USA Rare Earth, Inc.
17.06USD
-0.6000 (-3.40%)
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 |
33 filings from 14 insiders · 18 buy / 1 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 |
|---|---|---|---|---|---|
| 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 |
| SENFT MICHAEL FDirector | Exercise | 30.5k | $22.57 | $688k | May 20, 2026 |
| GUTNICK MORDECHAI ZEVDirector | Exercise | 30.5k | $22.57 | $688k | May 20, 2026 |
| BLITZER MICHAELDirector | Other | 30.5k | — | — | May 20, 2026 |
| TRABUCO CAROLYN L.Director | Exercise | 30.5k | $22.57 | $688k | May 20, 2026 |
| STEELE WILLIAM ROBERT JR.Chief Financial Officer | Exercise | 75.8k | $22.57 | $1.71M | May 20, 2026 |
| KERN PAUL JDirector | Grant | 11.2k | — | — | May 15, 2026 |
| GUTNICK MORDECHAI ZEVDirector | Grantindirect | 939.6k | — | — | May 15, 2026 |
| KERN PAUL JDirector | Exercise | 11.2k | $24.39 | $273k | May 15, 2026 |
| GUTNICK MORDECHAI ZEVDirector | Exerciseindirect | 939.6k | $24.39 | $22.92M | May 15, 2026 |
| GUTNICK MORDECHAI ZEVDirector | Grantindirect | 939.6k | — | — | Apr 15, 2026 |
| KERN PAUL JDirector | Other | 11.2k | — | — | Apr 15, 2026 |
No analyst notes on USAR yet.
Analyst Ratings
9 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 |
| 3 mo ago | 1 | 7 | 0 | 0 | 0 | Buy1.88 |