MP Materials
About: MP Materials Corp is the producer of rare earth materials in the Western Hemisphere. The company owns and operates the Mountain Pass Rare Earth Mine and Processing Facility, the only rare earth mining and processing site of scale in North America. The company is also developing a rare earth metal, alloy, and magnet manufacturing facility in Fort Worth, Texas. The company's operations are organized into two reportable segments: Materials and Magnetics.
Employees: 804
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
67% more funds holding in top 10
Funds holding in top 10: 3 [Q4 2024] → 5 (+2) [Q1 2025]
62% more capital invested
Capital invested by funds: $1.9B [Q4 2024] → $3.09B (+$1.19B) [Q1 2025]
55% more first-time investments, than exits
New positions opened: 79 | Existing positions closed: 51
24% more call options, than puts
Call options by funds: $303M | Put options by funds: $245M
5% more funds holding
Funds holding: 382 [Q4 2024] → 403 (+21) [Q1 2025]
2.97% more ownership
Funds ownership: 74.73% [Q4 2024] → 77.7% (+2.97%) [Q1 2025]
8% more repeat investments, than reductions
Existing positions increased: 135 | Existing positions reduced: 125
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
4 analyst ratings
Morgan Stanley Carlos De Alba | 11%upside $34 | Overweight Upgraded | 6 Jun 2025 |
JP Morgan Bill Peterson | 41%downside $18 | Neutral Maintained | 12 May 2025 |
BMO Capital Greg Jones | 5%downside $29 | Market Perform Maintained | 20 Mar 2025 |
DA Davidson Matt Summerville | 5%upside $32 | Buy Maintained | 19 Mar 2025 |
Financial journalist opinion
Based on 13 articles about MP published over the past 30 days









