Why USA Rare Earth (USAR) Stock Is Up Today

USA Rare Earth (USAR) is up 10.8% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely driver is renewed investor interest in domestic rare earth and magnet suppliers after fresh U.S. trade action on drones and components, which puts more focus on building non-China supply chains. USAR also has company-specific support from its recent quarterly update, government-backed funding package, and the pending Serra Verde combination, all of which reinforce its mine-to-magnet growth story.

Details:

A White House proclamation issued on August 13 set steep new tariffs on many imported unmanned aircraft systems and certain components, increasing attention on U.S.-based suppliers tied to defense and industrial magnet demand.

The Commerce Department finalized support for USAR in June that includes up to $277 million in incentives and up to $1.3 billion in loans to help build out its mine-to-magnet platform.

USAR’s August 10 quarterly update highlighted operational progress, including commercial-grade dysprosium oxide and neodymium-praseodymium oxide samples produced from recycled magnet material.

Investors are also watching the planned Serra Verde transaction and the August 28 shareholder vote, which would add a producing rare earth asset in Brazil and expand USAR’s integrated supply chain.

Sources:

White House, NIST, USA Rare Earth, SEC

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$USAR Insider Trading Activity

$USAR 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:

CAROLYN TRABUCO sold 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.

$USAR Hedge Fund Activity

We have seen 262 institutional investors add shares of $USAR stock to their portfolio, and 135 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

PRICE T ROWE ASSOCIATES INC /MD/ added 5,710,125 shares (+178.3%) to their portfolio in Q2 2026, for an estimated $123,224,497
ALYESKA INVESTMENT GROUP, L.P. removed 5,280,456 shares (-31.9%) from their portfolio in Q2 2026, for an estimated $113,952,240
UBS GROUP AG added 5,030,029 shares (+129.5%) to their portfolio in Q2 2026, for an estimated $108,548,025
TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA removed 4,361,876 shares (-89.8%) from their portfolio in Q2 2026, for an estimated $94,129,284
BAYSHORE CAPITAL ADVISORS, LLC removed 4,304,431 shares (-49.2%) from their portfolio in Q2 2026, for an estimated $92,889,620
RENAISSANCE TECHNOLOGIES LLC added 2,995,722 shares (+313.6%) to their portfolio in Q2 2026, for an estimated $64,647,680
NEWTYN MANAGEMENT, LLC removed 2,339,613 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $50,488,848

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.

$USAR Price Targets

Multiple analysts have issued price targets for $USAR recently. We have seen 4 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

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.