MP

MP is advancing into magnet manufacturing, with GM qualification underway and commercial shipments expected in Q4 as production ramps.

MP Materials is transforming from a rare-earth miner to a vertically integrated magnet producer, with major growth catalysts ahead. Q2 2026 showed strong operational progress: 89% revenue growth, 127% NdPr sales volume increase, and adjusted EBITDA of $28.5 million. At $50, MP trades at 35x 2028E EPS, making it expensive unless post-2028 magnet ramp-up delivers rapid earnings growth.

Energy Fuels and MP are expanding U.S. rare-earth supply chains, but differing strategies, costs and earnings trends shape the investment case.

Shares of Critical Metals (NASDAQ:CRML) are surging in early Monday trading after news of a U.S.-Greenland security pact put the company's Tanbreez rare earth exploitation permit back in front of investors. Critical Metals stock is at $8.

MP Materials narrows its Q2 operating loss as revenues surge 89%, but rising costs and investments keep pressure on profitability.

MP's premium valuation faces scrutiny as losses, high costs and execution risks persist despite growth in rare earths and magnet production.

Domestic rare earth stocks are sliding Thursday midday as fresh diplomatic warming between Washington and Beijing chips away at the scarcity premium powering the trade. USA Rare Earth (NASDAQ:USAR) stock is down 4% to $16.

MP Materials Corp. (MP) Presents at Jefferies Global Industrials Conference 2026 Transcript

MP Materials (NYSE:MP) is up 4% to trade at $55,80 this morning, after a Reuters report indicated China has been reportedly declining rare earth shipments  to the U.S. The move has domestic rare earth suppliers  MP and USA Rare Earth (USAR) higher, with the latter also up 5.3%.

Bond yields have the entire stock market on edge. The last thing most investors are thinking about is short squeezes, which means maybe they should be something contrarian trades have on their radar.