USAR USA Rare Earth, Inc. Class A Common Stock Loading... : Bullish and Bearish Analyst Opinions

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16:24
Aug 14
USAR to $50; 2027 rare-earths catalyst
Buy/hold USAR targeting $35–$50; price is leaving the buy zone a second time and 2027 is a crucial rare-earth catalyst year.
USAR
HIGH
04:50
Aug 10
cifroracle Pseudonymous Stock Market Commentator
Non-China rare earths strengthening into September
Buy non-China rare earth names UUUU, USAR, and MP as a September catalyst trade — the author sees the sector strengthening broadly, likely on supply-chain diversification away from Chinese rare earth dominance.
USAR 1ST
MED
01:02
Aug 08
The author describes a three-tier strategy with Core and 10X accounts plus a daily watchlist.
The author describes a three-tier strategy with Core and 10X accounts plus a daily watchlist, but only frames OKLO and USAR as discretionary setups, not current positions.
USAR
LOW
04:14
Jul 29
The author simply acknowledges the ticker USAR from a parent post listing Trump's stock calls.
The author simply acknowledges the ticker USAR from a parent post listing Trump's stock calls without expressing their own position or conviction.
USAR
LOW
16:38
Jul 27
Buy USAR as a critical minerals play benefiting from Trump's policy push to eliminate US.
Buy USAR as a critical minerals play benefiting from Trump's policy push to eliminate US dependence on Chinese critical minerals by January 2027, a concrete policy catalyst with a stated deadline.
USAR
MED
16:29
Jun 22
Avi Felman Principal, GoldenTree Asset Management
Monitor USAR as a rare earth/strategic metals play linked to the admin's isolation strategy.
Monitor USAR as a rare earth/strategic metals play linked to the admin's isolation strategy; no ownership disclosed.
USAR
MED
11:52
Jun 22
Newsquawk Newswire (@Newsquawk)
US pre-market movers include Getty Images up 105% on an OpenAI display deal.
US pre-market movers include Getty Images up 105% on an OpenAI display deal, Apple down 1% on device price pressures, and Apogee up 50% on an AbbVie acquisition agreement.
USAR
20:34
Jun 11
Buy dips in USAR to build a long-term position; author's own prior thesis projects $2.4B.
Buy dips in USAR to build a long-term position; author's own prior thesis projects $2.4B in 2029 revenue against a ~$4B market cap, implying significant undervaluation if projections materialize.
USAR
MED
12:45
Jun 11
Outlier Capital Substack author, Outlier Capital Outlier Capital
Author believes USA Rare Earth is a strategically critical Western rare earth platform with government backing, and the upside case (10x) is based on execution across mining, processing, and magnet pr
Author believes USA Rare Earth is a strategically critical Western rare earth platform with government backing, and the upside case (10x) is based on execution across mining, processing, and magnet production.
USAR
HIGH
21:59
Jun 09
Buy USAR on expectation that revenue reaching $2.4B will drive market cap above $4B.
Buy USAR on expectation that revenue reaching $2.4B will drive market cap above $4B, implying significant upside from current valuation.
USAR
MED
22:44
Jun 08
Buy USAR alongside MP as a rare earth/materials play on robotics input demand.
Buy USAR alongside MP as a rare earth/materials play on robotics input demand; lower conviction than MP given thinner reasoning and smaller liquidity profile, but explicitly named as a co-buy.
USAR
MED
20:11
Jun 02
Capacity expansion and technical breakout (resistance taken out) point to continued upside.
Capacity expansion and technical breakout (resistance taken out) point to continued upside toward all-time highs.
USAR
MED
14:24
Jun 02
Author discloses an active long position in USAR entered around $17, currently up ~78%.
Author discloses an active long position in USAR entered around $17, currently up ~78%; position remains open as part of a disclosed portfolio of ongoing holdings.
USAR
MED
14:15
Jun 02
The author shares past positions and losses across several tickers but provides no.
