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

Shares of USA Rare Earth Inc. (NASDAQ:USAR) have been assigned a consensus recommendation of “Moderate Buy” from the ten ratings firms that are presently covering the company, MarketBeat Ratings reports. One investment analyst has rated the stock with a sell rating and nine have given a buy rating to the company. The average 12 month price target among brokers that have covered the stock in the last year is $35.8333.

USAR has been the subject of several recent analyst reports. Canaccord Genuity Group raised their target price on shares of USA Rare Earth from $29.00 to $32.00 and gave the stock a “buy” rating in a research note on Tuesday, April 21st. Needham & Company LLC dropped their price target on shares of USA Rare Earth from $39.00 to $33.00 and set a “buy” rating on the stock in a research note on Wednesday, July 22nd. Weiss Ratings cut shares of USA Rare Earth from a “sell (d)” rating to a “sell (d-)” rating in a report on Tuesday. Northland Securities assumed coverage on shares of USA Rare Earth in a research report on Thursday, April 23rd. They issued an “outperform” rating and a $45.00 price objective for the company. Finally, Roth Capital lowered their price objective on USA Rare Earth from $40.00 to $30.00 and set a “buy” rating on the stock in a report on Tuesday, July 21st.

Key Headlines Impacting USA Rare Earth

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

Insider Activity

In other news, Director Carolyn Trabuco sold 13,000 shares of the firm’s stock in a transaction that occurred on Monday, June 8th. The stock was sold at an average price of $22.77, for a total value of $296,010.00. Following the completion of the sale, the director directly owned 18,783 shares of the company’s stock, valued at $427,688.91. This trade represents a 40.90% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Company insiders own 9.10% of the company’s stock.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently bought and sold shares of USAR. BlackRock Inc. purchased a new position in USA Rare Earth in the second quarter worth $335,795,000. Alyeska Investment Group L.P. boosted its position in shares of USA Rare Earth by 44.0% during the 3rd quarter. Alyeska Investment Group L.P. now owns 12,799,325 shares of the company’s stock worth $219,034,000 after purchasing an additional 3,909,455 shares in the last quarter. Bayshore Capital Advisors LLC purchased a new stake in shares of USA Rare Earth during the 4th quarter worth $102,378,000. Vanguard Group Inc. grew its stake in shares of USA Rare Earth by 533.3% during the 4th 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 during the period. Finally, State Street Corp grew its stake in shares of USA Rare Earth by 78.4% during the 4th quarter. State Street Corp now owns 5,032,866 shares of the company’s stock worth $59,891,000 after purchasing an additional 2,212,177 shares during the period.

USA Rare Earth Price Performance

USA Rare Earth stock opened at $20.00 on Friday. The business has a 50 day simple moving average of $18.86 and a 200-day simple 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 capitalization of $4.46 billion, a PE ratio of -8.23 and a beta of 2.55.

USA Rare Earth (NASDAQ:USAR) last posted its quarterly earnings data on Monday, August 10th. The company reported ($0.15) earnings per share for the quarter, missing analysts’ consensus estimates of ($0.07) by ($0.08). The company had revenue of $5.82 million for the quarter. As a group, equities research analysts anticipate that USA Rare Earth will post -0.62 EPS for the current year.

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.