USA Rare Earth, Inc. (USAR)
Quote, stock score, analyst consensus, and SEC filings, plus insider and Congress trades when there are any.
NasdaqGM · Price as of · Delayed Quote
- Profitability0/20
Losing money: $-284.2M net income over the last four reported quarters.
- Insider buying vs selling11/20
Insiders are sellers only: 2 sells worth $1.5M, no open-market buys, across the last 20 Form 4s. Routine executive selling is common, so this is only a mild negative. Separately, 4 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 20 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+355.3%
- Target range$21.00 to $45.00
USAR closed at $7.85 on Nov 10, down 33.6% since Oct 12. Chart read: price below both the 50-day and 200-day moving averages; the 50-day is below the 200-day (downtrend structure); trading at 2% of the 52-week range ($7.42 to $30.70).
Insider buying and selling at USA Rare Earth, Inc. (USAR)
The most recent Form 4 on record for USA Rare Earth, Inc. (USAR) is October 2, 2026, when Barbara Humpton, Former Chief Executive Officer, sold $1.2M of stock. Those shares went automatically to cover tax on a vest, so it was not a decision to sell.
| Insider | Action | Value | Date | Type |
|---|---|---|---|---|
| Barbara Humpton · Former Chief Executive Officer | Sell | $1.2M | October 2, 2026 | No decision |
Filed notices to sell
A Form 144 is filed beforean insider sells restricted stock. The Form 4 reporting the completed trade isn't due until two business days after the sale, so these land first. They are intentions, not transactions.
| Insider | Value | Filed | Status | Type |
|---|---|---|---|---|
| Humpton Barbara · Former Officer and Director | $1.2M | October 2, 2026 | Executed | Vested shares |
SEC filings
| Form | Filed | Description |
|---|---|---|
| SCHEDULE 13G | November 10, 2026 | View on EDGAR |
| 8-K | November 9, 2026 | FORM 8-K - ITEMS 2.02, 9.01 |
| 3 | November 6, 2026 | FORM 3 |
| 3 | November 6, 2026 | FORM 3 |
| SCHEDULE 13G/A | October 27, 2026 | View on EDGAR |
| 4 | October 5, 2026 | FORM 4 |
| 4 | October 5, 2026 | FORM 4 |
| 4 | October 5, 2026 | FORM 4 |
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
What do analysts expect for USAR?
8 analysts cover USA Rare Earth, Inc. (USAR). No consensus rating has been published. The average price target is $35.13, in a range of $21.00 to $45.00.
Are insiders buying or selling USAR?
We track Form 4 filings for USA Rare Earth, Inc. (USAR). The activity listed on this page shows 1 qualifying sale. Each row is labelled Routine when the filer declared a pre-arranged 10b5-1 plan, Tax withholding when shares were sold automatically to cover the tax on a vest, or Own call when neither applies.
Where can I see USAR SEC filings?
Recent filings are listed on this page, newest first. The latest is a SCHEDULE 13G filed November 10, 2026.