USA Rare Earth, Inc.
9.33USD
-0.3000 (-3.12%)
Not enough data yet
A reading needs 5 members, each at least 14 days old with a track record on this site (simulated portfolios and calls), who shared a take in the last 30 days; 2 of them need a strong record.
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Consensus EPS on the street’s adjusted basis, not the filed GAAP figure — which is why the actuals here can differ from the income statement.
| Period | Consensus EPS | 90 days ago | Revisions up (30d) | Revisions down (30d) |
|---|---|---|---|---|
| Current quarter | -$0.15▲ | -$0.16 | 0 | 1 |
| Next quarter | -$0.1▼ | -$0.07 | 1 | 2 |
| Current year | -$0.57▼ | -$0.55 | 1 | 1 |
| Next year | $0.03▼ | $0.03 | 0 | 3 |
Beat in 1 of the last 4
| Quarter | Estimate | Actual | Surprise |
|---|---|---|---|
| 2026-06-30 | -$0.13 | -$0.15 | -0.02 (-19.0%) |
| 2026-03-31 | -$0.23 | -$0.12 | +0.11 (+46.7%) |
| 2025-12-31 | -$0.14 | -$0.19 | -0.05 (-39.0%) |
| 2025-09-30 | -$0.07 | -$0.25 | -0.18 (-275.0%) |
19 ratings from 7 firms
Ratings are attributed to the research firm, not to individual analysts. See every ticker.
| Firm | Action | Rating | Price Target | Date |
|---|---|---|---|---|
| Jefferies | Initiated | Buy | $21 | Sep 2, 2026 |
| Needham | Maintained | Buy | $39 $33 | Jul 22, 2026 |
| Roth Capital | Maintained | Buy | $40 $30 | Jul 21, 2026 |
| Needham | Initiated | Buy | $39 | Jun 1, 2026 |
| Wedbush | Reiterated | Outperform | $35 | May 14, 2026 |
| Cantor Fitzgerald | Maintained | Overweight | $30 $35 | May 14, 2026 |
| Wedbush | Maintained | Outperform | $29 $35 | May 12, 2026 |
| Canaccord Genuity | Maintained | Buy | $29 $32 | Apr 21, 2026 |
| Wedbush | Initiated | Outperform | $29 | Apr 20, 2026 |
| Canaccord Genuity | Maintained | Buy | $33 $29 | Mar 31, 2026 |
| Cantor Fitzgerald | Maintained | Overweight | $28 $35 | Jan 30, 2026 |
| Roth Capital | Maintained | Buy | $25 $35 | Jan 27, 2026 |
| Canaccord Genuity | Maintained | Buy | $23 $33 | Jan 27, 2026 |
| Canaccord Genuity | Maintained | Buy | $22 $23 | Nov 7, 2025 |
| William Blair | Initiated | Outperform | — | Oct 20, 2025 |
| Canaccord Genuity | Maintained | Buy | $21 $22 | Sep 30, 2025 |
| Cantor Fitzgerald | Initiated | Overweight | $16 | Aug 1, 2025 |
| Canaccord Genuity | Initiated | Buy | $17 | Jun 13, 2025 |
| Roth Capital | Initiated | Buy | $15 | May 29, 2025 |
44 filings from 17 insiders · 18 buy / 2 sell over 6m
Officers and directors of USAR, from the last two years of filings. Grants, gifts and option exercises are shown but not colour-coded — they are compensation, not a view on the price.
| Insider | Action | Shares | Price | Value | Date |
|---|---|---|---|---|---|
| Humpton BarbaraOfficer, Former Chief Executive Officer; Former Director | Sell | 88.4k | $13.75 | $1.22M | Oct 2, 2026 |
| Jacob ValerieOfficer, Chief Legal Officer | GrantRestricted Stock Units | 14.5k | — | — | Oct 1, 2026 |
| Moraitis ThrasyvoulosDirector; Officer, Chief Executive Officer | GrantindirectRestricted Stock Units | 362.3k | — | — | Oct 1, 2026 |
| Moraitis ThrasyvoulosDirector; Officer, Chief Executive Officer | GrantindirectRestricted Stock Units | 108.7k | — | — | Oct 1, 2026 |
| Humpton BarbaraOfficer, Former Chief Executive Officer; Former Director | ExerciseRestricted Stock Units | 31.3k | — | — | Oct 1, 2026 |
| Humpton BarbaraOfficer, Former Chief Executive Officer; Former Director | ExerciseRestricted Stock Units | 104.4k | — | — | Oct 1, 2026 |
| Humpton BarbaraOfficer, Former Chief Executive Officer; Former Director | ExerciseRestricted Stock Units | 83.6k | — | — | Oct 1, 2026 |
| Humpton BarbaraOfficer, Former Chief Executive Officer; Former Director | Exercise | 31.3k | $13.80 | $432k | Oct 1, 2026 |
| Humpton BarbaraOfficer, Former Chief Executive Officer; Former Director | Exercise | 104.4k | $13.80 | $1.44M | Oct 1, 2026 |
| Humpton BarbaraOfficer, Former Chief Executive Officer; Former Director | Exercise | 83.6k | $13.80 | $1.15M | Oct 1, 2026 |
| Caulfield ThomasDirector | Grant | 1.5k | — | — | Oct 1, 2026 |
| Moraitis ThrasyvoulosDirector; Officer, President | GrantRestricted Stock Units | 226.4k | — | — | Sep 3, 2026 |
| Moraitis ThrasyvoulosDirector; Officer, President | GrantRestricted Stock Units | 216.5k | — | — | Sep 3, 2026 |
| Davis Michael LawrenceDirector | GrantRestricted Stock Units | 7.0k | — | — | Sep 3, 2026 |
| CAULFIELD THOMASDirector | Grant | 271 | — | — | Jul 7, 2026 |
| TRABUCO CAROLYN L.Director | Sell | 13.0k | $22.77 | $296k | Jun 8, 2026 |
| CAULFIELD THOMASDirector | Other | 2.5k | — | — | Jun 3, 2026 |
| CAULFIELD THOMASDirector | Grant | 407 | — | — | Jun 3, 2026 |
| SCHWETHELM OTTO CDirector | Other | 30.5k | — | — | May 20, 2026 |
| KERN PAUL JDirector | Exercise | 30.5k | $22.57 | $688k | May 20, 2026 |
No analyst notes on USAR yet.
Analyst Ratings
8 analysts covering
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Consensus |
|---|---|---|---|---|---|---|
| Current | 1 | 8 | 0 | 0 | 0 | Buy1.89 |
| 1 mo ago | 1 | 7 | 0 | 0 | 0 | Buy1.88 |
| 2 mo ago | 1 | 7 | 0 | 0 | 0 | Buy1.88 |
Members whose judged calls on USAR have played out most reliably.
No settled calls on USAR yet. Nobody has filed a call with a deadline on it.
A member is listed once they have three judged calls on a name.
A call with a target is judged on whether the price reaches it by the deadline, counting each day's high (a buy) or low (a sell) from the day after the call was made. A call without one is judged on whether the price at the close on the deadline is higher (a buy) or lower (a sell) than the price the call was made at: the live price when it was saved, for a call made with Make a call, or the last close before the day it was filed, for a call made in a note. Not against the market or an index.
A percentage appears once five calls have reached their deadline. A target reached sooner is shown as played out early, and counts toward the percentage when its deadline passes, because a miss cannot be known before then.
A member’s prediction, judged on price history · not investment advice