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

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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; 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, 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 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, 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; 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 toward all-time highs.
USAR
MED
14:24
Jun 02
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 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, 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; 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 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, 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, 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, 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 across solar panel and semiconductor manufacturing.
USAR
MED
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 above current levels.
USAR
HIGH
19:26
May 05
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 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 rare earth dominance, with clear macro/geopolitical tailwinds.
USAR 1ST
HIGH
12:45
May 05
Outlier Capital Substack author, Outlier Capital Outlier Capital
Author's highest-conviction pick due to heavy rare earth focus at Round Top, backed by $1.6B government package and private capital; expects 5x return by 2028-2029.
USAR
HIGH
12:45
May 03
Outlier Capital Substack author, Outlier Capital Outlier Capital
The author holds USAR as part of the 10x portfolio, with strong performance and upside potential.
USAR
HIGH
02:48
May 03
Labubu Trader Long-term investor
The author mentions holding MP and USAR positions in a reply without providing any forward-looking opinion or market analysis.
USAR 1ST
HIGH
17:49
May 01
Bullish on USAR as technicals and fundamentals align; author plans to accumulate below $20 or hold existing position for upside.
USAR
MED
21:51
Apr 30
Ozark Bull market enjoyer, crypto trader
The author asks if the recipient owns USAR, MP, LAC, and TMQ for metals exposure, but the question is a factual inquiry without any forward-looking directional view.
USAR
HIGH
18:15
Apr 30
Buy USAR as speaker argues current market cap is mispriced relative to forecasted revenue scale, implying significant upside from a valuation re-rating catalyst.
USAR
MED

About USAR Analyst Coverage

Buzzberg tracks USAR (USA Rare Earth, Inc. Class A Common Stock) across 10 sources. 36 bullish vs 1 bearish calls from 11 analysts. Sentiment: predominantly bullish (76%). 46 total trade ideas tracked. Latest voices: Avi Felman, Newsquawk, incomesharks.