USAR
USA Rare Earth, Inc. · Basic Materials · Other Industrial Metals & Mining
$10.56
+2.28% today · -16.43% 1W
Oct 15 close or latest
ReadoutWhy it's moving
Moving with its group (XLB +1.7%)
- USAR +2.28% on the last session vs SPY −0.09%: +2.4 pts of stock-specific move.
- News: Wholesale inflation data and fuel costs shift focus to rare earth supply challenges, per Yahoo Finance. (finance.yahoo.com)
- The materials ETF (XLB) +1.7% (+1.8 pts vs SPY): the stock moved with its group.
- Aftermath, big drop (Oct 14): After its 56 big drops in the past 5 years, USAR was higher a day later 23 times out of 56; half the outcomes fell between -3.8% and +2.2%. History, not a forecast.
- 14 Reddit mentions in the past 24 hours, 75% positive over the week · today's pace is 1.5× its recent daily average.
- 1 insider or congressional trade in the past 30 days, including 1 insider sale not under a 10b5-1 plan.
- Market backdrop (Today): Core PPI m/m 1.3% vs 0.3% expected (hotter); Core Retail Sales m/m 0.9% vs 0.6% expected (stronger); S&P futures -0.08%, 10-year yield -3bp in the 30 minutes after.
- Activity: volume on pace for 2.9× its 20-day average.
Assembled from Wallsti's own signals and the session's headlines and filings read by AI (Claude); it can misread, so the sources are linked.
Meta Analyst score Buy 9.7/10 (+1.04 raw)
Every firm's latest rating in the past year, each weighted by its age (a 3-month-old call counts half as much as today's), blended with the consensus of 9 analysts (+1.11, counted like 1.5 fresh ratings). 7 firms, 3 with a call in the past 3 months.
| Firm | Latest rating | Date | Weight |
|---|---|---|---|
| Jefferies | Buy | Sep 2, 2026 | 17% |
| Needham | Buy | Jul 22, 2026 | 12% |
| Roth Capital | Buy | Jul 21, 2026 | 12% |
| Cantor Fitzgerald | Overweight | May 14, 2026 | 7% |
| Wedbush | Outperform | May 14, 2026 | 7% |
| Canaccord Genuity | Buy | Apr 21, 2026 | 6% |
| William Blair | Outperform | Oct 20, 2025 | 1% |
Buy is what the ratings average to, +1.04 on a scale from −2 (strong sell) to +2 (strong buy). 9.7/10 means better than 97% of S&P 500 stocks (503 scored, Oct 11, 2026): analysts rarely say sell, so most stocks land between +0.4 and +0.8, and the 0–10 shows where this one sits among them.
Mean target
$35.56
+236.9% upside
Median target
$35.00
+231.6% upside
Target range
21.00–45.00
low to high
Analysts
9
as of Oct 15
Price vs. targets
Low $21
Mean $36
High $45
Now $10.56
Consensus
Strong buy 1Buy 8Hold 0Sell 0Strong sell 0
Rating and target changes
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| Sep 2, 2026 | Jefferies | Initiated | Buy | $21.00 |
| Jul 22, 2026 | Needham | Lowered target | Buy | $39.00 → $33.00 |
| Jul 21, 2026 | Roth Capital | Lowered target | Buy | $40.00 → $30.00 |
| Jun 1, 2026 | Needham | Initiated | Buy | $39.00 |
| May 14, 2026 | Cantor Fitzgerald | Raised target | Overweight | $30.00 → $35.00 |
| May 14, 2026 | Wedbush | Reiterated | Outperform | $35.00 |
| May 12, 2026 | Wedbush | Raised target | Outperform | $29.00 → $35.00 |
| Apr 21, 2026 | Canaccord Genuity | Raised target | Buy | $29.00 → $32.00 |
| Apr 20, 2026 | Wedbush | Initiated | Outperform | $29.00 |
| Mar 31, 2026 | Canaccord Genuity | Lowered target | Buy | $33.00 → $29.00 |
| Jan 30, 2026 | Cantor Fitzgerald | Raised target | Overweight | $28.00 → $35.00 |
| Jan 27, 2026 | Canaccord Genuity | Raised target | Buy | $23.00 → $33.00 |
| Jan 27, 2026 | Roth Capital | Raised target | Buy | $25.00 → $35.00 |
| Nov 7, 2025 | Canaccord Genuity | Raised target | Buy | $22.00 → $23.00 |
| Oct 20, 2025 | William Blair | Initiated | Outperform | — |
| Sep 30, 2025 | Canaccord Genuity | Raised target | Buy | $21.00 → $22.00 |
Source: Yahoo Finance analyst data, collected daily.