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USAR Overview

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

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High
24.170
Open
22.615
VWAP
23.58
Vol
5.09M
Mkt Cap
4.80B
Low
22.595
Amount
120.09M
EV/EBITDA(TTM)
--
Total Shares
217.99M
EV
4.46B
EV/OCF(TTM)
--
P/S(TTM)
1.29K
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.
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Events Timeline

(ET)
2026-04-20
16:30:00
Major Averages Decline Amid Escalating Tensions with Iran
select
2026-04-20
12:00:00
Major Averages Decline Amid Rising Tensions with Iran
select
2026-04-20
10:10:00
USA Rare Earth Stock Rises 15.3% to $23.00
select

News

NASDAQ.COM
8.5
04-27NASDAQ.COM
PinnedUSA Rare Earth Acquires Serra Verde Group to Enhance Rare-Earth Production
  • Acquisition Context: USA Rare Earth acquired Serra Verde Group for $2.8 billion to enhance its rare-earth mining and production capabilities, aligning with the U.S. strategy to reduce dependence on China, which controls 90% of rare-earth processing, and is expected to accelerate production timelines.
  • Market Reaction: Following the acquisition announcement, USA Rare Earth’s stock surged 13% in a single day, indicating strong market confidence in the deal and the company's future growth potential as it diversifies its supply chain.
  • Production Capacity Boost: The acquisition grants USA Rare Earth control over the Pela Ema mine in Brazil, projected to produce approximately 6,400 metric tons of total rare-earth oxide annually, fulfilling the needs of its subsidiary Less Common Metals for high-purity alloys essential for its permanent magnet manufacturing in Oklahoma.
  • Financial Outlook: Serra Verde is expected to contribute between $550 million and $650 million in annualized EBITDA by the end of 2027, with the combined company targeting around $1.8 billion in EBITDA by the end of 2030, showcasing robust financial growth prospects.
PRnewswire
8.5
04-28PRnewswire
REalloys Expands Rare Earth Supply Chain in North America
  • Supply Chain Development: REalloys is expanding the first commercial-scale rare earth metallization facility in North America, expected to be operational by 2027, marking a significant enhancement in U.S. autonomy over rare earth material supply chains and reducing reliance on China.
  • Funding Needs and Goals: The project requires an additional $50 million in funding, which REalloys has committed to, aiming for full control over the supply chain from raw materials to finished products, ensuring traceability and supply security.
  • Market Opportunities and Strategy: With the impending 2027 ban on Chinese rare earths, REalloys'
Fool
8.5
04-27Fool
USA Rare Earth Acquires Serra Verde Group to Boost Production
  • Acquisition Boosts Production: USA Rare Earth's $2.8 billion acquisition of Serra Verde Group grants control over Brazil's Pela Ema mine, projected to produce 6,400 metric tons of rare-earth oxides annually, significantly enhancing its production capabilities and competitive position in the global market.
  • Optimistic Financial Outlook: The acquisition is expected to contribute $550 million to $650 million in annualized EBITDA by the end of 2027, with a combined target of $1.8 billion EBITDA by 2030, indicating strong profit potential.
  • Supply Chain Risk Mitigation: This acquisition allows USA Rare Earth to reduce reliance on Chinese rare-earth supplies, with the CEO describing it as a “transformational step” that will strengthen the company's position in the rare-earth elements and derivatives market, increasing its attractiveness to investors.
  • Positive Market Reaction: Following the acquisition announcement, USA Rare Earth’s stock surged 13% in a single day, reflecting market recognition of its future growth potential and investor confidence in the revitalization of the U.S. rare-earth supply chain.
Yahoo Finance
8.5
04-26Yahoo Finance
Bullish Thesis on USA Rare Earth, Inc. Highlights Investment Potential
  • Significant Market Position: USA Rare Earth, Inc. (USAR) emerges as the only fully integrated U.S. company capable of producing rare earths from mining to processing to magnets, addressing the critical chokehold China has on 85-90% of global rare earth processing, thereby securing U.S. defense, EV, and semiconductor supply chains.
  • Operational Progress: The operational Phase 1a facility at USAR is already delivering products, transitioning the company from a speculative venture to tangible revenue generation, which enhances its attractiveness to investors.
  • Strong Financial Position: With $1.2 billion in cash and zero debt, USAR's current stock price of $15.92 is highly appealing, presenting an opportunity for potential stock price doubling as the market recognizes its unique role in domestic rare earth supply and national security.
