MP Materials Management
Management Kriterienprüfungen 2/4
MP Materials CEO ist James Litinsky , ernannt in Nov 2020, hat eine Amtszeit von 5.5 Jahren. Die jährliche Gesamtvergütung beträgt $28.01M , bestehend aus 3.6% Gehalt und 96.4% Boni, einschließlich Aktien und Optionen des Unternehmens. besitzt direkt 6.86% der Aktien des Unternehmens, im Wert von $787.04M . Die durchschnittliche Betriebszugehörigkeit des Managementteams und des Verwaltungsrats beträgt 5.5 Jahre bzw. 5.5 Jahre.
Wichtige Informationen
James Litinsky
Geschäftsführender
US$28.0m
Gesamtvergütung
| Prozentsatz des Geschäftsführergehalts | 3.57% |
| Amtszeit als Geschäftsführer | 5.5yrs |
| Eigentum des Geschäftsführers | 6.9% |
| Durchschnittliche Amtszeit des Managements | 5.5yrs |
| Durchschnittliche Amtszeit der Vorstandsmitglieder | 5.5yrs |
Jüngste Management Updates
Recent updates
Narrativ-Update • May 17
MP: Texas 10X Magnet Campus Will Drive Future Profitability And Upside Potential
Analysts now cite adjustments to fair value, discount rate, revenue growth, profit margin, and future P/E assumptions to support a revised price target for MP Materials of about $80.86, compared with about $79.29 previously. What's in the News MP Materials selected a 120-acre site in Northlake, Texas, for its "10X" rare earth magnet manufacturing campus, located less than 10 miles from its existing Independence facility in Fort Worth (Key Developments).
Narrativ-Update • May 02
MP: Texas Magnet Campus Will Support Margins While Shares Remain Fairly Valued
Analysts are keeping their $62.00 price target for MP Materials steady, citing largely unchanged fair value estimates along with small refinements to discount rate, revenue growth, profit margin and future P/E assumptions. What's in the News MP Materials selected a 120-acre site in Northlake, Texas, to build its "10X" rare earth magnet manufacturing campus, located less than 10 miles from its existing Independence facility in Fort Worth (Key Developments).
Neues Narrativ • Apr 21
MP Materials (MP): The Rare Earth Fortress and the "Mine-to-Magnet" Transition
MP Materials (MP) , the operator of Mountain Pass and the only fully integrated rare earth producer in the Western Hemisphere, enters Tuesday, April 21, 2026 , amidst a powerful technical breakout. Trading at $66.70 USD —a sharp 9.36% surge for the session—the stock is rapidly distancing itself from its $18.64 cyclical bottom.Narrativ-Update • Apr 18
MP: Texas Magnet Campus Will Support Margins While Shares Appear Fairly Priced
Analysts have updated their price target on MP Materials to $62 from $65, reflecting revised assumptions that include a different discount rate, adjusted revenue growth and profit margin expectations, and a lower future P/E outlook. What's in the News MP Materials selected a 120-acre site in Northlake, Texas, for its planned "10X" rare earth magnet manufacturing campus, located less than 10 miles from its existing Independence facility in Fort Worth (Key Developments).Seeking Alpha • Apr 06
MP Materials: Buy Dip In Rare Earth Giant With Huge Upside
Summary MP Materials is upgraded to buy after a 6-month price lull, reflecting renewed conviction in its long-term fundamentals. MP stands as the undisputed leader in rare earth refining in the Western Hemisphere, benefiting from minimal North American competition. Management targets $650M normalized EBITDA at 10,000 metric tons, with potential for multi-billion EBITDA if capacity expands further. MP is a strategic American supply chain independence play, though timing for market recognition remains uncertain and headline-driven. Read the full article on Seeking Alpha
Narrativ-Update • Apr 03
MP: Texas Magnet Campus And Federal Partnership Will Drive Long-Term Upside
Analysts now set their price target for MP Materials at about $93.20, compared with roughly $92.80 before. This reflects updated views on discount rates, revenue growth, profit margins, and future P/E assumptions.Narrativ-Update • Mar 20
MP: Texas Magnet Campus And Federal Partnership Will Support Long-Term Upside
Analysts have slightly raised their price target on MP Materials to $92.80 from $92.33, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E expectations. What's in the News MP Materials plans to develop "10X," a large rare earth magnet manufacturing campus on a 120-acre site in Northlake, Texas, positioned less than 10 miles from its existing Independence facility in Fort Worth.Narrativ-Update • Mar 06
MP: Texas Magnet Campus Will Support Margins And Undervalued Upside