The author shares past positions and losses across several tickers but provides no forward-looking directional view or current conviction, making these watch-only mentions.
USAR
LOW
19:58
Jun 01
Buy USAR on rare earth price surge from AI/semis demand.
Buy USAR on rare earth price surge from AI/semis demand, first revenue year underway with a multi-year ramp to billions, and technical breakout nearing all-time highs.
USAR
HIGH
12:45
May 27
Outlier Capital Substack author, Outlier Capital Outlier Capital
U.S. Rare Earths (USAR) is a domestic leader benefiting from reshoring trends and robotics demand for critical minerals.
USAR
HIGH
17:09
May 26
Buy $USAR on China's near-total control of yttrium.
Buy $USAR on China's near-total control of yttrium; 2025 export restrictions caused a shortage essential for defense/aerospace alloys, semiconductors, and lasers, driving severe price upside over 1–2 years.
USAR
MED
02:45
May 25
The author suggests USAR, Tesla, and BlackBerry as potential investment opportunities.
The author suggests USAR, Tesla, and BlackBerry as potential investment opportunities in the magnet and automotive software sectors.
USAR
12:45
May 24
Outlier Capital Substack author, Outlier Capital Outlier Capital
Author increased their USAR position, aligning with the strategy of staying positioned in asymmetric setups and letting time and execution work.
USAR
HIGH
19:32
May 23
The author recaps past trades on HIMS, UUUU, USAR, BTC.
The author recaps past trades on HIMS, UUUU, USAR, BTC, and BB with price entries and outcomes but expresses no forward-looking opinion or new trade thesis.
USAR
HIGH
17:50
May 20
States that USAR is pivoting to magnets, a strategic update.
States that USAR is pivoting to magnets, a strategic update, without expressing a personal trade stance.
USAR
HIGH
17:49
May 20
Long USAR following speaker's held position and explicit plan to buy more on pullbacks.
Long USAR following speaker's held position and explicit plan to buy more on pullbacks, signaling bullish outlook.
USAR
HIGH
12:45
May 17
Outlier Capital Substack author, Outlier Capital Outlier Capital
The author includes USAR among top portfolio performers, indicating it is a current long holding in the conviction-driven basket.
USAR
MED
23:05
May 11
Buy silver/materials miners USAR and USAS as supply-chain plays covering raw materials needed.
Buy silver/materials miners USAR and USAS as supply-chain plays covering raw materials needed across solar panel and semiconductor manufacturing.
USAR
MED
13:19
May 10
caesarcapitalz Individual Investor & Market Commentator
Notes upcoming earnings reports next week
Notes upcoming earnings reports for next week, no directional view stated.
USAR
LOW
12:50
May 10
Outlier Capital Substack author, Outlier Capital Outlier Capital
Part of the author's conviction basket; a top performer.
USAR
MED
17:57
May 06
Long USAR expecting a breakout soon based on favorable chart structure and low supply overhead.
Long USAR expecting a breakout soon based on favorable chart structure and low supply overhead above current levels.
USAR
HIGH
19:26
May 05
Bullish on USAR as OBV divergence signals accumulation ahead of price.
Bullish on USAR as OBV divergence signals accumulation ahead of price, suggesting an imminent breakout to ATH.
USAR
MED
17:23
May 05
Buy USAR as a leveraged AI/Semi narrative play; stock sits ~200% below ATH from April lows.
Buy USAR as a leveraged AI/Semi narrative play; stock sits ~200% below ATH from April lows with 2025 marking its first meaningful revenue ramp year and a $2.9B revenue forecast within 3 years providing a fundamental anchor.
USAR
MED
14:51
May 05
Buy USAR on potential US government stake and national security-driven shift away from Chinese.
Buy USAR on potential US government stake and national security-driven shift away from Chinese rare earth dominance, with clear macro/geopolitical tailwinds.
USAR 1ST
HIGH

About USAR Analyst Coverage

Buzzberg tracks USAR (USA Rare Earth, Inc. Class A Common Stock) across 15 sources. 40 bullish vs 1 bearish calls from 16 analysts. Sentiment: predominantly bullish (72%). 54 total trade ideas tracked. Latest voices: incomesharks, cifroracle, asklivermore.