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Equity · Basic Materials

USAR

USA Rare Earth, Inc. · NasdaqGM

$14.09 −5.94% 1D Finazon · prior-day close · Jul 28, 2026

Reddit mentioned USAR 58 times in the 30 days to 30 July 2026, across 3 of the communities we track. All of them were scored for sentiment: 67% read bullish, 14% bearish and 19% neither. Reddit data updated 30 July 2026.

Price · Chart Chart by TradingView

The chart above plots the price of USAR over the range selected — one day to the full history — drawn by TradingView from their own data. Our own licensed end-of-day series holds 62 sessions over that window: $27.00 on 1 May 2026 through $14.09 on 28 July 2026. Finazon · prior-day close.

Market cap $1.9B
52-week range $11.00 – $41.00
Avg volume 1.9M
Mentions · 30d 58
Net sentiment +0.10

Finazon · prior-day close · valuation computed from SEC EDGAR filings · as of Jul 29, 2026

The Distributed Sentinel 30 Jul 2026

The crowd leans clearly bullish on USAR

Attention has held through the month, with the 30-day peak of 15 mentions on 9 Jul. This is a social signal to weigh against price and insider flow, not to trade on alone.

Crowd sentiment on USAR · 30d

n = 58 scored · Method
+0.10
Neutral
Bullish 67%
Neither 19%
Bearish 14%

USAR · crowd attention × price

Share ↗
58 mentions
Bar chart of daily Reddit mentions for USAR over the last 30 days, read against the left-hand axis; days with zero mentions show no bar. A solid accent line overlays the daily closing price on its own right-hand scale. A dashed lead-in marks the untracked days before tracking began.0816$20.14$21$14.09$141 Jul8 Jul15 Jul22 Jul30 Jul

Reddit mentions per day — left axis Busiest day in the window Daily closing price, USD — right axis

The chart plots daily Reddit mentions of USAR over the 30 days to 30 July 2026: 58 in total, busiest on 9 July with 15, and 1 on the last day counted. The line is the daily close over the same window: $20.14 on 1 July, $14.09 on 28 July.

Finazon · prior-day close

Where USAR is discussed

Share of tracked-subreddit mentions · 30d
r/wallstreetbets 93% 53 mentions +0.09
r/stocks 5% 3 mentions +0.29
r/cryptocurrency 2% 1 mention +0.44

Reddit chatter that moves with USAR

Method

How closely daily Reddit mention counts rose and fell together over the last 30 days (31 daily observations): USAR moved most closely with Fractyl Health, Inc. (GUTS) (r = +0.98) — this measures co-discussion on Reddit, not price co-movement.

Symbol r Observations
GUTS Fractyl Health, Inc. +0.98 31
NBIS Nebius Group N.V. +0.95 31
EWY iShares MSCI South Korea ETF +0.95 31
PM Philip Morris International Inc. +0.95 31
NFLX Netflix, Inc. +0.95 31
SUPPLY SHOCK +0.95 31

USAR insider trades

SEC Form 4 · last 90 days · newest reported trade 7 Jul 2026
Open-market buys 0
Open-market sells 1
Net sold $296K
Non-trade filings 13
Date Insider Type Shares Value
08 Jun 2026 Trabuco Carolyn Director Sell 13,000 $296K

Showing the 12 most recent of 14 filings in this window. The figures above count all of them.

Compensation mechanics (11 filings)

Compensation mechanics Share grants, option exercises, tax withholding and transfers. They reach the same Form 4 as a trade, but they are not the insider buying or selling on the open market, so no purchase or sale value applies to them.

