USAR Earnings
Wednesday, May 13 2026
EPS Estimate
$-0.05
$-0.10 – $-0.01
Revenue Estimate
$4M
Current Price
$18.43
Our Position
bearish · highUSAR faces $1.6B funding risk amid scrutiny
est. revisions falling
(-33.3pp / 30d)
Federal funding uncertainty and regulatory scrutiny heighten financing risk, casting doubt on USAR's ability to scale its rare-earth supply chain and meet market expectations tied to critical minerals demand.
Watch: Watch for updates on private capital raises and government funding decisions, as these will determine USAR's financing viability and project progress.
Data Signal Summary
2 bullish
2 bearish
Estimates down -33%
Insider buying cluster
Put/call 0.2 (bullish skew)
Price downtrend
Key Context
Insider Activity
buying
Price Trend
downtrend
From 52w High
0.0%
Est. Revisions (30d)
-33.3% 2up/0dn
Analyst Target (mean)
$32 $25–$45 +73%
Options P/C Ratio
0.22 2C/0P unusual
Est. Dispersion
169% 3 analysts
Insider Cluster
buy cluster
Fund Convergence
strong Citadel, Renaissance, Bridgewater
Recent Activity
insider trades
11 transactions
Buy
·
BLITZER MICHAEL (Chairman of the Board)
·100,000 shares
·$2,143,860
Buy
·
TRABUCO CAROLYN L. (Director)
·1,300 shares
·$29,379
Sell
·
BLITZER MICHAEL (Director and Beneficial Owner of more than 10% of a Class of Security)
·2,091,849 shares
·$32,946,622
Other
·
BLITZER MICHAEL (Director and Beneficial Owner of more than 10% of a Class of Security)
·2,091,849 shares
Award
·
KERN PAUL J (Director)
·163,125 shares
6 more
Award
·
GUTNICK MORDECHAI ZEV
·13,671,026 shr
Award
·
SMITH TREADY
·15,528,008 shr
Award
·
RIDGE STEPHEN JAMES
·66,162 shr
Award
·
KRONENFELD DAVID THOMAS
·72,870 shr
Other
·
INFLECTION POINT HOLDINGS II LLC
·50,000 shr
Other
·
INFLECTION POINT HOLDINGS II LLC
·6,200,000 shr
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