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USA Rare Earth Inc (USAR)

USD18.13 +0.92 (+5.35%)
US NASDAQ Basic Materials Industrial Materials
Address 167 Madison Avenue, Suite 205-1017 10016
New York City, NY, US
CEO Barbara W. Humpton
Website usare.com
IPO 2025-03-14
CIK 1970622 ISIN US91733P1075

Explore sections of this company profile

Also trades on NASDAQ Global Market · IPXX (USD) NASDAQ Global Market · IPXXU (USD) NASDAQ Global Market · USAR (USD) NASDAQ Global Market · USARW (USD)
Description

USA Rare Earth Inc. specializes in the production of magnets. The company is actively developing an integrated facility that will manage the entire lifecycle of NdFeB magnet creation, from mineral sourcing and extraction to processing and final manufacturing. Within the United States, USA Rare Earth supplies its magnet products to a diverse range of sectors, including defense, automotive, aerospace, general industrial applications, healthcare, and consumer electronics.

News Sentiment (7d)
37 Negative

Based on only 2 articles — low confidence

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD18.13 +0.92 (+5.35%)
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Volume Profile
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Liquidity & share structure
Average Volume
17M
Beta
2.48
Float Shares
68.52M
Free Float %
70.9%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-2.85% -6.24% +52.17% +31.70% +72.05% +114.71% +188.70% +153.72% +153.72% +153.72% +153.72%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (4 ratings, all time) Buy
Price Targets & DCF
Current price
18.13
Low 30.00 +65.5%
Consensus 35.40 +95.3%
Median 35.00 +93.1%
High 45.00 +148.2%
DCF (Unlevered) 3.78 -79.2%
DCF (Levered) 3.58 -80.3%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 100% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 7 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month 5
34.20
+88.6%
Last Quarter 6
32.67
+80.2%
Last Year 11
32.82
+81.0%
All Time 11
32.82
+81.0%
Quality scores
Altman Z-Score
6.55
Safe zone
Piotroski F-Score
4 / 9
Average
MOAT Score
0 / 10
No MOAT
Composite Rating
C
Overall Score
2 / 5
Medium
DCF Score
3 / 5
Medium
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
3 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
2 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Industrial Materials: +4.8%
    Q1'26: -98.2% (vs Q1'25)
  • EPS growth Industrial Materials: +16.2%
    -948.7% Q1'26: -100.0% (vs Q1'25)
  • FCF margin FCF growth · Industrial Materials: +3.3%
    -18,677.0% Q1'26: -326.4% (vs Q1'25)
  • EBIT margin Industrial Materials: +3.1%
    -18,170.7% Q1'26: +0.0% (vs Q1'25)
  • ROIC Industrial Materials: +2.2%
    -204.1% Q1'26: +0.0% (vs Q1'25)
  • Share dilution Industrial Materials: -0.2%
    +339.1% Q1'26: -100.0% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Industrial Materials: 0.52×
    -0.04× Q1'26: 0.00× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (2.42) × ERP
WACC = 100% × Ke + 0% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 3.78 Current price: 18.13
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2024
actual
Dec 2025
actual
Dec 2026
2 Rev. Ana.
1 EPS Ana.
Dec 2027
3 Rev. Ana.
1 EPS Ana.
Dec 2028
4 Rev. Ana.
3 EPS Ana.
Dec 2029
3 Rev. Ana.
1 EPS Ana.
Dec 2030
3 Rev. Ana.
1 EPS Ana.
Revenue
1.64M
est: 1.64M (+0.0%)
71.36M
70.13M – 72.58M
+4,243.1% YoY
497.16M
463.19M – 531.13M
+596.7% YoY
1.22B
836.00M – 1.59B
+145.6% YoY
2.35B
1.61B – 3.05B
+92.4% YoY
3.24B
2.22B – 4.20B
+37.8% YoY
EBITDA
871.08M
-296.96M
est: 821.5K (-36,248.4%)
35.68M
35.07M – 36.29M
+4,243.1% YoY
248.58M
231.60M – 265.56M
+596.7% YoY
610.62M
418.00M – 793.08M
+145.6% YoY
1.17B
804.04M – 1.53B
+92.4% YoY
1.62B
1.11B – 2.10B
+37.8% YoY
EBIT
-4.08M
-298.55M
est: 821.5K (-36,441.4%)
35.68M
35.07M – 36.29M
+4,243.1% YoY
248.58M
231.60M – 265.56M
+596.7% YoY
610.62M
418.00M – 793.08M
+145.6% YoY
1.17B
804.04M – 1.53B
+92.4% YoY
1.62B
1.11B – 2.10B
+37.8% YoY
Net Income
7.90M
est: -44.41M (+117.8%)
-297.56M
est: -200.71M (-48.3%)
-40.52M
-65.57M – -15.46M
+79.8% YoY
-51.19M
-71.86M – -30.53M
-26.4% YoY
-19.48M
-37.68M – 27.62M
+61.9% YoY
206.82M
122.01M – 287.16M
+1,161.6% YoY
373.46M
220.31M – 518.53M
+80.6% YoY
SGA
86.09M
43.14M
est: 12.02M (+259.0%)
521.87M
512.89M – 530.84M
+4,243.1% YoY
3.64B
3.39B – 3.88B
+596.7% YoY
8.93B
6.11B – 11.60B
+145.6% YoY
17.18B
11.76B – 22.31B
+92.4% YoY
23.67B
16.20B – 30.74B
+37.8% YoY
EPS
0.39
est: -1.72 (+122.7%)
-3.31
est: -2.07 (-59.9%)
-0.41
-0.67 – -0.16
+80.0% YoY
-0.53
-0.73 – -0.31
-27.7% YoY
-0.02
-0.38 – 0.28
+95.7% YoY
2.11
1.24 – 2.93
+9,477.8% YoY
3.81
2.25 – 5.29
+80.6% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-05-12 Wedbush Outperform Outperform Maintain
2026-04-21 Canaccord Genuity Buy Buy Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-12 C 2/5 3/5 1/5 1/5 3/5 1/5 2/5
2026-05-11 C 2/5 3/5 1/5 1/5 3/5 1/5 2/5
2026-05-08 C 2/5 3/5 1/5 1/5 2/5 1/5 2/5
2026-05-07 C 2/5 3/5 1/5 1/5 2/5 1/5 2/5
2026-05-06 C 2/5 3/5 1/5 1/5 2/5 1/5 2/5
2026-05-05 C 2/5 3/5 1/5 1/5 2/5 1/5 2/5
2026-05-04 C 2/5 3/5 1/5 1/5 2/5 1/5 2/5
2026-05-01 C 2/5 3/5 1/5 1/5 2/5 1/5 2/5
2026-04-30 C 2/5 3/5 1/5 1/5 2/5 1/5 2/5
2026-04-29 C 2/5 3/5 1/5 1/5 2/5 1/5 2/5
2026-04-28 C 2/5 3/5 1/5 1/5 2/5 1/5 2/5
2026-04-27 C 2/5 3/5 1/5 1/5 2/5 1/5 2/5
2026-04-24 C 2/5 3/5 1/5 1/5 2/5 1/5 2/5
2026-04-23 C 2/5 4/5 1/5 1/5 1/5 1/5 2/5
2026-04-22 C 2/5 4/5 1/5 1/5 1/5 1/5 2/5
2026-04-21 C 2/5 4/5 1/5 1/5 1/5 1/5 2/5
2026-04-20 C 2/5 4/5 1/5 1/5 1/5 1/5 2/5
2026-04-17 C 2/5 4/5 1/5 1/5 1/5 1/5 2/5
2026-04-16 C 2/5 4/5 1/5 1/5 1/5 1/5 2/5
2026-04-15 C 2/5 4/5 1/5 1/5 1/5 1/5 2/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
194.60M
OE per share TTM
1.86
Owner's Yield
5.14%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
326.0%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
117
Total invested
287.48M
Insider transactions (90d)
0
Beneficial owners (>5%)
0
Beneficial owners (>5%)

