News Sentiment

USAR sentiment intelligence

USA Rare Earth, Inc. news scored across direct company coverage, industry context, sector read-through, source quality, and freshness.

Chart Weekly report Factors RSS feed
Weighted score 54 Balanced news tone 25 relevant articles
Exchange NASDAQ United States
Sector Basic Materials Market context
Industry Other Industrial Metals & Mining Read-through group
Latest close 18.48 Week of 10 Jul 2026
Weighted tone 54/100

Balanced news tone

Market reaction Balanced read

News tone and price action are not far from neutral.

Primary event Market update

81/100 classification confidence.

Company focus 25

directly relevant articles

Source quality 0

high-authority source matches

Trend context Trend active

-3.5% over one week, -16.0% over four weeks, trend active, and materially above fair value.

Latest direct headline Neutral

USA Rare Earth (NASDAQ:USAR) Stock Price Down 4.8% - Here's What Happened

Market Reaction

Balanced read

63/100 confidence

News tone and price action are not far from neutral.

Primary event Market update 81/100 classification
One-week reaction -3.5% Price reacting lower
Trend fit Trend active -16.0% over four weeks
Fair value 37.0% Materially above fair value

Sentiment Mix

Positive, neutral, negative

Weighted by relevance
Positive 9
Neutral 13
Negative 3

Relevance

Why the article matched

Direct first
Direct company coverage 25
Industry context 0
Sector context 0

Sources

Coverage mix

Publishers
Stock Titan 8
MarketBeat 5
Market source 3
TradingView 2
Stocktwits 1
simplywall.st 1
Sahm 1
The Manila Times 1

Event Lens

What the news is about

Classified themes
Market update 15
Deals and strategy 7
Earnings 2
Macro sensitivity 1

Sentiment Trail

Score over time

50 baseline
Above 50 Neutral zone Below 50

News Tape

Relevant headlines

Showing 1-25 of 25
TradingView Direct company coverage

USA Rare Earth, Inc. Class A Actuals & Estimates (NASDAQ:USAR)

This article provides an overview of USA Rare Earth, Inc. (NASDAQ: USAR) stock performance, financial estimates, and analyst forecasts. It includes details on the current stock price, market capitalization, volatility, past earnings, and upcoming earnings reports, alongside frequ

Tone
Neutral 50/100
Event
Earnings
Published
25 Jun 2026 21:40
Source
TradingView
Sahm Direct company coverage

MP Materials, USA Rare Earth Among 10 US Firms Hit By China's New Export Curbs

China has escalated trade tensions with the U.S. by imposing export controls on ten American industrial suppliers, including rare earth miners MP Materials and USA Rare Earth, and drone manufacturers. This move, a response to what China calls "malicious practice" by the U.S., als

Tone
Negative 18/100
Event
Market update
Published
23 Jun 2026 16:39
Source
Sahm
Stock Titan Direct company coverage

[SCHEDULE 13D/A] USA Rare Earth, Inc. Amended Major Shareholder Report

Mordechai Gutnick and affiliated entities have filed an amended Schedule 13D for USA Rare Earth, Inc. (USAR), reporting a beneficial ownership of 15,580,745 shares, or approximately 6.8% of outstanding common stock as of June 1, 2026. This update details how shares were acquired

Tone
Neutral 50/100
Event
Market update
Published
10 Jun 2026 11:09
Source
Stock Titan
Stock Titan Direct company coverage

[144] USA Rare Earth, Inc. SEC Filing

This article reports on a Form 144 SEC filing by USA Rare Earth, Inc. (USAR) detailing a proposed sale of securities. The filing indicates a neutral impact and sentiment, with 13,000 shares of common stock acquired through restricted stock vesting on May 20, 2026, intended for sa

Tone
Neutral 50/100
Event
Market update
Published
08 Jun 2026 17:39
Source
Stock Titan
Stock Titan Direct company coverage

USA Rare Earth (USAR) registers 93.8M resale shares; primary 27.5M also registered

USA Rare Earth, Inc. (USAR) has registered up to 93.8 million shares of Common Stock for resale by selling stockholders and a primary issuance of approximately 27.5 million shares. The primary shares are estimated to be issuable upon the exercise of Preferred Investor Warrants an

Tone
Negative 37/100
Event
Market update
Published
05 Jun 2026 12:39
Source
Stock Titan
Stock Titan Direct company coverage

USA Rare Earth (NASDAQ: USAR) elects six directors, ratifies BDO

USA Rare Earth, Inc. (NASDAQ: USAR) held its 2026 Annual Meeting of Stockholders, where shareholders elected all six director nominees to one-year terms. Additionally, they ratified the appointment of BDO USA, P.C. as the independent registered public accounting firm for the fisc

Tone
Neutral 50/100
Event
Market update
Published
05 Jun 2026 08:39
Source
Stock Titan
The Manila Times Direct company coverage

USA Rare Earth to Present at the William Blair 46th Annual Growth Stock Conference

USA Rare Earth, Inc. will be presenting at the William Blair 46th Annual Growth Stock Conference on June 2, 2026, with CFO William Robert Steele Jr. speaking. A replay of the presentation will be available on the company's investor relations website. USA Rare Earth is focused on

