Annis Gardner Whiting Capital Advisors LLC Makes New $574,000 Investment in USA Rare Earth Inc. $USAR

Annis Gardner Whiting Capital Advisors LLC purchased a new position in USA Rare Earth Inc. (NASDAQ:USAR) during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund purchased 33,417 shares of the company’s stock, valued at approximately $574,000.

Several other hedge funds have also recently added to or reduced their stakes in USAR. NewEdge Advisors LLC boosted its stake in USA Rare Earth by 158.2% during the 2nd quarter. NewEdge Advisors LLC now owns 2,324 shares of the company’s stock worth $25,000 after purchasing an additional 1,424 shares during the last quarter. SBI Securities Co. Ltd. grew its stake in USA Rare Earth by 10,448.0% during the 2nd quarter. SBI Securities Co. Ltd. now owns 2,637 shares of the company’s stock valued at $29,000 after acquiring an additional 2,612 shares in the last quarter. Osaic Holdings Inc. purchased a new stake in USA Rare Earth during the 2nd quarter valued at about $38,000. KLP Kapitalforvaltning AS acquired a new stake in USA Rare Earth in the 3rd quarter valued at about $69,000. Finally, LMR Partners LLP purchased a new position in USA Rare Earth in the 2nd quarter worth approximately $145,000.

Analysts Set New Price Targets

Several equities research analysts recently commented on the company. William Blair started coverage on USA Rare Earth in a report on Monday, October 20th. They issued an “outperform” rating for the company. UBS Group reiterated a “buy” rating on shares of USA Rare Earth in a report on Monday, December 8th. Roth Mkm upped their price objective on shares of USA Rare Earth from $25.00 to $35.00 and gave the company a “buy” rating in a report on Monday. Canaccord Genuity Group lifted their target price on shares of USA Rare Earth from $23.00 to $33.00 and gave the stock a “buy” rating in a research note on Tuesday. Finally, Weiss Ratings reiterated a “sell (d-)” rating on shares of USA Rare Earth in a report on Monday, December 29th. Six research analysts have rated the stock with a Buy rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $28.00.

USA Rare Earth Stock Down 12.4%

Shares of NASDAQ USAR opened at $22.07 on Friday. The business’s 50 day moving average is $16.34 and its two-hundred day moving average is $17.33. USA Rare Earth Inc. has a 52-week low of $5.56 and a 52-week high of $43.98. The firm has a market cap of $2.93 billion, a price-to-earnings ratio of -42.44 and a beta of 0.96.

USA Rare Earth (NASDAQ:USAR) last issued its quarterly earnings data on Thursday, November 6th. The company reported ($0.25) earnings per share for the quarter, missing analysts’ consensus estimates of ($0.06) by ($0.19).

Insider Transactions at USA Rare Earth

In other USA Rare Earth news, Director Michael Blitzer purchased 100,000 shares of USA Rare Earth stock in a transaction dated Thursday, January 29th. The shares were acquired at an average price of $21.44 per share, with a total value of $2,144,000.00. Following the completion of the transaction, the director owned 847,500 shares of the company’s stock, valued at $18,170,400. This trade represents a 13.38% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director Carolyn Trabuco acquired 1,300 shares of the stock in a transaction dated Thursday, January 29th. The stock was acquired at an average cost of $22.60 per share, with a total value of $29,380.00. Following the purchase, the director owned 1,300 shares of the company’s stock, valued at approximately $29,380. This trade represents a ∞ increase in their position. The SEC filing for this purchase provides additional information. 46.60% of the stock is owned by corporate insiders.

Key Headlines Impacting USA Rare Earth

Here are the key news stories impacting USA Rare Earth this week:

• Positive Sentiment: Director Michael Blitzer bought 100,000 shares (~$2.14M at $21.44), increasing his stake to 847,500 shares — signals insider confidence in the company. SEC Filing: Insider Purchase
• Positive Sentiment: USA Rare Earth closed a $1.5 billion PIPE financing — provides substantial near-term capital to advance projects and operations. GlobeNewswire: PIPE Closing
• Positive Sentiment: Federal engagement continues — Commerce Dept. LOI and administration loan/funding support position USAR as a centerpiece of domestic rare-earth and chip-supply initiatives, underpinning longer-term demand and policy backing. ExecutiveGov: Commerce, USA Rare Earth Collaborate
• Neutral Sentiment: Coverage framing USAR as a “test case” for U.S.-backed mine-to-magnet supply chains raises visibility but leaves near-term commercial outcomes and timelines uncertain. Yahoo Finance: Test Case Article
• Neutral Sentiment: Recent headlines pointed to a larger ~$3.1B government-backed funding package that helped run the stock; that move may have already been priced in, setting up volatility on any policy or execution news. Yahoo Finance: Funding Deal Coverage
• Negative Sentiment: Sectors fears after a Barron’s report that the U.S. may rethink price-floor support for rare-earths sparked a selloff across peer stocks — that macro/policy uncertainty is the most immediate drag on USAR today. Barron’s: Price-Floor Fears

USA Rare Earth Company Profile

USA Rare Earth (NASDAQ: USAR) is a development-stage critical minerals company focused on advancing a fully integrated rare earth element (REE) and lithium project in the United States. Its flagship asset is the Round Top deposit in West Texas, a large, polymetallic concentration of light and heavy rare earth elements, lithium and other co-products. The company seeks to move this asset through resource delineation, pilot-scale processing and eventual commercial production to address growing domestic demand for secure REE supply chains.

In addition to exploration, USA Rare Earth is engineering an on-site separation facility that will utilize dry magnetic separation and hydrometallurgical flowsheets to produce mixed rare earth carbonates.