Director Carolyn Trabuco of USA Rare Earth, Inc. acquired 1,300 shares of the company’s common stock on January 29, 2026, according to a filing with the Securities and Exchange Commission. The filing records a weighted average purchase price of $22.5994 per share, producing a total consideration of $29,379. The SEC filing also states that, following these trades, Trabuco directly holds 1,300 shares of USA Rare Earth common stock.
The filing notes the purchase was executed across multiple trades, resulting in the weighted average price recorded. No other changes to Trabuco’s holdings were reported in the disclosure beyond the single purchase and the post-transaction ownership level.
Separately, the company disclosed completion of a $1.5 billion private investment in public equity financing. That PIPE, led by an investor identified as Inflection Point, involved the issuance of approximately 69.8 million shares of common stock at $21.50 per share. In addition to the PIPE, USA Rare Earth has secured proposed federal support through the CHIPS Program totaling $1.6 billion - comprised of $277 million in federal funding and a $1.3 billion senior secured loan.
Market analysts reacted to these funding developments by revising their valuations. Roth/MKM increased its price target to $35 while maintaining a Buy rating. Canaccord Genuity raised its price target to $33, citing stronger financing options that could speed the company’s operational schedule. Benchmark made a more pronounced change, boosting its price target to $45 and pointing to an expanded production outlook: the company now expects to reach 10,000 metric tons annually of magnet-making capacity.
Taken together, the insider purchase, the closing of the PIPE financing, the proposed CHIPS Program support, and the analyst target changes reflect a series of financial events that the company has publicly reported. The SEC filing documents the director-level purchase, while company announcements detail the financing and capacity expectations that underlie the brokerages’ updated price targets.
Context and implications
While the SEC filing provides a precise record of the director’s small equity purchase and the company announcements set out capital and capacity plans, the public disclosures cited here are the sources for these facts. The filings and company statements are the basis for the brokerages’ adjustments and for the recorded insider transaction.