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USA Rare Earth, Inc. (USAR)

Basic Materials
$13.85
LAST CLOSE · OCT 1

USA Rare Earth, Inc. (USAR) is a Basic Materials stock tracked by StreetAlpha. It last closed at $13.85 on Oct 1. USAR reports earnings on Thu, Nov 5, 2026. The average 12-month price target from 3 analysts is $28.00 (+102.2% from the last close), with a high of $33.00 and a low of $21.00. Analyst consensus is Strong Buy, based on the latest ratings from 3 firms (3 buy, 0 hold, 0 sell). Over the past 90 days StreetAlpha recorded 6 whale options trades in USAR, 17% of them bullish and 83% bearish. In the past 30 days there were 3 dark pool prints totaling $2.4M, the largest $1.5M.

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Next report
Nov 5
2026 · Time not announced
Consensus EPS forecast
-$0.19
$13.1M revenue est.
Year-ago EPS
—
Not on file
Options-implied move
—
Posted about a week before
Analyst consensus
Strong Buy
Based on 3 analyst ratings (90 days)
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Analyst Ratings & Price Targets

Analyst Ratings →
Consensus · 90 days
Strong Buy
3firms
3 Buy0 Hold0 Sell
Each firm's latest rating on USAR in the past 90 days
Average 12-month target
$28.00
▲ 102.2% upside

Based on 3 analysts who set a price target on USAR in the past 90 days. The average target is $28.00, with a high of $33.00 and a low of $21.00, compared with the last close of $13.85.

$11$19$27$35PAST 91 TRADING DAYS12-MONTH TARGETSHIGH $33AVG $28LOW $21May 22LAST CLOSE+12 MO$11$19$27$35PAST 91 DAYSTARGETSHIGH $33AVG $28LOW $21May 22LAST CLOSE+12 MO
Highest target$33.00
Average target$28.00
Lowest target$21.00
Latest rating changes
JefferiesInitiated
Sep 2Buy$21
NeedhamTarget lowered
Jul 22Buy$39 → $33
Roth CapitalMaintained
Jul 21Buy$30
NeedhamInitiated
Jun 1Buy$39
WedbushInitiated
Apr 20Buy$29
DateFirmActionRatingPrice target
Sep 2JefferiesInitiatedBuy$21
Jul 22NeedhamTarget loweredBuy$39 → $33
Jul 21Roth CapitalMaintainedBuy$30
Jun 1NeedhamInitiatedBuy$39
Apr 20WedbushInitiatedBuy$29
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Whale Options Flow

90D
Total alerts
6
Bullish
1
17%
Bearish
5
83%
Date span
Jul 20 – Sep 24
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Dark Pool

30D
Prints
3
Notional
$2.4M
Largest print
$1.5M
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AI Auto Pilots

Paper trading

StreetAlpha runs four autonomous AI traders powered by Anthropic's Claude. Each one reads options flow, dark pool prints, insider filings, sentiment, macro signals and technicals, then makes its own trading decisions in a paper portfolio. Every decision is logged and every trade is tracked, so you can see whether USAR is in one of them and how their past USAR trades turned out.

USAR in the AI portfolios
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For informational purposes only. Not financial advice. Options flow and dark pool data are delayed and may be incomplete.