USA Rare Earth Inc
USAR
NASDAQ·Basic Materials·Industrial Materials·Mkt cap $2.3B
$17.85
▲ +3.42%
P/E
-8.88
Mkt Cap
$2.3B
52-Wk Range
$11.45–$43.98
52-Week Range
$11.45 - $43.98
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 23.6% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
5 reasons
- Vertically integrated supply chain from extraction to finished magnets
- Domestic U.S. manufacturing reducing geopolitical supply chain risk
- Strategic positioning in critical national security supply chains
- Access to rare earth mineral resources and processing capabilities
- Established relationships with defense, automotive, and industrial OEMs
Bear Case
1 risk
- High volatility (beta 2.6). Larger-than-normal price swings expected.
Growth
Revenue decline expected
Electric vehicle adoption driving magnet demand for motors and powertrains
Value
Deep value opportunity - significant discount to Battery & Energy Storage peers
Momentum
Falling
-43.8% over 3m
Quality
Loss-making
Mixed fundamentals
Dividend
None
No dividend
Smart-money signal
Who's buying USAR right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Recent earnings results
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Nov 5, 2026
AUG 10, 2026
Reported EPS of -$0.15 vs -$0.11 consensus (-33.9% surprise). Revenue of $5.8M vs $8.0M expected (-27.6%).
EPS surprise · last 4Q
0 of 1 beats
Estimate
Actual
Q3 26
-33.9%
Revenue trend · last 8Q
—
—
—
—
—
-70%
-98%
—
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$0
$5.4M
$308.8M
$0
$312.5M
$1.6M
$5.7M
$5.8M
Margins · last 8Q
Gross
-27.2%
Operating
—
Profit
-177.5%
Wall Street consensus
6 analysts · 100% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
100%
Hold
0%
Sell
0%
Median Price Target
—
Latest: Jefferies · Sep 2, 2026
vs Industry
How USAR stacks vs Industrial Materials
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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