Narrative Update on MP Materials Analysts have trimmed their price target on MP Materials from $69 to $65. This reflects updated assumptions that combine more moderate revenue growth expectations and a slightly higher discount rate with a somewhat stronger projected profit margin and a lower future P/E multiple.Narrativ-Update • Feb 20
MP: Raised Growth Assumptions And Margins Will Support Bullish Outlook
Analysts maintained their $69.00 price target on MP Materials, citing only minor changes in discount rate, revenue growth, profit margin, and future P/E assumptions, rather than any major change in the overall outlook. Valuation Changes Fair Value: $69.00 remains unchanged, indicating no shift in the headline valuation level used in the model.Narrativ-Update • Feb 06
MP: Saudi Rare Earth Refinery Venture Will Support Long-Term Upside
Analysts have lifted their price target on MP Materials from US$85.00 to about US$92.33, pointing to updated assumptions for fair value, discount rate, revenue growth, profit margins, and future P/E as key drivers behind the change. What's in the News MP Materials agreed with the U.S. Department of War and Saudi Arabian Mining Company (Maaden) to create a joint venture to build a rare earth refinery in Saudi Arabia, focused on separated light and heavy rare earth oxides (Key Developments).Narrativ-Update • Jan 22
MP: Saudi Refinery Venture And Profit Recovery Will Shape Supply Security
Analysts have reduced their implied fair value estimate for MP Materials from US$71.00 to US$69.00, reflecting slightly adjusted assumptions on discount rates, revenue growth, profit margins, and future P/E levels. What's in the News MP Materials agreed to form a joint venture with the U.S. Department of War and Saudi Arabian Mining Company (Maaden) to develop a rare earth refinery in Saudi Arabia, with MP and the DoW targeting a combined 49% equity stake and Maaden holding at least 51% (Key Developments).Narrativ-Update • Jan 08
MP: Future Rare Earth Refining Expansion Will Reshape Supply Security
Analysts have lifted their fair value estimate for MP Materials from US$30.00 to US$71.00. This change reflects updated assumptions around growth, profitability and the P/E multiple they are comfortable using.Narrativ-Update • Dec 25
MP: Saudi Refinery Venture Will Drive Future Profitability And Upside Potential
Analysts nudged their price target on MP Materials slightly higher to imply a fair value of approximately 79.29 dollars per share, as modest tweaks to the discount rate and long term profitability assumptions reinforced confidence in the company’s high growth, premium multiple profile. What's in the News Entered a binding joint venture with the U.S. Department of War and Saudi Arabia’s Maaden to develop a rare earth refinery in the Kingdom, expanding MP’s refining capacity and global footprint while supporting U.S. national security objectives (Key Developments) Confirmed guidance for a return to profitability starting in the fourth quarter of 2025 and beyond, signaling an inflection point in the earnings trajectory (Key Developments) Reported third quarter 2025 production with slightly lower total REO volumes year over year, along with a sharp increase in higher value NdPr output, highlighting improving product mix (Key Developments) Announced a multibillion dollar public private partnership with the U.S. Department of Defense to build a second U.S. magnet manufacturing facility, targeting total domestic magnet capacity of about 10,000 metric tons and added heavy rare earth separation at Mountain Pass (Key Developments) Completed its previously announced share repurchase program, retiring over 15.2 million shares for approximately 225 million dollars, or about 8.7% of shares outstanding (Key Developments) Valuation Changes Fair Value Estimate remains unchanged at approximately 79.29 dollars per share, indicating no material shift in the intrinsic value assessment.Narrativ-Update • Dec 11
MP: Saudi Refinery Venture Will Drive Future Profitability And Upside Potential
Analysts have nudged their price target on MP Materials slightly higher to approximately 79.29 dollars from about 79.11 dollars, citing modestly stronger long term revenue growth expectations. These expectations more than offset a small downward tweak to projected profit margins and a marginally higher discount rate.Narrativ-Update • Nov 27
MP: Joint Venture And Buyback Program Will Drive Renewed Profitability
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.Analyseartikel • Nov 06
