Michael Blitzer Acquires 100,000 Shares of USA Rare Earth (NASDAQ:USAR) Stock

USA Rare Earth Inc. (NASDAQ:USAR) Director Michael Blitzer purchased 100,000 shares of the stock in a transaction that occurred on Thursday, January 29th. The shares were purchased at an average price of $21.44 per share, for a total transaction of $2,144,000.00. Following the completion of the purchase, the director directly owned 847,500 shares of the company’s stock, valued at approximately $18,170,400. This trade represents a 13.38% increase in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link.

USA Rare Earth Trading Up 1.6%

Shares of USAR stock opened at $22.42 on Friday. USA Rare Earth Inc. has a 12 month low of $5.56 and a 12 month high of $43.98. The company has a market capitalization of $2.97 billion, a P/E ratio of -43.12 and a beta of 0.96. The stock has a 50 day moving average of $16.55 and a two-hundred day moving average of $17.40.

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

Institutional Inflows and Outflows

A number of institutional investors have recently modified their holdings of the company. Jennison Associates LLC bought a new stake in USA Rare Earth during the 4th quarter worth approximately $1,586,000. UBS Group AG raised its position in USA Rare Earth by 10.2% in the 4th quarter. UBS Group AG now owns 1,279,378 shares of the company’s stock valued at $15,225,000 after purchasing an additional 118,812 shares during the last quarter. Vanguard Group Inc. boosted its stake in USA Rare Earth by 533.3% in the fourth quarter. Vanguard Group Inc. now owns 6,036,486 shares of the company’s stock worth $71,834,000 after purchasing an additional 5,083,288 shares in the last quarter. Kercheville Advisors LLC grew its holdings in shares of USA Rare Earth by 272.0% during the fourth quarter. Kercheville Advisors LLC now owns 37,200 shares of the company’s stock worth $443,000 after purchasing an additional 27,200 shares during the last quarter. Finally, Arizona State Retirement System bought a new stake in shares of USA Rare Earth during the fourth quarter worth $151,000.

Wall Street Analysts Forecast Growth

Several brokerages have recently weighed in on USAR. William Blair started coverage on shares of USA Rare Earth in a research report on Monday, October 20th. They set an “outperform” rating on the stock. Cantor Fitzgerald lifted their price objective on USA Rare Earth from $28.00 to $35.00 and gave the company an “overweight” rating in a report on Friday. Weiss Ratings reiterated a “sell (d-)” rating on shares of USA Rare Earth in a research note on Monday, December 29th. Benchmark assumed coverage on USA Rare Earth in a report on Wednesday, January 21st. They issued a “buy” rating for the company. Finally, Roth Mkm boosted their price target on USA Rare Earth from $25.00 to $35.00 and gave the company a “buy” rating in a research note on Monday. Six investment analysts have rated the stock with a Buy rating and one has given a Sell rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $34.33.

Key Stories Impacting USA Rare Earth

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

• Positive Sentiment: Director Michael Blitzer bought 100,000 shares (~$2.14M at $21.44), raising his stake to ~847,500 shares — a notable insider vote of confidence. SEC Filing: Insider Purchase
• Positive Sentiment: USA Rare Earth closed a $1.5 billion PIPE financing — supplies substantial near-term capital to fund development of Round Top and downstream processing, reducing immediate financing uncertainty. GlobeNewswire: PIPE Closing
• Positive Sentiment: Federal engagement continues — Commerce Dept. LOI and reported loan/funding support from the administration reinforce policy backing for a domestic rare-earth supply chain, which underpins long-term demand expectations. ExecutiveGov: Commerce, USA Rare Earth Collaborate
• Positive Sentiment: Smaller insider buy: Director Carolyn Trabuco purchased 1,300 shares at $22.60 — adds to the insider-buying narrative supporting sentiment. SEC Filing: Trabuco Purchase
• Neutral Sentiment: Coverage paints USA Rare Earth as a “test case” for U.S.-backed mine-to-magnet supply chains — increases visibility but leaves timing and commercialization risks unresolved. Yahoo Finance: Test Case Article
• Neutral Sentiment: MarketBeat and other outlets note strong YTD momentum and multiple buy ratings/raised price targets (consensus target roughly $28) — bullish analyst framing may already be partially priced in. MarketBeat: Analyst Coverage
• Negative Sentiment: A Barron’s report that the U.S. might reconsider rare-earth price-floor support sparked sector selling and heightened near-term policy risk — this macro/policy uncertainty is the clearest immediate downside pressure on USAR. Barron’s: Price-Floor Fears

About USA Rare Earth

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.