MP Materials Corp. (MP)

US — Basic Materials Sector
Peers: HMY  CDE  AA  EQX  ALB  JHX  SUZ  RGLD  WLK  MOS 

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Key Metrics & Ratings

  • symbol MP
  • Rev/Share 1.4778
  • Book/Share 6.1681
  • PB 9.3481
  • Debt/Equity 0.9072
  • CurrentRatio 3.5988
  • ROIC -0.0537

 

  • MktCap 10211488785.0
  • FreeCF/Share -1.1645
  • PFCF -53.5235
  • PE -93.183
  • Debt/Assets 0.3924
  • DivYield 0
  • ROE -0.0973

 

  • Rating D+
  • Score 1
  • Recommendation Strong Sell
  • P/E Score 1
  • DCF Score 1
  • P/B Score 1
  • D/E Score 1

Recent Analyst Ratings

Type Ticker Analyst Firm Previous Rating Current Rating Previous Price Target Current Price Target Date
Resumed MP BMO Capital Markets -- Market Perform -- $76 Oct. 9, 2025
Initiation MP Daiwa Securities -- Outperform -- $80 Sept. 23, 2025
Upgrade MP Jefferies Hold Buy -- $80 Aug. 1, 2025
Resumed MP Morgan Stanley -- Equal Weight -- $65 July 31, 2025
Downgrade MP Jefferies Buy Hold -- $33 July 7, 2025
Upgrade MP Morgan Stanley Equal Weight Overweight -- $34 June 5, 2025
Reiterated MP Robert W. Baird -- Outperform $20 $25 Sept. 27, 2024

News

Should You Buy, Hold or Sell MP Materials Stock Ahead of Q3 Earnings?
MP
Published: November 04, 2025 by: Zacks Investment Research
Sentiment: Neutral

MP's Q3 results are due Nov. 6, with revenues expected to fall 15.56% and earnings seen at a $0.14 loss per share.

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image for news Should You Buy, Hold or Sell MP Materials Stock Ahead of Q3 Earnings?
MP Materials Corp. (MP) Presents at 49th Annual Automotive Symposium Transcript
MP
Published: November 04, 2025 by: Seeking Alpha
Sentiment: Neutral

MP Materials Corp. ( MP ) 49th Annual Automotive Symposium November 4, 2025 11:00 AM EST Company Participants Ryan Corbett - Chief Financial Officer Conference Call Participants Brian Sponheimer - Gabelli Funds, LLC Presentation Brian Sponheimer Gabelli Funds, LLC Terrific. As I mentioned, it's going to be a great day.

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image for news MP Materials Corp. (MP) Presents at 49th Annual Automotive Symposium Transcript
2 Rare Earth Stocks Set to Deliver Earnings Beat in Q3
MP, USAR
Published: October 30, 2025 by: Zacks Investment Research
Sentiment: Positive

Rising demand for rare earths and U.S. supply-chain shifts could help MP Materials and USA Rare Earth outperform this earnings season.

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image for news 2 Rare Earth Stocks Set to Deliver Earnings Beat in Q3
Investors need to know Trump has a plan to strengthen America's rare-earths miners
LAC, MP, USAR, UUUU
Published: October 30, 2025 by: Market Watch
Sentiment: Positive

There's a truce between the U.S. and China when it comes to rare-earths minerals, but America's national security depends on its self-sufficiency.

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image for news Investors need to know Trump has a plan to strengthen America's rare-earths miners
Don't Fear the Dip: Rare Earth Stocks May Rebound Fast
CRML, MP, USAR
Published: October 28, 2025 by: MarketBeat
Sentiment: Neutral

A sea of red has washed over the U.S. rare earth mining sector. Fear has gripped the market as shares of key domestic producers dropped on heavy volume, with MP Materials NYSE: MP falling 7.36%, USA Rare Earth NASDAQ: USAR dropping 8.36%, and Critical Metals Corp. NASDAQ: CRML plunging 13.71% since Friday, Oct. 24, 2025.

