USA Rare Earth, Inc. (USAR)
NasdaqGM · Price as of · Nasdaq Real Time Price
- Profitability0/20
Losing money: $-284.2M net income over the last four reported quarters.
- Insider buying vs selling11/20
Insiders are sellers only: 1 sell worth $295,984, no open-market buys, across the last 20 Form 4s. Routine executive selling is common, so this is only a mild negative. Separately, 5 new 5%+ stake disclosures (13D/13G) hit in the last 6 months, which is big-money accumulation.
- Dilution and offerings1/15
Share count up 61.8% in a year and 30 offering-related filings. Heavy dilution. One nuance: offerings raise cash that can fund real growth. The score docks the certain near-term dilution; if the spending pays off, it shows up later in the profitability component.
- Analysts9
- Implied upside+121.5%
- Target range$21.00 to $45.00
- EPS expected-$0.15
- A year ago-$0.25
- Revenue expected$13.6M
- Estimate range-$0.38 to -$0.04
USAR closed at $16.78 on Sep 21, down 1.9% since Aug 20. Chart read: price above the 50-day moving average but below the 200-day; the 50-day is below the 200-day (downtrend structure); trading at 19% of the 52-week range ($11.90 to $38.68).
SEC filings
| Form | Filed | Description |
|---|---|---|
| 424B3 | September 17, 2026 | PROSPECTUS |
| EFFECT | September 15, 2026 | ,, |
| EFFECT | September 15, 2026 | ,, |
| 8-K | September 15, 2026 | CURRENT REPORT |
| 3 | September 11, 2026 | FORM 3 |
| SCHEDULE 13G | September 11, 2026 | View on EDGAR |
| SCHEDULE 13G | September 11, 2026 | View on EDGAR |
| SCHEDULE 13D | September 11, 2026 | View on EDGAR |
USA Rare Earth news
Rare earth stocks compared: MP Materials (MP) vs USA Rare Earth (USAR) vs Energy Fuels (UUUU)
MP Materials, USA Rare Earth, and Energy Fuels all trade about 50% below their recent peaks, but their businesses differ. China's pause on its October 2025 rare earth controls is scheduled to end November 10.
USA Rare Earth (USAR) closes Serra Verde deal; $100 million DFC tranche discharged at closing
The closing 8-K mostly confirms what April and the July proxy already disclosed. The exception is the loan: the $100 million incremental tranche was deemed repaid at closing, leaving the initial tranche, last reported at $325 million as of June 30.
USA Rare Earth (USAR) slid even as Washington finished a $1.55 billion Serra Verde deal
Washington increased its Serra Verde rare-earth offtake to $1.55 billion, including the first guaranteed price floors on dysprosium and terbium. USA Rare Earth (USAR) fell about 6% ahead of an August 28 shareholder vote.
Articles that mention USA Rare Earth without it being the main subject.
Lumentum (LITE) and Coherent (COHR) have each beaten Wall Street six quarters straight. Intuitive Machines (LUNR) has missed six straight, and 28 more AI stocks report the same week.
Lumentum and Coherent haven't missed a quarter in over a year. Intuitive Machines hasn't beaten one. More than 30 AI-linked stocks report earnings the week of August 10, and their trailing records couldn't be more different.
Sunrise Energy Metals (SREMF) gets a $400 million War Department loan. Rare earth stocks rallied the same day.
The Office of Strategic Capital signed a $400 million conditional loan with Sunrise Energy Metals to build a U.S.-aligned scandium supply chain, the third such critical-minerals deal this year.
Frequently asked questions
When does USAR report earnings?
USA Rare Earth, Inc. (USAR) is scheduled to report quarterly results on November 5, 2026 (estimated). The 5-analyst consensus is -$0.15 per share on revenue of $13.6M for the quarter ending September 30, 2026, against -$0.25 and $0.00 a year earlier. The date is an estimate from past reporting patterns and can move until the company confirms it.
What do analysts expect for USAR?
9 analysts cover USA Rare Earth, Inc. (USAR). The consensus rating is Strong buy. The average price target is $35.56, in a range of $21.00 to $45.00.
Are insiders buying or selling USAR?
We have no qualifying Form 4 insider purchases or sales on record for USA Rare Earth, Inc. (USAR). Sales are only tracked above a dollar threshold, so small routine trades may not appear.
Where can I see USAR SEC filings?
Recent filings are listed on this page, newest first. The latest is a 424B3 filed September 17, 2026.