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

Last close, 28 Oct 2026
$10
+0.77% on the day

The 9 Wall Street analysts covering USA Rare Earth, Inc. hold a median 12-month price target of $34 — +224.4% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 9 of 100 as at 27 Oct 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
$3.9B
Ticker Nerd rank
9/ 100
Median analyst target
$34
Analysts covering
9
Revenue$5.8M
Operating income−$46.1M
Net income−$12.0M
Free cash flow−$126.6M
Quarterly, 8 quarters to 30 June 2026 · latest quarter's figure shown
Total return, dividends reinvested
1W
+2.4%
1M
−27.3%
YTD
−11.9%
1Y
−47.9%
From 52W high
−65.9%
From 52W low
+17.6%
$9
$31
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 27 Oct 2026
9/ 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
52
Value
38
Accruals
35
Issuance
33
Size
26
Volatility
22
Momentum
20
Quality
18
Growth
17

Revisions (52): Analysts have, on balance, been raising their forecasts.

Growth (17): Sales and profits are flat, shrinking, or growing more slowly than they were.

Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.

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$50Jan 26Apr 26Jul 26Oct 26USARHigh $45Median $34Low $21

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

Data provided by Twelve Data

What Wall Street says9 analysts
9 Buy0 Hold0 Sell
Low $21Median $34High $45

The green dot is the last close — the median target sits +224.4% from it.

Recent analyst actionsNewest first
DateFirmActionRatingTarget
2 Sept 2026JefferiesInitiatesBuy$21
22 July 2026NeedhamMaintainsBuy$39 → $33
22 July 2026NeedhamMaintainsBuy—
21 July 2026Roth CapitalMaintainsBuy$40 → $30
21 July 2026Roth CapitalMaintainsBuy—
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—

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

Market Radar

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

USAR appears in the Radar on the weeks it earns a place.

  • Market Radar, every Monday: the week's biggest rank moves across ~4,600 US stocks, and the reason for each.
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Performance

USAR vs the S&P 500

Both lines are total return — dividends reinvested — so the comparison is honest on both sides.

Over the twelve months to 28 Oct 2026, USA Rare Earth, Inc. returned −47.9% against +13.6% for the S&P 500, dividends included.

USAR vs S&P 500, last 12 monthsTotal return, rebased to 100
406080100120140Jan 26Apr 26Jul 26Oct 26USARS&P 500

Download this chart as an image — free to reuse; link this page as the source.

Data provided by Twelve Data

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
1
Analysts cutting
1
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 30% of US stocks

Price / sales
296.4×

Cheaper than 2% of US stocks

Price / book
1.0×

Cheaper than 73% of US stocks

EV / EBITDA
−9.6×

Cheaper than 84% of US stocks

Growth & margins
Revenue growth (YoY)
2.2%

Higher than 33% of US stocks

Earnings growth (YoY)
—
Gross margin
−27.2%

Higher than 3% of US stocks

Operating margin
−795.6%

Higher than 6% of US stocks

Net margin
11.9%

Higher than 73% of US stocks

Returns & dividend
Return on equity
−23.6%

Higher than 30% of US stocks

Return on assets
−4.4%

Higher than 33% of US stocks

Dividend yield
0.0%

Higher than 1% of US dividend payers

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

Key statistics

USA Rare Earth, Inc. (USAR) statistics: revenue, profit & scale

The headline figures, each with its date. Every row carries its own link — cite it straight from here.

  • USA Rare Earth, Inc. has a market value of $3.9B and an enterprise value of $1.0B.

  • Revenue in the twelve months to 30 June 2026: $13.2M. The latest quarter grew 2.2% year on year.

  • Net income over the same four quarters: −$287.5M, a −2184.5% net margin.

  • Diluted earnings per share, trailing twelve months: $−2.43.

  • Free cash flow in the twelve months to 30 June 2026: −$245.5M, after $139.4M of capital spending.

  • Shares outstanding: 244.7M.

  • Trailing P/E: 25.1×; forward P/E: 346.7× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Forward dividend yield: 0.00%, paying out 0% of earnings.

  • USA Rare Earth, Inc. employs 132 people — $100K of revenue per employee.

Statement figures: company filings via Twelve Data, four quarters to 30 June 2026 · market figures as at 28 Oct 2026

Data provided by Twelve Data

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.$3.9B9
MTRNMaterion Corp.$4.9B73
ALMAlmonty Industries, Inc.$2.7B40
MPMP Materials Corp.$7.3B30
SSMRSunshine Silver Mining & Refining Co.$2.0B0
NEXANexa Resources SA$1.6B99
TMCTMC the metals co., Inc.$1.2B5

Look up any of the roughly 4,600 stocks we score.

