USA Rare Earth, Inc.

USARNASDAQMaterialsOther Industrial Metals & Mining

$9.33- (-)1Y −59.96%

As of Oct 23, 2026 close

Market cap: $2.15B
P/E (TTM): -
Forward P/E: -
Dividend yield: -
52-week range: $9.72$32.80
Volume (live): -
Avg. volume (3M): 13.11M

USA Rare Earth, Inc. (USAR) Analyst Forecast

Analyst consensus ratings, 12-month price targets, and expert recommendations for USA Rare Earth, Inc. stock.

Analyst Consensus Rating

Investment consensus from 11 professional research analysts

Consensus Rating

Buy

Based on 11 unique analysts

(13 total ratings in last 90 days)

High Confidence2.7:1 Buy/Sell

Average Price Target

$34.43

+269.02% upside

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Strong Sell

Sell

Hold

Buy

Strong Buy

Latest USAR Analyst Ratings & Recommendations

Recent analyst recommendations with rating changes and price target updates (last 90 days)

Date	Analyst	Firm	Action	Rating	Price Target
Oct 20, 2026	Matt Key	Texas Capital	Initiates	Buy	$28.00
Oct 7, 2026	Madhurima Das	Zacks Equity Research	Initiates Coverage	Sell	-
Sep 25, 2026	Susmita Roy	Zacks Equity Research	Initiates Coverage	Sell	-
Sep 18, 2026	Zacks Equity Research	Zacks Equity Research	Initiates Coverage	Sell	-
Sep 2, 2026	Laurence Alexander	Jefferies	Initiates	Buy	$21.00
Aug 25, 2026	Jeff Grampp	Northland	Maintains	Buy	$45.00
Aug 20, 2026	Suji Desilva	Roth MKM	Maintains	Buy	$30.00
Aug 12, 2026	Subash Chandra	StoneX	Reiterates	Buy	$45.00
Aug 11, 2026	Subash Chandra	StoneX	Reiterates	Buy	$45.00
Aug 11, 2026	George Gianarikas	Canaccord Genuity	Reiterates	Buy	$32.00
Aug 11, 2026	Derek Soderberg	Cantor Fitzgerald	Reiterates	Buy	$40.00
Aug 11, 2026	Neal Dingmann	William Blair	Maintains	Buy	-
Aug 10, 2026	Derek Soderberg	Cantor Fitzgerald	Reiterates	Buy	$40.00

Matt Key

Texas Capital

BuyInitiates

$28.00

Oct 20

Madhurima Das

Zacks Equity Research

SellInitiates Coverage

Oct 7

Susmita Roy

Zacks Equity Research

SellInitiates Coverage

Sep 25

Zacks Equity Research

SellInitiates Coverage

Sep 18

Laurence Alexander

Jefferies

BuyInitiates

$21.00

Sep 2

Jeff Grampp

Northland

BuyMaintains

$45.00

Aug 25

Suji Desilva

Roth MKM

BuyMaintains

$30.00

Aug 20

Subash Chandra

StoneX

BuyReiterates

$45.00

Aug 12

Subash Chandra

StoneX

BuyReiterates

$45.00

Aug 11

George Gianarikas

Canaccord Genuity

BuyReiterates

$32.00

Aug 11

Derek Soderberg

Cantor Fitzgerald

BuyReiterates

$40.00

Aug 11

Neal Dingmann

William Blair

BuyMaintains

Aug 11

Derek Soderberg

Cantor Fitzgerald

BuyReiterates

$40.00

Aug 10

Source: Professional analyst ratings and price targets from the last 90 days. Data as of Oct 20, 2026. Data sources and methodology

Frequently Asked Questions

What is the analyst consensus rating for USAR?

The analyst consensus rating for USAR is Buy, based on the latest ratings from 11 analysts over the last 90 days.

What is the average price target for USAR?

The average 12-month price target for USAR is $34.43, representing an upside of 269.0% from the Oct 23, 2026 close of $9.33.

What do analyst ratings mean?

Analyst ratings indicate investment recommendations: Strong Buy and Buy are bullish signals suggesting the stock may outperform. Hold means the stock is fairly valued. Sell and Strong Sell are bearish signals suggesting potential underperformance. These ratings are based on fundamental analysis and valuation models.

What is a price target?

A price target is an analyst's projection of a stock's fair value over a specific timeframe, typically 12 months. Analysts use fundamental analysis, financial modeling, and industry comparisons to estimate where the stock should trade. Price targets can range from low (conservative) to high (optimistic) estimates.