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, 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 27 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+107.8%
- 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
USAR closed at $17.99 on Aug 28, up 22.8% since Jul 30. 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 23% of the 52-week range ($11.90 to $38.68).
SEC filings
| Form | Filed | Description |
|---|---|---|
| DEFA14A | August 24, 2026 | DEFINITIVE ADDITIONAL MATERIALS |
| 8-K | August 24, 2026 | CURRENT REPORT |
| 4 | August 21, 2026 | FORM 4 |
| SCHEDULE 13G/A | August 14, 2026 | View on EDGAR |
| 10-Q | August 10, 2026 | FORM 10-Q Q2'2026 |
| 8-K | August 10, 2026 | FORM 8-K - ITEM 2.02 |
| 8-K | August 7, 2026 | CURRENT REPORT |
| DEFM14A | July 24, 2026 | PROXY STATEMENT |
USA Rare Earth news
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 -$0.13 per share on revenue of $6.5M for the quarter ended June 30, 2026, against -$0.08 and $0.00 a year earlier. The date is an estimate from past reporting patterns and can move until the company confirms it.
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 $37.38, 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 a DEFA14A filed August 24, 2026.