Compare Semtech Corporation Common Stock (SMTC) vs USA Rare Earth Inc. Class A Common Stock (USAR) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Semtech Corporation Common Stock vs USA Rare Earth Inc. Class A Common Stock — how do they compare? Semtech Corporation Common Stock trades at $152.7 (market cap $14.96B), while USA Rare Earth Inc. Class A Common Stock trades at $10.12 (market cap $3.87B). The key difference: Semtech Corporation Common Stock is far larger — about 3.9× USA Rare Earth Inc. Class A Common Stock's market cap, and Semtech Corporation Common Stock is trading nearer its 52-week high, USA Rare Earth Inc. Class A Common Stock nearer its low. Which is the better fit depends on your goals — on Pluang, investors hold Semtech Corporation Common Stock for 2 Days and USA Rare Earth Inc. Class A Common Stock for 0 Days on average.
| SMTC | USAR | |
|---|---|---|
Market Cap | $14.96B | $3.87B |
Volume | 3,322,223 | 20,993,390 |
Sector | Technology | Basic Materials |
52-Week High | $197.20 | $33.68 |
52-Week Low | $62.57 | $10.32 |
Typical Hold Time | 2 Days | 0 Days |
Enterprise Value | $15.25B | $2.35B |
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
SMTC trades at $172.78, up 2.67% today, with a bullish technical setup near its pivot point of $173. The stock has gained 154% year-to-date, driven by strong AI data center demand and recent earnings beats. Revenue is projected to grow from $909 million in 2025 to $1.2 billion in 2026, with net income turning positive. Analysts maintain a strong buy consensus with an average price target of $216.38.
Outlook is positive given robust AI-driven growth and expanding partnerships, but high valuation multiples and recent insider selling pose risks. The stock's momentum hinges on continued execution in data center markets and the upcoming Q3 2026 earnings report.
USA Rare Earth (USAR) trades at $11.265, down 4.7% today and near its 52-week low, reflecting persistent sector pressure. The company shows severe financial strain with a net income margin of -2,159.3% and negative cash flow from operations, though analyst consensus remains unanimously bullish with a $34.57 price target. Recent news highlights strategic investments in a $1.2 billion South Carolina facility and a $2.8 billion Brazil acquisition to build a mine-to-magnet supply chain, positioning it for long-term growth amid U.S. critical mineral initiatives.
The stock presents high risk due to extreme losses and cash burn but offers speculative upside if government funding and project milestones materialize. Key risks include execution challenges, reliance on future financing, and sector volatility. Investors should weigh the bullish analyst outlook against the company's current financial instability and macroeconomic headwinds affecting rare earth markets.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
Investor sentiment on Pluang
What Pluang investors did over the last 30 days
Investor sentiment on Pluang
What Pluang investors did over the last 30 days
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Latest headlines on both assets
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About Semtech Corporation Common Stock
Semtech develops analog and mixed-signal semiconductors and connectivity products. Its technologies are used in communications, data centers, industrial systems, and IoT devices.
Read more on SMTC →About USA Rare Earth Inc. Class A Common Stock
USA Rare Earth is building an integrated rare earth and permanent magnet supply chain spanning mining, metal and alloy production, and magnet manufacturing, with assets including the Round Top heavy rare earth deposit in Texas, a magnet manufacturing facility in Stillwater, Oklahoma, and metal-and-alloy producer Less Common Metals.
Read more on USAR →
