---
title: "Weekly Recap | USA Rare Earth -10.47%, consensus target above spot"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/300852448.md"
description: "USA Rare Earth (USAR.US) fell 10.47% this week to close at $13.59 on Friday. The S&P 500 slipped 0.27%, leaving the stock about 10.2 percentage points behind the benchmark. The daily bars show a choppy downward drift: Monday opened at $14.945 and touched $15.01 before pulling back, and the stock finished Friday at $13.59. The week’s range came to 10.29%."
datetime: "2026-10-03T07:57:06.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/300852448.md)
  - [en](https://longbridge.com/en/news/300852448.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/300852448.md)
generator: "portal-rs"
---

# Weekly Recap | USA Rare Earth -10.47%, consensus target above spot

## The Week

USA Rare Earth (USAR.US) fell 10.47% this week to close at $13.59 on Friday. The S&P 500 slipped 0.27%, leaving the stock about 10.2 percentage points behind the benchmark. The daily bars show a choppy downward drift: Monday opened at $14.945 and touched $15.01 before pulling back, and the stock finished Friday at $13.59. The week’s range came to 10.29%.

## Key Events

The most direct company update was Thursday’s announcement that Thras Moraitis has been named CEO, completing the succession plan. A day earlier, a report flagged that MP Materials and USA Rare Earth both rallied on a Greenland deal neither company is exposed to, calling the move a reality check. The rest of the news flow was broader in nature: a Tuesday piece highlighted slowing growth among some rare-earth newcomers, another looked at AI’s physical turn across packaging and lithium, and a third discussed mid-cap stocks’ strategic divergence amid M&A activity and regulatory scrutiny. No material non-routine filings stood out this week.

## Analyst Ratings

Nine brokers cover the stock: eight rate it buy and one rates it overweight, with no hold, underperform or sell ratings. The consensus rating is strong buy, with a consensus target of $35.55556, roughly 161.63% above the current price of $13.59. Targets range from a high of $45.00 to a low of $21.00, a wide spread that points to differing views on valuation. Within the diversified metals and mining industry, the stock ranks 8th out of 65 covered names.

## The Week Ahead

There is no USAR.US-specific earnings event on the calendar next week, so attention shifts to macro data. S&P Global services PMI final and ISM non-manufacturing PMI land on Monday; the former had a prior reading of 58.7, while the latter came in at 55.4 previously with a forecast of 55. International trade balance follows on Tuesday, with a prior of -$88.6bn and a forecast of -$102bn. Wednesday brings EIA weekly crude and Cushing inventory numbers, with prior readings of 0.922 and 0.553 respectively.

## In Short

The tension this week sits between a strong buy consensus and a target price 161.63% above spot on one side, and a 10.47% weekly drop that trailed the S&P 500 by 10.2 percentage points on the other. The stock trades at about 1.31x book value and carries a negative price-to-earnings multiple of -10.69x, reflecting the absence of positive earnings. Latest-session flow data shows a split between large-lot and smaller-lot directions, though that snapshot does not capture the full week. Next week’s macro prints will help show whether the stock can hold above its recent lows.

*This article is generated by LongbridgeAI from market data, for information only and not investment advice.*

### Related Stocks

- [USAR.US](https://longbridge.com/en/quote/USAR.US.md)
- [USAX.US](https://longbridge.com/en/quote/USAX.US.md)

## Related News & Research

- [USA Rare Earth Rides Greenland Rally — But It Owns Nothing There](https://longbridge.com/en/news/299652247.md)
- [USA Rare Earth Highlights Development and Exploration Stage Risks](https://longbridge.com/en/news/299101068.md)
- [USA Rare Earth Former Chief Executive Officer Sold Shares Worth Over $1.2M](https://longbridge.com/en/news/300978240.md)
- [USA Rare Earth's $2.8 Billion Brazil Deal vs. Its $1.2 Billion South Carolina Bet: Which One Actually Matters More?](https://longbridge.com/en/news/301514891.md)
- [USAR stock rises after unveiling $1.2B rare earth manufacturing hub](https://longbridge.com/en/news/288455520.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**