Date Insider Type Shares Value
07 Jul 2026 Caulfield Thomas Director Award 271
03 Jun 2026 Caulfield Thomas Director Award 407
03 Jun 2026 Caulfield Thomas Director Option exercise 2,548
21 May 2026 Steele William Robert Jr Chief Financial Officer Tax withheld 33,825 $763K
20 May 2026 BLITZER MICHAEL Director Option exercise 30,483
20 May 2026 Gutnick Mordechai Zev Director Option exercise 30,483 $688K
20 May 2026 Kern Paul J Director Option exercise 30,483 $688K
20 May 2026 SCHWETHELM OTTO C Director Option exercise 30,483 $688K
20 May 2026 Senft Michael F Director Option exercise 30,483 $688K
20 May 2026 Steele William Robert Jr Chief Financial Officer Option exercise 75,827 $1.71M
20 May 2026 Trabuco Carolyn Director Option exercise 30,483 $688K

USAR reported financials

SEC EDGAR XBRL

USAR reported revenue of $1.6M for the fiscal year ended 31 Dec 2025. Net income over the same period was −$297.6M.

Figure Reported Period
Revenue $1.6M 31 Dec 2025 fiscal year
Net income −$297.6M 31 Dec 2025 fiscal year
Diluted EPS −$3.31 31 Dec 2025 fiscal year
Total assets $2.1B 31 Mar 2026 at period end
Total equity incl. minority interest $1.9B 31 Mar 2026 at period end

Source: SEC EDGAR XBRL company facts · latest period ended 31 Mar 2026

USAR earnings

SEC EDGAR
Date Period EPS Revenue
31 Mar 2026 Q1 2026 $-0.34 $6M
31 Dec 2025 FY 2025 $-3.31 $2M
30 Sep 2025 Q3 2025 $-1.64
30 Jun 2025 Q2 2025 $-1.54

Reported figures & scheduled dates · SEC EDGAR filings

USAR institutional holders

SEC Form 13F

9 of the 45 institutional funds we track reported a USAR position for the quarter ended 31 Mar 2026 — a combined $45.1M; the latest of those filings landed 15 May 2026.

Fund Action Shares Value
Renaissance Technologies Held (±25%) −14.2% shares 955,378 $14.5M
Citadel Advisors Added +64.4% shares 935,167 $14.2M
Millennium Management Added +1,206.2% shares 466,050 $7.1M
Point72 Asset Management New position 220,706 $3.3M
Bridgewater Associates Trimmed −36.1% shares 174,464 $2.6M
D. E. Shaw & Co. Trimmed −45.4% shares 112,203 $1.7M
Tudor Investment Corp New position 84,550 $1.3M
Soros Fund Management New position 20,991 $318K
AQR Capital Management Held (±25%) −5.7% shares 11,270 $171K

Source: SEC EDGAR 13F filings

USAR fails-to-deliver

SEC CNS data

On 30 Jun 2026, 282,218 shares of USAR failed to deliver (about $5.9M) — the latest of 3 consecutive trading days with recorded fails.

Settlement date Shares failed Notional % of shares out
30 Jun 2026 282,218 $5.9M 0.213%
29 Jun 2026 965,867 $19.8M 0.728%
26 Jun 2026 43 $888 <0.001%
24 Jun 2026 3,871 $89K 0.003%
22 Jun 2026 14,490 $357K 0.011%
18 Jun 2026 573,676 $13.5M 0.433%
15 Jun 2026 512,093 $11.3M 0.386%

Source: SEC fails-to-deliver (CNS) data

USAR — frequently asked questions

From live data

How often is USAR mentioned on Reddit?

USAR was mentioned 25 times in the last 7 days across the finance subreddits we track, and 58 times over the trailing 30 days.

Is Reddit bullish or bearish on USAR?

Across 58 classified USAR mentions in the last 30 days, 67% read bullish, 14% bearish and 19% neutral. Crowd sentiment is a social signal, not investment advice.

When did USAR last report earnings?

USA Rare Earth, Inc. (USAR) last reported earnings on 31 Mar 2026 for Q1 2026, per SEC filings.

Are USAR insiders buying or selling?

SEC Form 4 filings over the last 90 days show 0 buys and 1 sell by USAR insiders on the open market. A further 13 filings were grants, awards, gifts or exercises rather than open-market trades.

What exchange is USAR listed on?

USA Rare Earth, Inc. trades on NASDAQ under the ticker USAR.

Answers are generated from the live figures on this page — Reddit crowd data, SEC filings and open company records — and update as the data does.