USA Rare Earth (NASDAQ:USAR) Stock Price Down 3% – Here’s What Happened

Posted by George Bondi on Sep 13th, 2026

USA Rare Earth Inc. (NASDAQ:USAR – Get Free Report)’s stock price was down 3% during mid-day trading on Friday . The company traded as low as $15.51 and last traded at $15.56. 14,640,213 shares changed hands during trading, a decline of 10% from the average session volume of 16,357,194 shares. The stock had previously closed at $16.04.

USA Rare Earth News Roundup

Here are the key news stories impacting USA Rare Earth this week:

Positive Sentiment: USA Rare Earth broke ground on a planned $1.2 billion rare-earth magnet manufacturing facility in South Carolina. The project could strengthen the company’s U.S.-based supply chain, support future magnet production and increase its strategic importance as domestic demand for critical materials grows. USA Rare Earth breaks ground at $1.2B rare earth magnet manufacturing facility in South Carolina
Positive Sentiment: The South Carolina project was included among nearly $2 billion of recently announced U.S. industrial investments, highlighting the broader push to expand domestic manufacturing of steel, technology and critical materials. Nearly $2B in facility investments by US Steel, USA Rare Earth and more
Neutral Sentiment: USA Rare Earth recently completed its acquisition of Brazil’s Serra Verde for $300 million in cash plus approximately 126.8 million shares. The deal adds the Pela Ema mine to the company’s mine, magnet and processing assets, but investors are assessing whether management can handle the additional debt, dilution and production ramp-up. USA Rare Earth acquired Serra Verde
Negative Sentiment: Shares fell below the key 50-day simple moving average as analysts cited ongoing losses, cash burn and operational risks. The technical weakness adds to concerns following the company’s latest quarterly EPS miss and the need to fund major expansion plans. USAR Falls Below 50-Day SMA
Negative Sentiment: Rare-earth stocks broadly weakened amid signs of improving U.S.-China relations. A potential easing of trade tensions could reduce the scarcity and domestic-supply premium that had supported USAR and other U.S. rare-earth companies. Rare Earth Stocks Tumble on U.S.-China Thaw Hopes

Analysts Set New Price Targets

Several brokerages have weighed in on USAR. Needham & Company LLC lowered their price target on shares of USA Rare Earth from $39.00 to $33.00 and set a “buy” rating on the stock in a report on Wednesday, July 22nd. Weiss Ratings downgraded shares of USA Rare Earth from a “sell (d)” rating to a “sell (d-)” rating in a research report on Tuesday, August 11th. Roth Capital lowered their target price on shares of USA Rare Earth from $40.00 to $30.00 and set a “buy” rating on the stock in a research note on Tuesday, July 21st. Cantor Fitzgerald reaffirmed an “overweight” rating on shares of USA Rare Earth in a report on Tuesday, August 11th. Finally, Benchmark reiterated a “buy” rating on shares of USA Rare Earth in a research note on Wednesday, June 3rd. Ten 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 a consensus price target of $33.71.

Read Our Latest Analysis on USA Rare Earth

USA Rare Earth Trading Down 3.0%

The stock has a 50 day simple moving average of $17.31 and a 200-day simple moving average of $19.91. The firm has a market cap of $3.47 billion, a P/E ratio of -6.40 and a beta of 2.58.

USA Rare Earth (NASDAQ:USAR – Get Free Report) last posted 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 firm had revenue of $5.82 million during the quarter. As a group, equities analysts forecast that USA Rare Earth Inc. will post -0.62 earnings per share for the current fiscal year.

Hedge Funds Weigh In On USA Rare Earth

Several institutional investors have recently bought and sold shares of USAR. MCF Advisors LLC purchased a new position in shares of USA Rare Earth in the 2nd quarter worth $43,000. RFG Advisory LLC increased its holdings in shares of USA Rare Earth by 459.1% in the 2nd quarter. RFG Advisory LLC now owns 59,835 shares of the company’s stock worth $1,291,000 after buying an additional 49,133 shares during the last quarter. IFP Advisors Inc raised its position in shares of USA Rare Earth by 477.4% during the 2nd quarter. IFP Advisors Inc now owns 67,896 shares of the company’s stock valued at $1,465,000 after buying an additional 56,137 shares in the last quarter. Arizona State Retirement System raised its position in shares of USA Rare Earth by 129.7% during the 2nd quarter. Arizona State Retirement System now owns 48,117 shares of the company’s stock valued at $1,038,000 after buying an additional 27,166 shares in the last quarter. Finally, Nykredit A S bought a new position in shares of USA Rare Earth in the 2nd quarter valued at about $115,000.

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.