Update shared on 06 Nov 2025
Fair value Increased 0.08%Analysts have modestly raised their price target for MP Materials, increasing it from $80.71 to $80.77. This reflects slightly more optimistic assumptions about the company's long-term valuation and profitability metrics.
What's in the News
- MP Materials has entered a transformational public-private partnership with the U.S. Department of Defense to accelerate the build-out of an end-to-end domestic rare earth magnet supply chain and reduce reliance on foreign sources (Key Developments).
- The company will construct its second U.S. magnet manufacturing facility, which is expected to begin commissioning in 2028, increasing total domestic capacity to about 10,000 metric tons (Key Developments).
- MP Materials is planning to expand heavy rare earth separation capabilities at its Mountain Pass, California facility. This reinforces its role as a strategic national asset (Key Developments).
- MP Materials Corp. (NYSE:MP) was added to the S&P 400 and S&P 400 Materials sector, while being dropped from the S&P 600 and its sector counterpart (Key Developments).
- The company has completed the repurchase of over 15 million shares, representing 8.66% of shares outstanding, for $225.03 million as part of its authorized buyback program (Key Developments).
Valuation Changes
- Consensus Analyst Price Target (Fair Value): increased very slightly from $80.71 to $80.77.
- Discount Rate: has risen modestly from 7.66% to 8.03%.
- Revenue Growth: remains essentially unchanged at 59.99%.
- Net Profit Margin: remains stable at around 23.49%.
- Future P/E has increased slightly from 93.42x to 94.47x.
Disclaimer
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