MP Materials Corp.'s (NYSE:MP) Stock Retreats 26% But Revenues Haven't Escaped The Attention Of Investors
MP Materials Corp. ( NYSE:MP ) shareholders that were waiting for something to happen have been dealt a blow with a 26...Narrativ-Update • Nov 06
MP: Partnership And New Facility Are Set To Accelerate Supply Chain Transition
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.Narrativ-Update • Oct 22
Analysts Lift Price Target for MP Materials as New Facility Expands Strategic Role
Analysts have raised their price target for MP Materials from $78.05 to $80.71 per share, citing ongoing optimism. This comes despite slightly lower revenue growth and profit margin forecasts.Narrativ-Update • Oct 08
Government Contracts And Apple Partnership Will Drive Processing Expansion
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.Narrativ-Update • Sep 04
Government Contracts And Apple Partnership Will Drive Processing Expansion
The notable increase in MP Materials’ consensus analyst price target from $67.00 to $77.00 appears driven by a substantial rise in the company’s future P/E multiple, despite a modest contraction in net profit margin. What's in the News MP Materials announced a $500 million long-term agreement with Apple to supply rare earth magnets made from 100% recycled materials, significantly expanding its Fort Worth magnetics facility and planning a dedicated recycling line at Mountain Pass; magnet shipments are expected to begin in 2027.Narrativ-Update • Aug 20
New Equipment And NdPr Trials Will Spur Production Advances
Driven by a significant increase in both Future P/E and Net Profit Margin, analysts have raised MP Materials’ consensus price target from $56.80 to $67.00. What's in the News MP Materials completed a $649.99 million follow-on equity offering of 11,818,181 common shares at $55 each, following the filing for a $500 million equity offering.Narrativ-Update • Aug 06
New Equipment And NdPr Trials Will Spur Production Advances
The higher analyst price target for MP Materials reflects increased optimism despite a rising future P/E multiple and declining net profit margin, with fair value revised upward to $56.80. What's in the News MP Materials announced a transformative long-term agreement with Apple to supply rare earth magnets made from 100% recycled materials, expanding its Fort Worth, Texas factory and constructing a dedicated recycling line at Mountain Pass, with magnet shipments beginning in 2027.Analyseartikel • Jun 10
MP Materials Corp. (NYSE:MP) Stocks Shoot Up 26% But Its P/S Still Looks Reasonable
MP Materials Corp. ( NYSE:MP ) shareholders would be excited to see that the share price has had a great month, posting...Seeking Alpha • Apr 27
MP Materials: An Unusual Momentum Play
Summary Average trading volume for the past 10 days vs the past 3 months is up by over 140%. MP Materials is America's best chance to regain control over the rare earth elements supply chain, especially after the trade tensions between China and the US have recently escalated. The chart looks compelling, showing a clear turnaround since August 2024. The RSI is in the 50s (very attractive as well). Risks include escalating trade tension with other countries, insider selling activity, and depressed NdPr prices over the past few years. Overall, I believe MP is a decent momentum play this year. I rate it as a buy. Read the full article on Seeking Alpha
Neues Narrativ • Apr 22
New Equipment And NdPr Trials Will Spur Production Advances
Strategic investments in new processes and equipment aim to boost production, efficiency, and margins across multiple segments, enhancing revenue and profitability.Seeking Alpha • Apr 15
Make America Mine Again - MP Materials Is Just Getting Started
Summary MP Materials is poised for long-term growth due to its unique position in the rare earth supply chain and geopolitical advantages. The company's vertically integrated model and strong ties to the U.S. government make it a critical player in economic security and national defense. Despite cyclical headwinds, MP Materials' strong balance sheet and strategic partnerships position it well for future demand and potential growth. I remain highly bullish on MP Materials, expecting a multi-year uptrend driven by geopolitical dynamics and industrial reshoring efforts. Read the full article on Seeking AlphaSeeking Alpha • Mar 13
MP Materials: A Rare Opportunity In The Rare Earths Supply Chain
