USA Rare Earth Stock Rises 9.3% - Should Investors Buy?

Analysts weigh in on the rare earth elements company's recent stock price surge.

Mar. 10, 2026 at 9:36pm

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USA Rare Earth Inc. (NASDAQ:USAR) saw its stock price rise 9.3% on Tuesday, trading as high as $20.84 per share. The company, which is focused on advancing a rare earth elements and lithium project in West Texas, has seen its stock price fluctuate in recent months as it works to develop its flagship Round Top deposit.

Why it matters

Rare earth elements are critical for the production of many high-tech products, from electric vehicles to smartphones. As demand for these materials grows, companies like USA Rare Earth that are working to establish domestic supply chains have become increasingly important. The company's stock performance reflects investor interest in its progress.

The details

USA Rare Earth's stock surge came on trading volume of around 16.6 million shares, down 23% from the company's average daily volume. Several Wall Street analysts have issued reports on the stock, with Benchmark initiating coverage with a "buy" rating and Cantor Fitzgerald raising its price target to $35 from $28.

  • USA Rare Earth's stock closed at $18.71 on the previous trading day.
  • The stock hit an intraday high of $20.84 on Tuesday.

The players

USA Rare Earth Inc.

A development-stage critical minerals company focused on advancing a rare earth elements and lithium project in West Texas.

Benchmark

A research firm that initiated coverage of USA Rare Earth with a "buy" rating.

Cantor Fitzgerald

An investment bank that raised its price target on USA Rare Earth's stock to $35 from $28.

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