No beneficial ownership filings recorded.

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
117
-133 vs prev Q
New positions
48
Closed positions
164
Increased
85
Reduced
12
Put/Call ratio
0.00
Calls held
2.0K
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 INFLECTION POINT HOLDINGS II LLC 3.13M +3.1M (+100.0%) 37.19B +37.2B (+100.0%) 3.05% +3.046 pp 100.00% +100.000 pp USD11.90 +0.0% 1 qtrs NEW
2 BAYSHORE CAPITAL ADVISORS, LLC 8.60M +8.6M (+100.0%) 102.38M +102.4M (+100.0%) 8.39% +8.386 pp 51.13% +51.126 pp USD11.90 +0.0% 1 qtrs NEW
3 ALYESKA INVESTMENT GROUP, L.P. 7.80M -5.0M (-39.1%) 92.79M -126.2M (-57.6%) 7.60% -6.196 pp 0.26% -0.401 pp USD12.86 -7.5% 3 qtrs
4 BLACKROCK, INC. 6.39M +5.3M (+508.1%) 75.99M +57.9M (+321.0%) 6.22% +5.093 pp 0.00% +0.001 pp USD11.90 +0.0% 3 qtrs
5 VANGUARD GROUP INC 6.04M +5.1M (+533.3%) 71.83M +55.4M (+338.4%) 5.88% +4.857 pp 0.00% +0.001 pp USD11.84 +0.5% 3 qtrs
6 STATE STREET CORP 5.03M +2.2M (+78.4%) 59.89M +11.4M (+23.5%) 4.91% +1.865 pp 0.00% +0.000 pp USD14.57 -18.3% 3 qtrs
7 SUSQUEHANNA INTERNATIONAL GROUP, LLP 2.39M +357.3K (+17.5%) 28.50M -6.5M (-18.6%) 2.33% +0.138 pp 0.00% -0.001 pp USD14.69 -19.0% 3 qtrs
8 GEODE CAPITAL MANAGEMENT, LLC 2.17M +1.5M (+213.1%) 25.83M +13.9M (+116.7%) 2.12% +1.368 pp 0.00% +0.001 pp USD11.65 +2.1% 4 qtrs
9 BANK OF AMERICA CORP /DE/ 1.60M +1.3M (+361.0%) 19.04M +13.1M (+219.1%) 1.56% +1.186 pp 0.00% +0.001 pp USD11.97 -0.6% 4 qtrs
10 UBS GROUP AG 1.28M +124.2K (+10.8%) 15.22M -4.6M (-23.3%) 1.25% +0.002 pp 0.00% -0.001 pp USD15.98 -25.5% 4 qtrs
11 JUMP FINANCIAL, LLC 1.27M +1.3M (+8,662.7%) 15.16M +14.9M (+5,966.1%) 1.24% +1.226 pp 0.19% +0.183 pp USD11.96 -0.5% 2 qtrs
12 MORGAN STANLEY 1.25M +869.8K (+226.6%) 14.92M +8.3M (+126.1%) 1.22% +0.808 pp 0.00% +0.001 pp USD13.18 -9.7% 4 qtrs
13 ALTFEST L J & CO INC 1.21M +425.4K (+53.9%) 14.44M +890.9K (+6.6%) 1.18% +0.333 pp 1.58% +0.069 pp USD15.34 -22.4% 2 qtrs
14 RENAISSANCE TECHNOLOGIES LLC 1.11M +161.6K (+17.0%) 13.24M -3.1M (-19.0%) 1.08% +0.059 pp 0.02% -0.001 pp USD16.42 -27.5% 2 qtrs
15 PEAK6 LLC 1.01M +546.7K (+118.9%) 11.98M +4.1M (+51.5%) 0.98% +0.486 pp 0.02% +0.011 pp USD11.75 +1.3% 3 qtrs
16 ALLIANCEBERNSTEIN L.P. 1.00M +1.0M (+100.0%) 11.92M +11.9M (+100.0%) 0.98% +0.977 pp 0.00% +0.004 pp USD11.90 +0.0% 1 qtrs NEW
17 GOLDMAN SACHS GROUP INC 913.2K +881.6K (+2,787.2%) 10.87M +10.3M (+1,898.7%) 0.89% +0.856 pp 0.00% +0.001 pp USD12.08 -1.5% 2 qtrs
18 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 788.0K +440.6K (+126.8%) 9.38M +3.4M (+57.0%) 0.77% +0.394 pp 0.00% +0.001 pp USD11.73 +1.4% 3 qtrs
19 JANE STREET GROUP, LLC 785.7K +251.7K (+47.1%) 9.35M +170.4K (+1.9%) 0.77% +0.190 pp 0.00% +0.000 pp USD13.82 -13.9% 3 qtrs
20 SOVRAN ADVISORS, LLC 489.7K +266.8K (+119.7%) 8.22M +3.8M (+87.4%) 0.48% +0.237 pp 0.70% +0.311 pp USD14.31 -16.8% 2 qtrs
