USA Rare Earth (NASDAQ:USAR) Shares Down 2.1% – Here’s Why

Posted by Stanley Muller on Jun 22nd, 2026

USA Rare Earth Inc. (NASDAQ:USAR – Get Free Report) fell 2.1% on Monday . The company traded as low as $23.84 and last traded at $24.12. 16,028,844 shares were traded during trading, a decline of 13% from the average session volume of 18,457,934 shares. The stock had previously closed at $24.64.

Wall Street Analysts Forecast Growth

USAR has been the subject of a number of recent research reports. Northland Securities assumed coverage on USA Rare Earth in a research note on Thursday, April 23rd. They issued an “outperform” rating and a $45.00 target price for the company. Wedbush upped their price objective on shares of USA Rare Earth from $29.00 to $35.00 and gave the company an “outperform” rating in a report on Tuesday, May 12th. Roth Mkm restated a “buy” rating on shares of USA Rare Earth in a research report on Thursday, June 4th. Wall Street Zen raised shares of USA Rare Earth from a “strong sell” rating to a “sell” rating in a research note on Saturday, May 16th. Finally, Weiss Ratings upgraded shares of USA Rare Earth from a “sell (d-)” rating to a “sell (d+)” rating in a report on Thursday, May 14th. Nine analysts have rated the stock with a Buy rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, USA Rare Earth has an average rating of “Moderate Buy” and a consensus price target of $36.83.

Check Out Our Latest Stock Analysis on USA Rare Earth

USA Rare Earth Stock Performance

The company has a 50 day moving average of $23.64 and a 200-day moving average of $19.97. The stock has a market cap of $5.38 billion, a price-to-earnings ratio of -6.15 and a beta of 2.33.

USA Rare Earth (NASDAQ:USAR – Get Free Report) last announced its earnings results on Wednesday, May 13th. The company reported ($0.12) earnings per share for the quarter, topping the consensus estimate of ($0.16) by $0.04. The business had revenue of $5.70 million for the quarter. On average, research analysts anticipate that USA Rare Earth Inc. will post -0.35 EPS for the current year.

Insider Buying and Selling

In other news, Director Carolyn Trabuco sold 13,000 shares of USA Rare Earth stock in a transaction dated Monday, June 8th. The stock was sold at an average price of $22.77, for a total value of $296,010.00. Following the completion of the transaction, the director owned 18,783 shares in the company, valued at approximately $427,688.91. This trade represents a 40.90% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. 9.10% of the stock is owned by insiders.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently added to or reduced their stakes in the company. NewEdge Advisors LLC lifted its position in shares of USA Rare Earth by 158.2% during the 2nd quarter. NewEdge Advisors LLC now owns 2,324 shares of the company’s stock worth $25,000 after purchasing an additional 1,424 shares during the last quarter. Raymond James Financial Inc. acquired a new position in shares of USA Rare Earth during the second quarter worth $223,000. Lighthouse Investment Partners LLC purchased a new position in USA Rare Earth in the second quarter valued at $329,000. Bank of America Corp DE increased its holdings in USA Rare Earth by 465.7% in the second quarter. Bank of America Corp DE now owns 242,726 shares of the company’s stock valued at $2,659,000 after buying an additional 199,819 shares during the last quarter. Finally, LMR Partners LLP purchased a new position in USA Rare Earth in the second quarter valued at $145,000.

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.