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USA Rare Earth, Inc. Stock: price and insider trades · United States
No insider purchase over the last 90 days. The latest, by Trabuco Carolyn, was filed 29 Jan 2026.
USA Rare Earth, Inc.: what insiders have been doing
USA Rare Earth, Inc., founded in 2019, is a Chemicals & Materials company based in Stillwater, United States. Its directors and officers file their transactions with SEC (Form 4). 10 insiders have disclosed 24 filings since 22 October 2025.
The record shows 2 purchases on the open market worth €1.8M, made by 2 insiders, against 1 sale worth €1.1M by 1 insider. The net balance comes to €733k on the buying side. Buying on the open market means paying the going price with one's own funds, a different act from receiving shares as pay. On the buying side, the filings list 2 senior executives among the declarants. One trade stands out by size: a purchase of €1.8M from Blitzer Michael, disclosed on 29 January 2026.
The data flag 2 purchases as part of a group of insiders buying within 30 days of each other. When several insiders buy within a few weeks of each other, analysts speak of a cluster purchase. The clock since the last published purchase (29 January 2026) now reads 268 days. Typically, a trade is published a median of 4 days after it takes place. For comparison, the SEC allows two business days to file a Form 4.
With 24 filings in twelve months, the company is in line with the median of 24 filings across the 3,171 companies we follow on the same exchange. The full history, which starts in 2024, counts 2 purchases against 2 sales. The 10-K for the year ended 31 December 2025 shows 1.6 m USD of revenue and -297.6 m USD of net income.
In the same sector, recent insider purchases at Verallia and Heidelberg Materials AG also feature in our signals. This summary is built from SEC (Form 4) disclosures alone and does not predict where the share price will go.
Insider Decl.
40
Thresholds
n/a
Buy Volume
€2M
2 ops. · all time
Sell Volume
€29M
2 ops. · all time
Who traded when
BuySaleMichael Blitzer1 buy1 sale
Barbara Humpton1 sale
Trabuco Carolyn1 buy
Since the insiders bought
- -53.0%Entry US$22.42 · Close 16 Oct 2026 US$10.54
- -53.0%Entry US$22.42 · Close 16 Oct 2026 US$10.54
Entry is the close on the day after publication, the first price a reader could act on. Prices in the listing currency. Past moves are not a forecast.
This score ranks the purchase within its own market. A position size is suggested only on the venues of the backtested strategy universe; elsewhere, signals stay on watch. Not investment advice.
Fundamental score
Ranked 24,438 of 26,248 companies
18.1
score / 100
Value24
Quality13
FCF yld-2.3%
Earn yld-7.9%
EV/EBITDA·
ROE-24%
Gross mgn12%
Net mgn·
Debt/EBITDA·
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Financial data
as of FY 2025FY ended December 2025 · cache
US$10.06
Analyst consensus
9 analysts1.11/5
US$21.00Target US$35.56(+253%)US$45.00
Income statement
RevenueUS$1.6M
Gross profitUS$195k12% margin
EBITDA-US$297M-18074% margin
Net income-US$297.6M-18110.7% margin
Valuation
PER (forward)335.3x
P/Book1.0x
Beta2.68
Balance sheet & cash
Market capUS$3.8B
Total debtUS$3M
Free Cash Flow-US$86.3M
Debt / Equity0%
Profitability & ownership
ROE-23.6%
ROA-4.4%
% insiders33.7%
% institutions37.8%
Last declaration on 5 October 2026
Declarations40 total
1,482 shares0Common Stock, par value $0.0001 per shareSEC:0001342570-26-000012:0
83,554 shares@ US$13.800.022% mcap21.0% of flowCommon Stock, par value $0.0001 per shareSEC:0001790041-26-000003:0
104,443 shares@ US$13.800.028% mcap26.3% of flowCommon Stock, par value $0.0001 per shareSEC:0001790041-26-000003:1
31,333 shares@ US$13.800.0084% mcap7.9% of flowCommon Stock, par value $0.0001 per shareSEC:0001790041-26-000003:2
88,391 shares@ US$13.750.024% mcap22.4% of flowCommon Stock, par value $0.0001 per shareSEC:0001790041-26-000003:3
88,391 shares@ US$13.74720.024% mcap100.0% of flowCommonSEC144:0001959173-26-007231
271 shares0Common Stock, par value $0.0001 per shareSEC:0001342570-26-000009:0
13,000 shares@ US$22.76850.0065% mcap91.3% of flowCommonSEC144:0001959173-26-004420
3,877,565 shares@ US$27.102.28% mcap100.0% of flowCommonSEC144:0001968582-26-000549
407 shares0Common Stock, par value $0.0001 per shareSEC:0001342570-26-000007:0
2,548 shares0Common Stock, par value $0.0001 per shareSEC:0001342570-26-000007:1
12,284 shares@ US$22.570.0059% mcap40.3% of flowCommon Stock, par value $0.0001 per shareSEC:0001666771-26-000009:1
18,199 shares@ US$22.570.0087% mcap59.7% of flowCommon Stock, par value $0.0001 per shareSEC:0001666771-26-000009:0
12,284 shares0Common Stock, par value $0.0001 per shareSEC:0001458423-26-000002:0
18,199 shares0Common Stock, par value $0.0001 per shareSEC:0001458423-26-000002:1
939,618 sharesCommon Stock, par value $0.0001 per shareSEC:0001666771-26-000006:0