The rank is the raw material. Whether the rules would actually own USA Rare Earth, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →

News

Latest USAR news & analysis

Critical Metals Drops 7% as European Lithium Deal Sets Up New Share Issuance; United States Antimony and USA Rare Earth Decline 3%, MP Materials Eases

24/7 Wall Street · 28 Oct 2026negative

Critical Metals fell 7% as newly issued shares from its European Lithium acquisition prepare to begin trading on Nasdaq. United States Antimony and USA Rare Earth declined 3%, while MP Materials eased.

Why it matters — The item reports a 3% decline in USA Rare Earth alongside declines in other materials stocks.

USA Rare Earth Just Broke Ground on a $1.2 Billion Magnet Complex. Here's Why It Matters.

The Motley Fool · 27 Oct 2026positive

USA Rare Earth has started construction on its mineral processing plant in South Carolina. The project is described as a step toward the company’s goal of becoming a vertically integrated provider of rare-earth metals and magnets.

Why it matters — The construction update marks progress toward USAR’s stated vertical-integration goal.

Critical Minerals Stocks Rally as Sector Bid Broadens: United States Antimony and USA Rare Earth Jump 11%, Critical Metals Climbs 8%

24/7 Wall Street · 27 Oct 2026positive

Critical-minerals stocks advanced as buying broadened across the sector. United States Antimony and USA Rare Earth each jumped 11%, while Critical Metals climbed 8%.

Why it matters — The broader sector move included an 11% gain in USA Rare Earth, indicating that buying extended to the company alongside other critical-minerals stocks.

Could Investing $10,000 in USA Rare Earth Make You a Millionaire?

The Motley Fool · 23 Oct 2026neutral

The Motley Fool says USA Rare Earth could have significant upside, but argues that mining’s capital intensity and competition from other rare-earth miners make it unlikely to reach a $380 billion valuation.

Why it matters — The item weighs USAR’s potential against the scale and competitive challenges involved in growing the business.

Critical Metals Sinks 7% Despite Shareholder Approval of European Lithium Deal; USA Rare Earth Drops 5%, United States Antimony Falls 3%

24/7 Wall Street · 22 Oct 2026negative

European Lithium shareholders strongly approved a takeover that would give Critical Metals full control of a Greenland rare earth project, but Critical Metals shares were sliding. The headline also reported USA Rare Earth shares down 5%.

Why it matters — The item notes a decline in USAR shares alongside news of a proposed rare earth project takeover involving another company.

FAQ

Frequently asked questions about USAR stock

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

The 9 Wall Street analysts covering USA Rare Earth, Inc. have a median 12-month price target of $34, with estimates ranging from $21 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 9 analysts covering USA Rare Earth, Inc., 9 rate it a Buy, 0 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks USA Rare Earth, Inc. 9 out of 100 across roughly 4,600 US stocks as at 27 Oct 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank USAR?

As at 27 Oct 2026, USA Rare Earth, Inc. ranks 9 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 (52 of 100).

Will USAR stock go up?

No one can know that. What the data says: the median 12-month target from 9 analysts implies +224.4% from the last close, and Ticker Nerd's factor model ranks USA Rare Earth, Inc. 9 out of 100 as at 27 Oct 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: $21 to $45 over the next 12 months.

How has USAR stock performed over the past year?

USA Rare Earth, Inc. returned -47.9% over the 12 months to 28 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.

What does USA Rare Earth, Inc. do?

USA Rare Earth, Inc. is a rare earth, critical minerals, and advanced materials company focused on building a domestic supply chain for permanent magnets and related inputs.

What is the latest news on USAR?

The most recent item we track (24/7 Wall Street, 28 Oct 2026): "Critical Metals Drops 7% as European Lithium Deal Sets Up New Share Issuance; United States Antimony and USA Rare Earth Decline 3%, MP Materials Eases". Critical Metals fell 7% as newly issued shares from its European Lithium acquisition prepare to begin trading on Nasdaq. United States Antimony and USA Rare Earth declined 3%, while MP Materials eased.

Company

About USA Rare Earth, Inc.

USA Rare Earth, Inc. is a rare earth, critical minerals, and advanced materials company focused on building a domestic supply chain for permanent magnets and related inputs. The company develops capabilities across mining, processing, metal and alloy production, and magnet manufacturing, with operations centered on its Stillwater, Oklahoma facility and the Round Top deposit in West Texas. Its primary product is sintered NdFeB permanent magnets, which are used in semiconductors, aerospace, defense, mobility, energy, healthcare, robotics, and consumer electronics. USA Rare Earth also works with rare earth elements and heavy rare earths that are essential to high-performance magnetic applications. The company plays a role in supplying materials that support industrial manufacturing and technology-intensive sectors.

CEO Mr. Thrasyvoulos Moraitis · 132 employees · United States · https://www.usare.com