Analysts Issue Forecasts for USA Rare Earth Q3 Earnings

USA Rare Earth Inc. (NASDAQ:USAR) – Research analysts at Northland Securities dropped their Q3 2026 EPS estimates for USA Rare Earth in a research report issued on Tuesday, August 11th. Northland Securities analyst J. Grampp now forecasts that the company will post earnings per share of ($0.16) for the quarter, down from their prior forecast of ($0.12). Northland Securities currently has a “Outperform” rating and a $45.00 target price on the stock. The consensus estimate for USA Rare Earth’s current full-year earnings is ($0.35) per share. Northland Securities also issued estimates for USA Rare Earth’s Q4 2026 earnings at ($0.16) EPS, Q1 2027 earnings at ($0.19) EPS, Q2 2027 earnings at ($0.18) EPS, Q3 2027 earnings at ($0.14) EPS, Q4 2027 earnings at ($0.15) EPS and FY2027 earnings at ($0.66) EPS.

USA Rare Earth (NASDAQ:USAR) last released its earnings results on Monday, August 10th. The company reported ($0.15) earnings per share for the quarter, missing analysts’ consensus estimates of ($0.07) by ($0.08). The company had revenue of $5.82 million for the quarter.

A number of other brokerages have also recently issued reports on USAR. Wedbush upped their price objective on USA Rare Earth from $29.00 to $35.00 and gave the stock an “outperform” rating in a research note on Tuesday, May 12th. Canaccord Genuity Group raised their target price on shares of USA Rare Earth from $29.00 to $32.00 and gave the company a “buy” rating in a research note on Tuesday, April 21st. Cantor Fitzgerald reiterated an “overweight” rating on shares of USA Rare Earth in a report on Tuesday. Needham & Company LLC dropped their price objective on USA Rare Earth from $39.00 to $33.00 and set a “buy” rating on the stock in a research note on Wednesday, July 22nd. Finally, Wall Street Zen upgraded USA Rare Earth from a “strong sell” rating to a “sell” rating in a research note on Saturday, May 16th. Nine research analysts have rated the stock with a Buy rating and one has given a Sell rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $35.83.

USA Rare Earth Price Performance

Shares of NASDAQ USAR opened at $18.41 on Thursday. USA Rare Earth has a fifty-two week low of $11.45 and a fifty-two week high of $43.98. The stock has a market capitalization of $4.11 billion, a price-to-earnings ratio of -7.58 and a beta of 2.55. The business has a 50-day moving average of $19.08 and a 200-day moving average of $20.49.

Institutional Investors Weigh In On USA Rare Earth

Hedge funds have recently bought and sold shares of the stock. Larson Financial Group LLC grew its position in shares of USA Rare Earth by 217.5% in the fourth quarter. Larson Financial Group LLC now owns 2,092 shares of the company’s stock valued at $25,000 after purchasing an additional 1,433 shares during the last quarter. NewEdge Advisors LLC lifted its holdings 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. Ascentis Independent Advisors bought a new stake in USA Rare Earth in the 1st quarter valued at $27,000. Center for Financial Planning Inc. acquired a new position in USA Rare Earth in the 4th quarter valued at $28,000. Finally, Havemeyer Place LP bought a new position in USA Rare Earth during the 4th quarter worth $33,000.

Insider Activity at USA Rare Earth

In related news, Director Carolyn Trabuco sold 13,000 shares of the company’s stock in a transaction dated Monday, June 8th. The shares were sold at an average price of $22.77, for a total value of $296,010.00. Following the transaction, the director owned 18,783 shares in the company, valued at approximately $427,688.91. This represents a 40.90% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Insiders own 9.10% of the company’s stock.

About USA Rare Earth

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.