USA Rare Earth (NASDAQ:USAR) Price Target Cut to $29.00 by Analysts at Canaccord Genuity Group

USA Rare Earth (NASDAQ:USAR) had its price objective decreased by Canaccord Genuity Group from $33.00 to $29.00 in a research report released on Tuesday,Benzinga reports. Canaccord Genuity Group currently has a buy rating on the stock.

Several other analysts also recently commented on the company. UBS Group reiterated a “buy” rating on shares of USA Rare Earth in a research note on Monday, December 8th. Weiss Ratings restated a “sell (d-)” rating on shares of USA Rare Earth in a research note on Friday. Roth Mkm upped their price target on USA Rare Earth from $25.00 to $35.00 and gave the company a “buy” rating in a report on Monday, January 26th. Benchmark assumed coverage on USA Rare Earth in a research report on Wednesday, January 21st. They set a “buy” rating on the stock. Finally, Cantor Fitzgerald lifted their price objective on USA Rare Earth from $28.00 to $35.00 and gave the stock an “overweight” rating in a report on Friday, January 30th. Six equities research 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 has a consensus rating of “Moderate Buy” and an average price target of $33.00.

USA Rare Earth Stock Performance

Shares of USA Rare Earth stock opened at $15.14 on Tuesday. The company has a 50-day simple moving average of $19.96 and a two-hundred day simple moving average of $18.85. The stock has a market capitalization of $2.01 billion, a PE ratio of -5.05 and a beta of 1.05. USA Rare Earth has a 52-week low of $5.58 and a 52-week high of $43.98.

USA Rare Earth (NASDAQ:USAR) last posted its quarterly earnings results on Monday, March 30th. The company reported ($0.19) EPS for the quarter, missing analysts’ consensus estimates of ($0.12) by ($0.07). The firm had revenue of $1.64 million for the quarter.

Insider Buying and Selling

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

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently bought and sold shares of the company. Bayshore Capital Advisors LLC bought a new stake in shares of USA Rare Earth during the 4th quarter valued at about $102,378,000. Vanguard Group Inc. boosted its holdings in shares of 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 buying an additional 5,083,288 shares during the last quarter. Alyeska Investment Group L.P. grew its position in USA Rare Earth by 44.0% during the third quarter. Alyeska Investment Group L.P. now owns 12,799,325 shares of the company’s stock valued at $219,034,000 after buying an additional 3,909,455 shares during the period. Inflection Point Holdings II LLC purchased a new stake in USA Rare Earth during the fourth quarter valued at approximately $37,188,000. Finally, State Street Corp increased its holdings in USA Rare Earth by 78.4% during the fourth quarter. State Street Corp now owns 5,032,866 shares of the company’s stock valued at $59,891,000 after buying an additional 2,212,177 shares during the last quarter.

More USA Rare Earth News

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

• Positive Sentiment: Secured a planned $1.6 billion funding commitment from the U.S. government to support domestic rare‑earth mining and magnet manufacturing — a material de‑risking event that supports long‑term cash needs and scale-up. USA Rare Earth Funding And Acquisition Test Mine To Magnet Promise
• Positive Sentiment: Closed acquisition of Less Common Metals and has begun commercial magnet production, adding downstream processing and magnet manufacturing — accelerating the firm’s vertically integrated strategy and potential revenue pathways. USA Rare Earth Funding And Acquisition Test Mine To Magnet Promise
• Positive Sentiment: Bull thesis reaffirmed by bullish long‑term model: analysis expects magnet and metal sales to scale toward multi‑billion dollar run‑rate by 2030 and argues current valuation is cheap vs. 2030 EBITDA projections — supports momentum buying for longer‑term investors. USA Rare Earth: Take Advantage Of Momentum Swings
• Neutral Sentiment: Canaccord lowered its price target from $33 to $29 but kept a “buy” rating — suggests confidence in upside while tempering near‑term assumptions. Canaccord Price Target Change (Benzinga)
• Neutral Sentiment: Media comparisons to larger miners (e.g., Teck) highlight different risk/return profiles: USA Rare Earth is capital‑intensive and earlier stage with limited revenues versus cash‑generating copper peers — helpful for portfolio positioning decisions. USAR vs. TECK: Which Mining Stock Deserves a Spot in Your Portfolio?
• Negative Sentiment: Reported Q4 and full‑year 2025 results showing a larger‑than‑expected EPS loss (adjusted EPS of -$0.19 vs. consensus around -$0.12 or -$0.06 in some reports) and minimal revenue — the earnings miss drove near‑term selling and raises short‑term funding and execution scrutiny. USA Rare Earth Reports Fourth Quarter and Full-Year 2025 Financial Results
• Negative Sentiment: Coverage framing the Q4 miss as the reason for recent sharp intraday declines reinforces volatility risk — investors should expect swings tied to execution updates and funding milestones. Why USA Rare Earth Stock Crashed Today

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.