USA Rare Earth (NASDAQ:USAR) Trading 9.2% Higher – Here’s What Happened

Posted by Geri Gentry on Sep 23rd, 2026

USA Rare Earth Inc. (NASDAQ:USAR – Get Free Report) shot up 9.2% during trading on Monday . The stock traded as high as $17.04 and last traded at $16.78. Approximately 17,402,107 shares traded hands during trading, an increase of 7% from the average session volume of 16,256,052 shares. The stock had previously closed at $15.37.

Wall Street Analyst Weigh In

A number of brokerages have recently issued reports on USAR. Roth Capital reduced their price target on USA Rare Earth from $40.00 to $30.00 and set a “buy” rating on the stock in a research report on Tuesday, July 21st. Benchmark restated a “buy” rating on shares of USA Rare Earth in a research note on Wednesday, June 3rd. Needham & Company LLC decreased their price target on USA Rare Earth from $39.00 to $33.00 and set a “buy” rating for the company in a research note on Wednesday, July 22nd. Cantor Fitzgerald reissued an “overweight” rating on shares of USA Rare Earth in a report on Tuesday, August 11th. Finally, Weiss Ratings lowered USA Rare Earth from a “sell (d)” rating to a “sell (d-)” rating in a research note on Tuesday, August 11th. Ten equities research analysts have rated the stock with a Buy rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $33.71.

Read Our Latest Analysis on USA Rare Earth

USA Rare Earth Stock Performance

The company has a 50 day simple moving average of $16.96 and a two-hundred day simple moving average of $19.72. The firm has a market cap of $3.99 billion, a PE ratio of -6.69 and a beta of 2.58.

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

Institutional Trading of USA Rare Earth

Large investors have recently made changes to their positions in the business. BlackRock Inc. acquired a new position in shares of USA Rare Earth in the 2nd quarter valued at about $335,795,000. Inflection Point Holdings II LLC acquired a new position in USA Rare Earth in the 4th quarter worth about $37,188,000. Bank of America Corp DE purchased a new position in USA Rare Earth during the second quarter worth approximately $32,762,000. Korea Investment CORP purchased a new position in USA Rare Earth during the second quarter worth approximately $18,108,000. Finally, Weiss Asset Management LP acquired a new stake in USA Rare Earth in the first quarter valued at approximately $17,103,000.

USA Rare Earth Company Profile

(Get Free Report)

USA Rare Earth, Inc is a U.S.-focused critical minerals company developing an integrated rare earth supply chain. Its activities center on the production of rare earth materials used in permanent magnets, electric vehicles, wind turbines, defense systems, electronics and other advanced technologies.

The company’s principal asset is the Round Top rare earth and critical minerals project in Hudspeth County, Texas. USA Rare Earth is advancing plans to mine and process ore from Round Top and produce separated rare earth oxides and other critical mineral products, including materials containing neodymium, praseodymium, dysprosium and terbium.