USA Rare Earth, Inc. (USAR) Stock Forecast
USAR analyst forecast
as of October 18, 2026- Analyst consensus
- Strong buy 4.89 / 5 from 9 analysts
- Price target
- $35.56 average of analyst targets
- Upside to target
- +237.3% from the latest close
- Next earnings
- November 5, 2026 EPS estimate $-0.19
- 52-week range
- $10.32 – $31.59
USAR analyst ratings
9 analystsNumber of analysts at each rating.
USAR price target
The average of analyst 12-month price targets compared with the latest close and the 52-week range.
USAR earnings per share estimates
| Period | Average | Low | High | Year ago | Growth | Analysts |
|---|---|---|---|---|---|---|
| Current quarter (Sep '26) | −$0.15 | −$0.38 | −$0.04 | −$0.25 | +41.6% | 5 |
| Current fiscal year (2026) | −$0.57 | −$0.78 | −$0.41 | −$0.82 | +30.5% | 4 |
| Next fiscal year (2027) | $0.03 | −$1.32 | $1.07 | −$0.57 | +105.3% | 4 |
Consensus EPS estimates; growth compares the average estimate with the year-ago EPS.
USAR revenue estimates
| Period | Average | Low | High | Growth | Analysts |
|---|---|---|---|---|---|
| Current quarter (Sep '26) | $13.6M | $6.0M | $31.1M | 0.0% | 8 |
| Current fiscal year (2026) | $73.5M | $48.0M | $108.0M | +4,375.2% | 7 |
| Next fiscal year (2027) | $713.3M | $484.2M | $1.01B | +870.1% | 6 |
USAR EPS: reported and forecast
Fiscal years; "E" marks estimates, the line shows the range from the lowest to the highest estimate.
USAR revenue: reported and forecast
USAR EPS estimate revisions
| Period | 90 days ago | 60 days ago | 30 days ago | 7 days ago | Now | Change (90 d) | Revisions (30 d) |
|---|---|---|---|---|---|---|---|
| Current quarter (Sep '26) | −$0.16 | −$0.15 | −$0.15 | −$0.15 | −$0.15 | −8.8% | 0 up · 1 down |
| Current fiscal year (2026) | −$0.55 | −$0.55 | −$0.55 | −$0.59 | −$0.57 | +3.0% | 1 up · 1 down |
| Next fiscal year (2027) | $0.03 | $0.03 | $0.03 | −$0.04 | $0.03 | −9.9% | 0 up · 3 down |
How the consensus EPS estimate changed over the last 90 days, and how many analysts raised or lowered it in the last 30 days.
USAR earnings surprises
Reported EPS vs the consensus estimate for the last 12 quarters; USAR beat in 3 of 6.
What analysts expect from USAR
9 analysts cover USA Rare Earth; their consensus rating is strong buy (4.89 on a 1–5 scale, where 5 is a strong buy). The average price target is $35.56, 237.3% above the latest close of $10.54. Analysts expect earnings of −$0.57 per share for 2026, +30.5% from a year earlier. For 2027 the average estimate is $0.03 per share on revenue of $713.3 million. USA Rare Earth beat the EPS estimate in 3 of the last 6 quarters.
Related: USAR income statement, USAR key metrics, USAR chart. See the USAR stock overview for the latest quote and news.
USAR forecast FAQ
What is USA Rare Earth's price target?
The average analyst price target for USA Rare Earth is $35.56, 237.3% above the latest close of $10.54.
Is USA Rare Earth a buy, hold or sell?
Of 9 analysts covering USA Rare Earth, 8 rate it a strong buy, 1 a buy, 0 a hold, 0 a sell and 0 a strong sell, a consensus of strong buy. Ratings are opinions, not a recommendation from Quotelinks.
What is USA Rare Earth's EPS forecast?
Analysts forecast −$0.57 per share for 2026 (range −$0.78 to −$0.41); for 2027 the estimate is $0.03.
What is USA Rare Earth's revenue forecast?
The average revenue estimate for 2026 is $73.5 million, growth of 4,375.2%; for 2027 it is $713.3 million.
When does USA Rare Earth report earnings?
USA Rare Earth is expected to report results for the quarter ending September 30, 2026 on November 5, 2026 after the market closes; the EPS estimate is $-0.19.
Does USA Rare Earth usually beat earnings estimates?
USA Rare Earth reported EPS at or above the analyst estimate in 3 of the last 6 quarters.