USA Rare Earth (NASDAQ:USAR) Stock Price Up 2.6% – Here’s Why

02 Jul 2026, 20:40 by Tristan Rich · The Markets Daily

USA Rare Earth Inc. (NASDAQ:USAR – Get Free Report)’s stock price shot up 2.6% on Tuesday . The stock traded as high as $21.70 and last traded at $21.58. 8,900,003 shares traded hands during mid-day trading, a decline of 51% from the average daily volume of 18,147,879 shares. The stock had previously closed at $21.04.

Analysts Set New Price Targets

Several brokerages have commented on USAR. Canaccord Genuity Group upped their price objective on shares of USA Rare Earth from $29.00 to $32.00 and gave the stock a “buy” rating in a report on Tuesday, April 21st. Weiss Ratings upgraded USA Rare Earth from a “sell (d-)” rating to a “sell (d+)” rating in a research note on Thursday, May 14th. Wall Street Zen upgraded USA Rare Earth from a “strong sell” rating to a “sell” rating in a research report on Saturday, May 16th. Benchmark reaffirmed a “buy” rating on shares of USA Rare Earth in a research note on Wednesday, June 3rd. Finally, Wedbush increased their price objective on USA Rare Earth from $29.00 to $35.00 and gave the stock an “outperform” rating in a report on Tuesday, May 12th. Nine investment analysts have rated the stock with a Buy rating and one has given a Sell rating to the stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $36.83.

View Our Latest Research Report on USA Rare Earth

USA Rare Earth Stock Down 4.2%

The stock’s fifty day simple moving average is $24.16 and its two-hundred day simple moving average is $20.25. The firm has a market cap of $4.27 billion, a PE ratio of -4.89 and a beta of 2.33.

USA Rare Earth (NASDAQ:USAR – Get Free Report) last released its earnings results on Wednesday, May 13th. The company reported ($0.12) earnings per share (EPS) for the quarter, beating the consensus estimate of ($0.16) by $0.04. The business had revenue of $5.70 million for the quarter. On average, equities research analysts anticipate that USA Rare Earth Inc. will post -0.35 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other USA Rare Earth news, Director Carolyn Trabuco sold 13,000 shares of USA Rare Earth stock in a transaction on Monday, June 8th. The stock was sold at an average price of $22.77, for a total transaction of $296,010.00. Following the completion of the transaction, the director owned 18,783 shares in the company, valued at approximately $427,688.91. The trade was a 40.90% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. 9.10% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On USA Rare Earth

A number of institutional investors have recently modified their holdings of the stock. Janus Henderson Group PLC grew its stake in shares of USA Rare Earth by 32.2% in the first quarter. Janus Henderson Group PLC now owns 34,456 shares of the company’s stock worth $521,000 after acquiring an additional 8,387 shares during the last quarter. California State Teachers Retirement System raised its position in shares of USA Rare Earth by 150.9% in the 1st quarter. California State Teachers Retirement System now owns 116,048 shares of the company’s stock worth $1,756,000 after purchasing an additional 69,787 shares during the last quarter. Royal Bank of Canada boosted its stake in USA Rare Earth by 46.5% in the 1st quarter. Royal Bank of Canada now owns 98,399 shares of the company’s stock worth $1,489,000 after purchasing an additional 31,245 shares in the last quarter. Encompass Capital Advisors LLC purchased a new stake in USA Rare Earth during the 1st quarter valued at about $7,038,000. Finally, The Manufacturers Life Insurance Company grew its position in USA Rare Earth by 106.4% during the 1st quarter. The Manufacturers Life Insurance Company now owns 97,802 shares of the company’s stock valued at $1,480,000 after purchasing an additional 50,409 shares during the last quarter.

About USA Rare Earth

(Get Free Report)

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.