Q4 EPS Estimates for USA Rare Earth Boosted by William Blair

USA Rare Earth Inc. (NASDAQ:USAR) – Research analysts at William Blair lifted their Q4 2025 EPS estimates for USA Rare Earth in a research note issued on Friday, November 7th. William Blair analyst N. Dingmann now anticipates that the company will post earnings of $0.00 per share for the quarter, up from their previous forecast of ($0.01). William Blair has a “Outperform” rating on the stock.

USA Rare Earth (NASDAQ:USAR) last issued its quarterly earnings results on Thursday, November 6th. The company reported ($0.25) earnings per share (EPS) for the quarter, missing the consensus estimate of ($0.06) by ($0.19).

USAR has been the subject of several other research reports. Cantor Fitzgerald began coverage on USA Rare Earth in a research note on Friday, August 1st. They set an “overweight” rating and a $16.00 target price for the company. Canaccord Genuity Group upped their price objective on shares of USA Rare Earth from $22.00 to $23.00 and gave the stock a “buy” rating in a research report on Friday. Wall Street Zen downgraded shares of USA Rare Earth from a “hold” rating to a “sell” rating in a research note on Saturday, August 16th. Roth Capital set a $40.00 target price on shares of USA Rare Earth in a research note on Friday, October 10th. Finally, Weiss Ratings reiterated a “sell (d-)” rating on shares of USA Rare Earth in a report on Wednesday, October 8th. Four equities research analysts have rated the stock with a Buy rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $26.33.

USA Rare Earth Stock Up 9.7%

Shares of USAR stock opened at $17.36 on Monday. The business has a fifty day simple moving average of $20.63 and a 200 day simple moving average of $15.17. The company has a market cap of $1.98 billion, a P/E ratio of -64.30 and a beta of 0.77. USA Rare Earth has a twelve month low of $5.56 and a twelve month high of $43.98.

Insider Activity

In other news, Director Michael Blitzer sold 2,091,849 shares of the firm’s stock in a transaction on Wednesday, August 13th. The shares were sold at an average price of $15.75, for a total transaction of $32,946,621.75. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Insiders own 46.60% of the company’s stock.

Institutional Trading of USA Rare Earth

Institutional investors and hedge funds have recently bought and sold shares of the stock. Titleist Asset Management LLC bought a new position in USA Rare Earth during the 1st quarter worth $145,000. Newtyn Management LLC acquired a new stake in shares of USA Rare Earth in the first quarter valued at about $4,114,000. International Assets Investment Management LLC bought a new position in shares of USA Rare Earth during the second quarter worth about $250,000. MMCAP International Inc. SPC bought a new position in shares of USA Rare Earth during the second quarter worth about $261,000. Finally, Pier 88 Investment Partners LLC acquired a new position in shares of USA Rare Earth in the second quarter worth approximately $588,000.

USA Rare Earth Company Profile

USA Rare Earth, Inc is domestic supplier of rare earth magnets and heavy rare earth elements. It is developing a vertically integrated, domestic supply chain for rare earth element magnet production, with a facility in Stillwater, Oklahoma, and mining rights to the Round Top heavy rare earth and critical minerals deposit in West Texas.