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image for news Don't Fear the Dip: Rare Earth Stocks May Rebound Fast
Rare Earth Stocks Pullback on China/U.S. Talks
ALB, LAC, MP, TMQ, USAR, UUUU
Published: October 27, 2025 by: Schwab Network
Sentiment: Neutral

George Tsilis examines the move lower in rare earth stocks like MP Materials (MP), USA Rare Earth (USAR) and Critical Metals (CRML). Over the weekend, Treasury Sec.

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image for news Rare Earth Stocks Pullback on China/U.S. Talks
Markets are soaring today—with this exception. Here's why these stocks are dropping double digits
MP, USAR
Published: October 27, 2025 by: Fast Company
Sentiment: Negative

Rare earth stocks find themselves underground on Monday as Treasury Secretary Scott Bessent said he expects that China and the U.S. will work out a trade deal in the near future.

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image for news Markets are soaring today—with this exception. Here's why these stocks are dropping double digits
MP vs. LYSDY: Which Non-China Rare-Earth Stock Has More Upside?
LYSDY, MP
Published: October 23, 2025 by: Zacks Investment Research
Sentiment: Positive

Lynas shines brighter than MP Materials as rare earth demand surges, backed by a stronger growth outlook and rising investor confidence.

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image for news MP vs. LYSDY: Which Non-China Rare-Earth Stock Has More Upside?
Trump Wants in on Quantum Computing. Will RGTI, QBTS, IONQ, or QUBT Win?
AIG, AMZN, C, GM, INTC, IONQ, JPM, LAC, LMT, MP, MSFT, NVDA, QBTS, QUBT, RGTI
Published: October 23, 2025 by: 24/7 Wall Street
Sentiment: Positive

The Wall Street Journal reports the Trump administration is eyeing stakes in quantum firms.

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image for news Trump Wants in on Quantum Computing. Will RGTI, QBTS, IONQ, or QUBT Win?
MP Materials: Heart Of The Free World's Geopolitical 'Gold' Rush
MP
Published: October 22, 2025 by: Seeking Alpha
Sentiment: Negative

China controls ~90% of rare earth refining, but environmental strain and policy pushback make its price-suppression model geopolitically and economically untenable. Global diversification is inevitable. As America's only integrated mine-to-magnet producer, MP is central to ex-China supply chains, supported by DoD policy, GM/Apple contracts, and guaranteed domestic pricing. Rare earths are foundational to AI, EVs, and defense; MP's valuation reflects strategic utility, not commodity cycles, positioned for decade-long compounding in Western industrial sovereignty.

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image for news MP Materials: Heart Of The Free World's Geopolitical 'Gold' Rush
Picking The Winners Of The U.S. Rare Earth Response
CRML, LAC, LYSCF, LYSDY, MP, REMX, SETM, TMQ, USAR, UURAF
Published: October 21, 2025 by: Seeking Alpha
Sentiment: Positive

Critical minerals and rare earths are in focus as China tightens export controls, creating strategic risks and investment opportunities for Western supply chains. UCore Rare Metals (UURAF), Critical Metals Corp (CRML), USA Rare Earth (USAR), and Lynas Rare Earths (LYSCF) are highlighted as top picks poised to benefit from Western decoupling and potential DoD support. Broad exposure via ETFs like REMX or SETM is recommended for most investors, but selective stock picking in this sector could yield outsized returns.

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image for news Picking The Winners Of The U.S. Rare Earth Response
Defiance Launches MPL: The First 2X Long ETF for MP Materials, Corp.
MP
Published: October 21, 2025 by: GlobeNewsWire
Sentiment: Neutral

MIAMI, Oct. 21, 2025 (GLOBE NEWSWIRE) -- Defiance ETFs is proud to announce the launch of the Defiance Daily Target 2X Long MP ETF (Ticker: MPL), expanding its suite of single-stock leveraged ETFs designed for active traders seeking amplified exposure to innovative, high-growth companies. The newest addition, MPL, is designed for traders who seek magnified, short-term bullish exposure to MP Materials Corp. (NYSE: MP), a leading rare earth mining and processing company.

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image for news Defiance Launches MPL: The First 2X Long ETF for MP Materials, Corp.
Ride the Rare Earth Stock's Trade Wave?
CLF, LAC, MP, TMQ, USAR
Published: October 20, 2025 by: Zacks Investment Research
Sentiment: Neutral

The hottest trade of late hasn't been in AI, instead, stocks of companies that are engaged in the production or servicing of rare earth minerals and elements have taken the spotlight.

