USA Rare Earth (NASDAQ:USAR) Stock Price Down 2.5% – Should You Sell?

Posted by Brenda Bartman on Aug 28th, 2026

USA Rare Earth Inc. (NASDAQ:USAR – Get Free Report) traded down 2.5% during trading on Wednesday . The company traded as low as $18.70 and last traded at $18.92. Approximately 14,434,150 shares changed hands during trading, a decline of 13% from the average daily volume of 16,590,152 shares. The stock had previously closed at $19.41.

Analysts Set New Price Targets

USAR has been the subject of several research analyst reports. Needham & Company LLC dropped their target price on shares of USA Rare Earth from $39.00 to $33.00 and set a “buy” rating for the company in a research report on Wednesday, July 22nd. Benchmark reaffirmed a “buy” rating on shares of USA Rare Earth in a research report on Wednesday, June 3rd. Weiss Ratings downgraded USA Rare Earth from a “sell (d)” rating to a “sell (d-)” rating in a research note on Tuesday, August 11th. Roth Capital lowered their price objective on USA Rare Earth from $40.00 to $30.00 and set a “buy” rating for the company in a report on Tuesday, July 21st. Finally, Wedbush upped their price objective on USA Rare Earth from $29.00 to $35.00 and gave the company an “outperform” rating in a research note on Tuesday, May 12th. Nine research analysts have rated the stock with a Buy rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $35.83.

Check Out Our Latest Analysis on USA Rare Earth

USA Rare Earth Stock Up 1.7%

The stock has a market capitalization of $4.29 billion, a P/E ratio of -7.92 and a beta of 2.55. The company has a 50 day moving average of $18.20 and a 200-day moving average of $20.11.

USA Rare Earth (NASDAQ:USAR – Get Free Report) last released its earnings results on Monday, August 10th. The company reported ($0.15) earnings per share for the quarter, missing the consensus estimate of ($0.07) by ($0.08). The business had revenue of $5.82 million for the quarter. Equities analysts forecast that USA Rare Earth Inc. will post -0.62 EPS for the current fiscal year.

Insider Activity at USA Rare Earth

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

Institutional Investors Weigh In On USA Rare Earth

Institutional investors and hedge funds have recently bought and sold shares of the business. Weiss Asset Management LP bought a new stake in shares of USA Rare Earth in the 1st quarter worth approximately $17,103,000. BlackRock Inc. bought a new position in USA Rare Earth during the 2nd quarter worth $335,795,000. Jennison Associates LLC bought a new position in USA Rare Earth during the 4th quarter worth $1,586,000. Encompass Capital Advisors LLC acquired a new stake in USA Rare Earth in the first quarter worth $7,038,000. Finally, Swiss National Bank increased its position in USA Rare Earth by 67.6% in the first quarter. Swiss National Bank now owns 150,500 shares of the company’s stock worth $2,278,000 after buying an additional 60,700 shares during the period.

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.