USA Rare Earth Inc. $USAR Position Raised by Vanguard Group Inc.

Vanguard Group Inc. increased its position in shares of USA Rare Earth Inc. (NASDAQ:USAR) by 533.3% during the 4th quarter, Holdings Channel.com reports. The firm owned 6,036,486 shares of the company’s stock after buying an additional 5,083,288 shares during the quarter. Vanguard Group Inc.’s holdings in USA Rare Earth were worth $71,834,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in USAR. NewEdge Advisors LLC raised its holdings in USA Rare Earth by 158.2% during the second quarter. NewEdge Advisors LLC now owns 2,324 shares of the company’s stock worth $25,000 after purchasing an additional 1,424 shares in the last quarter. Raymond James Financial Inc. bought a new stake in USA Rare Earth during the second quarter worth approximately $223,000. Lighthouse Investment Partners LLC bought a new stake in USA Rare Earth during the second quarter worth approximately $329,000. Bank of America Corp DE raised its holdings in USA Rare Earth by 465.7% during the second quarter. Bank of America Corp DE now owns 242,726 shares of the company’s stock worth $2,659,000 after purchasing an additional 199,819 shares in the last quarter. Finally, LMR Partners LLP bought a new position in shares of USA Rare Earth in the second quarter valued at $145,000.

More USA Rare Earth News

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

• Positive Sentiment: USA Rare Earth beat Wall Street’s Q1 estimates, posting a smaller-than-expected loss of $0.12 per share on $5.7 million in revenue, which topped forecasts and showed continued operating momentum. USA Rare Earth Stock Climbs After Q1 Earnings Release — Here’s Why
• Positive Sentiment: Management highlighted major strategic progress, including the Serra Verde transaction, Carester, and consolidation of TMRC, which it says helps “close the loop” on its global mine-to-magnet value chain. USA Rare Earth (USAR) Q1 2026 Earnings Transcript
• Positive Sentiment: Analysts remained constructive, with Cantor Fitzgerald raising its price target to $35 and reiterating an overweight rating, and Wedbush also pointing to continued momentum across the company’s platform. Price target update from Benzinga/The Fly
• Neutral Sentiment: The company ended the quarter with $1.75 billion in cash, giving it substantial financial flexibility to fund development and strategic deals. USA Rare Earth Beats Q1 as Serra Verde Close Looms
• Negative Sentiment: The Q1 operating loss widened to $37 million, showing that USA Rare Earth is still far from profitability and that near-term earnings pressure remains significant. USA Rare Earth stock dips: why analysts are still bullish on the stock
• Negative Sentiment: Investors are also waiting longer for meaningful commercial production, with feasibility-study updates now pointing to a 2028 start for the mine, which tempers the near-term growth story. USA Rare Earth: Step By Step It’s Coming Together — Still At ‘Buy’

USA Rare Earth Stock Down 2.3%

USA Rare Earth stock opened at $24.83 on Friday. The company’s fifty day simple moving average is $19.92 and its 200-day simple moving average is $18.37. USA Rare Earth Inc. has a 12 month low of $8.00 and a 12 month high of $43.98. The stock has a market cap of $5.41 billion, a P/E ratio of -6.33 and a beta of 2.38.

USA Rare Earth (NASDAQ:USAR) last posted its quarterly earnings results on Wednesday, May 13th. The company reported ($0.12) EPS for the quarter, beating the consensus estimate of ($0.16) by $0.04. The company had revenue of $5.70 million for the quarter. On average, equities research analysts expect that USA Rare Earth Inc. will post -0.76 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

Several research analysts have issued reports on the company. Canaccord Genuity Group upped their price target on USA Rare Earth from $29.00 to $32.00 and gave the company a “buy” rating in a report on Tuesday, April 21st. Roth Mkm set a $30.00 price target on USA Rare Earth in a report on Monday, April 20th. Northland Securities assumed coverage on USA Rare Earth in a report on Thursday, April 23rd. They issued an “outperform” rating and a $45.00 price target on the stock. Benchmark assumed coverage on USA Rare Earth in a report on Wednesday, January 21st. They issued a “buy” rating on the stock. Finally, Wedbush upped their price target on USA Rare Earth from $29.00 to $35.00 and gave the company an “outperform” rating in a report on Tuesday. Eight research analysts have rated the stock with a Buy rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $35.40.

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.