21 NORTHERN TRUST CORP 654.4K +533.8K (+442.6%) 7.79M +5.7M (+275.6%) 0.64% +0.508 pp 0.00% +0.001 pp USD11.87 +0.3% 3 qtrs
22 CITADEL ADVISORS LLC 568.8K +23.6K (+4.3%) 6.77M -2.6M (-27.8%) 0.55% -0.033 pp 0.00% 0.000 pp USD16.78 -29.1% 3 qtrs
23 SENDER CO & PARTNERS, INC. 567.1K +518.8K (+1,072.8%) 6.75M +5.9M (+711.9%) 0.55% +0.501 pp 3.15% +3.056 pp USD12.35 -3.6% 2 qtrs
24 CITIGROUP INC 400.0K +400.0K (+100.0%) 4.76M +4.8M (+100.0%) 0.39% +0.390 pp 0.00% +0.002 pp USD11.90 +0.0% 1 qtrs NEW
25 HITE HEDGE ASSET MANAGEMENT LLC 368.9K +137.8K (+59.6%) 4.39M +417.9K (+10.5%) 0.36% +0.111 pp 0.28% +0.065 pp USD15.21 -21.8% 2 qtrs
26 TORONTO DOMINION BANK 362.4K +362.4K (+100.0%) 4.31M +4.3M (+100.0%) 0.35% +0.353 pp 0.01% +0.006 pp USD11.90 +0.0% 1 qtrs NEW
27 HOHIMER WEALTH MANAGEMENT, LLC 322.3K +322.3K (+100.0%) 3.84M +3.8M (+100.0%) 0.31% +0.314 pp 0.52% +0.516 pp USD11.90 +0.0% 1 qtrs NEW
28 WALLEYE TRADING LLC 294.9K +229.9K (+353.7%) 3.51M +2.4M (+214.1%) 0.29% +0.217 pp 0.01% +0.003 pp USD13.07 -9.0% 2 qtrs
29 BRIDGEWATER ASSOCIATES, LP 273.0K +273.0K (+100.0%) 3.25M +3.2M (+100.0%) 0.27% +0.266 pp 0.01% +0.012 pp USD11.90 +0.0% 1 qtrs NEW
30 BANK OF NEW YORK MELLON CORP 268.7K +256.2K (+2,047.4%) 3.20M +3.0M (+1,386.6%) 0.26% +0.248 pp 0.00% +0.001 pp USD12.15 -2.1% 2 qtrs
31 QUADRATURE CAPITAL LTD 264.6K +229.9K (+663.7%) 3.15M +2.6M (+428.7%) 0.26% +0.221 pp 0.03% +0.025 pp USD12.59 -5.5% 2 qtrs
32 TEXAS YALE CAPITAL CORP. 241.8K +241.8K (+100.0%) 2.88M +2.9M (+100.0%) 0.24% +0.236 pp 0.09% +0.087 pp USD11.90 +0.0% 1 qtrs NEW
33 WELLS FARGO & COMPANY/MN 236.3K +202.1K (+590.8%) 2.81M +2.2M (+378.2%) 0.23% +0.194 pp 0.00% +0.000 pp USD12.49 -4.7% 4 qtrs
34 AMERIPRISE FINANCIAL INC 208.8K +208.8K (+100.0%) 2.49M +2.5M (+100.0%) 0.20% +0.204 pp 0.00% +0.001 pp USD11.90 +0.0% 1 qtrs NEW
35 D. E. SHAW & CO., INC. 205.4K +205.4K (+100.0%) 2.44M +2.4M (+100.0%) 0.20% +0.200 pp 0.00% +0.001 pp USD11.90 +0.0% 1 qtrs NEW
36 TUDOR INVESTMENT CORP ET AL 202.2K +202.2K (+100.0%) 2.41M +2.4M (+100.0%) 0.20% +0.197 pp 0.00% +0.005 pp USD11.90 +0.0% 1 qtrs NEW
37 NUVEEN, LLC 201.8K +201.8K (+100.0%) 2.40M +2.4M (+100.0%) 0.20% +0.197 pp 0.00% +0.001 pp USD11.90 +0.0% 1 qtrs NEW
38 EXODUSPOINT CAPITAL MANAGEMENT, LP 200.4K +200.4K (+100.0%) 2.38M +2.4M (+100.0%) 0.20% +0.195 pp 0.02% +0.019 pp USD11.90 +0.0% 1 qtrs NEW
39 POINT72 ASSET MANAGEMENT, L.P. 198.3K +198.3K (+100.0%) 2.36M +2.4M (+100.0%) 0.19% +0.193 pp 0.00% +0.003 pp USD11.90 +0.0% 1 qtrs NEW
40 LPL FINANCIAL LLC 195.6K +14.7K (+8.1%) 2.33M -782.7K (-25.2%) 0.19% -0.004 pp 0.00% 0.000 pp USD15.41 -22.8% 3 qtrs
41 BARCLAYS PLC 192.9K +189.6K (+5,798.7%) 2.30M +2.2M (+3,983.5%) 0.19% +0.185 pp 0.00% +0.001 pp USD11.99 -0.8% 2 qtrs
