USA Rare Earth (NASDAQ:USAR) Trading 13% Higher – Here’s What Happened

Posted by Geri Gentry on May 20th, 2026

USA Rare Earth Inc. (NASDAQ:USAR – Get Free Report)’s stock price shot up 13% during mid-day trading on Wednesday . The stock traded as high as $22.75 and last traded at $22.57. 18,924,322 shares traded hands during mid-day trading, an increase of 1% from the average session volume of 18,665,320 shares. The stock had previously closed at $19.97.

Wall Street Analysts Forecast Growth

Several research firms have recently issued reports on USAR. Cantor Fitzgerald raised their price objective on USA Rare Earth from $30.00 to $35.00 and gave the company an “overweight” rating in a research note on Thursday, May 14th. Canaccord Genuity Group raised their price objective on USA Rare Earth from $29.00 to $32.00 and gave the company a “buy” rating in a research note on Tuesday, April 21st. Northland Securities began coverage on USA Rare Earth in a research note on Thursday, April 23rd. They issued an “outperform” rating and a $45.00 price objective for the company. Weiss Ratings raised USA Rare Earth from a “sell (d-)” rating to a “sell (d+)” rating in a research note on Thursday, May 14th. Finally, Benchmark began coverage on USA Rare Earth in a research note on Wednesday, January 21st. They set a “buy” rating on the stock. Eight equities research analysts have rated the stock with a Buy rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $35.40.

Get Our Latest Stock Analysis on USAR

USA Rare Earth Stock Up 13.0%

The stock has a market cap of $4.92 billion, a P/E ratio of -5.76 and a beta of 2.38. The business has a 50 day moving average price of $20.13 and a 200 day moving average price of $18.39.

USA Rare Earth (NASDAQ:USAR – Get Free Report) last released its earnings results on Wednesday, May 13th. The company reported ($0.12) EPS for the quarter, beating analysts’ consensus estimates of ($0.16) by $0.04. The business had revenue of $5.70 million for the quarter. On average, research analysts expect that USA Rare Earth Inc. will post -0.33 earnings per share for the current fiscal year.

Institutional Inflows and Outflows

A number of hedge funds have recently modified their holdings of USAR. Larson Financial Group LLC grew its stake 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 worth $25,000 after purchasing an additional 1,433 shares in the last quarter. NewEdge Advisors LLC grew its stake in USA Rare Earth by 158.2% in the second quarter. NewEdge Advisors LLC now owns 2,324 shares of the company’s stock worth $25,000 after purchasing an additional 1,424 shares in the last quarter. Ascentis Independent Advisors bought a new position in USA Rare Earth in the first quarter worth approximately $27,000. Center for Financial Planning Inc. bought a new position in USA Rare Earth in the fourth quarter worth approximately $28,000. Finally, Havemeyer Place LP bought a new position in USA Rare Earth in the fourth 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.