USA Rare Earth (NASDAQ:USAR) Stock Price Down 1.8% – Time to Sell?

Posted by Brenda Bartman on May 17th, 2026

USA Rare Earth Inc. (NASDAQ:USAR – Get Free Report) dropped 1.8% during trading on Friday . The company traded as low as $23.58 and last traded at $24.39. Approximately 12,830,705 shares changed hands during trading, a decline of 31% from the average daily volume of 18,704,250 shares. The stock had previously closed at $24.83.

USA Rare Earth News Roundup

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

Positive Sentiment: Cantor Fitzgerald raised its price target on USA Rare Earth to $35 from $30 and reiterated an Overweight rating, signaling continued bullishness on the company’s long-term prospects.
Positive Sentiment: USA Rare Earth reported Q1 results that beat expectations on both EPS and revenue, helping support the stock after earnings; the company also ended the quarter with a large cash balance and highlighted major strategic progress. USA Rare Earth Stock Climbs After Q1 Earnings Release — Here’s Why
Positive Sentiment: The company said it commissioned Phase 1a of its magnet line in Oklahoma and is targeting 600 metric tons by 2026, a step that supports its mine-to-magnet growth plan and future NdFeB order fulfillment. Will Stillwater Facility Ramp-Up Drive Long-Term Growth for USAR?
Neutral Sentiment: Recent transcripts and commentary emphasized USA Rare Earth’s strategic transformation, including the Serra Verde and Carester transactions and broader mine-to-magnet integration efforts, which are more important for the long term than near-term earnings.
Negative Sentiment: Despite the upbeat fundamental updates, shares are softer today as investors appear to be rotating out of risk assets in a broad market selloff, overshadowing the bullish analyst and operating news. USA Rare Earth Shares Fall As Broad Market Selloff Overshadows Bullish Outlook

Wall Street Analyst Weigh In

USAR has been the topic of a number of analyst reports. Canaccord Genuity Group increased their price objective on USA Rare Earth from $29.00 to $32.00 and gave the company a “buy” rating in a report on Tuesday, April 21st. Weiss Ratings raised USA Rare Earth from a “sell (d-)” rating to a “sell (d+)” rating in a report on Thursday. Wall Street Zen raised USA Rare Earth from a “strong sell” rating to a “sell” rating in a report on Saturday. Northland Securities initiated coverage on USA Rare Earth in a report on Thursday, April 23rd. They set an “outperform” rating and a $45.00 price objective on the stock. Finally, Cantor Fitzgerald increased their price objective on USA Rare Earth from $30.00 to $35.00 and gave the company an “overweight” rating in a report on Thursday. 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.com, the company has a consensus rating of “Moderate Buy” and an average price target of $35.40.

Read Our Latest Research Report on USA Rare Earth

USA Rare Earth Trading Down 1.8%

The stock has a market cap of $5.32 billion, a price-to-earnings ratio of -6.22 and a beta of 2.38. The stock has a fifty day simple moving average of $20.03 and a 200-day simple moving average of $18.41.

USA Rare Earth (NASDAQ:USAR – Get Free Report) last released its earnings results on Wednesday, May 13th. The company reported ($0.12) earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of ($0.16) by $0.04. The business had revenue of $5.70 million during the quarter. Sell-side analysts forecast that USA Rare Earth Inc. will post -0.4 earnings per share for the current fiscal year.

Institutional Trading of USA Rare Earth

Hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Larson Financial Group LLC grew its holdings in USA Rare Earth by 217.5% in the 4th quarter. Larson Financial Group LLC now owns 2,092 shares of the company’s stock valued at $25,000 after buying an additional 1,433 shares during the last quarter. NewEdge Advisors LLC grew its holdings in USA Rare Earth by 158.2% in the 2nd quarter. NewEdge Advisors LLC now owns 2,324 shares of the company’s stock valued at $25,000 after buying an additional 1,424 shares during the last quarter. Ascentis Independent Advisors acquired a new stake in shares of USA Rare Earth during the 1st quarter worth approximately $27,000. Center for Financial Planning Inc. acquired a new stake in shares of USA Rare Earth during the 4th quarter worth approximately $28,000. Finally, Havemeyer Place LP acquired a new stake in shares of USA Rare Earth during the 4th quarter worth approximately $33,000.

USA Rare Earth Company Profile

(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.