Tone
Positive 66/100
Event
Market update
Published
02 Jun 2026 04:39
Source
The Manila Times
Quiver Quantitative Direct company coverage

USAR jumps 9.4% amid rare-earth momentum and potential short-covering after recent deal and production updates

USA Rare Earth, Inc. (USAR) saw a 9.4% increase in its stock price, attributed to investor focus on strategic updates, including the pending Serra Verde acquisition and progress in commercial magnet production. The price surge may also be influenced by short-covering due to previ

Tone
Positive 74/100
Event
Deals and strategy
Published
26 May 2026 21:20
Source
Quiver Quantitative
Market source Direct company coverage

USA Rare Earth (USAR) Soars 13% on US-China Deal Uncertainties

USA Rare Earth Inc. (USAR) saw its stock rise by 13.05% to $22.57 due to investor bargain-hunting amidst uncertainties surrounding a rare earth deal between the US and China. The company's growth largely benefits from Washington's push for a domestic rare earth supply chain, maki

Tone
Positive 65/100
Event
Deals and strategy
Published
20 May 2026 08:09
Source
Market source
Stock Titan Direct company coverage

Alyeska holds 16.57M shares of USA Rare Earth (USAR) as of Mar 31, 2026

Alyeska Investment Group, L.P. has disclosed a beneficial ownership of 16,570,777 shares, representing 7.60% of USA Rare Earth, Inc. (USAR) Common Stock, as of March 31, 2026. This stake includes 5,405,777 previously held shares and 11,165,000 shares acquired through a private pl

Tone
Neutral 50/100
Event
Deals and strategy
Published
15 May 2026 08:09
Source
Stock Titan
Stock Titan Direct company coverage

Serra Verde deal to expand USA Rare Earth (NASDAQ: USAR) board to eight

USA Rare Earth announced changes to its Board of Directors in anticipation of its acquisition of Serra Verde Rare Earths Ltd. Directors Mordechai Gutnick and General Paul Kern will not seek re-election, reducing the board to six members before the annual meeting on June 3, 2026.

Tone
Positive 64/100
Event
Deals and strategy
Published
13 May 2026 23:39
Source
Stock Titan
Stock Titan Direct company coverage

USA Rare Earth (NASDAQ: USAR) lifts cash with $1.5B PIPE as losses mount

USA Rare Earth (NASDAQ: USAR) reported a Q1 2026 net loss of $68.1 million despite raising $1.5 billion through a PIPE financing, increasing its cash and cash equivalents to $1.75 billion. The company generated $5.7 million in revenue, primarily from its Less Common Metals unit,

Tone
Neutral 50/100
Event
Earnings
Published
13 May 2026 19:10
Source
Stock Titan
TradingView Direct company coverage

Number of shareholders of USA Rare Earth, Inc. Class A – BX:USAR

This article provides information on the number of shareholders for USA Rare Earth, Inc. Class A, trading under the symbol BX:USAR on the BX Swiss exchange. It lists placeholders for "Period," "Value," "Change," and "Change %" but does not contain actual data. The article is prim

Tone
Neutral 50/100
Event
Market update
Published
09 May 2026 03:10
Source
TradingView
Stock Titan Direct company coverage

USA Rare Earth (NASDAQ: USAR) Form 144: Fidelity to sell 100,000 shares

USA Rare Earth, Inc. has filed Form 144, indicating that Fidelity Brokerage Services LLC plans to sell 100,000 shares of common stock on NASDAQ. The total value of these shares is approximately $2.8 million, with the company currently having over 217 million shares outstanding. T

Tone
Neutral 50/100
Event
Market update
Published
07 May 2026 09:39
Source
Stock Titan
Simply Wall Street Direct company coverage

USA Rare Earth (Nasdaq:USAR) - Stock Analysis

USA Rare Earth (Nasdaq:USAR) is valued at US$6.2 billion and is considered 13.6% undervalued by Simply Wall St's intrinsic valuation, with analysts also seeing potential upside. The company is strategically expanding its global rare earth supply chain through major acquisitions l

Tone
Positive 75/100
Event
Deals and strategy
Published
07 May 2026 08:40
Source
Simply Wall Street
Market source Direct company coverage

USA Rare Earth (USAR) Surges 7.5% Ahead of Q1 Earnings

USA Rare Earth Inc. (NASDAQ:USAR) saw its stock surge by 7.50% to $23.51 per share, as investors anticipated its Q1 earnings report, expected between May 11 and 15, 2026. This comes after the company announced the acquisition of Serra Verde Group, a rare earth miner in Brazil, fo

Tone
Neutral 50/100
Event
Deals and strategy
Published
01 May 2026 10:40
Source
Market source
Insider Monkey Direct company coverage

USA Rare Earth (USAR) Climbs 18% — Here’s What Propelled The Stock

USA Rare Earth Inc. (NASDAQ:USAR) saw its shares jump by 17.88% due to broader market optimism and the announcement of its acquisition of Serra Verde Group for $2.8 billion. This acquisition, involving cash and stock, will grant USA Rare Earth ownership of Serra Verde's Pela Ema

Tone
Positive 74/100
Event
Deals and strategy
Published
30 Apr 2026 23:48
Source
Insider Monkey