William Blair Forecasts USA Rare Earth Q3 Earnings

USA Rare Earth Inc. (NASDAQ:USAR) – Equities research analysts at William Blair issued their Q3 2025 earnings per share (EPS) estimates for USA Rare Earth in a note issued to investors on Monday, October 20th. William Blair analyst N. Dingmann anticipates that the company will earn ($0.01) per share for the quarter. William Blair currently has a “Outperform” rating on the stock. William Blair also issued estimates for USA Rare Earth’s Q4 2025 earnings at ($0.01) EPS, FY2026 earnings at ($0.50) EPS, FY2027 earnings at ($0.66) EPS, FY2028 earnings at ($1.25) EPS and FY2029 earnings at ($1.11) EPS.

USA Rare Earth (NASDAQ:USAR) last posted its quarterly earnings results on Monday, August 11th. The company reported ($0.08) earnings per share (EPS) for the quarter, beating the consensus estimate of ($0.13) by $0.05.

Other analysts also recently issued reports about the stock. Cantor Fitzgerald initiated coverage on shares of USA Rare Earth in a research note on Friday, August 1st. They set an “overweight” rating and a $16.00 target price on the stock. Wall Street Zen downgraded shares of USA Rare Earth from a “hold” rating to a “sell” rating in a research note on Saturday, August 16th. Canaccord Genuity Group boosted their target price on shares of USA Rare Earth from $21.00 to $22.00 and gave the company a “buy” rating in a research note on Tuesday, September 30th. Roth Capital set a $40.00 target price on shares of USA Rare Earth in a research note on Friday, October 10th. Finally, Weiss Ratings reissued a “sell (d-)” rating on shares of USA Rare Earth in a research note on Wednesday, October 8th. Four equities research analysts have rated the stock with a Buy rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, USA Rare Earth has a consensus rating of “Moderate Buy” and a consensus price target of $26.00.

USA Rare Earth Stock Performance

Shares of NASDAQ:USAR opened at $26.73 on Wednesday. The firm’s fifty day moving average price is $19.61. USA Rare Earth has a 12-month low of $5.56 and a 12-month high of $43.98.

Institutional Investors Weigh In On USA Rare Earth

A number of large investors have recently bought and sold shares of USAR. Titleist Asset Management LLC bought a new stake in USA Rare Earth in the first quarter worth $145,000. Newtyn Management LLC bought a new stake in USA Rare Earth in the first quarter worth $4,114,000. International Assets Investment Management LLC bought a new stake in USA Rare Earth in the second quarter worth $250,000. MMCAP International Inc. SPC bought a new stake in USA Rare Earth during the second quarter valued at about $261,000. Finally, Pier 88 Investment Partners LLC bought a new stake in USA Rare Earth during the second quarter valued at about $588,000.

Insider Activity at USA Rare Earth

In related news, Director Michael Blitzer sold 2,091,849 shares of the company’s stock in a transaction on Wednesday, August 13th. The shares were sold at an average price of $15.75, for a total value of $32,946,621.75. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this link. 46.60% of the stock is currently owned by corporate insiders.

About USA Rare Earth

USA Rare Earth, Inc is domestic supplier of rare earth magnets and heavy rare earth elements. It is developing a vertically integrated, domestic supply chain for rare earth element magnet production, with a facility in Stillwater, Oklahoma, and mining rights to the Round Top heavy rare earth and critical minerals deposit in West Texas.