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USAR Overview

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$
0.000
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

Loading chart...

High
21.700
Open
21.010
VWAP
21.38
Vol
9.01M
Mkt Cap
4.93B
Low
20.850
Amount
192.59M
EV/EBITDA(TTM)
--
Total Shares
228.53M
EV
3.07B
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)
2026-06-15
07:30:00
USA Rare Earth Launches Demonstration Facility in Colorado
select
2026-06-04 (ET)
2026-06-04
11:00:00
USA Rare Earth Signs Agreements with Commerce Department, Unlocks Up to $1.6B in Funding
select
2026-06-02 (ET)
2026-06-02
09:50:00
USA Rare Earth to Establish Magnet Manufacturing Facility in South Carolina
select
2026-06-01 (ET)
2026-06-01
05:30:00
USA Rare Earth Plans Over €175M Investment in France
select

News

stocktwits
7.5
06-29stocktwits
Kazakhstan Project Sparks Political Controversy
  • Funding Support: At least 14 companies linked to the Trump and Lutnick families are seeking over $8.9 billion in federal support, raising concerns about potential conflicts of interest due to the substantial funding involved.
  • Political Investigation Calls: Democratic lawmakers have called for investigations into investments related to senior officials' family members, emphasizing the need for transparency in government-backed mining initiatives to prioritize national interests over personal gains.
  • Mining Agreement Context: The agreement secured by Trump and Lutnick in 2025 grants an American-led venture access to one of the world's largest undeveloped tungsten deposits, with the project eligible for up to $1.6 billion in federal financing, highlighting strategic resource diversification efforts.
  • Market Reactions: While stocks of Critical Metals and Energy Fuels edged down, USA Rare Earth and ASP Isotopes saw premarket gains of 1% to 2%, indicating varied market responses to the project amidst ongoing scrutiny.
Fool
8.5
06-26Fool
Opportunities and Risks in Rare Earth Metals Market
  • Surging Market Demand: The International Energy Agency forecasts a 50% to 60% increase in demand for rare earth metals by 2040, primarily driven by new technologies like electric vehicles and AI, indicating significant market opportunities for related companies.
  • Supply Risk from China: China's control over the majority of rare earth metal supplies was highlighted by a 10x price surge in Japan following export restrictions in 2010, underscoring the strategic importance of these metals and prompting countries to seek alternative sources.
  • Divergent Business Developments: The Metals Company is attempting to develop an undersea mining operation and is currently unprofitable, but U.S. regulatory changes may accelerate its progress; meanwhile, USA Rare Earth has quickly built a processing business through acquisitions, with production expected to start in 2028.
  • MP Materials' Competitive Edge: MP Materials has established complete mining and processing facilities and is generating positive earnings on an adjusted basis, positioning itself as a leader in the rare earth metals market and attracting investor interest.
NASDAQ.COM
7.5
06-26NASDAQ.COM
Opportunities and Challenges in Rare Earth Metals Market
  • Surging Market Demand: The International Energy Agency forecasts a 50% to 60% increase in demand for rare earth metals by 2040, primarily driven by new technologies like electric vehicles and AI, indicating significant market opportunities for companies like TMC, USA Rare Earth, and MP Materials.
  • Differing Investment Risks: TMC is attempting to establish an undersea mining operation, facing high risks and ongoing losses, yet the U.S. government is changing regulations to expedite its progress, highlighting its long-term potential despite immediate challenges.
  • Acquisition-Driven Growth: USA Rare Earth has rapidly built a rare earth processing business through acquisitions, and while its proposed mine won't be operational until 2028, a deal to acquire a Brazilian mine expected to close in late 2026 will create a complete rare earth business chain.
  • Profitability Comparison: MP Materials operates a rare earth mine and processing facilities, achieving positive earnings on an adjusted basis, making it the most developed company among the three, and has attracted U.S. government funding, showcasing its competitive advantage in the market.
Newsfilter
8.5
06-26Newsfilter
Elroy Air to Go Public, Accelerating Drone Production for Defense and Commercial Markets
  • Transaction Overview: Elroy Air has entered into a business combination agreement with Columbus Circle Capital Corp II, expected to close in Q4 2026, with a pre-money valuation of approximately $800 million and a post-transaction enterprise value of about $1 billion, reflecting strong market confidence in its drone technology.
  • Funding Support: The transaction has secured over $165 million in committed PIPE capital, with $65 million allocated for the execution of the business combination agreement, ensuring Elroy Air can accelerate the commercial-scale production of its Chaparral drone to meet rising market demand.