Summary MP Materials Corp. is strategically positioned to benefit from rising rare earth metals demand, driven by industries like EVs, wind turbines, and defense technology. MP Materials aims to control the entire rare earth value chain, from mining to magnet production, reducing U.S. reliance on China. The company reported a net loss in Q4 2024 due to high production costs but expects significant growth and profitability by 2026. With a price target of $31 per share by 2026, MP Materials stock offers a 27% upside, though risks include rare earth pricing and operational challenges. Read the full article on Seeking AlphaSeeking Alpha • Feb 28
MP Materials: Ready For A Bright Future
Summary MP is completing its full integration this FY25, from the mining to the magnet production. Financial engineering has been exemplary: cash preservation helped by prepayments from future customers, stock buybacks done at low prices, and debt refinancing completed. Margins should increase significantly over the next two years as NdPr metal production reaches its full target, while magnets should enjoy premium prices. In the meantime, CAPEX spending is likely to fall sharply starting FY26, fueling FCF generation. Seeing more upside potential, I keep my BUY rating. Read the full article on Seeking AlphaSeeking Alpha • Jan 08
MP Materials: Look Beyond Sour Short-Term Sentiment
Summary MP Materials is a Strong Buy due to its unique position as a Western rare earth mineral supplier, poised for a rebound in commodity prices. The company is transitioning to a fully integrated US supply chain, reducing reliance on Chinese processing, with a new facility expected by late 2025. MP's financial health is robust, with significant liquidity and manageable debt, positioning it well for future growth and share buybacks. With improving market fundamentals and potential for high profit margins, MP Materials offers substantial upside, targeting a price of $24.3 within 24 months. Read the full article on Seeking AlphaSeeking Alpha • Nov 08
MP Materials: Everything Is Going According To The Plan
Summary MP Material is the only fully vertically integrated Rare Earth mining company in the Western Hemisphere. It is finishing its complete transformation from the upstream (mining) and midstream (refining) to the downstream (production of magnets). FY25 should see a margin expansion as production yields are ramping up and magnets start to be sold by year-end. FY26 and onward CAPEX should be minimal, allowing the FCF generation to grow. With solid management, rock solid net cash balance sheet, and improving financials in the coming years, I keep my BUY rating. Read the full article on Seeking AlphaSeeking Alpha • Sep 26
MP Materials Is Critical For Net-Zero Future, I'm Not Buying
Summary MP Materials saw its fiscal 2024-second quarter financial performance fall year-over-year. The company expanded its share buyback program by $300 million to $600 million. Negative cash flow, high debt, and falling neodymium prices keep me away from the commons. Read the full article on Seeking AlphaSeeking Alpha • Jun 30
Wrong On Timing, Right On Thesis: Why MP Materials Is Still A Strong Buy
Summary MP Materials' stock has fallen since April, despite its critical role in rare earth supply chains. The company remains well-positioned for future growth due to its strong production capabilities. A robust balance sheet and high-quality production offer resilience. The long-term bullish thesis remains strong. With a low valuation and significant short interest, MP Materials holds substantial upside potential. Investors should consider the stock's high-risk, high-reward nature for future gains. Read the full article on Seeking AlphaAnalyse der Geschäftsführervergütung
| Datum | Gesamtvergütung | Gehalt | Unternehmensgewinne |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | -US$71m |
| Dec 31 2025 | US$28m | US$1m | -US$86m |
| Sep 30 2025 | n/a | n/a | -US$118m |
| Jun 30 2025 | n/a | n/a | -US$101m |
| Mar 31 2025 | n/a | n/a | -US$105m |
| Dec 31 2024 | US$6m | US$900k | -US$65m |
| Sep 30 2024 | n/a | n/a | -US$59m |
| Jun 30 2024 | n/a | n/a | -US$38m |
| Mar 31 2024 | n/a | n/a | US$3m |
| Dec 31 2023 | US$4m | US$750k | US$24m |
| Sep 30 2023 | n/a | n/a | US$108m |
| Jun 30 2023 | n/a | n/a | US$175m |
| Mar 31 2023 | n/a | n/a | US$241m |
| Dec 31 2022 | US$2m | US$600k | US$289m |
| Sep 30 2022 | n/a | n/a | US$271m |
| Jun 30 2022 | n/a | n/a | US$251m |
| Mar 31 2022 | n/a | n/a | US$204m |
| Dec 31 2021 | US$35m | n/a | US$135m |
Vergütung im Vergleich zum Markt: JamesDie Gesamtvergütung ($USD28.01M) liegt über dem Durchschnitt von Unternehmen ähnlicher Größe auf dem Markt US ($USD14.79M).
