Update shared on08 Oct 2025
Fair value Increased 1.36%Analysts have modestly increased their price target for MP Materials, raising the fair value estimate from $77 to approximately $78.05. Adjustments to the discount rate, profit margin, and revenue expectations reflect a slightly more optimistic outlook for the company’s long-term performance.
What's in the News
- MP Materials has formed a long-term partnership with Apple to supply rare earth magnets manufactured in the United States from 100% recycled materials. This partnership supports hundreds of millions of Apple devices. (Key Developments)
- The company entered a major public-private partnership with the U.S. Department of Defense to accelerate the creation of a domestic rare earth magnet supply chain. This includes the construction of a new manufacturing facility and expanded heavy rare earth processing. (Key Developments)
- MP Materials was dropped from the S&P 600 Materials sector and added to the S&P 400 and its Materials sector. (Key Developments)
- The company completed a private placement issuing Series A convertible preferred stock and warrants, raising $400 million with participation from the Department of Defense. (Key Developments)
- MP Materials finalized a follow-on equity offering of nearly $650 million, with over 11.8 million shares of common stock offered at $55 per share. (Key Developments)
Valuation Changes
- Fair Value Estimate has risen slightly from $77 to approximately $78.05.
- Discount Rate increased modestly from 7.44% to 7.64%.
- Revenue Growth projections decreased marginally from 61.34% to 61.26%.
- Net Profit Margin has improved from 23.24% to 23.72%.
- Future P/E ratio remains nearly unchanged, moving from 87.31x to 87.31x.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.