USA Rare Earth Inc. (NASDAQ:USAR) Given Average Rating of “Moderate Buy” by Brokerages

Shares of USA Rare Earth Inc. (NASDAQ:USAR) have earned a consensus rating of “Moderate Buy” from the ten analysts that are presently covering the stock, Marketbeat reports. One analyst has rated the stock with a sell recommendation and nine have issued a buy recommendation on the company. The average 12-month price target among analysts that have issued a report on the stock in the last year is $35.8333.

Several equities analysts recently weighed in on the company. Weiss Ratings downgraded USA Rare Earth from a “sell (d)” rating to a “sell (d-)” rating in a research note on Tuesday. Cantor Fitzgerald reissued an “overweight” rating on shares of USA Rare Earth in a report on Tuesday. Canaccord Genuity Group upped their target price on USA Rare Earth from $29.00 to $32.00 and gave the company a “buy” rating in a report on Tuesday, April 21st. Northland Securities assumed coverage on USA Rare Earth in a research report on Thursday, April 23rd. They issued an “outperform” rating and a $45.00 price target for the company. Finally, Benchmark reaffirmed a “buy” rating on shares of USA Rare Earth in a research note on Wednesday, June 3rd.

USA Rare Earth Trading Up 7.5%

Shares of USA Rare Earth stock opened at $20.00 on Friday. The company has a 50-day moving average of $18.86 and a two-hundred day moving average of $20.45. USA Rare Earth has a 12-month low of $11.45 and a 12-month high of $43.98. The stock has a market cap of $4.46 billion, a PE ratio of -8.23 and a beta of 2.55.

USA Rare Earth (NASDAQ:USAR) last announced its quarterly earnings results on Monday, August 10th. The company reported ($0.15) EPS for the quarter, missing the consensus estimate of ($0.07) by ($0.08). The firm had revenue of $5.82 million during the quarter. On average, sell-side analysts forecast that USA Rare Earth will post -0.62 EPS for the current fiscal year.

USA Rare Earth News Roundup

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

• Positive Sentiment: Broad critical-minerals rally: U.S. rare-earth producers moved higher together in Friday trading, reflecting renewed investor interest in domestic supply chains and the strategic importance of rare-earth materials. USA Rare Earth was among the strongest movers. Rare Earth Stocks Soar on Friday: MP Materials Up 8%, USA Rare Earth Up 9%, NioCorp Up 3%. What’s Behind the Jump?
• Positive Sentiment: Analyst support: Benchmark Co. maintained its Buy rating, while Northland Securities reiterated an Outperform rating and a $45 price target. Northland’s longer-term forecasts anticipate a transition from losses to approximately breakeven earnings in fiscal 2028, supporting the bullish long-term thesis. Benchmark Co. Sticks to Its Buy Rating for USA Rare Earth
• Positive Sentiment: Additional Buy rating: Cantor Fitzgerald also rated USA Rare Earth Buy, adding to the favorable analyst sentiment surrounding the company and the materials sector. USA Rare Earth Gets a Buy from Cantor Fitzgerald
• Neutral Sentiment: Investment caveat: Coverage noted that the strategic importance of critical minerals does not automatically make the stocks attractive investments. USAR remains unprofitable, and its recent quarterly loss exceeded analyst expectations, underscoring execution and valuation risks. USA Rare Earth Gains 7%, MP Materials Jumps 8%: Here’s Why Critical Minerals Are Moving Today

Insiders Place Their Bets

In other USA Rare Earth news, Director Carolyn Trabuco sold 13,000 shares of the firm’s stock in a transaction dated Monday, June 8th. The shares were sold at an average price of $22.77, for a total transaction of $296,010.00. Following the completion of the transaction, the director directly owned 18,783 shares in the company, valued at approximately $427,688.91. This trade represents a 40.90% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Company insiders own 9.10% of the company’s stock.

Institutional Trading of USA Rare Earth

Several institutional investors and hedge funds have recently modified their holdings of USAR. Weiss Asset Management LP acquired a new position in shares of USA Rare Earth in the first quarter worth $17,103,000. Jennison Associates LLC acquired a new stake in shares of USA Rare Earth during the fourth quarter valued at $1,586,000. Encompass Capital Advisors LLC acquired a new stake in shares of USA Rare Earth during the first quarter valued at $7,038,000. Swiss National Bank increased its position in USA Rare Earth by 67.6% during the 1st quarter. Swiss National Bank now owns 150,500 shares of the company’s stock worth $2,278,000 after purchasing an additional 60,700 shares in the last quarter. Finally, California State Teachers Retirement System increased its position in USA Rare Earth by 150.9% during the 1st quarter. California State Teachers Retirement System now owns 116,048 shares of the company’s stock worth $1,756,000 after purchasing an additional 69,787 shares in the last quarter.

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.