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image for news Ride the Rare Earth Stock's Trade Wave?
MP Materials Shares Dip Again. How It's Ending a Wild Week for Rare Earth Stocks.
MP
Published: October 17, 2025 by: Barrons
Sentiment: Negative

MP surged earlier this week as tensions between the U.S. and China escalated after Beijing tightened export controls on certain rare earth materials

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image for news MP Materials Shares Dip Again. How It's Ending a Wild Week for Rare Earth Stocks.
Trump Wants to Own America
F, GM, INTC, LAC, LMT, MP, NIO, NOC, NVDA, SBUX, TMQ, TSLA, WMT
Published: October 16, 2025 by: 24/7 Wall Street
Sentiment: Neutral

The Trump administration owns part of MP Materials Corp. (NYSE: MP), the rare earth provider, and Intel Corp.

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image for news Trump Wants to Own America
Jim Cramer: Rare Earth Stocks Are On Fire — And That's The Problem
ALB, LAC, MP, TMQ, USAR, UUUU
Published: October 15, 2025 by: Benzinga
Sentiment: Negative

Jim Cramer wanted investors to rotate out of "quantum/nuke/crypto" hype into real-economy names. But judging by the year-to-date leaderboard, that rotation might have landed in another bubble — rare earths.

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image for news Jim Cramer: Rare Earth Stocks Are On Fire — And That's The Problem
MP Materials Stock Could Snap a 4-Day Winning Streak. What's Driving Shares.
MP
Published: October 15, 2025 by: Barrons
Sentiment: Neutral

A sector rally intensified late last week after Trump said the U.S. would hit back against China's new export restrictions on rare-earth minerals.

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image for news MP Materials Stock Could Snap a 4-Day Winning Streak. What's Driving Shares.
MP Materials' New Role as a Strategic U.S. Asset
MP
Published: October 14, 2025 by: MarketBeat
Sentiment: Neutral

A firestorm of investor interest has engulfed MP Materials NYSE: MP, and the catalyst is the escalating economic tension between the United States and China. On Oct. 13, the MP Materials' stock price jumped over 21% in a single session, driven by trading volume of nearly 50 million shares, almost five times its daily average.

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image for news MP Materials' New Role as a Strategic U.S. Asset
Can MP Maintain Its Lead in the Race to U.S Rare Earth Independence?
MP
Published: October 14, 2025 by: Zacks Investment Research
Sentiment: Positive

MP Materials surges as US-China tensions revive rare earth focus, bolstered by a major Pentagon-backed supply-chain deal.

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image for news Can MP Maintain Its Lead in the Race to U.S Rare Earth Independence?
Rare Earth Stocks Decline As US-China Trade Tensions Persist
MP, NIOBF, REEMF
Published: October 14, 2025 by: Forbes
Sentiment: Negative

In an interview with the Financial Times published early on Tuesday, Treasury Secretary Scott Bessent strongly criticized Beijing's decision to expand export controls on rare earth minerals. Bessent argued the levies were a sign of “how weak” China's economy was and said: “They want to pull everybody else down with them.

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image for news Rare Earth Stocks Decline As US-China Trade Tensions Persist
MP Materials Stock, USA Rare Earth Climb Amid U.S.-China Trade Spat
MP, USAR
Published: October 13, 2025 by: Investopedia
Sentiment: Neutral

U.S. rare-earths stocks are hot to start the week.

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image for news MP Materials Stock, USA Rare Earth Climb Amid U.S.-China Trade Spat
These 3 stocks are skyrocketing after Trump's latest tariff threat to China
MP, USAR, UUUU
Published: October 10, 2025 by: Invezz
Sentiment: Neutral

US President Donald Trump on Friday threatened a “massive increase” in tariffs on Chinese imports after Beijing's expansion of export restrictions on rare earth elements. This move intensified global supply chain anxieties, particularly in industries reliant on these critical materials, such as electric vehicles, electronics, and defense technologies.

