New Equipment And NdPr Trials Will Spur Production Advances

AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Published
22 Apr 25
Updated
29 Jul 25
AnalystConsensusTarget's Fair Value
US$50.67
25.7% overvalued intrinsic discount
29 Jul
US$63.69
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1Y
505.4%
7D
-0.7%

Author's Valuation

US$50.7

25.7% overvalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on29 Jul 25
Fair value Increased 80%

The significant upward revision in MP Materials' price target reflects material improvements in both net profit margin and revenue growth forecasts, resulting in a new consensus analyst price target of $50.67. What's in the News MP Materials completed a $649.99 million follow-on equity offering, issuing 11,818,181 common shares at $55 per share with a $1.65 discount per share.

Shared on01 May 25
Fair value Decreased 5.99%

AnalystConsensusTarget has increased profit margin from 10.2% to 15.5% and decreased future PE multiple from 80.1x to 51.7x.