USA Rare Earth Inc (USAR)
New York City, NY, US
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.
Based on only 2 articles — low confidence
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -2.85% | -6.24% | +52.17% | +31.70% | +72.05% | +114.71% | +188.70% | +153.72% | +153.72% | +153.72% | +153.72% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
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.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 7 | 0 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| 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%
|
-
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)
* 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.
| 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
|
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-05-12 | Wedbush | Outperform | Outperform | Maintain |
| 2026-04-21 | Canaccord Genuity | Buy | Buy | Maintain |
| 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
Ownership Overview
No beneficial ownership filings recorded.
Institutional Activity (13F)
| # | 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 — |
Insider Activity
| 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
Executive compensation
Executive compensation not available.
No CEO compensation history available.
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| 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 |
No Senate trading activity found for this company.
No House trading activity found for this company.
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Community Opinion for USAR
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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