USA Rare Earth, Inc.
USAR
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Bull / bear case
Site-generated summary from fundamentals, news, and score — not investment advice. As of 2026-10-08.
- The rare earth industry is poised for growth as demand for electric vehicles and renewable energy technologies increases, positioning USA Rare Earth, Inc. to capitalize on this trend.
- Revenue increased by 2% compared to the prior quarter, reaching $5.8 million.
- The company's market cap stands at approximately $5.15 billion.
- The company's operating margin has significantly compressed to -791.5%, indicating severe operational challenges.
- Gross margin has deteriorated to -27.2%, down from 1.9% in the previous quarter.
- The overall score indicates a 'Strong Sell' with a score of -24.00, reflecting negative market sentiment.
Fundamentals
| Market cap | $4.74B | Enterprise value | $1.57B | Trailing P/E | — | Forward P/E | 421.00 |
| PEG | — | Price / book | 1.47 | Beta | 2.68 | Dividend yield | 0.00% |
| Revenue growth | — | Earnings growth | — | Gross margin | -9.7% | Operating margin | -8.0% |
| Profit margin | 0.0% | ROE | -23.6% | ROA | -4.4% | Debt / equity | 0.00 |
| Current ratio | 32.79 | Free cash flow | -$283.96M | Analyst recommendation | strong_buy | Mean target | $35.56 |
| 52w high | $43.98 | 52w low | $11.45 |
Quarterly
| 2026-Q2 | 2026-Q1 | 2025-Q4 | 2025-Q3 | 2025-Q2 | 2025-Q1 | |
|---|---|---|---|---|---|---|
| Revenue | $5.8M | $5.7M | $1.6M | $0.0M | $0.0M | — |
| Op margin | -791.5% | -640.0% | -1589.8% | — | — | — |
| Net income | -$10.3M | -$67.0M | -$50.2M | -$157M | -$143M | — |
| Gross margin | -27.2% | 1.9% | — | — | — | — |
| Gross profit | -$1.6M | $0.1M | — | — | $0.0M | $0.0M |
| Operating income | -$46.1M | -$36.5M | -$26.1M | -$15.9M | -$8.8M | — |
- Revenue +2% vs prior quarter ($5.8M vs $5.7M).
- Gross margin -27.2% (was 1.9% prior quarter).
- Operating margin compressed to -791.5%.
Yearly (6y)
| 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
| Revenue | $1.6M | $0.0M | $0.0M | $0.0M |
| Op margin | -3621.6% | — | — | — |
| Net income | -$298M | -$15.7M | -$7.4M | -$23.8M |
| Gross margin | 11.9% | — | — | — |
| Gross profit | $0.2M | $0.0M | -$0.3M | -$0.2M |
| Operating income | -$59.5M | -$15.6M | -$24.8M | -$24.3M |
No flags
• No distress or material-risk keywords in recent headlines (keyword scan only — not a guarantee).
News
2026-10-08 · Washington Is Writing Billion-Dollar Checks for Tungsten
2026-10-08 · Unveiling October 2026s Premier Rare Earth Stocks
2026-10-07 · Is MP Stock a Buy, Hold or Sell After Its 31.2% One-Year Decline?
2026-10-07 · What Is Drawing Fresh Attention To USA Rare Earth (USAR)?
2026-10-06 · USA Rare Earth Insider Sold Shares Worth $1,215,376, According to a Recent SEC Filing
2026-10-01 · I'm Not Buying USA Rare Earth Yet. Here's the 1 Thing I'm Waiting to See.
2026-10-01 · USA Rare Earth Completes CEO Transition
2026-10-01 · Critical Metals And 2 Top Rare Earth Stocks To Watch
2026-09-29 · Texas Emerges as a Hub for America's Rare Earth Supply Chain
2026-09-28 · MP Materials Just Sank 21% in a Month. Is It Time to Sell, or Is This a Prime Buying Opportunity?
Price (daily)
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