939,618 sharesCommon Stock, par value $0.0001 per shareSEC:0001666771-26-000005:0
11,211 sharesCommon Stock, par value $0.0001 per shareSEC:0001315431-26-000005:0
939,618 sharesCommon Stock, par value $0.0001 per shareSEC:0001666771-26-000002:0
11,211 sharesCommon Stock, par value $0.0001 per shareSEC:0001315431-26-000003:0
6,977 shares@ US$21.4992100.0% of flowCommon Stock, par value $0.0001 per shareSEC:0002059114-26-000002:0
1,300 shares@ US$22.59948.7% of flowCommon Stock, par value $0.0001 per shareSEC:0001897745-26-000004:0
Canonical exit: 29 Apr 2026 (T+90)
100,000 shares@ US$21.4386100.0% of flowCommon Stock, par value $0.0001 per shareSEC:0001213900-26-009472:0
Canonical exit: 29 Apr 2026 (T+90)
562,500 sharesCommon Stock, par value $0.0001 per shareSEC:0001213900-26-001486:0
1,811,814 sharesCommon Stock, par value $0.0001 per shareSEC:0001213900-25-089037:1
25 of 40 declarations
About USA Rare Earth, Inc.
USA Rare Earth, Inc. is a United States-based company listed on the NASDAQ market, operating in the rare earth materials and permanent magnets value chain. From an equity research perspective, it is positioned as an emerging strategic materials company with exposure to the reindustrialization theme, domestic supply chain security, and critical minerals sovereignty.
The company’s core investment case is built around creating a more integrated, U.S.-anchored rare earth ecosystem, spanning upstream materials, midstream processing and downstream magnet manufacturing. Its investor materials emphasize a mission to deliver a secure, fully domestic supply of rare earth materials and magnets, reducing reliance on foreign sources. USA Rare Earth began trading on March 14, 2025, following a merger with Inflection Point Acquisition Corp., so the public-company track record is still relatively recent. ([investors.usare.com](https://investors.usare.com/investor-relations?utm_source=openai))
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Operationally, the company is focused on rare earth products and high-performance permanent magnets, with particular attention on sintered NdFeB magnets used in demanding industrial applications. Management has highlighted the commissioning of Phase 1a magnet production at its Stillwater facility, signaling a transition from development toward active production. In April 2026, the company also announced its first commercial yttrium metal production, which broadened its product footprint and reinforced the narrative that the platform is moving beyond pure development milestones. ([investors.usare.com](https://investors.usare.com/news-releases/news-release-details/usa-rare-earth-achieves-major-operational-and-strategic?utm_source=openai))
From a competitive standpoint, USA Rare Earth is still an emerging participant relative to dominant Asian supply chains, but it benefits from a strategically relevant market position. The company is exposed to the growing demand for non-China supply alternatives, particularly in defense, clean energy, advanced manufacturing and electronics-related end markets. That said, execution risk remains high: success depends on technical ramp-up, financing, customer qualification, consistent product quality, and the ability to convert commercial discussions into binding orders. These risks are repeatedly highlighted in its SEC filings and corporate disclosures. ([investors.usare.com](https://investors.usare.com/news-releases/news-release-details/usa-rare-earth-achieves-major-operational-and-strategic?utm_source=openai))
Recent developments have been notable. In May 2026, USA Rare Earth announced a $14.2 million grant from the Texas Semiconductor Innovation Fund to accelerate its Round Top Mountain Heavy Rare Earth Project, a meaningful external validation of the strategic importance of the asset base. In April 2026, the company also announced an investment and strategic partnership with Carester in France, aimed at helping build a rare earth and eventually magnet value chain in southern France. These announcements suggest a company trying to build both domestic industrial capacity in the United States and selective international partnerships to reinforce its midstream and downstream reach. ([investors.usare.com](https://investors.usare.com/news-releases/news-release-details/usa-rare-earth-awarded-142-million-texas-semiconductor?utm_source=openai))
For investors in French-, Belgian- and Swiss-speaking markets, USA Rare Earth remains a specialized industrial materials story rather than a mature cash-generating franchise. The upside case is tied to industrial ramp, policy support and strategic demand, while the downside remains linked to project execution, capital intensity and commodity-price volatility. Its geographic footprint is primarily in the United States, with emerging collaboration in Europe. ([investors.usare.com](https://investors.usare.com/?utm_source=openai))
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