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USAR Stock Forecast: USA Rare Earth, Inc. Price Predictions for 2026-2027

Last close, 3 Aug 2026
$16
+6.09% on the day

The 8 Wall Street analysts covering USA Rare Earth, Inc. hold a median 12-month price target of $38 — +136.4% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 17 of 100 as at 1 Aug 2026 — in the weakest quartile. The Street sees upside; the factor read is a caution. That gap is the story on this page.

Market cap
$3.7B
Ticker Nerd rank
17 / 100
Median analyst target
$38
Analysts covering
8
Total return, dividends reinvested
1W
+6.2%
1M
−17.2%
YTD
+33.3%
1Y
+13.8%
From 52W high
−59.0%
From 52W low
+33.3%
$12
$39
52-week range, adjusted closes · the dot is the last close
Ticker Nerd rank

USAR stock analysis: one number for the whole business

Consensus tells you what everyone already believes. The model scores USA Rare Earth, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.

Where the model ranks itAs at 1 Aug 2026
17 / 100

Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested

Revisions
53
Momentum
49
Accruals
48
Volatility
44
Issuance
38
Value
29
Size
28
Quality
23
Growth
10

Revisions (53): Analysts have, on balance, been raising their forecasts.

Growth (10): Sales and profits are flat, shrinking, or growing more slowly than they were.

The rank is the raw material. Whether the rules would actually own USA Rare Earth, Inc. — and when they’d sell — is the membership.

Wall Street

USAR stock forecast 2026-2027: analyst price targets & predictions

The bullish and bearish analyst opinions on USAR, reported as data — targets and ratings, the market's view beside the model's.

Share price and the analyst range, 12 monthsAdjusted close, US dollars
$10$20$30$40$50Oct 25Jan 26Apr 26Jul 26USARHigh $45Median $38Low $30

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

What Wall Street says8 analysts
8 Buy0 Hold0 Sell
Low $30Median $38High $45

The green dot is the last close — the median target sits +136.4% from it.

Recent analyst actionsNewest first
DateFirmActionRatingTarget
22 July 2026NeedhamMaintainsBuy$39 → $33
21 July 2026Roth CapitalMaintainsBuy$40 → $30
1 June 2026NeedhamInitiatesBuy—
1 June 2026NeedhamInitiatesBuy$39
14 May 2026Cantor FitzgeraldMaintainsOverweight—
14 May 2026WedbushReiteratesOutperform—
12 May 2026WedbushMaintainsOutperform—
21 Apr 2026Canaccord GenuityMaintainsBuy—
20 Apr 2026WedbushInitiatesOutperform—
31 Mar 2026Canaccord GenuityMaintainsBuy—
30 Jan 2026Cantor FitzgeraldMaintainsOverweight—
27 Jan 2026Canaccord GenuityMaintainsBuy—
27 Jan 2026Roth CapitalMaintainsBuy—
7 Nov 2025Canaccord GenuityMaintainsBuy—
20 Oct 2025William BlairInitiatesOutperform—
30 Sept 2025Canaccord GenuityMaintainsBuy—
1 Aug 2025Cantor FitzgeraldInitiatesOverweight—
13 June 2025Canaccord GenuityInitiatesBuy—
29 May 2025Roth CapitalInitiatesBuy—

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Estimates

USAR analyst estimate revisions

Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.

Which way the estimates are movingNext fiscal year
Analysts raising
0
Analysts cutting
0
Fundamentals

USA Rare Earth, Inc. (USAR) financial data

A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.

Valuation
Trailing P/E
25.1×

Cheaper than 32% of US stocks

Price / sales
498.3×

Cheaper than 2% of US stocks

Price / book
1.7×

Cheaper than 50% of US stocks

EV / EBITDA
−22.1×

Cheaper than 90% of US stocks

Growth & margins
Revenue growth (YoY)
246.8%

Higher than 97% of US stocks

Earnings growth (YoY)
—
Gross margin
1.9%

Higher than 6% of US stocks

Operating margin
−643.6%

Higher than 7% of US stocks

Net margin
11.9%

Higher than 74% of US stocks

Returns & dividend
Return on equity
−44.8%

Higher than 22% of US stocks

Return on assets
−4.3%

Higher than 33% of US stocks

Dividend yield
—

Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.

Peers

USAR vs competitors

The nearest names by industry and size, scored by the same model — like for like.

Its peer group, ranked by the same modelOther Industrial Metals & Mining
CompanyMarket capTKN rank
USARUSA Rare Earth, Inc.$3.7B
17
MTRNMaterion Corp.$4.4B
65
EMATEvolution Metals & Technologies Corp.$2.2B
7
SSMRSunshine Silver Mining & Refining Co.$2.0B
0
MPMP Materials Corp.$7.4B
32
NEXANexa Resources SA$1.7B
98
TMCTMC the metals co., Inc.$1.5B
7
Market Radar

This page is one stock. Monday covers all of them.

