USA Rare Earth Inc

Basic Materials

NASDAQ:USAR · NASDAQ Global Market

Market Cap $2.28B Beta 2.36 P/E (TTM) -11.3
$24.64 +1.27%

+$0.30 today

52W Low $9.32High $43.98

Vol 20.64M · Avg 16.94M

EPS (TTM) -$2.12Industrial Materials

Management

Put operating results in leadership context

Review returns on capital, executive background, insider transactions, and growth quality to judge whether management is compounding value well.

Return Metrics

ROE, ROIC & ROA over time

Management

ROE

-60.4%

avg -31.0%

ROIC

-9.0%

avg -20.7%

ROA

-42.8%

avg -15.7%

Analysis

ROIC is currently the strongest return metric at -9.0% versus its period average of -20.7%. 0 of 3 return metrics are above their quality threshold, which helps indicate how efficiently the company turns capital and assets into profit.

Management

Key executives, compensation & ownership

Management
NameTitleCompensationTenureAgeShares OwnedOwnership %

William Robert Steele Jr.

Chief Financial Officer$673,898.0060$42,002.000.04%

Barbara W. Humpton

Chief Executive Officer & Director$669,859.0065$313,327.000.32%

David Kronenfeld

General Counsel$620,192.0040$76,374.000.08%

Christopher Boling

Corporate Controller & Principal Accounting Officer56$0.00<0.01%

David Bushi

Senior Vice President of Manufacturing$76,374.000.08%

John Booth Lowe

VP & Head of Investor Relations

Matt Westbrook

Head of Government Operations49

Ronan Fogarty

Vice President of Sales

Patricia Ost

Vice President of Business Operations & Strategy

Valerie Ford Jacob

Chief Legal Officer & Corporate Secretary73$35,244.000.04%

Victoria Sprenger

Head of People & Culture

Insider Trading

SEC Form 4 transactions — last 12 months

Management

Buys

2

$2.17M

Sells

3

$77.10M

Net Sentiment

$74.92M

Net selling

Most Active

BLITZER MICHAEL

3 transactions

DateInsiderTypeSharesPriceValue
Jun 8, 2026

Trabuco Carolyn

Direct

Sell13.0K$22.77$295,984.00
Jan 29, 2026

BLITZER MICHAEL

Direct

Buy100.0K$21.44$2,143,860.00
Jan 29, 2026

Trabuco Carolyn

Direct

Buy1.3K$22.60$29,379.22
Aug 14, 2025

BLITZER MICHAEL

Direct

Sell3.81M$11.50$43,853,341.00
Aug 13, 2025

BLITZER MICHAEL

Indirect

Sell2.09M$15.75$32,946,621.75

Analysis

Insiders reported 2 buys worth $2.17M and 3 sells worth $77.10M over the last 12 months. That adds up to net selling of $74.92M. BLITZER MICHAEL was the most active insider with 3 transactions.

Growth Analysis

Historical CAGR & forward analyst estimates

Metric 10yr 5yr3yr Fwd Est.
EPSN/AN/AN/A
N/A2 analysts
RevenueN/AN/AN/A
+355.8% (5yr)2 analysts
Net IncomeN/AN/AN/A
N/A2 analysts
EBITN/AN/AN/A
N/A2 analysts

Analysis

Forward estimates point to Revenue at +355.8% (5yr), giving you a quick read on expected growth from here.

Who manages USAR?

USA Rare Earth Inc (USAR) lists 11 active executives. The top listed executive is Barbara W. Humpton, Chief Executive Officer & Director.

Are USAR insiders buying or selling?

Recent insider activity shows net selling of $62.85M.

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