42 WALLEYE CAPITAL LLC 185.3K +128.7K (+227.4%) 2.21M +1.2M (+126.6%) 0.18% +0.120 pp 0.01% +0.003 pp USD11.61 +2.5% 3 qtrs
43 SIR CAPITAL MANAGEMENT, L.P. 152.5K +152.5K (+100.0%) 1.81M +1.8M (+100.0%) 0.15% +0.149 pp 0.20% +0.201 pp USD11.90 +0.0% 1 qtrs NEW
44 VERITION FUND MANAGEMENT LLC 152.3K +135.8K (+819.3%) 1.81M +1.5M (+536.4%) 0.15% +0.131 pp 0.01% +0.006 pp USD12.48 -4.6% 2 qtrs
45 BAIRD FINANCIAL GROUP, INC. 148.4K +148.4K (+100.0%) 1.77M +1.8M (+100.0%) 0.14% +0.145 pp 0.00% +0.003 pp USD11.90 +0.0% 1 qtrs NEW
46 JANNEY MONTGOMERY SCOTT LLC 134.8K +4.7K (+3.6%) 1.60M -633.0K (-28.3%) 0.13% -0.009 pp 0.00% -0.002 pp USD17.01 -30.0% 2 qtrs
47 JENNISON ASSOCIATES LLC 133.3K +133.3K (+100.0%) 1.59M +1.6M (+100.0%) 0.13% +0.130 pp 0.00% +0.001 pp USD11.90 +0.0% 1 qtrs NEW
48 POLYMER CAPITAL MANAGEMENT (US) LLC 123.7K +123.7K (+100.0%) 1.47M +1.5M (+100.0%) 0.12% +0.121 pp 0.15% +0.155 pp USD11.90 +0.0% 1 qtrs NEW
49 MML INVESTORS SERVICES, LLC 118.0K +118.0K (+100.0%) 1.40M +1.4M (+100.0%) 0.12% +0.115 pp 0.00% +0.003 pp USD11.90 +0.0% 1 qtrs NEW
50 FNY INVESTMENT ADVISERS, LLC 115.6K +106.4K (+1,164.0%) 1.38M +1.2M (+775.8%) 0.11% +0.103 pp 0.39% +0.338 pp USD12.26 -2.9% 3 qtrs
51 RHUMBLINE ADVISERS 105.6K +105.6K (+100.0%) 1.26M +1.3M (+100.0%) 0.10% +0.103 pp 0.00% +0.001 pp USD11.90 +0.0% 1 qtrs NEW
52 IMC-CHICAGO, LLC 104.8K +104.8K (+100.0%) 1.25M +1.2M (+100.0%) 0.10% +0.102 pp 0.00% +0.001 pp USD11.90 +0.0% 1 qtrs NEW
53 LMR PARTNERS LLP 102.9K +102.9K (+100.0%) 1.22M +1.2M (+100.0%) 0.10% +0.100 pp 0.00% +0.002 pp USD11.90 +0.0% 3 qtrs
54 GROUP ONE TRADING, L.P. 102.7K -455.4K (-81.6%) 1.22M -8.4M (-87.3%) 0.10% -0.502 pp 0.00% -0.015 pp USD17.19 -30.8% 2 qtrs
55 WEAVER CAPITAL MANAGEMENT LLC 100.0K +100.0K (+100.0%) 1.19M +1.2M (+100.0%) 0.10% +0.098 pp 0.25% +0.251 pp USD11.90 +0.0% 1 qtrs NEW
56 CAPITAL FUND MANAGEMENT S.A. 90.7K +90.7K (+100.0%) 1.08M +1.1M (+100.0%) 0.09% +0.088 pp 0.00% +0.003 pp USD11.90 +0.0% 1 qtrs NEW
57 SWISS NATIONAL BANK 89.8K +52.5K (+140.8%) 1.07M +427.4K (+66.7%) 0.09% +0.047 pp 0.00% +0.000 pp USD14.10 -15.6% 2 qtrs
58 1492 CAPITAL MANAGEMENT LLC 82.8K +82.8K (+100.0%) 985.1K +985.1K (+100.0%) 0.08% +0.081 pp 0.38% +0.377 pp USD11.90 +0.0% 1 qtrs NEW
59 KENNEDY CAPITAL MANAGEMENT LLC 78.4K +78.4K (+100.0%) 933.2K +933.2K (+100.0%) 0.08% +0.076 pp 0.02% +0.020 pp USD11.90 +0.0% 1 qtrs NEW
60 TWINBEECH CAPITAL LP 76.6K +76.6K (+100.0%) 911.5K +911.5K (+100.0%) 0.07% +0.075 pp 0.06% +0.065 pp USD11.90 +0.0% 1 qtrs NEW
61 CAPTION MANAGEMENT, LLC 75.0K +65.0K (+650.0%) 892.5K +720.6K (+419.2%) 0.07% +0.062 pp 0.01% +0.005 pp USD12.61 -5.6% 2 qtrs
62 JPMORGAN CHASE & CO 74.8K +32.1K (+75.2%) 889.9K +156.1K (+21.3%) 0.07% +0.027 pp 0.00% +0.000 pp USD14.92 -20.2% 4 qtrs
