USAR USA Rare Earth, Inc.

bullish track record → $28.01 -0.18 (-0.6%)
Mkt Cap $6B 52wk $8.77 - $43.98 10d ago
Est. revisions: -237.5%
Backed by structured data (insider trades, analyst ratings, or filings)
Factor Model (net -2.5)

Factor Model

net -2.5 5.9 / 10
Est. Revisions
-1.0
Insider Activity
+0.0
Momentum
-0.4
Analyst Rev.
+0.0
Narrative Gap
-0.5

USA Rare Earth rebounds on funding and easing tensions

Watch: Track Q3 2026 closing of Serra Verde acquisition and how easing US-China tensions impact demand for domestic rare earth sourcing.

USA Rare Earth shares rebounded 13% to $22.57 after a 25% drop over seven days caused by uncertainties in US-China rare earth deals. The company secured $19.3 million funding from the U.S. Department of Energy for pilot-scale rare earth separation. Its $2.8 billion Serra Verde acquisition in Brazil awaits Q3 2026 closing amid easing export restriction concerns.

Government funding and partial resolution of trade tensions enhance USA Rare Earth's growth prospects and support its major acquisition, essential for scaling production and revenue expansion.

Evidence

1d ago Needham init USAR: Buy
3d ago Trump's Rare Earths Champions Were Supposed To Fight China. Instead, They're Fighting Each Other benzinga
4d ago 15 k loan + 10 k buying dips on $LUNR == 107 220k LUNR$ reddit-wsb
7d ago China Against Everybody: The New Geopolitics of Rare Earth Elements yahoo-finance
11d ago USA Rare Earth (USAR) Soars 13% on US-China Deal Uncertainties yahoo-finance
11d ago Stocks making the biggest moves midday: Rigetti Computing, Deere, Bloom Energy, Spotify & more cnbc-finance
18d ago USA Rare Earth Gets An Upgrade As Government Redefines Sector Risk benzinga
18d ago Wedbush reit USAR: Outperform → Outperform
7 older signals
18d ago Cantor Fitzgerald main USAR: Overweight → Overweight
20d ago Wedbush main USAR: Outperform → Outperform
22d ago Trump goes to China, inflation comes to America: What to watch this week
24d ago Jim Cramer Recommends MP Materials Over USA Rare Earth
31d ago USA Rare Earth (USAR) Climbs 18% — Here’s What Propelled The Stock
41d ago USA Rare Earth to acquire Serra Verde in $2.8 billion deal
41d ago Canaccord Genuity main USAR: Buy → Buy
Fundamentals & Data ▾
USA Rare Earth, Inc. Basic Materials · Other Industrial Metals & Mining
Mkt Cap
$6B
Beta
2.42
52w Range
$8.77 - $43.98
Short Interest
24.0M 11.74%
Days to Cover
1.2 -8%
Technicals mixed
vs 20d MA
+9.5%
from 52w Hi
-2.1%
Vol (20d)
97%
1w return
+15.3%
1m return
+27.1%
Vol ratio
1.0x
Insiders
mixed 0B / 0S
Analysts
bullish 1 up / 0 down
EPS Estimate
$-0.11 -237.5% 30d 0up / 0dn
Est. Dispersion
204% 4 analysts
Analyst Target
$37 $30 - $45
Options P/C
0.38 2C / 2P unusual
Fund Convergence
strong Citadel, Renaissance, Bridgewater
Financials
Revenue
$6M
FCF
$-57M
Gross Margin
2%
Op Margin
-640%
Top Holders
Citadel $40M
Renaissance $14M
Bridgewater $3M
Recent Filings & Data
insider trade 12
net selling
7 insiders · 12 transactions (30d)
Recent transactions
BLITZER MICHAEL · other
STEELE WILLIAM ROBERT JR. · exercise · $1,711,415
TRABUCO CAROLYN L. · exercise · $688,001
GUTNICK MORDECHAI ZEV · award
GUTNICK MORDECHAI ZEV · exercise · $22,917,283
KERN PAUL J · award
KERN PAUL J · exercise · $273,436
GUTNICK MORDECHAI ZEV · exercise · $17,241,990
SCHWETHELM OTTO C · other
KERN PAUL J · exercise · $688,001
SENFT MICHAEL F · exercise · $688,001
GUTNICK MORDECHAI ZEV · exercise · $688,001
analyst rating 1
Needham init → Buy 1d ago
Track Record (1/1 correct) ▾

Direction History

1/1 correct at 5 days
2026-05-16 bullish +3.7% ✓
Full track record across all stocks →
15 signals · latest 1d ago

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