USAR trades 228.0% below Wall Street's consensus target of $34.57.
Last 12 months price action with 12-month analyst target path
The base valuation assumes USAR achieves its forward estimates and maintains a stable P/E multiple of historical averagesx. This scenario reflects the blended consensus of 5 Wall Street analysts, balancing both positive catalysts and macroeconomic headwinds over the next 12 months.
As of October 17, 2026, USA Rare Earth Inc (USAR) has a Wall Street consensus price target of $34.57, based on estimates from 5 covering analysts. With the stock currently trading at $10.54, this represents a potential upside of +228.0%. The company has a market capitalization of $2.07B.
Analyst price targets range from a low of $21.00 to a high of $45.00, representing a 69% spread in expectations. The median target of $35.00 aligns closely with the consensus average. The wide target spread reflects significant disagreement on fair value.
The current analyst consensus rating is Buy, with 5 analysts rating the stock as a Buy or Strong Buy,0 rating it Hold, and 0 rating it Sell or Strong Sell. This overwhelmingly bullish sentiment suggests analysts see significant catalysts for upside ahead.
From a valuation perspective, USAR trades at a trailing P/E of -3.2x. Analysts expect EPS to grow +62.9% over the next year.
| Company | Market Cap | Price | Target | Upside Potential | Rating | Fwd P/E | Analysts |
|---|---|---|---|---|---|---|---|
 MPMP Materials Corp. | $7.2B | $40.17 | $80.70 | +100.9% | Buy | — | 14 |
 UUUUEnergy Fuels Inc. | $2.1B | $8.47 | $21.06 | +148.6% | Buy | — | 9 |
 NBNioCorp Developments Ltd. | $456M | $3.13 | $4.70 | +50.4% | Buy | — | 2 |
 AMRKA-Mark Precious Metals, Inc. | $1.2B | $46.72 | $46.63 | -0.2% | Buy | 19.5x | 4 |
 LACLithium Americas Corp. | $487M | $2.18 | $4.00 | +83.5% | Hold | — | 15 |
 ALBAlbemarle Corporation | $11.3B | $95.48 | $170.73 | +78.8% | Buy | 8.4x | 45 |
 FCXFreeport-McMoRan Inc. | $100.0B | $69.54 | $73.67 | +5.9% | Buy | 22.2x | 41 |
 CMCCommercial Metals Company | $7.2B | $64.98 | $80.57 | +24.0% | Hold | 10.2x | 27 |
 TSLATesla, Inc. | $1.4T | $354.72 | $441.36 | +24.4% | Buy | 209.6x | 82 |
 GEGE Aerospace | $325.6B | $313.83 | $409.60 | +30.5% | Buy | 39.6x | 35 |
Quick answers to the most common questions about buying USAR stock.
The consensus Wall Street price target for USAR is $34.57, representing 228.0% upside from the current price of $10.54. With 5 analysts covering the stock, this strong upside suggests significant value not yet reflected in today's share price.
USAR has a consensus rating of "Buy" based on 5 Wall Street analysts. The rating breakdown is predominantly bullish, with 5 Buy/Strong Buy ratings. The consensus 12-month price target of $34.57 implies 228.0% upside from current levels.
USAR's current price is $10.54 with a consensus target of $34.57 (228.0% implied move). Analyst estimates suggest the stock is undervalued at current levels.
The most bullish Wall Street analyst has a price target of $45 for USAR, while the most conservative target is $21. The consensus of $34.57 represents the median expectation. These targets typically reflect 12-month expectations.
USAR is moderately covered, with 5 analysts providing price targets and ratings. Of these, 0 have Strong Buy ratings, 5 have Buy ratings, 0 recommend Hold, and 0 have Sell or Strong Sell ratings. Higher analyst coverage generally indicates greater institutional interest and more reliable consensus estimates.
The 12-month USAR stock forecast based on 5 Wall Street analysts shows a consensus price target of $34.57, with estimates ranging from $21 (bear case) to $45 (bull case). The median consensus rating is "Buy".
Wall Street analysts are very optimistic on USAR, with a "Buy" consensus rating and $34.57 price target (228.0% upside). 5 of 5 analysts rate it Buy or Strong Buy. This information is for educational purposes only. Always conduct your own research, consider your financial situation, and consult a financial advisor before making investment decisions.
USAR analyst price targets range from $21 to $45, a 69% wide spread indicating significant analyst disagreement. Differences stem from varying assumptions about revenue growth, profit margins, competitive dynamics, and valuation multiples. The $34.57 consensus represents the middle ground.
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