Entschädigung vs. Einkommen: JamesDie Bezüge der Mitarbeiter sind gestiegen, während das Unternehmen unrentabel ist.
Geschäftsführer
James Litinsky (46 yo)
5.5yrs
Amtszeit
US$28,010,723
Vergütung
Mr. James Henry Litinsky is Co-Founder of MP Materials Corp. He serves as the President at MP Materials Corp. and serves as its Chairman and Chief Executive Officer since November 17, 2020. Mr. Litinsky fo...
Führungsteam
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| Co-Founder | 5.5yrs | US$28.01m | 6.86% $ 787.0m | |
| Co-Founder & COO | 5.5yrs | US$13.83m | 0.76% $ 86.8m | |
| Chief Financial Officer | 7.3yrs | US$8.31m | 0.010% $ 1.2m | |
| General Counsel & Corporate Secretary | 5yrs | US$5.37m | 0.00056% $ 64.3k | |
| Chief Accounting Officer & Principal Accounting Officer | 1.1yrs | keine Daten | 0.023% $ 2.7m | |
| Chief Technology Officer | 5.9yrs | keine Daten | keine Daten | |
| Senior Vice President of Investor Relations | no data | keine Daten | keine Daten | |
| Executive VP of Corporate Affairs & Chief Communications Officer | no data | keine Daten | keine Daten | |
| Executive Vice President of Magnetics | no data | keine Daten | keine Daten | |
| Executive Vice President of Strategic Planning | 2.8yrs | keine Daten | keine Daten |
5.5yrs
Durchschnittliche Betriebszugehörigkeit
46yo
Durchschnittliches Alter
Erfahrenes Management: Das Managementteam von MP ist erfahren und erfahren (durchschnittliche Amtszeit von 5.5 Jahren).
Vorstandsmitglieder
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| Co-Founder | 5.5yrs | US$28.01m | 6.86% $ 787.0m | |
| Independent Director | 3.2yrs | US$240.00k | 0% $ 0 | |
| Lead Independent Director | 5.5yrs | US$312.50k | 0.083% $ 9.5m | |
| Independent Director | 5.5yrs | US$247.50k | 0% $ 0 | |
| Independent Director | 5.5yrs | US$255.00k | 0.0085% $ 980.0k | |
| Independent Director | 5.5yrs | US$240.00k | 0% $ 0 | |
| Independent Director | 5.5yrs | US$250.00k | 0% $ 0 |
5.5yrs
Durchschnittliche Betriebszugehörigkeit
67yo
Durchschnittliches Alter
Erfahrener Vorstand: MPDie Vorstandsmitglieder gelten als erfahren (5.5 Jahre durchschnittliche Amtszeit).
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/05/25 18:10 |
| Aktienkurs zum Tagesende | 2026/05/22 00:00 |
| Gewinne | 2026/03/31 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.
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Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
MP Materials Corp. wird von 22 Analysten beobachtet. 13 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Benjamin Kallo | Baird |
| Richard Garchitorena | Barclays |
| Subhasish Chandra | Benchmark Company |