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
0
Funds holding %
of 7,425 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
56% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 45
11.66% more ownership
Funds ownership: 63.06% [Q3] → 74.72% (+11.66%) [Q4]
5% more funds holding
Funds holding: 363 [Q3] → 381 (+18) [Q4]
3% more capital invested
Capital invested by funds: $1.84B [Q3] → $1.9B (+$60.6M) [Q4]
0% more funds holding in top 10
Funds holding in top 10: 3 [Q3] → 3 (+0) [Q4]
9% less call options, than puts
Call options by funds: $163M | Put options by funds: $180M
21% less repeat investments, than reductions
Existing positions increased: 111 | Existing positions reduced: 140
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$29
19%
upside
Avg. target
$31
25%
upside
High target
$32
31%
upside
2 analyst ratings
1 positive
50%
1 neutral
50%
0 negative
0%
BMO Capital Greg Jones 0 / 0 met price target | 19%upside $29 | Market Perform Maintained | 20 Mar 2025 |
DA Davidson Matt Summerville 11% 1-year accuracy 2 / 19 met price target | 31%upside $32 | Buy Maintained | 19 Mar 2025 |
Financial journalist opinion
Based on 16 articles about MP published over the past 30 days
Positive
Seeking Alpha
3 days ago
MP Materials: An Unusual Momentum Play
Average trading volume for the past 10 days vs the past 3 months is up by over 140%. MP Materials is America's best chance to regain control over the rare earth elements supply chain, especially after the trade tensions between China and the US have recently escalated. The chart looks compelling, showing a clear turnaround since August 2024. The RSI is in the 50s (very attractive as well).
Negative
The Motley Fool
1 week ago
Why MP Materials Stock Crashed on Monday
Reversing course after a terrific week preholiday, shares of rare-earth minerals miner MP Materials (MP -14.34%) gave back most of last week's gains on Monday, sinking 12.2% through 11:40 a.m. ET and returning its share price to where it sat roughly 10 days ago.
Neutral
24/7 Wall Street
1 week ago
A $10,000 Investment In These 3 Stocks Could Be Worth More than $100,000 In 5 Years
Finding stocks that could potentially 10x in value is sort of like chasing the rainbow to find the pot of gold at the end.
Positive
The Motley Fool
1 week ago
Why MP Materials Stock Was a Massive Winner This Week
Rare earth miner and processor MP Materials (MP -4.88%) had quite the week to remember, both operationally and on the stock market. On the back of some quite favorable news, the company's shares raced more than 16% higher over the course of the week, according to data compiled by S&P Global Market Intelligence.
Neutral
Business Wire
1 week ago
MP Materials Accelerates Strategy to Reindustrialize the Rare Earth Supply Chain
LAS VEGAS--(BUSINESS WIRE)---- $MP #rareearth--In response to China's retaliatory tariffs and export controls, MP Materials (NYSE: MP) has ceased shipments of rare earth concentrate to China. Selling our valuable critical materials under 125% tariffs is neither commercially rational nor aligned with America's national interest. We have been preparing for this moment since day one. Our mission, capital strategy, and execution reflect a long-term vision built to withstand short-term dislocation and emerge stronger.
Positive
Zacks Investment Research
1 week ago
MP Materials (MP) Surges 10.0%: Is This an Indication of Further Gains?
MP Materials (MP) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.
Neutral
CNBC Television
2 weeks ago
Final Trade: GDX, T, HYG, MP
The final trades of the day with CNBC's Melissa Lee and the Fast Money traders.
Positive
CNBC Television
2 weeks ago
Here are the stocks set to benefit from Trump's probe of critical mineral imports
CNBC's Pippa Stevens reports on U.S. imports of critical minerals.
Positive
Seeking Alpha
2 weeks ago
Make America Mine Again - MP Materials Is Just Getting Started
MP Materials is poised for long-term growth due to its unique position in the rare earth supply chain and geopolitical advantages. The company's vertically integrated model and strong ties to the U.S. government make it a critical player in economic security and national defense. Despite cyclical headwinds, MP Materials' strong balance sheet and strategic partnerships position it well for future demand and potential growth.
Positive
Schwab Network
2 weeks ago
Overlooked Stock: MP
MP Materials (MP) is a rare earths processing company that George Tsilis points to as a potential winner in the trade war between the U.S. and China. While the stock sold off today, he explains what led to its significant 150% rally within the last year.
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