USA Rare Earth (NASDAQ:USAR) Stock Price Up 2.6% – Here’s What Happened

Posted by George Bondi on Jun 30th, 2026

USA Rare Earth Inc. (NASDAQ:USAR – Get Free Report)’s share price shot up 2.6% on Tuesday . The company traded as high as $21.70 and last traded at $21.58. 8,900,003 shares traded hands during trading, a decline of 51% from the average session volume of 18,147,879 shares. The stock had previously closed at $21.04.

Wall Street Analyst Weigh In

USAR has been the subject of a number of recent analyst reports. Roth Mkm reaffirmed a “buy” rating on shares of USA Rare Earth in a research report on Thursday, June 4th. Cantor Fitzgerald reiterated an “overweight” rating and set a $40.00 target price on shares of USA Rare Earth in a research report on Thursday, June 4th. Wall Street Zen upgraded USA Rare Earth from a “strong sell” rating to a “sell” rating in a research report on Saturday, May 16th. Wedbush raised their price target on USA Rare Earth from $29.00 to $35.00 and gave the stock an “outperform” rating in a research note on Tuesday, May 12th. Finally, Canaccord Genuity Group lifted their price target on USA Rare Earth from $29.00 to $32.00 and gave the company a “buy” rating in a report on Tuesday, April 21st. Nine research analysts have rated the stock with a Buy rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $36.83.

Check Out Our Latest Stock Analysis on USAR

USA Rare Earth Stock Performance

The company has a market cap of $4.81 billion, a price-to-earnings ratio of -5.51 and a beta of 2.33. The stock’s fifty day simple moving average is $24.18 and its two-hundred day simple moving average is $20.20.

USA Rare Earth (NASDAQ:USAR – Get Free Report) last announced its quarterly earnings data on Wednesday, May 13th. The company reported ($0.12) earnings per share (EPS) for the quarter, beating the consensus estimate of ($0.16) by $0.04. The company had revenue of $5.70 million for the quarter. Analysts predict that USA Rare Earth Inc. will post -0.35 EPS for the current fiscal year.

Insider Transactions at USA Rare Earth

In other USA Rare Earth news, Director Carolyn Trabuco sold 13,000 shares of the business’s stock in a transaction dated Monday, June 8th. The stock was sold at an average price of $22.77, for a total transaction of $296,010.00. Following the completion of the sale, the director owned 18,783 shares of the company’s stock, valued at approximately $427,688.91. The trade was a 40.90% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Company insiders own 9.10% of the company’s stock.

Hedge Funds Weigh In On USA Rare Earth

Several hedge funds and other institutional investors have recently modified their holdings of USAR. Ascentis Independent Advisors purchased a new stake in shares of USA Rare Earth during the 1st quarter worth about $27,000. Larson Financial Group LLC raised its holdings in USA Rare Earth by 217.5% in the fourth 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 period. National Bank of Canada FI raised its holdings in USA Rare Earth by 110.0% in the third quarter. National Bank of Canada FI now owns 2,100 shares of the company’s stock valued at $36,000 after buying an additional 1,100 shares during the period. KBC Group NV acquired a new position in USA Rare Earth during the first quarter valued at approximately $35,000. Finally, NewEdge Advisors LLC lifted its position in USA Rare Earth by 158.2% during the second 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 in the last quarter.

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.