USAR logo

USA Rare Earth, Inc. Stock Price

NasdaqGM:USAR Community·US$4.9b Market Cap
  • 4 Narratives written by author
  • 0 Comments on narratives written by author
  • 254 Fair Values set on narratives written by author

USAR Share Price Performance

US$20.00
4.30 (27.39%)
US$0.33
Fair Value
US$20.00
4.30 (27.39%)
6.0k% overvalued intrinsic discount
US$0.33
Fair Value
Price US$20.00
RetiredbutWorking US$0.33
AnalystConsensusTarget US$38.60
AnalystLowTarget US$30.00

USAR Community Narratives

·
Fair Value US$0.33 6.0k% overvalued intrinsic discount

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

4users have liked this narrative
0users have commented on this narrative
35users have followed this narrative
·
Fair Value US$37.38 46.5% 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
34users have followed this narrative
·
Fair Value US$30 33.3% 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
12users have followed this narrative
US$0.33
6.0k% overvalued intrinsic discount
Profit Margin
13.42%
Future PE
18.4x
Price in 2031
US$0.49
US$45
55.6% undervalued intrinsic discount
Profit Margin
16.62%
Future PE
63.56x
Price in 2029
US$56.93

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 6.0k% overvalued intrinsic discount
35 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 Serra Verde Deal Will Drive Integrated Supply Chain

Fair Value: US$37.38 46.5% undervalued intrinsic discount
34 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 33.3% undervalued intrinsic discount
12 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

High growth potential with excellent balance sheet.

3 Risks
2 Rewards

USA Rare Earth, Inc. Key Details

US$13.2m

Revenue

US$14.4m

Cost of Revenue

-US$1.3m

Gross Profit

US$309.9m

Other Expenses

-US$311.2m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
-1.27
-9.74%
-2,364.09%
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

Narrative Update Aug 16

USAR: CHIPS Funding And Serra Verde Deal Will Drive Integrated Supply Chain

Analysts have trimmed their fair value estimate for USA Rare Earth from about $38.60 to roughly $37.38, reflecting lower modeled revenue growth and profit margins, along with a higher discount rate, even as they point to new leadership and long term funding agreements as support for the company’s next phase. Analyst Commentary Recent research shows a mixed but generally constructive tone around USA Rare Earth, with analysts focusing on the balance between fresh funding support, leadership changes and the execution risk that comes with the next build out phase.

Recent updates

No updates