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45 /100
COMPONENT-LIMITED
Score updated Oct 13, 2026

USAR — USA Rare Earth, Inc. Dilution Risk Tracker

Track USAR dilution risk with DilutionWatch's stock tracker. DilutionScore™ measures dilution risk across 5 factors — lower scores indicate higher risk of share dilution.

⚠️ Not financial advice. Do your own research before making any investment decisions.

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As of October 13, 2026, USA Rare Earth, Inc. (USAR) has a DilutionWatch DilutionScore of 45/100, rated MEDIUM dilution risk. This is a component-limited score because one or more material inputs are unavailable or not applicable. USA Rare Earth, Inc. has a market capitalization of $1.57B, 132.64M shares outstanding, 10 institutional holders tracked. Stored dilution-related fields include shelf registration capacity of $1.00B, ATM program capacity of $76.31M.

This page includes automatically generated factual summaries from DilutionWatch data. It is not financial advice, not investment research, and not a recommendation. Do your own research. Read the full disclaimer and terms of service.

Score Breakdown

📋 Offering Ability
82
💰 Cash Runway
0
📊Float Risk—
⚠️ Warrant Exposure
40
🔄 Convertible Debt
15

Dilution Forecast

⛅
Watch
Minor dilution signals detected
model est. 19%
💰 Capital Raise model 38%
• Active shelf registration ($1000M, 64% of market cap)
• Active ATM program with $76M remaining capacity
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Market Data

Market Cap$1.57B
Shares Outstanding132.64M
FloatN/A
Cash$1.53B
DebtN/A
Short InterestN/A

Source-Backed Evidence Depth

This public preview uses stored DilutionWatch fields and linked SEC/market records only. Missing values are not estimated.

FieldCurrent ValueBasis
DilutionScore45/100DilutionWatch score record
Shares Outstanding132.64MVerified float table or market cache
Public FloatNot availableVerified float table or market cache
Market Cap$1.57BMarket data cache
Cash Runway621.5 monthsDilutionWatch score inputs
Shelf Capacity$1.00BSEC-derived dilution fields
ATM Capacity$76.31MSEC-derived dilution fields
Outstanding WarrantsNone in current score inputsSEC-derived dilution fields

Recent source-backed SEC insight records available on this page: 7.

Recent SEC source mix: 4 4, EFFECT 1, XBRL 2.

The page does not infer future share issuance, financing probability, cash needs, management intent, or price impact when source fields are absent.

Institutional Holdings

10 institutional holders · 43.58M shares
#1 Bayshore Capital Advisors, LLC 8.74M shares
#2 Alyeska Investment Group, L.p. 7.80M shares
#3 Blackrock Inc. 6.39M shares
+ 7 more holders Sign up free to view →

Institutional holder totals are aggregated from ownership filings and may use a different share basis or reporting date than public float. They are not a reconciliation against tradeable float.

Short Interest

Short Interest45.17M
Days to Cover3.3
% of FloatN/A
FINRA data as of Sep 30, 2026

Recent SEC Activity

xbrl XBRL WARRANT 2026-03-30
xbrl XBRL CONVERTIBLE 2024-11-14
4 INSIDER TRANSACTION 2026-10-05
4 INSIDER TRANSACTION 2026-10-05
4 INSIDER TRANSACTION 2026-10-05
Full SEC filing analysis available with free account →

Recent News

Factual USAR Dilution Snapshot

USA Rare Earth, Inc. (USAR) has a DilutionScore of 45/100, rated Medium dilution risk. Score date: October 13, 2026.

This automatically generated snapshot is assembled from stored DilutionWatch data fields and may contain data-source errors or omissions. It is not financial advice, not investment research, and not a recommendation. Do your own research and review the full disclaimer and terms of service.

DilutionScore History — Last 90 Days

USAR's DilutionScore is currently 45/100 (Medium risk), with 4 score changes tracked over 89 days. The score improved from 39/100 (Medium risk).

Period Score Risk Level Duration
Oct 09 – Oct 13, 202645/100MEDIUM5 days
Sep 29 – Oct 08, 202639/100MEDIUM10 days
Aug 17 – Sep 28, 202645/100MEDIUM43 days
Aug 14 – Aug 16, 202644/100MEDIUM2 days
Jul 16 – Aug 13, 202645/100MEDIUM29 days

Score recalculated daily from SEC filings and market data. Sign up free for real-time score change alerts.

Share Dilution History

USAR shares outstanding have increased 2.3% from 217.94M (Mar 2026) to 223.04M (May 2026). Each increase represents potential dilution to existing shareholders.

Date Shares Outstanding Public Float Change
May 31, 2026223.04M176.30M▼ 0.01%
May 24, 2026223.04M176.33M▼ 0.54%
May 23, 2026223.04M177.28M▼ 0.08%
May 20, 2026223.04M177.41M▲ 1.60%
May 18, 2026223.04M174.62M▲ 0.91%
May 17, 2026223.04M171.88M▲ 2.32%
May 01, 2026217.99M167.98M▼ 0.83%
Mar 31, 2026217.94M169.38M▲ 64.34%
Mar 22, 2026217.94M103.07M▼ 0.03%
Mar 21, 2026217.94M103.10M▼ 15.18%

Share counts sourced from verified regulatory filings. Increases indicate dilution events.

Track USAR Dilution Risk in Real-Time
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