USA RARE EARTH INC (USAR) Forecast, Price Target & Analyst Ratings

NASDAQ:USAR • US91733P1075

Current stock price

23.09 USD
-2.32 (-9.13%)
At close:
23.42 USD
+0.33 (+1.43%)
Pre-Market:

Analyst forecast overview

View the latest analyst price targets, stock forecast, EPS estimates, revenue projections, revisions, full estimates, rating distribution and upgrades/downgrades for USA RARE EARTH INC (USAR).

Forecast Snapshot

Consensus Price Target

Price Target
$34.17
+ 47.99% Upside
→ Price target details

Next Earnings Forecast

Earnings Estimate
Release Date
May 15, 2026
Period
Q1 / 2026
EPS Estimate
-$0.07
Revenue Estimate
5.474M
→ Full earnings forecast details

ChartMill Buy Consensus

Rating
83.64%
Weighted Analyst Rating Score
→ Analyst Ratings details

Price Target Details & History

Consensus Price Target and Range

Mean target
$34.17
Upside
+ 47.99%
From current price of $23.09 to mean target of $34.17, Based on 11 analyst forecasts
Low
$25.25
Median
$32.64
High
$47.25

Price Target Revisions

1 Month
-9.46%
3 Months
47.25%

Price Target Summary

11 Wall Street analysts provided a forecast for the next 12 months for USAR. The average price target is 34.17 USD. This implies a price increase of 47.99% is expected in the next year compared to the current price of 23.09.
The average price target has been revised upward by 47.25% in the past 3 months.
→ Find peer stocks trading 30% below analyst price target

Analyst Ratings & History

Current Analyst Ratings

USAR Current Analyst RatingUSAR Current Analyst Buy, Sell and Hold Ratings.Current Analyst Rating Strong Buy Buy Hold Sell Strong Sell 2 4 6

Analyst Ratings History

USAR Historical Analyst RatingsUSAR Historical Analyst Buy, Sell and Hold Ratings and number of analysts.Historical Monthly Analyst Rating -13 -12 -11 -10 -9 -8 -7 -6 -5 -4 -3 -2 -1 0 2 4 6 8 10

Analyst Ratings Consensus

ChartMill Buy Consensus
83.64%
USAR was analyzed by 11 analysts. The buy percentage consensus is at 84. So analysts seem to be very confident about USAR.
In the previous month the buy percentage consensus was at a similar level.
USAR was analyzed by 11 analysts, which should be a sufficient number of analysts to have a meaningful average consensus rating.
→ Find peer stocks with a buy consensus above 85%

Recent Upgrades & Downgrades

DateFirmActionFrom → To
2026-04-21Canaccord GenuityMaintains Buy -> Buy
2026-04-20WedbushInitiate Outperform
2026-03-31Canaccord GenuityMaintains Buy -> Buy
2026-01-30Cantor FitzgeraldMaintains Overweight -> Overweight
2026-01-27Roth CapitalMaintains Buy -> Buy
2026-01-27Canaccord GenuityMaintains Buy -> Buy
2025-11-07Canaccord GenuityMaintains Buy -> Buy
2025-10-20William BlairInitiate Outperform
2025-09-30Canaccord GenuityMaintains Buy -> Buy
2025-08-01Cantor FitzgeraldInitiate Overweight
2025-06-13Canaccord GenuityInitiate Buy
2025-05-29Roth CapitalInitiate Buy

Next Earnings Forecast Details

Next Earnings Details

Release Date
May 15, 2026
Period
Q1 / 2026
EPS Estimate
-$0.07
Revenue Estimate
5.474M
Revenue Q2Q
N/A
EPS Q2Q
-111.72%
Number of Analysts
7

Next Earnings Revisions

Revenue (1 Month)
N/A
Revenue (3 Months)
N/A
EPS (1 Month)
0.00%
EPS (3 Months)
-94.74%

Next Earnings Summary

USAR is expected to report earnings on 5/15/2026. The consensus EPS estimate for the next earnings is -0.07 USD and the consensus revenue estimate is 5.47M USD.
→ Find peers expecting at least 20% revenue growth next quarter

Full Analyst Estimates 2026 - 2030

Yearly Earnings Per Share (EPS), Revenue, EBIT, EBITDA and Operating Margin Analyst Estimates

