MP Materials Dividendos y recompras
Dividendo controles de criterios 0/6
MP Materials no tiene historial de pago de dividendo.
Información clave
n/a
Rentabilidad por dividendo
-6.3%
Rendimiento de la recompra
| Rendimiento total para el accionista | -6.3% |
| Rendimiento futuro de los dividendos | 0% |
| Crecimiento de los dividendos | n/a |
| Próxima fecha de pago de dividendos | n/a |
| Fecha ex dividendo | n/a |
| Dividendo por acción | n/a |
| Ratio de pago | n/a |
Últimas actualizaciones de dividendos y recompras
No hay actualizaciones
Recent updates
Actualización de narrativa • 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).
Actualización de narrativa • 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).
Nueva narrativa • 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.Actualización de narrativa • 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
Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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).Actualización de narrativa • 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).Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Artículo de análisis • 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...Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Artículo de análisis • 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
Nueva narrativa • 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 AlphaEstabilidad y crecimiento de los pagos
Obteniendo datos sobre dividendos
Dividendo estable: No hay datos suficientes para determinar si los dividendos por acción de MP han sido estables en el pasado.
Dividendo creciente: Datos insuficientes para determinar si los pagos de dividendos de MP han aumentado.
Rentabilidad por dividendo vs. Mercado
| Rentabilidad por dividendo de MP Materials vs. Mercado |
|---|
| Segmento | Rentabilidad por dividendo |
|---|---|
| Empresa (MP) | n/a |
| Suelo de mercado 25% (US) | 1.4% |
| Techo de mercado 25% (US) | 4.2% |
| Media de la industria (Metals and Mining) | 1.5% |
| Analista de previsiones (MP) (hasta 3 años) | 0% |
Dividendo destacado: No es posible evaluar la rentabilidad por dividendo de MP en comparación con el 25% inferior de los pagadores de dividendos, ya que la empresa no ha comunicado ningún pago reciente.
Alto dividendo: No es posible evaluar la rentabilidad por dividendo de MP en comparación con el 25% de los principales pagadores de dividendos, ya que la empresa no ha comunicado ningún pago reciente.
Pago de beneficios a los accionistas
Cobertura de los beneficios: No hay datos suficientes para calcular el ratio de pago de MP para determinar si sus pagos de dividendos están cubiertos por los beneficios.
Pago en efectivo a los accionistas
Cobertura de flujo de caja: No es posible calcular la sostenibilidad de los dividendos, ya que MP no ha comunicado ningún pago.
Descubre empresas que pagan buenos dividendos
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/24 09:00 |
| Precio de las acciones al final del día | 2026/05/22 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
MP Materials Corp. está cubierta por 22 analistas. 13 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Benjamin Kallo | Baird |
| Richard Garchitorena | Barclays |
| Subhasish Chandra | Benchmark Company |