63 SQUAREPOINT OPS LLC 73.2K +73.2K (+100.0%) 871.5K +871.5K (+100.0%) 0.07% +0.071 pp 0.00% +0.001 pp USD11.90 +0.0% 1 qtrs NEW
64 UBS ASSET MANAGEMENT AMERICAS INC 72.2K +52.0K (+257.4%) 859.1K +511.8K (+147.4%) 0.07% +0.049 pp 0.00% +0.000 pp USD13.38 -11.1% 2 qtrs
65 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 71.2K +33.7K (+89.6%) 847.9K +847.3K (+145,082.0%) 0.07% +0.029 pp 0.06% +0.058 pp USD12.87 -7.5% 3 qtrs
66 P SCHOENFELD ASSET MANAGEMENT LP 70.0K +70.0K (+100.0%) 833.1K +833.1K (+100.0%) 0.07% +0.068 pp 0.29% +0.294 pp USD11.90 +0.0% 1 qtrs NEW
67 VIRTU FINANCIAL LLC 69.9K +69.9K (+100.0%) 832.0K +832.0K (+100.0%) 0.07% +0.068 pp 0.03% +0.032 pp USD11.90 +0.0% 1 qtrs NEW
68 INVESCO LTD. 67.6K +13.6K (+25.2%) 804.3K -123.8K (-13.3%) 0.07% +0.008 pp 0.00% +0.000 pp USD16.13 -26.2% 2 qtrs
69 ROYAL BANK OF CANADA 67.2K +20.2K (+43.0%) 798.0K -9.0K (-1.1%) 0.07% +0.015 pp 0.00% +0.000 pp USD15.55 -23.5% 3 qtrs
70 COUNTERPOINT MUTUAL FUNDS LLC 65.9K +65.9K (+100.0%) 783.8K +783.8K (+100.0%) 0.06% +0.064 pp 0.06% +0.058 pp USD11.90 +0.0% 1 qtrs NEW
71 BLAIR WILLIAM & CO/IL 65.4K +65.4K (+100.0%) 778.4K +778.4K (+100.0%) 0.06% +0.064 pp 0.00% +0.002 pp USD11.90 +0.0% 1 qtrs NEW
72 DEUTSCHE BANK AG\ 64.7K +64.7K (+100.0%) 770.2K +770.2K (+100.0%) 0.06% +0.063 pp 0.00% +0.000 pp USD11.90 +0.0% 1 qtrs NEW
73 QUANTBOT TECHNOLOGIES LP 64.6K +43.1K (+200.8%) 768.6K +399.5K (+108.2%) 0.06% +0.040 pp 0.03% +0.016 pp USD13.66 -12.9% 2 qtrs
74 PRICE T ROWE ASSOCIATES INC /MD/ 64.5K +64.5K (+100.0%) 767.0K +767.0K (+100.0%) 0.06% +0.063 pp 0.00% +0.000 pp USD11.90 +0.0% 1 qtrs NEW
75 BALYASNY ASSET MANAGEMENT L.P. 60.3K -27.3K (-31.2%) 717.1K -787.7K (-52.3%) 0.06% -0.036 pp 0.00% -0.001 pp USD17.19 -30.8% 2 qtrs
76 TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC 58.5K +58.5K (+100.0%) 696.2K +696.2K (+100.0%) 0.06% +0.057 pp 0.04% +0.040 pp USD11.90 +0.0% 1 qtrs NEW
77 ENGINEERS GATE MANAGER LP 58.3K +43.7K (+297.7%) 694.3K +442.1K (+175.3%) 0.06% +0.041 pp 0.01% +0.005 pp USD13.23 -10.1% 2 qtrs
78 WINTON GROUP LTD 57.5K +36.7K (+176.4%) 684.0K +326.5K (+91.3%) 0.06% +0.034 pp 0.02% +0.010 pp USD13.81 -13.8% 2 qtrs
79 MFG WEALTH MANAGEMENT, INC. 55.4K +55.4K (+100.0%) 658.7K +658.7K (+100.0%) 0.05% +0.054 pp 0.51% +0.513 pp USD11.90 +0.0% 1 qtrs NEW
80 ATOM INVESTORS LP 55.2K +55.2K (+100.0%) 657.0K +657.0K (+100.0%) 0.05% +0.054 pp 0.05% +0.052 pp USD11.90 +0.0% 1 qtrs NEW
81 FARTHER FINANCE ADVISORS, LLC 54.1K -4.4K (-7.5%) 643.2K -361.7K (-36.0%) 0.05% -0.010 pp 0.01% -0.008 pp USD17.19 -30.8% 3 qtrs
82 XTX TOPCO LTD 53.3K +13.5K (+33.8%) 634.9K -50.7K (-7.4%) 0.05% +0.009 pp 0.02% -0.019 pp USD15.85 -24.9% 2 qtrs
83 GUILD INVESTMENT MANAGEMENT, INC. 49.8K -13.1K (-20.8%) 592.1K -487.7K (-45.2%) 0.05% -0.019 pp 0.44% -0.418 pp USD17.19 -30.8% 2 qtrs