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image for news These 3 stocks are skyrocketing after Trump's latest tariff threat to China
Rare earth stocks jump after Trump says China holding world 'captive' over the metals, threatens countermeasures
ALB, LAC, MP, TMQ, USAR, UUUU
Published: October 10, 2025 by: CNBC
Sentiment: Positive

Stocks tied to rare earths jumped after Trump threatened countermeasures against China, noting the country was holding the world "captive" over the metals.

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image for news Rare earth stocks jump after Trump says China holding world 'captive' over the metals, threatens countermeasures
Trump Threatens China With 'Massive' Tariffs — Rare Earth Stocks Spike
ALB, FXI, KWEB, LAC, MCHI, MP, TMQ, USAR, UUUU
Published: October 10, 2025 by: Benzinga
Sentiment: Positive

Rare earth, metals and mineral stocks spiked on Friday following a strongly worded social media post from President Donald Trump over the rare earths export dispute with China.

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image for news Trump Threatens China With 'Massive' Tariffs — Rare Earth Stocks Spike
MP Gains 135% Post Securing U.S. Govt. Backing: Buy, Hold or Sell?
MP
Published: October 09, 2025 by: Zacks Investment Research
Sentiment: Positive

MP Materials' major DoD and Apple deals cement its role in rebuilding America's rare earth supply chain.

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image for news MP Gains 135% Post Securing U.S. Govt. Backing: Buy, Hold or Sell?
Rare Earth Stocks Jump As China Targets Defense Exports
MP
Published: October 09, 2025 by: Investors Business Daily
Sentiment: Positive

Rare earth exports for defense face a default ban from China.

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image for news Rare Earth Stocks Jump As China Targets Defense Exports
MP Materials' Cash Flow Under Pressure: A Turnaround on the Horizon?
MP
Published: October 08, 2025 by: Zacks Investment Research
Sentiment: Neutral

MP's cash flow struggles continue amid rising costs and inventory buildup, but higher NdPr output and a DoD deal could steady its recovery.

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image for news MP Materials' Cash Flow Under Pressure: A Turnaround on the Horizon?
MP Materials: A Small, Long-Term Position Is In Order
MP
Published: October 03, 2025 by: Seeking Alpha
Sentiment: Positive

MP Materials has surged 340% YTD, far outpacing the rare earths sector as a key producer in the US, which is looking to secure its supplies. Major catalysts include a USD 400 million DoD investment, a USD 500 million Apple contract, and robust Q2 results, which saw 84% YoY revenue growth. Valuations are currently stretched, but forward P/E is expected to ease significantly by 2029-2030, supporting a long-term investment thesis for MP.

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image for news MP Materials: A Small, Long-Term Position Is In Order
MP Materials: The DoD Made This Miner Safe As A Utility
MP
Published: September 30, 2025 by: Seeking Alpha
Sentiment: Positive

MP Materials (MP) secures a transformative DoD contract, guaranteeing minimum NdPr prices and injecting significant funding for expansion and profitability. The DoD deal includes $400M in preferred shares, a $150M low-interest loan, and price backstops, making MP a more bankable and lower-risk operation. MP is shifting toward higher-margin refined NdPr oxide and magnet products, with strong YoY growth and new contracts with Apple and GM.

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image for news MP Materials: The DoD Made This Miner Safe As A Utility
3 Rare Earth Stocks That Could Keep Shining
METC, MP, USAR
Published: September 29, 2025 by: Schaeffers Research
Sentiment: Positive

Wall Street has been closely monitoring rare earth stocks and their connection to the AI sector.

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image for news 3 Rare Earth Stocks That Could Keep Shining

About MP Materials Corp. (MP)

  • IPO Date 2020-06-22
  • Website https://mpmaterials.com
  • Industry Industrial Materials
  • CEO James Henry Litinsky
  • Employees 804

MP Materials Corp. owns and operates rare earth mining and processing facilities. It owns and operates the Mountain Pass Rare Earth mine located in the Western Hemisphere. The company holds the mineral rights to the Mountain Pass mine and surrounding areas, as well as intellectual property rights related to the processing and development of rare earth minerals. It offers cerium, lanthanum, neodymium, praseodymium, and samarium. The company was founded in 2017 and is headquartered in Las Vegas, Nevada.