating on the shares. The firm notes USA Rare Earth is reporting its Q1 earnings after the bell on Wednesday where it believes the company will continue to demonstrate strategic momentum across its rapidly expanding mine-to-magnet value chain against an accelerating policy backdrop and rising urgency around heavy rare earth supply chain sovereignty.
Unlock Full Analyst Thesis, Get the complete breakdown of rating reason for USAR
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Valuation Metrics

The current forward P/E ratio for USA Rare Earth Inc (USAR.O) is 0.00, compared to its 5-year average forward P/E of -36.54. For a more detailed relative valuation and DCF analysis to assess USA Rare Earth Inc's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average PE
-36.54
Current PE
0.00
Overvalued PE
-17.50
Undervalued PE
-55.58

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average EV/EBITDA
-64.72
Current EV/EBITDA
-0.68
Overvalued EV/EBITDA
-24.34
Undervalued EV/EBITDA
-105.10

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PS
92.08
Current PS
6.95
Overvalued PS
181.98
Undervalued PS
2.19

Financials

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Whales Holding USAR

A
Alyeska Investment Group, L.P.
Holding
USAR
+3.90%
3M Return

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Frequently Asked Questions

What is USA Rare Earth Inc (USAR) stock price today?

The current price of USAR is 22.62 USD — it has increased 13.3

What is USA Rare Earth Inc (USAR)'s business?

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.

What is the price predicton of USAR Stock?

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 is22.75 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.

What is USA Rare Earth Inc (USAR)'s revenue for the last quarter?

USA Rare Earth Inc revenue for the last quarter amounts to 5.70M USD, decreased

What is USA Rare Earth Inc (USAR)'s earnings per share (EPS) for the last quarter?

USA Rare Earth Inc. EPS for the last quarter amounts to -0.34 USD, decreased -154.84

How many employees does USA Rare Earth Inc (USAR). have?

USA Rare Earth Inc (USAR) has 132 emplpoyees as of May 21 2026.

What is USA Rare Earth Inc (USAR) market cap?

Today USAR has the market capitalization of 4.45B USD.