Update shared on 27 Nov 2025
Fair value Decreased 2.06%Analysts have slightly reduced their price target for MP Materials from $80.77 to $79.11, citing revised expectations for discount rates, revenue growth, and profit margins in their updated outlook.
What's in the News
- MP Materials has formed a strategic joint venture with the U.S. Department of War and Saudi Arabian Mining Company to build a rare earth refinery in Saudi Arabia, a step aimed at enhancing supply chain security for critical materials. (Key Developments)
- The company finalized the repurchase of over 15.2 million shares, representing 8.66% of its outstanding shares, for $225.03 million under its buyback program announced in March 2024. (Key Developments)
- MP Materials expects to return to profitability in the fourth quarter of 2025 and beyond, as indicated in new earnings guidance. (Key Developments)
- The company reported third quarter 2025 production of 13,254 metric tons of rare earth oxides and 721 metric tons of NdPr, both marking progress compared to the previous year. (Key Developments)
- MP Materials announced a public-private partnership with the U.S. Department of Defense to construct a new domestic magnet manufacturing facility and expand U.S. rare earth processing capacity. (Key Developments)
Valuation Changes
- Consensus Analyst Price Target has decreased slightly from $80.77 to $79.11.
- Discount Rate has risen modestly from 8.03% to 8.24%.
- Revenue Growth projections have edged down from 59.99% to 59.38%.
- Net Profit Margin estimate has increased meaningfully from 23.49% to 29.53%.
- Future P/E ratio forecast has fallen significantly from 94.47x to 78.21x.
Disclaimer
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