Nama Insights

USA Rare Earth (USAR)

Basic Materials · Other Industrial Metals Mining · NASDAQ

USA Rare Earth (USAR) is a Basic Materials company in the Other Industrial Metals Mining industry. It has a market capitalization of $3.09B and a free-cash-flow yield of -10.7%. Nama's AI scorecard rates it Sell, 2.2 out of 10. On 12-month momentum it ranks in the lagging band of its market.
AI scorecard
Sell · 2.2/10
Clearly negative, short of the bottom band. As of Nov 7, 2026.
Momentum
Lagging · -16.4% over 12 months ex. last
Second-worst fifth of its market on the past year's move.
Shariah screen
Not Shariah Compliant
At least one of the three ratios or the industry test failed.
Off its high
-81.3%
How far the last close sits under the highest price of the past five years.
Market cap$3.09B
Trailing P/E—
Price / book0.8
Price / sales205.6
FCF yield-10.7%
Dividend yield—
Gross margin-11.2%
Operating margin-946.1%
Net margin-2159.3%
Revenue growth (YoY)—
Revenue growth (3-yr annual)—
EPS growth (YoY)—
FCF/share growth (YoY)—
Beta2.7
ExchangeNASDAQ
SectorBasic Materials
IndustryOther Industrial Metals Mining

USAR earnings

Next report: Nov 9, 2026 (Q3 2026, EPS estimate -$0.15). Beat the EPS estimate in 1 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q2 2026 Aug 10, 2026 -$0.15 -$0.13 -15.4% $5.82M
Q1 2026 May 13, 2026 -$0.12 -$0.22 +45.5% $5.70M
Q4 2025 Mar 30, 2026 -$0.19 -$0.14 -35.7% $1.64M
Q3 2025 Nov 6, 2025 -$0.25 -$0.07 -257.1% $0

USAR analyst price target

Median target $34.00 from 8 analysts, ranging $21.00 – $45.00.

Other Industrial Metals Mining peers

TickerCompanyMarket capP/E
BHP BHP Group $203.04B 45.6
RIO Rio Tinto Group $136.19B 15.4
VALE Vale $49.32B 8.1
TECK Teck Resources $29.69B 12.2
RML Resolution Minerals $9.91B —
MP MP Materials $6.31B 236.1
MTRN Materion $3.88B 28.1
SKE Skeena Resources $3.88B —
Explore live USAR data on Nama Insights →

USAR FAQ

Is USAR a buy?
Nama's AI scorecard currently rates USA Rare Earth Sell (2.2 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
When does USAR report earnings?
USA Rare Earth's next scheduled report is on Nov 9, 2026. Analysts expect EPS of -$0.15.
What is the USAR price target?
The median analyst price target from 8 analysts is $34.00, with a range of $21.00 – $45.00.
Is USAR Shariah compliant?
Nama's AAOIFI-style screen reads USA Rare Earth as Not Shariah Compliant. At least one of the three ratios or the industry test failed.