  • Enhanced Strategic Value: As trade tensions escalate, USAR's role as a national security asset becomes increasingly significant, attracting potential government support and accelerating its revenue growth, thereby solidifying its critical position in the U.S. rare earth supply chain.
CNBC
6.0
04-23CNBC
Latest Wall Street Rating Updates
  • Tesla Buy Rating: Bank of America reiterates Tesla as a buy, viewing the company as a leader in consumer autonomy and expecting it to quickly become a leader in robotaxi services, highlighting its strong potential in the future mobility market.
  • Nvidia Market Leadership: TD Cowen maintains Nvidia as a buy despite Google's launch of competing AI chips, believing Nvidia remains the market leader in performance and software ecosystem breadth, indicating its sustained competitive advantage in the AI sector.
  • Berkshire Target Price Increase: UBS raises Berkshire Hathaway's price target from $578 to $581, noting that the stock is trading at a discount to its intrinsic value and anticipating continued share repurchases, which could influence investor sentiment positively.
  • IBM Defensive Investment: Bank of America reiterates IBM as a buy, citing its high exposure to recurring sales and solid balance sheet as factors that make it a defensive investment, demonstrating stability and growth potential in an uncertain market environment.
seekingalpha
8.5
04-22seekingalpha
USA Rare Earth Moves Toward Independence from China in Rare Earths
  • Independence Progress: USA Rare Earth CEO Barbara Humpton stated that the U.S. is in 'the very early innings' of achieving independence in rare earth metals, indicating a strategic shift in the global supply chain aimed at reducing reliance on China.
  • Acquisition Boosts Growth: The company announced a $2.8 billion acquisition of Brazil's Serra Verde Group, which owns the only producing rare earth mine in Brazil, significantly enhancing its market position and production capacity, leading to a ~35% surge in stock price over three days.
  • Production Expansion Plans: USA Rare Earth plans to initiate mining operations in Texas, establish a separation facility in Colorado, and build a magnet manufacturing plant in Stillwater, Oklahoma, aiming to organically grow the value chain to meet the demand from magnet makers for reliable supply.
  • Analysts Bullish Outlook: Canaccord analysts reiterated their Buy rating for USA Rare Earth and raised the stock price target from $29 to $32, noting that the Serra Verde acquisition secures supply to support production expansion at the new Stillwater facility, expected to commence commercial production in 2028.
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
Northland
Outperform
initiated
$45
AI Analysis
2026-04-23
Reason
Northland
Price Target
$45
AI Analysis
2026-04-23
initiated
Outperform
Reason
Northland initiated coverage of USA Rare Earth with an Outperform rating and $45 price target. With greater than $3B in liquidity and ownership of one of the few producing mines outside of China, the firm thinks USA Rare Earth is \"poised to be one of the first rare earth supply chain solutions fully outside of China,\" says the analyst, who notes that the company is targeting about $1.8B of EBITDA in 2030.
Canaccord
Buy
maintain
$29 -> $32
2026-04-21
Reason
Canaccord
Price Target
$29 -> $32
2026-04-21
maintain
Buy
Reason
Canaccord raised the firm's price target on USA Rare Earth to $32 from $29 and keeps a Buy rating on the shares. the firm noted the company's latest strategic move was tectonic; utilizing a mix of mostly equity and some cash to acquire the Serra Verde Group. This grants them ownership of the Pela Ema facility in Brazil, notably the only scaled current producer outside of Asia delivering all four magnetic rare earth elements. This acquisition serves as a decisive catalyst, accelerating the path to positive EBITDA while securing additional oxide feedstock needed to scale their magnet-manufacturing operations.
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
-67.98
Current EV/EBITDA
-0.72
Overvalued EV/EBITDA
-29.31
Undervalued EV/EBITDA
-106.64

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
96.38
Current PS
6.71
Overvalued PS
186.44
Undervalued PS
6.32

Financials

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Whales Holding USAR

A
Alyeska Investment Group, L.P.
Holding
USAR
+2.12%
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 23.98 USD — it has increased 8.85

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 1.64M 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 -0.73 USD, increased 812.50

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

USA Rare Earth Inc (USAR) has 132 emplpoyees as of April 30 2026.

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

Today USAR has the market capitalization of 4.80B USD.