84 METLIFE INVESTMENT MANAGEMENT, LLC 49.2K +49.2K (+100.0%) 585.3K +585.3K (+100.0%) 0.05% +0.048 pp 0.00% +0.003 pp USD11.90 +0.0% 1 qtrs NEW
85 MANUFACTURERS LIFE INSURANCE COMPANY, THE 47.4K +35.9K (+311.8%) 564.0K +366.1K (+185.1%) 0.05% +0.034 pp 0.00% +0.000 pp USD13.18 -9.7% 2 qtrs
86 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 46.3K +29.7K (+178.7%) 550.5K +265.2K (+92.9%) 0.05% +0.027 pp 0.00% +0.000 pp USD13.80 -13.8% 2 qtrs
87 RAYMOND JAMES FINANCIAL INC 45.9K +31.8K (+224.1%) 546.6K +303.0K (+124.4%) 0.04% +0.030 pp 0.00% +0.000 pp USD11.61 +2.5% 3 qtrs
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
3.00
Bullish
Ratio by volume
0.23
Bearish
Buys
6
Sells
2
Shares acquired
209.6K
Shares disposed
905.7K
Cash buys
2.00
Cash sales
Net activity
-696,095
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-04-15 Kern Paul J Director A-Award A Common Stock, par value $0.0001 per share 11,211 0.00 179,035 D
2026-04-15 Gutnick Mordechai Zev Director A-Award A Common Stock, par value $0.0001 per share 939,618 0.00 14,610,644 I
2026-03-31 Steele William Robert Jr Officer A-Award A Restricted Stock Units 63,493 0.00 63,493 D
2026-03-19 Caulfield Thomas Director A-Award A Restricted Stock Units 2,548 0.00 2,548 D
2026-03-17 Jacob Valerie Officer A-Award A Restricted Stock Units 35,244 0.00 35,244 D
2026-03-09 Caulfield Thomas Director Common Stock, par value $0.0001 per share 0 0.00 52,500 I
2026-03-07 Jacob Valerie Officer 0 0.00 0
2026-02-12 Kronenfeld David Thomas Officer J-Other A Common Stock, par value $0.0001 per share 6,977 21.50 150.0K 76,374 D
2026-01-29 Trabuco Carolyn Director P-Purchase A Common Stock, par value $0.0001 per share 1,300 22.60 29.4K 1,300 D
2026-01-29 BLITZER MICHAEL Director P-Purchase A Common Stock, par value $0.0001 per share 100,000 21.44 2.14M 847,500 D
2026-01-01 BLITZER MICHAEL Director J-Other D Common Stock, par value $0.0001 per share 562,500 0.00 0 I
2025-12-19 Kronenfeld David Thomas Officer A-Award A Restricted Stock Units 11,095 0.00 11,095 D
2025-10-01 Trabuco Carolyn Director A-Award A Restricted Stock Units 5,054 0.00 5,054 D
2025-10-01 Steele William Robert Jr Officer A-Award A Restricted Stock Units 62,666 0.00 62,666 D
2025-10-01 Smith Tready Director A-Award A Restricted Stock Units 5,054 0.00 5,054 D
2025-10-01 Senft Michael F Director A-Award A Restricted Stock Units 5,054 0.00 5,054 D
2025-10-01 SCHWETHELM OTTO C Director A-Award A Restricted Stock Units 5,054 0.00 5,054 D
2025-10-01 Kern Paul J Director A-Award A Restricted Stock Units 5,054 0.00 5,054 D
2025-10-01 Humpton Barbara Director / Officer 0 0.00 0
2025-10-01 Gutnick Mordechai Zev Director A-Award A Restricted Stock Units 5,054 0.00 5,054 D
2025-10-01 BLITZER MICHAEL Director A-Award A Restricted Stock Units 5,054 0.00 5,054 D
