USA Rare Earth (NASDAQ:USAR) Stock Falls 3.7% – Time to Sell?

Posted by Brian Himes on Oct 9th, 2026

USA Rare Earth Inc. (NASDAQ:USAR – Get Free Report) dropped 3.7% during trading on Wednesday. The stock traded as low as $13.03 and last traded at $13.23. 13,909,130 shares traded hands during trading, a decline of 13% from the average daily volume of 16,018,814 shares. The stock had previously closed at $13.74.

Wall Street Analyst Weigh In

Several equities analysts have recently weighed in on the stock. Cantor Fitzgerald reiterated an “overweight” rating on shares of USA Rare Earth in a research note on Tuesday, August 11th. Roth Capital cut their price objective on shares of USA Rare Earth from $40.00 to $30.00 and set a “buy” rating for the company in a report on Tuesday, July 21st. Jefferies Financial Group initiated coverage on shares of USA Rare Earth in a research note on Wednesday, September 2nd. They issued a “buy” rating and a $21.00 price objective for the company. Needham & Company LLC lowered their target price 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. Finally, Weiss Ratings downgraded USA Rare Earth from a “sell (d)” rating to a “sell (d-)” rating in a research report on Tuesday, August 11th. 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 stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $33.71.

Read Our Latest Report on USAR

USA Rare Earth Trading Up 0.6%

The stock has a market cap of $3.11 billion, a PE ratio of -5.22 and a beta of 2.66. The firm has a fifty day simple moving average of $16.72 and a two-hundred day simple moving average of $19.32.

USA Rare Earth (NASDAQ:USAR – Get Free Report) last released its quarterly 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 business had revenue of $5.82 million for the quarter. Equities analysts forecast that USA Rare Earth Inc. will post -0.62 earnings per share for the current year.

Hedge Funds Weigh In On USA Rare Earth

Several institutional investors have recently modified their holdings of the company. BlackRock Inc. purchased a new stake in USA Rare Earth in the second quarter worth $335,795,000. Weiss Asset Management LP purchased a new position in USA Rare Earth during the 1st quarter valued at about $17,103,000. Encompass Capital Advisors LLC bought a new stake in USA Rare Earth during the first quarter worth about $7,038,000. Overbrook Management Corp purchased a new stake in USA Rare Earth in the third quarter worth about $3,145,000. Finally, Swiss National Bank increased its stake in shares of USA Rare Earth by 67.6% during the first quarter. Swiss National Bank now owns 150,500 shares of the company’s stock valued at $2,278,000 after purchasing an additional 60,700 shares in the last quarter.

About USA Rare Earth

(Get Free Report)

USA Rare Earth, Inc is a U.S.-based critical minerals company focused on developing a domestic, vertically integrated supply chain for rare earth elements and rare earth permanent magnets. The company’s activities span the planned mining and processing of rare earth materials and the manufacture of neodymium-iron-boron (NdFeB) magnets, which are used in electric vehicles, renewable energy systems, electronics, aerospace and defense applications.

The company’s principal resource project is the Round Top rare earth and critical minerals project in Hudspeth County, Texas.