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The company

USA Rare Earth, Inc.

USAR · Nasdaq

MaterialsRare Earths & Critical MineralsNot moving yetRare-Earth Supply Chain

USAR stood above a rising 150-day average in 25 of the last 52 weekly readings, and has been out of that trend for the last 16 weeks. It is 46.7% below that average now. Rare Earths & Critical Minerals: 0% of its 2 stocks in an uptrend (±0 points in four weeks); Materials: 18% (−7 points in four weeks).

Statistics

Rotation
Not moving yet
Weeks in an uptrend
out for 16
Industry in uptrend
0% 0 in 4 wk
Insider buys, 12 months
$4.3M
Insider sales, 12 months
$1.8M
Officials’ trades on record
0
Institutions holding
369 (+67)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 25 of 52 weeks.

21 Apr – 20 Oct
2%26%50%Apr 26Jun 26Jul 26Sep 26Oct 26

Rare Earths & Critical Minerals: Few of its stocks are in an uptrend and the share has held steady. Materials: Few of its stocks are in an uptrend and the share has been slipping.

Money in and out

1 Nov 2024 – 1 Oct 2026
−$31.6M$0Nov 24May 25Nov 25Apr 26Oct 26

Open-market buys above the line and sales below, in dollars.

Congress and officials

No member of Congress or official has disclosed a trade in it.

Insiders

Buy orders, 12 months2
Sale orders, 12 months2
Buyers · sellers2 · 2
WhoDidSharesTraded
Barbara HumptonFormer Chief Executive Officersold88,391at $13.752 Oct 2026filed 5 Oct 2026
Carolyn TrabucoDirectorsold13,000at $22.778 Jun 2026filed 8 Jun 2026
Michael BlitzerDirectorbought100,000at $21.4429 Jan 2026filed 29 Jan 2026
Carolyn TrabucoDirectorbought1,300at $22.6029 Jan 2026filed 29 Jan 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders369+67 on the quarter
New · exited118 · 49
Reported value$2.8B

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

ManagerSharesChange
BlackRock, Inc.added · filed 7 Aug 202615,560,453$335.8M+1,474,835+10.5%
STATE STREET CORPadded · filed 7 Aug 202613,522,226$291.8M+1,456,478+12.1%
Alyeska Investment Group, L.P.reduced · filed 14 Aug 202611,290,321$243.6M-5,280,456−31.9%
UBS Group AGadded · filed 13 Aug 20268,913,844$192.4M+5,030,029+129.5%
VANGUARD CAPITAL MANAGEMENT LLCreduced · filed 13 Aug 20268,240,608$177.8M-121,388−1.5%
VANGUARD PORTFOLIO MANAGEMENT LLCadded · filed 13 Aug 20265,495,447$118.6M+4,087,930+290.4%
GEODE CAPITAL MANAGEMENT, LLCadded · filed 12 Aug 20264,858,203$104.9M+540,361+12.5%
Bayshore Capital Advisors, LLCreduced · filed 22 Jul 20264,438,785$95.8M-4,304,431−49.2%
RENAISSANCE TECHNOLOGIES LLCadded · filed 13 Aug 20263,951,100$85.3M+2,995,722+313.6%
Hood River Capital Management LLCreduced · filed 14 Aug 20263,688,848$79.6M-554,093−13.1%
31 Mar 2025 – 30 Jun 2026
26191356Mar 25Jun 25Dec 25Mar 26Jun 26

News

No headline names it lately.

Everyone who traded it

Barbara Humpton Company insiderFormer Chief Executive Officer · last 2 Oct 20260 · 1
Thomas Caulfield Company insiderDirector · last 1 Oct 20260 · 0
Thrasyvoulos Moraitis Company insiderChief Executive Officer · last 1 Oct 20260 · 0
Valerie Jacob Company insiderChief Legal Officer · last 1 Oct 20260 · 0
Michael Lawrence Davis Company insiderDirector · last 3 Sep 20260 · 0
Carolyn Trabuco Company insiderDirector · last 19 Aug 20261 · 1
Michael Blitzer Company insiderDirector · last 19 Jul 20261 · 1
Michael F. Senft Company insiderDirector · last 3 Jun 20260 · 0
Otto C. Schwethelm Company insiderDirector · last 3 Jun 20260 · 0
William Robert Steele Jr. Company insiderChief Financial Officer · last 21 May 20260 · 0
Mordechai Zev Gutnick Company insiderDirector · last 20 May 20260 · 0
Paul J. Kern Company insiderDirector · last 20 May 20260 · 0

Same industry

MP MP MaterialsNot moving yet-28%

Distance from each stock’s own 150-day average.

Government contracts

No federal award is tied to it.

From its SEC filings

Profit per saleFY 2025 · to 31 Dec 202511.9%
Return on capital employedFY 2025 · to 31 Dec 2025-9.1%
Cash conversionFY 2024 · to 31 Dec 2024-17.7%
Cash and equivalentsFY 2025 · to 31 Dec 2025$359.9M
Free cash flowFY 2025 · to 31 Dec 2025−$86.3M

Analyst forecasts

No analyst forecasts yet.