Sector Momentum Builds: Investors on social media have highlighted USA Rare Earth's positioning amid efforts to secure domestic supplies of critical minerals. The company is frequently mentioned alongside peers in discussions about reducing reliance on foreign sources. Analysts note potential tailwinds from policy support and industry trends.
Recent Price Action Discussed: Recent trading has drawn attention as shares experienced notable declines over the past month. Some observers point to technical levels and government-related entry points as factors in ongoing conversations. Others emphasize execution progress despite limited current revenue.
Long-Term Outlook Shared: Commentary often focuses on the stock's role in broader supply-chain strategies. Participants describe scenarios where successful development could lead to substantial gains. The tone reflects interest in its alignment with national priorities in defense and technology sectors.
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 3 times in the past 6 months. Of those trades, 2 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 purchased 100,000 shares for an estimated $2,143,860
- CAROLYN TRABUCO has made 1 purchase buying 1,300 shares for an estimated $29,379 and 1 sale selling 13,000 shares for an estimated $295,984.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
USA Rare Earth Revenue
USA Rare Earth had revenues of $5.7M in Q1 2026.
You can track USAR financials on Quiver Quantitative's USAR stock page.
You can access data on USAR stock through the Quiver Quantitative API.
USA Rare Earth Hedge Fund Activity
We have seen 226 institutional investors add shares of USA Rare Earth stock to their portfolio, and 80 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- ALYESKA INVESTMENT GROUP, L.P. added 8,773,164 shares (+112.5%) to their portfolio in Q1 2026, for an estimated $132,781,837
- BLACKROCK, INC. added 7,699,541 shares (+120.6%) to their portfolio in Q1 2026, for an estimated $116,532,553
- STATE STREET CORP added 7,032,882 shares (+139.7%) to their portfolio in Q1 2026, for an estimated $106,442,669
- TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA added 4,854,970 shares (+inf%) to their portfolio in Q1 2026, for an estimated $73,479,970
- BAYSHORE CAPITAL ADVISORS, LLC removed 4,304,431 shares (-49.2%) from their portfolio in Q2 2026, for an estimated $92,889,620
- HOOD RIVER CAPITAL MANAGEMENT LLC added 4,242,941 shares (+inf%) to their portfolio in Q1 2026, for an estimated $64,216,912
- PRICE T ROWE ASSOCIATES INC /MD/ added 3,138,905 shares (+4870.3%) to their portfolio in Q1 2026, for an estimated $47,507,327
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
USA Rare Earth Analyst Ratings
Wall Street analysts have issued reports on $USAR in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Cantor Fitzgerald issued a "Overweight" rating on 01/30/2026
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 5 analysts offer price targets for $USAR in the last 6 months, with a median target of $35.0.
Here are some recent targets:
- CARTER GOMAN from Needham set a target price of $39.0 on 06/01/2026
- Sam Brandeis from Wedbush set a target price of $35.0 on 05/14/2026
- Derek Soderberg from Cantor Fitzgerald set a target price of $35.0 on 05/14/2026
- George Gianarikas from Canaccord Genuity set a target price of $32.0 on 04/21/2026
- Suji Desilva from Roth Capital set a target price of $35.0 on 01/27/2026
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.