2022 2023 2024 2025 2026 2027 2028 2029 2030
Revenue
YoY % growth
USAR revenue by date.USAR revenue by date.
N/AN/AN/A
438.03%		N/A
189.31%		N/A
96.98%		N/A
41.19%
EBITDA
YoY % growth
USAR ebitda by date.USAR ebitda by date.
210K-24.485M
-11,759.52%		-15.35M
37.31%		N/A
-163.75%		N/A
14.65%		N/A
235.79%		N/A
191.07%		N/A
445.52%		N/A
57.58%
EBIT
YoY % growth
USAR ebit by date.USAR ebit by date.
-24.793M-15.585M
37.14%		N/A
-257.62%		N/A
-16.07%		N/A
89.03%		N/A
1,329.25%		N/A
403.30%		N/A
102.05%
Operating Margin
USAR operating margin by date.USAR operating margin by date.
N/AN/AN/AN/AN/AN/AN/AN/AN/A
EPS
YoY % growth
USAR eps by date.USAR eps by date.
N/AN/AN/A-0.23N/A
-9.82%		N/A
-391.79%		N/A
69.08%		N/A
191.89%		N/A
447.06%

All data in USD

Quarterly Earnings Per Share (EPS), Revenue, EBIT and EBITDA Analyst Estimates

Q1 / 26 Q2 / 26 Q3 / 26 Q4 / 26 Q1 / 27 Q2 / 27 Q3 / 27 Q4 / 27
EPS
Q2Q % growth		-0.07
-111.72%		-0.05
32.00%		-0.05
78.24%		-0.08
82.14%		-0.06
10.00%		-0.13
-143.77%		-0.22
-312.53%		-0.29
-236.01%
Revenue
Q2Q % growth		5.474M7.976M15.361M27.74M
1,588.37%		58.834M
974.79%		67.167M
742.11%		102.01M
564.08%		116.56M
320.19%
EBITDA
Q2Q % growth		-15.3M
-76.17%		-8.073M
6.87%		-8.696M
44.32%		-9.206M
-38.85%		11.261M
173.60%		11.424M
241.50%		11.587M
233.25%		11.587M
225.87%
EBIT
Q2Q % growth		-20.021M
-129.65%		-19.069M
-116.60%		-20.359M
-28.36%		-22.055M
5.16%		-18.256M
8.81%		-16.945M
11.14%		-15.272M
24.98%		-21.344M
3.23%

All data in USD

Yearly Earnings Per Share (EPS) and Revenue Trends vs Historical Data

USAR Yearly Revenue VS EstimatesUSAR Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2026 2027 2028 2029 2030 500M 1B 1.5B 2B
USAR Yearly EPS VS EstimatesUSAR Yearly EPS VS EstimatesYearly EPS VS Estimates 2025 2026 2027 2028 2029 2030 0 1 -1 -2

Long Term Forward Growth Forecast Summary

Long Term EPS Growth (CAGR)

EPS Next 3 Year
-18.64%
EPS Next 5 Year
59.72%

Long Term Revenue Growth (CAGR)

Revenue Next 3 Year
N/A
Revenue Next 5 Year
N/A

Long Term EBIT Growth (CAGR)

EBIT Next 3 Year
71.12%
EBIT Next 5 Year
118.50%
→ Find peers expecting at least 20% CAGR revenue growth over the next 3 years

USA RARE EARTH INC / USAR Forecast FAQ

Can you provide the average price target for USA RARE EARTH INC stock?

11 analysts have analysed USAR and the average price target is 34.17 USD. This implies a price increase of 47.99% is expected in the next year compared to the current price of 23.09.

When does USA RARE EARTH INC (USAR) report earnings?

USA RARE EARTH INC (USAR) will report earnings on 2026-05-15.

What are the consensus estimates for USA RARE EARTH INC (USAR) next earnings?

The consensus EPS estimate for the next earnings of USA RARE EARTH INC (USAR) is -0.07 USD and the consensus revenue estimate is 5.47M USD.

How many analysts have analysed USA RARE EARTH INC (USAR)?

The number of analysts covering USA RARE EARTH INC (USAR) is 11.