Q3 EPS Estimates for USA Rare Earth Lifted by Roth Capital

USA Rare Earth Inc. (NASDAQ:USAR) – Equities researchers at Roth Capital raised their Q3 2025 earnings estimates for USA Rare Earth in a report released on Monday, August 11th. Roth Capital analyst S. Desilva now expects that the company will post earnings per share of ($0.10) for the quarter, up from their previous forecast of ($0.14). Roth Capital has a “Buy” rating on the stock. Roth Capital also issued estimates for USA Rare Earth’s Q4 2025 earnings at ($0.10) EPS, FY2025 earnings at ($0.47) EPS, Q1 2026 earnings at ($0.09) EPS, Q2 2026 earnings at ($0.09) EPS, Q3 2026 earnings at ($0.08) EPS, Q4 2026 earnings at ($0.06) EPS, FY2026 earnings at ($0.32) EPS and FY2027 earnings at ($0.14) EPS.

Several other equities analysts have also recently commented on the company. Wall Street Zen cut USA Rare Earth from a “hold” rating to a “sell” rating in a research note on Saturday. Cantor Fitzgerald assumed coverage on USA Rare Earth in a research note on Friday, August 1st. They set an “overweight” rating and a $16.00 target price for the company. Finally, Canaccord Genuity Group assumed coverage on USA Rare Earth in a research note on Friday, June 13th. They set a “buy” rating and a $17.00 target price for the company.

USA Rare Earth Price Performance

USA Rare Earth stock opened at $17.19 on Thursday. The firm’s 50 day simple moving average is $12.99. USA Rare Earth has a 52 week low of $5.56 and a 52 week high of $20.00.

USA Rare Earth (NASDAQ:USAR) last released its earnings results on Monday, August 11th. The company reported ($0.08) EPS for the quarter, beating the consensus estimate of ($0.13) by $0.05.

Insider Transactions at USA Rare Earth

In related news, Director Michael Blitzer sold 2,091,849 shares of the firm’s stock in a transaction on Wednesday, August 13th. The stock was sold at an average price of $15.75, for a total transaction of $32,946,621.75. The sale was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. 46.60% of the stock is owned by company insiders.

Hedge Funds Weigh In On USA Rare Earth

Several large investors have recently added to or reduced their stakes in USAR. Newtyn Management LLC bought a new position in USA Rare Earth during the first quarter worth $4,114,000. Geode Capital Management LLC lifted its stake in USA Rare Earth by 2,437.5% during the second quarter. Geode Capital Management LLC now owns 653,290 shares of the company’s stock worth $7,160,000 after purchasing an additional 627,545 shares during the last quarter. Bank of America Corp DE lifted its stake in USA Rare Earth by 465.7% during the second quarter. Bank of America Corp DE now owns 242,726 shares of the company’s stock worth $2,659,000 after purchasing an additional 199,819 shares during the last quarter. Pier 88 Investment Partners LLC bought a new position in USA Rare Earth during the second quarter worth $588,000. Finally, Lighthouse Investment Partners LLC bought a new position in USA Rare Earth during the second quarter worth $329,000.

USA Rare Earth Company Profile

USA Rare Earth, Inc is domestic supplier of rare earth magnets and heavy rare earth elements. It is developing a vertically integrated, domestic supply chain for rare earth element magnet production, with a facility in Stillwater, Oklahoma, and mining rights to the Round Top heavy rare earth and critical minerals deposit in West Texas.