Himension Capital Singapore PTE. LTD. Acquires Shares of 136,512 USA Rare Earth Inc. $USAR

Himension Capital Singapore PTE. LTD. bought a new stake in shares of USA Rare Earth Inc. (NASDAQ:USAR) during the first quarter, HoldingsChannel reports. The firm bought 136,512 shares of the company’s stock, valued at approximately $2,066,000.

Several other institutional investors also recently modified their holdings of USAR. Alyeska Investment Group L.P. lifted its position in USA Rare Earth by 44.0% during the 3rd quarter. Alyeska Investment Group L.P. now owns 12,799,325 shares of the company’s stock valued at $219,034,000 after acquiring an additional 3,909,455 shares during the period. Bayshore Capital Advisors LLC purchased a new stake in USA Rare Earth in the fourth quarter worth about $102,378,000. Vanguard Group Inc. increased its stake in shares of USA Rare Earth by 533.3% during the fourth quarter. Vanguard Group Inc. now owns 6,036,486 shares of the company’s stock valued at $71,834,000 after purchasing an additional 5,083,288 shares in the last quarter. State Street Corp increased its stake in shares of USA Rare Earth by 78.4% during the fourth quarter. State Street Corp now owns 5,032,866 shares of the company’s stock valued at $59,891,000 after purchasing an additional 2,212,177 shares in the last quarter. Finally, Inflection Point Holdings II LLC purchased a new position in shares of USA Rare Earth during the fourth quarter valued at approximately $37,188,000.

Insider Buying and Selling

In other USA Rare Earth news, Director Carolyn Trabuco sold 13,000 shares of USA Rare Earth stock in a transaction on Monday, June 8th. The stock was sold at an average price of $22.77, for a total value of $296,010.00. Following the completion of the sale, the director owned 18,783 shares of the company’s stock, valued at approximately $427,688.91. This trade represents a 40.90% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Corporate insiders own 9.10% of the company’s stock.

Key Stories Impacting USA Rare Earth

Here are the key news stories impacting USA Rare Earth this week:

• Positive Sentiment: Shares are getting a boost from premarket enthusiasm around President Trump’s push to strengthen the U.S. defense critical-metals supply chain, which investors see as a tailwind for domestic rare earth producers like USA Rare Earth. Article: Retail Cheers Trump’s Defense Critical Metals Supply Chain Push
• Positive Sentiment: USA Rare Earth announced a leadership transition, naming Serra Verde CEO Thras Moraitis as its next CEO and Michael Blitzer as executive chairman, reinforcing the company’s strategic direction as it prepares to complete its merger with Serra Verde. Article: USA Rare Earth CEO Humpton to retire, Serra Verde’s Moraitis to succeed
• Neutral Sentiment: Multiple reports covered the same CEO change and transition plan, keeping the company in the spotlight but not adding new operational detail beyond the official announcement. Article: USA Rare Earth Announces Leadership Transition
• Negative Sentiment: Rare earth stocks came under pressure after the IEA warned that non-China rare earth output could triple by 2035, raising oversupply concerns that could weigh on pricing and margins for producers such as USA Rare Earth. Article: Rare Earth Stocks Slide On Oversupply Fears

Wall Street Analyst Weigh In

Several analysts recently weighed in on USAR shares. Weiss Ratings upgraded USA Rare Earth from a “sell (d-)” rating to a “sell (d+)” rating in a research note on Thursday, May 14th. Northland Securities started coverage on USA Rare Earth in a research note on Thursday, April 23rd. They set an “outperform” rating and a $45.00 price objective for the company. Wedbush boosted their target price on USA Rare Earth from $29.00 to $35.00 and gave the stock an “outperform” rating in a report on Tuesday, May 12th. Wall Street Zen raised USA Rare Earth from a “strong sell” rating to a “sell” rating in a research note on Saturday, May 16th. Finally, Benchmark restated a “buy” rating on shares of USA Rare Earth in a report on Wednesday, June 3rd. Nine analysts have rated the stock with a Buy rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $36.83.

USA Rare Earth Stock Performance

Shares of NASDAQ USAR opened at $15.80 on Wednesday. The firm’s 50 day moving average price is $22.12 and its 200-day moving average price is $20.61. The company has a market cap of $3.52 billion, a PE ratio of -4.03 and a beta of 2.45. USA Rare Earth Inc. has a 52-week low of $10.91 and a 52-week high of $43.98.

USA Rare Earth (NASDAQ:USAR) last posted its quarterly earnings results on Wednesday, May 13th. The company reported ($0.12) EPS for the quarter, beating analysts’ consensus estimates of ($0.16) by $0.04. The firm had revenue of $5.70 million for the quarter. On average, analysts forecast that USA Rare Earth Inc. will post -0.35 earnings per share for the current fiscal year.

USA Rare Earth Company Profile

USA Rare Earth (NASDAQ: USAR) is a development-stage critical minerals company focused on advancing a fully integrated rare earth element (REE) and lithium project in the United States. Its flagship asset is the Round Top deposit in West Texas, a large, polymetallic concentration of light and heavy rare earth elements, lithium and other co-products. The company seeks to move this asset through resource delineation, pilot-scale processing and eventual commercial production to address growing domestic demand for secure REE supply chains.

In addition to exploration, USA Rare Earth is engineering an on-site separation facility that will utilize dry magnetic separation and hydrometallurgical flowsheets to produce mixed rare earth carbonates.