Computed off the Friday close and sent before the US open.

Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. USAR appears on the weeks it earns a place.

Free, every Monday. Unsubscribe any time.

News

Latest USAR news & analysis

Better Mining Stock to Buy Before 2026 Ends: USA Rare Earth vs. Freeport-McMoRan

The Motley Fool · 30 July 2026negative

The Motley Fool compared USA Rare Earth and Freeport-McMoRan as potential mining stock investments. The article noted that USA Rare Earth offers higher upside but carries significant execution and funding risks, while describing Freeport-McMoRan as the safer choice with mature operations.

Why it matters — USAR watchers would care because the analysis highlights the company's high-risk, high-reward profile and the execution and funding challenges it must overcome to deliver on its potential.

USA Rare Earth: The Serra Verde Dilution May Be Worth It

Seeking Alpha · 30 July 2026positive

An article discusses how USA Rare Earth's stock surged following an April call but later retreated, yet argues the Serra Verde acquisition strengthens the company's long-term mine-to-magnet thesis by adding a producing upstream asset, though the dilution's success depends on moving beyond MREC into higher-value oxide sales.

Why it matters — USAR watchers would care because the Serra Verde deal addresses a critical gap in the company's mine-to-magnet strategy by securing a producing upstream asset, though its financial viability hinges on advancing to higher-value oxide production.

2 Rare-Earth Stocks to Buy Right Now, and 1 to Sell

The Motley Fool · 29 July 2026neutral

The Motley Fool published an article highlighting China's dominance in rare-earth supply chains and U.S. efforts to build domestic capacity, naming MP Materials, USA Rare Earth, and TMC as three rare-earth stocks that have captured investor interest.

Why it matters — USAR is mentioned as one of three rare-earth stocks drawing investor attention, reinforcing its position in the narrative around U.S. domestic rare-earth production.

FAQ

Frequently asked questions about USAR stock

What is the USAR stock price forecast for 2026-2027?

The 8 Wall Street analysts covering USA Rare Earth, Inc. have a median 12-month price target of $38, with estimates ranging from $30 to $45. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.

Is USAR stock a buy right now?

Of the 8 analysts covering USA Rare Earth, Inc., 8 rate it a Buy, 0 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks USA Rare Earth, Inc. 17 out of 100 across roughly 4,600 US stocks as at 1 Aug 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank USAR?

As at 1 Aug 2026, USA Rare Earth, Inc. ranks 17 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Revisions (53 of 100).

Will USAR stock go up?

No one can know that. What the data says: the median 12-month target from 8 analysts implies +136.4% from the last close, and Ticker Nerd's factor model ranks USA Rare Earth, Inc. 17 out of 100 as at 1 Aug 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.

What is the USAR stock forecast for 2030?

No analyst covering USA Rare Earth, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for USAR are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $30 to $45 over the next 12 months.

How has USAR stock performed over the past year?

USA Rare Earth, Inc. returned +13.8% over the 12 months to 3 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.

What does USA Rare Earth, Inc. do?

USA Rare Earth, Inc. is a materials company focused on mining, processing, and supplying rare earth elements and other critical minerals.

What is the latest news on USAR?

The most recent item we track (The Motley Fool, 30 July 2026): "Better Mining Stock to Buy Before 2026 Ends: USA Rare Earth vs. Freeport-McMoRan". The Motley Fool compared USA Rare Earth and Freeport-McMoRan as potential mining stock investments. The article noted that USA Rare Earth offers higher upside but carries significant execution and funding risks, while describing Freeport-McMoRan as the safer choice with mature operations.

Company

About USA Rare Earth, Inc.

USA Rare Earth, Inc. is a materials company focused on mining, processing, and supplying rare earth elements and other critical minerals. The company concentrates on heavy rare earth elements and the production of permanent magnets, key inputs for advanced technologies and electrified systems. Its activities span a vertically integrated value chain, from resource development at the Round Top deposit in Texas to downstream processing and magnet manufacturing in the United States and selected international locations. USA Rare Earth’s products are used across sectors such as defense, electric vehicles, renewable energy, semiconductors, data centers, industrial automation, and healthcare. By emphasizing domestic and allied-sourced materials and magnet production, the company plays a significant role in efforts to diversify and secure supply chains for critical minerals that underpin modern electronics, energy transition technologies, and strategic industries. Founded in 2019 and headquartered in Stillwater, Oklahoma, USA Rare Earth operates within the broader materials sector as a specialized provider of rare earth–based inputs to manufacturers and system integrators globally.

CEO Ms. Barbara W. Humpton · 132 employees · United States · https://www.usare.com