MP Materials

MP

Market cap $12.3B

A Defense Department agreement derisked MP's growth plans and lifted analyst price targets.

Several Greenland-linked stocks are coming into the spotlight as the U.S. government sharpens its strategic focus on the Danish territory, with market watchers closely monitoring companies involved with critical materials, military supply chains, and energy. Here are the top three contenders with the highest upside potential.

The first two weeks of 2026 have opened the year with a bull run in rare earth stocks, driven by geopolitical tension and aggressive industrial policies. The upward momentum could continue as the U.S. makes definitive moves toward mineral sovereignty.

MP Materials provides rare earth materials used in high-performance magnets for electric vehicles, defense systems, and AI data center infrastructure. The company is rapidly scaling the output of rare earth oxides.

The Trump administration took the historic step of directly investing U.S.

Easing trade tensions with China tends to be bearish for the stock. Reasons events in Venezuela have ignited optimism for the company's prospects.

Heavy rare-earth minerals from Venezuela could potentially help meet the demand for magnet production in the U.S. The stock carries embedded risk, and there is no guarantee that any of the speculation will come to fruition. We're bullish on these 10 stocks ›

Rare earth stocks have started off the year with a bang after ending 2025 in a slump.

MP shares soar 169% on Apple and DoW partnerships, and rising output, but rich valuation and falling earnings estimates urge caution.

MP Materials is a rare earth miner specializing in the production of high-performance magnets. The company has partnered with the Department of Defense and Apple.