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
6 Wall Street Analysts provided 1 year price targets over the past 3 months
6 analyst ratings
Baird Ben Kallo | 13%upside $69 | Outperform Maintained | 23 Jul 2025 |
JP Morgan Bill Peterson | 5%upside $64 | Neutral Maintained | 21 Jul 2025 |
Deutsche Bank Corinne Blanchard | 13%upside $69 | Hold Maintained | 17 Jul 2025 |
Canaccord Genuity George Gianarikas | 5%upside $64 | Buy Maintained | 16 Jul 2025 |
Jefferies Laurence Alexander | 46%downside $33 | Hold Downgraded | 7 Jul 2025 |
Financial journalist opinion
Based on 70 articles about MP published over the past 30 days









