USAR · USA Rare Earth, Inc.

USAR reports earnings on Nov 5, 2026 — a breakout right before a report can reverse on the numbers.

Not today. USAR is not on today's radar: no tight base just under a resistance that has been tested again and again.

Bulls: USA Rare Earth has secured approximately $1.6 billion in U.S. government funding and, through the acquisition of Serra Verde, obtained the only large-scale heavy rare earth asset; it projects $2.6B revenue in 2030 (one post cites $4B in 2029 against a ~$4B market cap). President Trump's October 28 proclamation declaring foreign robotics and industrial machinery a national security threat is seen as driving long-term domestic demand for processed critical materials, and only 1% of the world's magnets are produced domestically in the U.S. The stock ripped 12% to $10 and later soared nearly 17% off a fresh 52-week low, with shortable shares falling from 1.2M to 200k this week while Washington's portfolio stakes rose (USAR +11.3%, part of a +3.1%/~$891M gain). Morgan Stanley's 33-page October 27, 2026 report 'Critical Raw Materials Security: The Global Push for Alternative Supply' frames the supply-chain shift, and earnings are expected around Nov 5 with consensus ~-$0.17 EPS and revenue est. ~$8-14M (Q2 was $5.8M).

Bears: USAR's downtrend persists despite a recent relief bounce from oversold levels, with sector momentum driving price action. The stock slipped 4.5% to $8.91 on Monday, below both the 50-day SMA ($14.94) and 200-day ($18.42) and near the bottom of its 20-day range, with daily RSI at 21. Political risk cuts both ways: one post warns that Brazil's Lula could 'fuck with $USAR' to make a statement, and the Nov 5 earnings setup carries consensus of ~-$0.17 EPS.

Reading from Oct 30, 2026; each post classified by AI, weighted by engagement.

No recent news reading for USAR. The News Sentiment API reads today's headlines on any US stock.

Open-market trades only, from SEC Form 4 filings — option exercises, tax withholding and grants are left out.

• Sold · Trabuco Carolyn$296K · Jun 8, 2026
• Bought · Trabuco Carolyn$29K · Jan 29, 2026
• Bought · BLITZER MICHAEL$2.1M · Jan 29, 2026
• Sold · BLITZER MICHAEL$21.7M · Aug 14, 2025
• Sold · BLITZER MICHAEL$32.9M · Aug 13, 2025

From the company's SEC filings (10-Q and 10-K).

• third quarter of 2026 · ramp-up · 8-K filed Sep 4, 2026

  “with ramp-up expected in the third quarter of 2026”

• by the end of 2026 · total rare earth oxide (treo) production run-rate · 8-K filed Sep 4, 2026

  “The first stage of this program is expected to reach a run-rate of approximately 4,000 tons per annum (tpa) of total rare earth oxide (TREO) production by the end of 2026.”

• within 12 months · average treo production · 8-K filed Sep 4, 2026

  “targeting average production of 6,400 tpa of TREO, with commissioning expected to begin within 12 months”

• Q4 2026 · round top definitive feasibility study completion · 8-K filed Aug 10, 2026

  “Complete the Round Top Definitive Feasibility Study (DFS) in Q4 2026: This DFS is expected to be completed in Q4 2026 and published in Q1 2027, and is expected to provide the balance of commercial engineering and design and definitive project economics.”

Quoted from the outlook the company filed with the SEC.