  • Market Potential: Elroy Air boasts a demand pipeline exceeding 1,400 aircraft and over $5 billion in potential revenue opportunities from leading logistics and aviation companies such as Bristow Group, Barq Group, and FedEx, underscoring its strategic importance in both defense and commercial markets.
  • Technological Innovation: The Chaparral drone is designed to carry over 500 pounds of cargo with a range of 450 miles, utilizing a hybrid-electric powertrain for reliability and operational flexibility, indicating a significant transformation in the cargo transport sector.
NASDAQ.COM
8.5
06-24NASDAQ.COM
USA Rare Earth and Archer Aviation Compete in Rare-Earth and eVTOL Markets
  • Government Backing for Rare Earths: USA Rare Earth benefits from U.S. government support, including a 10% stake and approximately $3.5 billion in funding, aimed at establishing a domestic supply chain for rare-earth magnets, which is expected to significantly enhance U.S. autonomy in critical technology sectors.
  • Pioneering Electric Aviation: Archer Aviation has successfully passed Phase 3 of the FAA's regulatory approval process, and if it receives final approval, it could begin commercial operations this year, positioning itself as a leader in the U.S. eVTOL market, which is projected to reach $28.6 billion by 2030.
  • Market Opportunities and Risks: USA Rare Earth faces a $19 billion market opportunity for rare-earth magnets, but its success hinges on political support and the smooth execution of multiple construction projects, while Archer Aviation's outlook primarily depends on FAA approval, providing a clearer growth trajectory.
  • Revenue Potential Comparison: Despite USA Rare Earth and Archer Aviation having market capitalizations of $5.5 billion and $4.2 billion respectively, both companies have less than $10 million in total trailing-12-month revenue, indicating that both are highly speculative investments, with future revenue realization being critical.
Fool
8.5
06-24Fool
Competitive Analysis of USA Rare Earth and Archer Aviation
  • Market Opportunity: USA Rare Earth, backed by the Trump administration, has secured approximately $3.5 billion in funding commitments to establish a domestic supply chain for rare-earth magnets, which is expected to significantly enhance its market share in weapons and electronics over the coming years.
  • Expansion Plans: The company plans to complete an expansion of its magnet factory in Oklahoma by 2024 and expects to open a new facility in South Carolina by 2028, with commercial mining in Texas projected to begin in late 2028, targeting a $19 billion rare-earth market.
  • Archer Aviation's Edge: Archer Aviation's eVTOL aircraft has successfully passed Phase 3 of the FAA's regulatory approval process and is expected to begin commercial operations this year, positioning itself as a pioneer in urban air taxi services with substantial market potential.
  • Industry Outlook: According to Grand View Research, the eVTOL industry could reach $28.6 billion by 2030, and FAA approval for Archer Aviation will provide a clearer growth trajectory, enhancing its leadership position in the industry.
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
Roth Capital
Buy
maintain
$40
AI Analysis
2026-06-04
Reason
Roth Capital
Price Target
$40
AI Analysis
2026-06-04
maintain
Buy
Reason
Roth Capital notes that USA Rare Earth announced execution of direct funding agreements and a 15-year senior secure loan with the Department of Commerce. The firm, which believes calendar year 2026 combined public and private funding of about $3.5B is sufficient to establish a vertically integrated domestic mine-to-magnet supply chain, maintains a Buy rating and $40 price target on the shares.
Cantor Fitzgerald
Derek Soderberg
NULL
to
Overweight
maintain
$35 -> $40
2026-06-04
Reason
Cantor Fitzgerald
Derek Soderberg
Price Target
$35 -> $40
2026-06-04
maintain
NULL
to
Overweight
Reason
Cantor Fitzgerald analyst Derek Soderberg yesterday afternoon raised the firm's price target on USA Rare Earth to $40 from $35 and keeps an Overweight rating on the shares. The target bump followed USA Rare Earth's execution of agreements with the U.S. Department of Commerce to unlock access to up to $1.6B in funding under the Department of Commerce's CHIPS Program.
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
-58.90
Current EV/EBITDA
-0.75
Overvalued EV/EBITDA
-16.25
Undervalued EV/EBITDA
-101.56

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
N/A
5Y Average PS
84.45
Current PS
7.40
Overvalued PS
173.47
Undervalued PS
-4.57

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Whales Holding USAR

A
Alyeska Investment Group, L.P.
Holding
USAR
+6.03%
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 21.58 USD — it has increased 2.57

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 July 01 2026.

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

Today USAR has the market capitalization of 4.93B USD.