- Profitability0/20
Losing money: $-416.4M 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, 2 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 29 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.
- Analysts8
- Implied upside+94.0%
- Target range$30.00 to $45.00
- EPS expected-$0.13
- A year ago-$0.08
- Revenue expected$6.5M
- Estimate range-$0.25 to -$0.02
- Priced move±12.7%
SEC filings
| Form | Filed | Description |
|---|---|---|
| 8-K | August 7, 2026 | CURRENT REPORT |
| DEFM14A | July 24, 2026 | PROXY STATEMENT |
| 8-K | July 23, 2026 | CURRENT REPORT |
| 4 | July 20, 2026 | FORM 4 |
| 425 | July 20, 2026 | FORM 425 |
| DEFA14A | July 20, 2026 | CURRENT REPORT |
| 8-K | July 20, 2026 | CURRENT REPORT |
| 425 | July 17, 2026 | CURRENT REPORT |
USAR closed at $19.33 on Aug 7, up 2.4% since Jul 9. Chart read: price above the 200-day moving average but below the 50-day; the 50-day is above the 200-day (uptrend structure); trading at 28% of the 52-week range ($11.90 to $38.68).
Our USAR coverage
Frequently asked questions
When does USAR report earnings?
USA Rare Earth, Inc. (USAR) is scheduled to report quarterly results on August 10, 2026, after the close. The 5-analyst consensus is -$0.13 per share on revenue of $6.5M for the quarter ended June 30, 2026, against -$0.08 and $0.00 a year earlier. The options market is pricing a move of about 12.7% in either direction on the report, based on the cost of the at-the-money straddle expiring August 14, 2026.
What do analysts expect for USAR?
8 analysts cover USA Rare Earth, Inc. (USAR). The consensus rating is Strong buy. The average price target is $37.50, in a range of $30.00 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 an 8-K filed August 7, 2026.