← Back

USARUSA Rare Earth

$15.56-2.99%Real quote · delayedRare earthsMetals & mining · 10 peers →

🏛️ Company factsSEC filings + FINRA official data

Annual revenue $1.6M · not yet profitable (FY net loss $298M) · short activity above its recent average — bears adding.

FY revenue

$1.6M

2025-12

Gross margin

11.9%

FY net loss

$298M

Diluted EPS

$-3.31

Short volume

55.6%

20d avg 45.3% · shorts building

🐋 5%+ ownership filings (last 180d)

The parties below hold over 5% of this company and disclosed it to the SEC (mandatory in US markets). "Activist" filers state an intent to influence the company; "Passive" are pure investment positions.

2026-09-11passive (13G)Denham Mining GP LLC
2026-09-11activist (13D)VB (Rare Earths) Ltd
2026-09-11passive (13G)EMG Fund V SVRE Holdings, LLC
2026-08-14passive (13G)Alyeska Investment Group, L.P.
2026-06-09activist (13D)Gutnick Mordechai Zev

🎯 Market expectations

Expectation reliability Low · 29/100

Nasdaq analyst consensus · the pre-news baseline

There is no clear consensus on this stock (thin coverage or wide disagreement) — 'beating expectations' means little here.

Next quarter (Sep 2026) consensus-$0.16Estimate range -$0.38 ~ -$0.04 · 4 analysts

History: actual vs consensusavg -116.1%

Jun 2026-$0.15 vs -$0.07-114.29%
Mar 2026-$0.12 vs -$0.16+25%
Dec 2025-$0.19 vs -$0.12-58.33%
Sep 2025-$0.25 vs -$0.06-316.67%

Analyst estimates, not our forecast · not investment advice

What's moving this stock lately

1 direct · 0 2nd-order · 0 thematic

Ranked by impact strength · strength = estimated move × freshness decay (shorter-lived effects decay faster)

#1▲2.32%DirectUSAR 8-K — Entry into a Material Definitive Agreement · Completion of Acquisition or Disposition of Assets · Creation of a Direct Financial Obligation · Departure or Election of Directors or Officers · Regulation FD Disclosure · Other Events9d ago
The 8-K bundles a material agreement, acquisition and new financing—supportive of the domestic rare-earth expansion story—but with only $1.6M revenue and a $298M net loss, new debt and potential dilution cap the upside and keep direction uncertain.
Impact chain →
Also named: MP · TSLA

🕰️ Price × news · engine report card

Drag to pan, scroll to zoom · real daily bars and volume

The 9 engine calls on this chart (hit / miss / pending) are Pro — price and volume only for now▂ volume

📜 Call history (newest first

🔒 Pro only

9 engine calls on this stock — each with direction, magnitude and its verified outcome · sign up to view

🔒 Pro only

Impact chains · crowding · conviction engine · insider signals — free 7-day trial on signup.