USA Rare Earth Inc. (NASDAQ:USAR) Receives $28.00 Average Target Price from Brokerages

Shares of USA Rare Earth Inc. (NASDAQ:USAR) have been assigned a consensus recommendation of “Moderate Buy” from the seven analysts that are presently covering the firm, MarketBeat reports. One research analyst has rated the stock with a sell rating and six have issued a buy rating on the company. The average 1 year target price among analysts that have covered the stock in the last year is $34.3333.

USAR has been the topic of a number of research analyst reports. Roth Mkm raised their price objective on shares of USA Rare Earth from $25.00 to $35.00 and gave the company a “buy” rating in a research note on Monday. Canaccord Genuity Group increased their price target on USA Rare Earth from $23.00 to $33.00 and gave the company a “buy” rating in a research note on Tuesday. UBS Group reissued a “buy” rating on shares of USA Rare Earth in a research note on Monday, December 8th. Cantor Fitzgerald upped 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. Finally, William Blair initiated coverage on USA Rare Earth in a report on Monday, October 20th. They set an “outperform” rating on the stock.

Insider Activity at USA Rare Earth

In other USA Rare Earth news, Director Michael Blitzer bought 100,000 shares of USA Rare Earth stock in a transaction that occurred on Thursday, January 29th. The stock was purchased at an average cost of $21.44 per share, for a total transaction of $2,144,000.00. Following the completion of the acquisition, the director owned 847,500 shares of the company’s stock, valued at approximately $18,170,400. This represents a 13.38% increase in their position. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Carolyn Trabuco purchased 1,300 shares of the firm’s stock in a transaction on Thursday, January 29th. The stock was acquired at an average price of $22.60 per share, for a total transaction of $29,380.00. Following the transaction, the director owned 1,300 shares of the company’s stock, valued at $29,380. The trade was a ∞ increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Insiders own 46.60% of the company’s stock.

Institutional Investors Weigh In On USA Rare Earth

Institutional investors and hedge funds have recently modified their holdings of the stock. International Assets Investment Management LLC bought a new stake in shares of USA Rare Earth during the 2nd quarter worth $250,000. MMCAP International Inc. SPC purchased a new stake in shares of USA Rare Earth during the second quarter valued at $261,000. Pier 88 Investment Partners LLC acquired a new position in shares of USA Rare Earth in the 2nd quarter valued at $588,000. SBI Securities Co. Ltd. increased its stake in USA Rare Earth by 10,448.0% in the 2nd quarter. SBI Securities Co. Ltd. now owns 2,637 shares of the company’s stock worth $29,000 after purchasing an additional 2,612 shares in the last quarter. Finally, Geode Capital Management LLC raised its holdings in USA Rare Earth by 2,437.5% during the 2nd quarter. Geode Capital Management LLC now owns 653,290 shares of the company’s stock worth $7,160,000 after buying an additional 627,545 shares during the period.

USA Rare Earth Stock Up 1.6%

Shares of NASDAQ USAR opened at $22.42 on Wednesday. The stock has a market cap of $2.97 billion, a P/E ratio of -43.12 and a beta of 0.96. The firm’s 50-day simple moving average is $16.55 and its 200 day simple moving average is $17.40. USA Rare Earth has a fifty-two week low of $5.56 and a fifty-two week high of $43.98.

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

Key Headlines 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

USA Rare Earth Company Profile

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.