Government Support Buzz: Recent chatter on X about USA Rare Earth (USAR) has been fueled by speculation over potential government backing. Many users are optimistic, pointing to the company’s 'mine-to-magnet' strategy as aligning with U.S. priorities for domestic rare earth production. There’s excitement around possible federal funding or policy incentives, driving much of the conversation.
Price Volatility Concerns: Discussions also highlight USAR’s recent price swings, with some on X noting a pullback in pre-market trading. Skepticism exists around execution risks and the timing of production ramps at facilities like Stillwater. Despite this, others remain hopeful, citing long-term potential in the rare earth sector amid geopolitical tensions.
Note: This discussion summary was generated from an AI condensation of post data.
USA Rare Earth Insider Trading Activity
USA Rare Earth insiders have traded $USAR stock on the open market 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $USAR stock by insiders over the last 6 months:
- MICHAEL BLITZER sold 2,091,849 shares for an estimated $32,946,621
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
USA Rare Earth Hedge Fund Activity
We have seen 7 institutional investors add shares of USA Rare Earth stock to their portfolio, and 0 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- SG AMERICAS SECURITIES, LLC added 12,899 shares (+inf%) to their portfolio in Q3 2025, for an estimated $221,733
- KLP KAPITALFORVALTNING AS added 4,000 shares (+inf%) to their portfolio in Q3 2025, for an estimated $68,760
- CORECAP ADVISORS, LLC added 1,087 shares (+inf%) to their portfolio in Q3 2025, for an estimated $18,685
- STONE HOUSE INVESTMENT MANAGEMENT, LLC added 180 shares (+inf%) to their portfolio in Q3 2025, for an estimated $3,094
- MASSMUTUAL PRIVATE WEALTH & TRUST, FSB added 130 shares (+inf%) to their portfolio in Q3 2025, for an estimated $2,234
- STEIGERWALD, GORDON & KOCH INC. added 60 shares (+inf%) to their portfolio in Q3 2025, for an estimated $1,031
- ORG PARTNERS LLC added 20 shares (+inf%) to their portfolio in Q3 2025, for an estimated $343
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
USA Rare Earth Analyst Ratings
Wall Street analysts have issued reports on $USAR in the last several months. We have seen 3 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- William Blair issued a "Outperform" rating on 10/20/2025
- Canaccord Genuity issued a "Buy" rating on 09/30/2025
- Roth Capital issued a "Buy" rating on 05/29/2025
To track analyst ratings and price targets for USA Rare Earth, check out Quiver Quantitative's $USAR forecast page.
USA Rare Earth Price Targets
Multiple analysts have issued price targets for $USAR recently. We have seen 3 analysts offer price targets for $USAR in the last 6 months, with a median target of $16.0.
Here are some recent targets:
- George Gianarikas from Canaccord Genuity set a target price of $22.0 on 09/30/2025
- Derek Soderberg from Cantor Fitzgerald set a target price of $16.0 on 08/01/2025
- Suji Desilva from Roth Capital set a target price of $15.0 on 05/29/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
