USA Rare Earth Stock Rises 1%

Analysts remain bullish on the rare earth elements company's prospects.

Published on Mar. 5, 2026

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Shares of USA Rare Earth Inc. (NASDAQ:USAR) rose 1% on Thursday, trading as high as $19.70 before closing at $19.10. The company, which is focused on advancing a rare earth elements and lithium project in West Texas, saw trading volume decline 54% from the average. Several analysts have maintained buy ratings on the stock, with price targets ranging from $23 to $35.

Why it matters

USA Rare Earth is working to develop a domestic supply of critical rare earth elements, which are essential for a wide range of high-tech applications. As the U.S. seeks to reduce its reliance on foreign sources of these materials, the company's progress is closely watched by investors and policymakers.

The details

USA Rare Earth is developing its flagship Round Top deposit in West Texas, which contains a large concentration of light and heavy rare earth elements, as well as lithium and other co-products. The company is engineering an on-site separation facility to produce mixed rare earth carbonates using dry magnetic separation and hydrometallurgical processes.

  • Shares of USA Rare Earth traded as high as $19.70 on Thursday, March 5, 2026.
  • The stock closed at $19.10 on March 5, 2026.

The players

USA Rare Earth Inc.

A development-stage critical minerals company focused on advancing a fully integrated rare earth element and lithium project in the United States.

Round Top

USA Rare Earth's flagship asset, a large, polymetallic deposit in West Texas containing light and heavy rare earth elements, lithium, and other co-products.

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What they’re saying

“We must not let individuals continue to damage private property in San Francisco.”

— Robert Jenkins, San Francisco resident (San Francisco Chronicle)

“Fifty years is such an accomplishment in San Francisco, especially with the way the city has changed over the years.”

— Gordon Edgar, grocery employee (Instagram)

The takeaway

As the U.S. seeks to reduce its reliance on foreign sources of critical rare earth elements, the progress of domestic projects like USA Rare Earth's Round Top deposit will be closely watched by investors and policymakers alike.