2025-09-15 Bayshore Capital Advisors, LLC 10% Owner J-Other D Common Stock, par value $0.0001 per share 5,904,264 0.00 590.43 5,904,265 I
2025-09-15 BLITZER MICHAEL Director J-Other D Common Stock, par value $0.0001 per share 3,125,000 0.00 312.50 3,125,000 I
2025-08-14 BLITZER MICHAEL Director / 10% Owner J-Other D Warrants to purchase Common Stock 6,000,000 11.50 69.00M 0 I
2025-08-13 Trabuco Carolyn Director A-Award A Restricted Stock Units 18,199 0.00 18,199 D
2025-08-13 Steele William Robert Jr Officer A-Award A Restricted Stock Units 90,992 0.00 90,992 D
2025-08-13 Smith Tready Director A-Award A Restricted Stock Units 18,199 0.00 18,199 D
2025-08-13 Senft Michael F Director A-Award A Restricted Stock Units 18,199 0.00 18,199 D
2025-08-13 SCHWETHELM OTTO C Director A-Award A Restricted Stock Units 18,199 0.00 18,199 D
2025-08-13 Kronenfeld David Thomas Officer A-Award A Restricted Stock Units 18,199 0.00 18,199 D
2025-08-13 Kern Paul J Director A-Award A Restricted Stock Units 12,284 0.00 12,284 D
2025-08-13 Gutnick Mordechai Zev Director A-Award A Restricted Stock Units 12,284 0.00 12,284 D
2025-08-13 Ballard Joshua Director / Officer A-Award A Restricted Stock Units 90,992 0.00 90,992 D
2025-08-13 BLITZER MICHAEL Director / 10% Owner M-Exempt D Series A Preferred Stock, par value $0.0001 per share 1,161,805 7.00 8.13M 343,137 I
2025-06-13 BLITZER MICHAEL Director / 10% Owner S-Sale D Warrant to Purchase Common Stock 2,896,009 7.00 20.27M 0 I
2025-03-13 Trabuco Carolyn Director 0 0.00 0
2025-03-13 Smith Tready Director 0 0.00 0
2025-03-13 Senft Michael F Director 0 0.00 0
2025-03-13 SCHWETHELM OTTO C Director 0 0.00 0
2025-03-13 Ridge Stephen James Officer A-Award A Earnout right to Common Stock 9,094 0.00 9,094 D
2025-03-13 Kronenfeld David Thomas Officer 0 0.00 0
2025-03-13 Kern Paul J Director 0 0.00 0
2025-03-13 Gutnick Mordechai Zev Director / 10% Owner A-Award A Common Stock, par value $0.0001 per share 13,671,026 0.00 13,671,026 I
2025-03-13 Critical Minerals Trust 10% Owner Common Stock, par value $0.0001 per share 0 0.00 13,671,026 D
2025-03-13 Boling Christopher J Officer 0 0.00 0
2025-03-13 Bayshore Capital Advisors, LLC 10% Owner Common Stock, par value $0.0001 per share 0 0.00 3,623,629 I
2025-03-13 Ballard Joshua Director / Officer 0 0.00 0
2025-03-13 BLITZER MICHAEL Director / 10% Owner A-Award A Warrants to purchase Common Stock 6,000,000 11.50 69.00M 6,000,000 I
2025-03-12 Inflection Point Holdings II LLC 10% Owner M-Exempt A Common stock, par value $0.0001 per share 50,000 0.00 6,250,000 D
2025-03-06 Steele William Robert Jr Officer 0 0.00 0
2025-02-21 Harraden Circle Investments, LLC 10% Owner Ordinary Shares 0 0.00 892,825 I
2024-11-18 Inflection Point Holdings II LLC 10% Owner M-Exempt A Class A ordinary shares, par value $0.0001 per share 6,200,000 0.00 6,200,000 D

