USA Rare Earth (NASDAQ:USAR) Stock Price Up 1.6% After Insider Buying Activity

USA Rare Earth Inc. (NASDAQ:USAR) traded up 1.6% during mid-day trading on Friday following insider buying activity. The stock traded as high as $24.73 and last traded at $22.42. 29,589,914 shares changed hands during mid-day trading, an increase of 14% from the average session volume of 26,005,914 shares. The stock had previously closed at $22.07.

Specifically, Director Carolyn Trabuco acquired 1,300 shares of the stock in a transaction dated Thursday, January 29th. The shares were bought at an average cost of $22.60 per share, for a total transaction of $29,380.00. Following the purchase, the director directly owned 1,300 shares of the company’s stock, valued at approximately $29,380. This trade represents a ∞ increase in their ownership of the stock. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Michael Blitzer bought 100,000 shares of the business’s stock in a transaction that occurred on Thursday, January 29th. The stock was purchased at an average price of $21.44 per share, with a total value of $2,144,000.00. Following the completion of the purchase, the director directly owned 847,500 shares in the company, valued at $18,170,400. The trade was a 13.38% increase in their position. The disclosure for this purchase is available in the SEC filing.

Wall Street Analyst Weigh In

A number of equities analysts have weighed in on USAR shares. Cantor Fitzgerald boosted their price target on USA Rare Earth from $28.00 to $35.00 and gave the stock an “overweight” rating in a research report on Friday. Canaccord Genuity Group lifted their target price on USA Rare Earth from $23.00 to $33.00 and gave the stock a “buy” rating in a research note on Tuesday. Roth Mkm increased their price target on USA Rare Earth from $25.00 to $35.00 and gave the company a “buy” rating in a research note on Monday, January 26th. William Blair initiated coverage on USA Rare Earth in a report on Monday, October 20th. They set an “outperform” rating for the company. Finally, UBS Group reiterated a “buy” rating on shares of USA Rare Earth in a report on Monday, December 8th. Six equities research analysts have rated the stock with a Buy rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $34.33.

More USA Rare Earth News

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), raising his stake to ~847,500 shares — a notable insider vote of confidence. SEC Filing: Insider Purchase
• Positive Sentiment: USA Rare Earth closed a $1.5 billion PIPE financing — supplies substantial near-term capital to fund development of Round Top and downstream processing, reducing immediate financing uncertainty. GlobeNewswire: PIPE Closing
• Positive Sentiment: Federal engagement continues — Commerce Dept. LOI and reported loan/funding support from the administration reinforce policy backing for a domestic rare-earth supply chain, which underpins long-term demand expectations. ExecutiveGov: Commerce, USA Rare Earth Collaborate
• Positive Sentiment: Smaller insider buy: Director Carolyn Trabuco purchased 1,300 shares at $22.60 — adds to the insider-buying narrative supporting sentiment. SEC Filing: Trabuco Purchase
• Neutral Sentiment: Coverage paints USA Rare Earth as a “test case” for U.S.-backed mine-to-magnet supply chains — increases visibility but leaves timing and commercialization risks unresolved. Yahoo Finance: Test Case Article
• Neutral Sentiment: MarketBeat and other outlets note strong YTD momentum and multiple buy ratings/raised price targets (consensus target roughly $28) — bullish analyst framing may already be partially priced in. MarketBeat: Analyst Coverage
• Negative Sentiment: A Barron’s report that the U.S. might reconsider rare-earth price-floor support sparked sector selling and heightened near-term policy risk — this macro/policy uncertainty is the clearest immediate downside pressure on USAR. Barron’s: Price-Floor Fears

USA Rare Earth Stock Performance

The firm has a market capitalization of $2.97 billion, a price-to-earnings ratio of -43.12 and a beta of 0.96. The company has a fifty day moving average of $16.55 and a two-hundred day moving average of $17.42.

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

Hedge Funds Weigh In On USA Rare Earth

Institutional investors and hedge funds have recently modified their holdings of the business. International Assets Investment Management LLC acquired a new stake in USA Rare Earth in the 2nd quarter worth about $250,000. MMCAP International Inc. SPC acquired a new position in shares of USA Rare Earth during the 2nd quarter worth approximately $261,000. Pier 88 Investment Partners LLC bought a new position in shares of USA Rare Earth during the second quarter worth approximately $588,000. SBI Securities Co. Ltd. raised its position in shares of USA Rare Earth by 10,448.0% in the second quarter. SBI Securities Co. Ltd. now owns 2,637 shares of the company’s stock valued at $29,000 after buying an additional 2,612 shares in the last quarter. Finally, Geode Capital Management LLC raised its position in shares of USA Rare Earth by 2,437.5% in the second quarter. Geode Capital Management LLC now owns 653,290 shares of the company’s stock valued at $7,160,000 after buying an additional 627,545 shares in the last quarter.

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.