USAR logo

USA Rare Earth, Inc. Stock Price

NasdaqGM:USAR Community·US$3.6b Market Cap
  • 4 Narratives written by author
  • 0 Comments on narratives written by author
  • 236 Fair Values set on narratives written by author

USAR Share Price Performance

US$14.95
0.96 (6.86%)
US$0.33
Fair Value
US$14.95
0.96 (6.86%)
4.4k% overvalued intrinsic discount
US$0.33
Fair Value
Price US$14.95
RetiredbutWorking US$0.33
AnalystConsensusTarget US$38.60
AnalystLowTarget US$30.00

USAR Community Narratives

·
Fair Value US$0.33 4.4k% overvalued intrinsic discount

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

3users have liked this narrative
0users have commented on this narrative
26users have followed this narrative
·
Fair Value US$38.6 61.3% undervalued intrinsic discount

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

1users have liked this narrative
0users have commented on this narrative
32users have followed this narrative
·
Fair Value US$30 50.2% undervalued intrinsic discount

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

0users have liked this narrative
0users have commented on this narrative
10users have followed this narrative
US$0.33
4.4k% overvalued intrinsic discount
Profit Margin
13.42%
Future PE
18.4x
Price in 2031
US$0.49
US$45
66.8% undervalued intrinsic discount
Profit Margin
16.62%
Future PE
63.56x
Price in 2029
US$56.93
US$38.6
61.3% undervalued intrinsic discount
Profit Margin
14.4%
Future PE
77.35x
Price in 2029
US$0

Trending Discussion

No trending discussion available.

Updated Narratives

USAR logo

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

Fair Value: US$0.33 4.4k% overvalued intrinsic discount
26 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
USAR logo

USAR: CHIPS Funding And New Leadership Will Drive Mine To Magnet Chain

Fair Value: US$30 50.2% undervalued intrinsic discount
10 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 66.8% undervalued intrinsic discount
8 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Undervalued with high growth potential.

4 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
-1.80
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 Jul 28

USA Rare Earth: Milestones Delivered, Multiple Reset - But The Serra Verde Ramp Is Now The Whole Story

Summary USA Rare Earth remains rated Hold as profitability post-merger and operational ramp remain unproven despite a 23% stock decline. USAR's acquisition of Serra Verde fills the upstream supply gap, but SV's weak FY25 results and ambitious ramp targets inject execution risk. Robust funding from government grants and loans secures build-out but restricts capital returns and gives Commerce significant governance rights. Valuation is now discounted at 5.6x FY2028E EBITDA, but proof of operational delivery and macro stability are required for a more constructive stance. Read the full article on Seeking Alpha
Narrative Update Jul 21

USAR: CHIPS Funding And New Leadership Will Drive Mine To Magnet Chain

Analysts now see fair value for USA Rare Earth at $30, down from $32. The change reflects updated sector valuation inputs along with continued confidence that new leadership and recently secured funding support the company’s mine to magnet build out.

Recent updates

No updates