Executive team

Top executives
EBIT / Employee
-99.5K
Shares Outstanding
96.65M

Executive compensation

Executive compensation (annual)

Executive compensation not available.

CEO compensation breakdown

No CEO compensation history available.

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-23 DEFA14A
2026-04-23 DEF 14A
2026-04-20 DEFA14A
2026-04-20 DEFA14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-12 SC 13G
2026-04-27 SC 13G
2026-04-23 SC 13G/A
2026-04-23 DEFA14A
2026-04-23 DEF 14A
2026-04-23 ARS
2026-04-23 8-K
2026-04-22 4
2026-04-21 4
2026-04-20 DEFA14A

Executive team

NameTitleCompensationGender
William Robert Steele Jr. Chief Financial Officer 673.9K male
Barbara W. Humpton Chief Executive Officer & Director 669.9K female
David Kronenfeld General Counsel 620.2K male
John Booth Lowe VP & Head of Investor Relations male
Lionel C. McBee Vice President of Investor Relations male
Matt Westbrook Head of Government Operations male
Patricia Ost Vice President of Business Operations & Strategy female
Ronan Fogarty Vice President of Sales male
Valerie Ford Jacob Chief Legal Officer & Corporate Secretary female
Victoria Sprenger Head of People & Culture female
David Bushi Senior Vice President of Manufacturing male
Christopher Boling Corporate Controller & Principal Accounting Officer male
ESG Rating
B
INDUSTRIAL MATERIALS
Rank: 34 out of 55
2025
E (Environmental)
59.3 / 58.4
Company / Sector avg.
S (Social)
65.0 / 67.9
Company / Sector avg.
G (Governance)
63.7 / 59.8
Company / Sector avg.
ESG Total
62.7 / 62.0
Company / Sector avg.
ESG Score History INDUSTRIAL MATERIALS
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend history

Earnings history

Earnings reports

Stock splits