USAR logo

USA Rare Earth, Inc. Stock Price

NasdaqGM:USAR Community·US$5.6b Market Cap
  • 5 Narratives written by author
  • 0 Comments on narratives written by author
  • 179 Fair Values set on narratives written by author

USAR Share Price Performance

US$25.30
16.84 (199.05%)
US$38.60
Fair Value
US$25.30
16.84 (199.05%)
34.5% undervalued intrinsic discount
US$38.60
Fair Value
Price US$25.30
AnalystConsensusTarget US$38.60
RetiredbutWorking US$0.33
AnalystHighTarget US$45.00

USAR Community Narratives

·
Fair Value US$38.6 34.5% undervalued intrinsic discount

Magnet Capacity Ramp And Vertical Integration Will Reshape Long Term Rare Earth Supply Chains

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17users have followed this narrative
·
Fair Value US$0.33 7.6k% overvalued intrinsic discount

USAR Secures $19.3M Boost to Develop an Independent Rare Earth Supply Chain

1users have liked this narrative
0users have commented on this narrative
3users have followed this narrative
·
Fair Value US$45 43.8% undervalued intrinsic discount

Magnet Capacity Expansion And Heavy Rare Earth Supply Will Reshape Long Term Ex China Chain

0users have liked this narrative
0users have commented on this narrative
3users have followed this narrative
US$45
43.8% undervalued intrinsic discount
Profit Margin
16.62%
Future PE
63.56x
Price in 2029
US$56.93
US$33
23.3% undervalued intrinsic discount
Profit Margin
19.05%
Future PE
73.15x
Price in 2029
US$0
US$38.6
34.5% undervalued intrinsic discount
Profit Margin
14.4%
Future PE
77.35x
Price in 2029
US$0

Trending Discussion

Updated Narratives

USAR logo

USAR Secures $19.3M Boost to Develop an Independent Rare Earth Supply Chain

Fair Value: US$0.33 7.6k% overvalued intrinsic discount
3 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
USAR logo

Magnet Capacity Expansion And Heavy Rare Earth Supply Will Reshape Long Term Ex China Chain

Fair Value: US$45 43.8% undervalued intrinsic discount
3 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
USAR logo

Heavy Rare Earth Supply Risks Will Test Magnet Ramp Before Long Term Potential Emerges

Fair Value: US$33 23.3% undervalued intrinsic discount
2 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Flawless balance sheet with high growth potential.

2 Risks
3 Rewards

USA Rare Earth, Inc. Key Details

US$7.3m

Revenue

US$7.0m

Cost of Revenue

US$301.0k

Gross Profit

US$440.8m

Other Expenses

-US$440.5m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
-1.97
4.10%
-6,000.29%
0%
View Full Analysis

About USAR

Founded
2019
Employees
132
CEO
Barbara Humpton
WebsiteView website
www.usare.com

USA Rare Earth, Inc. engages in mining, processing, and supplying rare earths and other critical minerals in the United States, Europe, and Asia. It primarily explores neodymium, dysprosium, terbium, yttrium, gallium, hafnium, praseodymium, samarium, and other critical minerals. The company holds interests in the Round Top Mountain located near Sierra Blanca, Texas. It products are used in aerospace, defense, semiconductors, data centers, physical AI, energy, mobility, healthcare, and numerous industrial sectors. USA Rare Earth, Inc. was founded in 2019 and is based in Stillwater, Oklahoma.

Recent USAR News & Updates

Seeking Alpha May 23

USA Rare Earth - Strategic Importance Does Not Guarantee Attractive Equity Returns

Summary USA Rare Earth is strategically positioned in domestic rare earth supply chains amid multi-decade demand tailwinds from EVs, AI, and defense. I assign a Hold rating to USAR, as current prices overvalue long-term intrinsic value given capital intensity, dilution, and execution risks. USAR's ambitious vertical integration magnifies industrial scaling, regulatory, and financing risks, with realistic revenue potential capped by supply-side constraints. Generous base case modeling yields thin margin for safety at ~$25/share, making USAR unattractive for long-term value investors unless significant corrections occur. Read the full article on Seeking Alpha
New Narrative May 21

USAR Secures $19.3M Boost to Develop an Independent Rare Earth Supply Chain

USA Rare Earth (USAR) is trading higher in early Thursday action, up $1.13 per share , after announcing it has been selected by the U.S. Department of Energy to receive up to $19.3M in federal funding , pending final negotiations. The award comes through the DOE’s Critical Materials Innovation, Efficiency and Alternatives program and is aimed at advancing a pilot‑scale rare earth element (REE) separations project within the United States.

Recent updates

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