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USAR

USA Rare Earth Inc

USAR

NASDAQ·Basic Materials·Industrial Materials·Mkt cap $1.9B

$19.15

▼ -4.15%

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Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

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52-Week Range

$9.32 - $43.98

P/E

-5.39

Fwd P/E

-96.72

Beta

2.36

Div Yield

0.00%

Avg Vol

17.0M

Shares Out

96.6M

Mkt Cap

$1.9B

Price action

Price chart

Up 89.9% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

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 2.4). 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

Hot

+25.5% over 3m

Quality

Stable

Mixed fundamentals

Dividend

None

No dividend

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Aug 10, 2026

“
Q2 26 RECAP

MAY 13, 2026

Reported EPS of -$0.12 vs -$0.16 consensus (+25.0% surprise). Revenue of $5.7M vs $4.2M expected (+34.6%). Beat on both top and bottom lines.

EPS beat +25.0%
Rev beat +34.6%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Q2 26

+25.0%

Next: Aug 10, 2026

Revenue trend · last 8Q

—

—

—

—

—

—

-70%

-98%

Q2 24

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

$0

$0

$5.4M

$308.8M

$0

$312.5M

$1.6M

$5.7M

Margins · last 8Q

Gross

—

Operating

—

Profit

-1175.7%

View full earnings history →

Wall Street consensus

5 analysts · 100% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

5

100%

Hold

0%

Sell

0%

Median Price Target

$32.00

▲ +67.1% vs $19.15

Low $25.00
Median $32.00
High $45.00

Latest: Cantor Fitzgerald · Jun 4, 2026

5 analysts covering

View full analyst page →

vs Industry

How USAR stacks vs Industrial Materials

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.