USA Rare Earth, Inc. Class A Common Stock (USAR)

• Market cap: $1.01B
• 1 day: -2.64%
• 5 days: 9.96%
• 1 month: -13.98%
• 3 months: 28.88%
• 6 months: -14.73%
• Year to date: -13.42%
• 1 year: 0.94%
• 5 years: 6.36%
• 10 years: 6.36%
• Sector: Materials
• Industry: Other Industrial Metals & Mining

About: USA Rare Earth Inc is a vertically integrated, domestic rare earth magnet supply chain that supports the state of energy, mobility, and national security in the United States. USARE is developing an NdFeB magnet manufacturing plant in the United States, and establishing domestic rare earth and critical minerals supply, extraction, and processing capabilities to both supply its manufacturing plant and market surplus materials to third parties. Rare earth magnets are critical to various business sectors and industries, including the defense, automotive, aviation, industrial, medical and consumer electronics industries.

Employees: 29

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

88% more funds holding

Funds holding: 8 [Q4 2024] → 15 (+7) [Q1 2025]

0% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 2

4.64% less ownership

Funds ownership: 6.66% [Q4 2024] → 2.02% (-4.64%) [Q1 2025]

30% less capital invested

Capital invested by funds: $19.1M [Q4 2024] → $13.3M (-$5.77M) [Q1 2025]

100% less funds holding in top 10

Funds holding in top 10: 1 [Q4 2024] → 0 (-1) [Q1 2025]

Research analyst outlook

2 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $15 40% upside
• Avg. target: $16 49% upside
• High target: $17 59% upside

2 analyst ratings

• positive: 2 100%
• neutral: 0 0%
• negative: 0 0%

Canaccord Genuity George Gianarikas	59% upside $17	Buy Initiated	13 Jun 2025
Roth Capital Suji Desilva	40% upside $15	Buy Initiated	29 May 2025