USA Rare Earth (NASDAQ:USAR) Shares Down 2.9% – What’s Next?

Posted by Stanley Muller on May 14th, 2026

USA Rare Earth Inc. (NASDAQ:USAR – Get Free Report) fell 2.9% during mid-day trading on Tuesday . The stock traded as low as $24.63 and last traded at $25.55. 14,438,611 shares were traded during trading, a decline of 23% from the average session volume of 18,804,000 shares. The stock had previously closed at $26.30.

Key Stories Impacting USA Rare Earth

Here are the key news stories impacting USA Rare Earth this week:

Positive Sentiment: USA Rare Earth beat Wall Street’s Q1 estimates, posting a smaller-than-expected loss of $0.12 per share on $5.7 million in revenue, which topped forecasts and showed continued operating momentum. USA Rare Earth Stock Climbs After Q1 Earnings Release — Here’s Why
Positive Sentiment: Management highlighted major strategic progress, including the Serra Verde transaction, Carester, and consolidation of TMRC, which it says helps “close the loop” on its global mine-to-magnet value chain. USA Rare Earth (USAR) Q1 2026 Earnings Transcript
Positive Sentiment: Analysts remained constructive, with Cantor Fitzgerald raising its price target to $35 and reiterating an overweight rating, and Wedbush also pointing to continued momentum across the company’s platform. Price target update from Benzinga/The Fly
Neutral Sentiment: The company ended the quarter with $1.75 billion in cash, giving it substantial financial flexibility to fund development and strategic deals. USA Rare Earth Beats Q1 as Serra Verde Close Looms
Negative Sentiment: The Q1 operating loss widened to $37 million, showing that USA Rare Earth is still far from profitability and that near-term earnings pressure remains significant. USA Rare Earth stock dips: why analysts are still bullish on the stock
Negative Sentiment: Investors are also waiting longer for meaningful commercial production, with feasibility-study updates now pointing to a 2028 start for the mine, which tempers the near-term growth story. USA Rare Earth: Step By Step It’s Coming Together — Still At ‘Buy’

Analyst Ratings Changes

A number of research firms have issued reports on USAR. Wedbush boosted their price target on USA Rare Earth from $29.00 to $35.00 and gave the company an “outperform” rating in a research report on Tuesday. Weiss Ratings reiterated a “sell (d-)” rating on shares of USA Rare Earth in a report on Friday, March 27th. Canaccord Genuity Group raised their price target on shares of USA Rare Earth from $29.00 to $32.00 and gave the company a “buy” rating in a report on Tuesday, April 21st. Cantor Fitzgerald increased their price objective on shares of USA Rare Earth from $30.00 to $35.00 and gave the stock an “overweight” rating in a research report on Thursday. Finally, Benchmark assumed coverage on shares of USA Rare Earth in a research note on Wednesday, January 21st. They issued a “buy” rating on the stock. Eight research analysts have rated the stock with a Buy rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $35.40.

Read Our Latest Analysis on USA Rare Earth

USA Rare Earth Price Performance

The company has a market cap of $5.41 billion, a price-to-earnings ratio of -6.33 and a beta of 2.38. The company’s 50-day simple moving average is $19.92 and its 200-day simple moving average is $18.37.

USA Rare Earth (NASDAQ:USAR – Get Free Report) last posted its earnings results on Wednesday, May 13th. The company reported ($0.12) EPS for the quarter, topping analysts’ consensus estimates of ($0.16) by $0.04. The firm had revenue of $5.70 million for the quarter. Equities analysts predict that USA Rare Earth Inc. will post -0.76 EPS for the current fiscal year.

Institutional Inflows and Outflows

Several institutional investors have recently modified their holdings of the business. Sei Investments Co. grew its stake in USA Rare Earth by 923.5% during the 1st quarter. Sei Investments Co. now owns 276,819 shares of the company’s stock valued at $4,190,000 after purchasing an additional 249,773 shares in the last quarter. State of Wyoming increased its stake in shares of USA Rare Earth by 100.4% in the first quarter. State of Wyoming now owns 2,509 shares of the company’s stock worth $38,000 after buying an additional 1,257 shares during the last quarter. Himension Capital Singapore PTE. LTD. acquired a new stake in USA Rare Earth in the first quarter valued at $2,066,000. PNC Financial Services Group Inc. boosted its stake in USA Rare Earth by 7.2% during the 1st quarter. PNC Financial Services Group Inc. now owns 33,481 shares of the company’s stock valued at $507,000 after acquiring an additional 2,261 shares during the last quarter. Finally, KBC Group NV acquired a new position in USA Rare Earth during the 1st quarter worth $35,000.

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.

In addition to exploration, USA Rare Earth is engineering an on-site separation facility that will utilize dry magnetic separation and hydrometallurgical flowsheets to produce mixed rare earth carbonates.