MP Materials Corp.

NYSE:MP 株式レポート

時価総額:US$11.8b

MP Materials 配当と自社株買い

配当金 基準チェック /06

MP Materials配当金を支払った記録がありません。

主要情報

n/a

配当利回り

-6.3%

バイバック利回り

総株主利回り-6.3%
将来の配当利回り0%
配当成長n/a
次回配当支払日n/a
配当落ち日n/a
一株当たり配当金n/a
配当性向n/a

最近の配当と自社株買いの更新

更新なし

Recent updates

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).

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.

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).

MP Materials: Buy Dip In Rare Earth Giant With Huge Upside

Apr 06

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.

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.

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.

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.

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).

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).

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.

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.

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.

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.

MP Materials Corp.'s (NYSE:MP) Stock Retreats 26% But Revenues Haven't Escaped The Attention Of Investors

Nov 06
MP Materials Corp.'s (NYSE:MP) Stock Retreats 26% But Revenues Haven't Escaped The Attention Of Investors

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.

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.

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.

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.

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.

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.

MP Materials Corp. (NYSE:MP) Stocks Shoot Up 26% But Its P/S Still Looks Reasonable

Jun 10
MP Materials Corp. (NYSE:MP) Stocks Shoot Up 26% But Its P/S Still Looks Reasonable

MP Materials Corp. (NYSE:MP) Just Released Its First-Quarter Results And Analysts Are Updating Their Estimates

May 13
MP Materials Corp. (NYSE:MP) Just Released Its First-Quarter Results And Analysts Are Updating Their Estimates

MP Materials: An Unusual Momentum Play

Apr 27
User avatar

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.

Make America Mine Again - MP Materials Is Just Getting Started

Apr 15

MP Materials: A Rare Opportunity In The Rare Earths Supply Chain

Mar 13

MP Materials: Ready For A Bright Future

Feb 28

MP Materials: Look Beyond Sour Short-Term Sentiment

Jan 08

MP Materials: Everything Is Going According To The Plan

Nov 08

MP Materials Is Critical For Net-Zero Future, I'm Not Buying

Sep 26

Wrong On Timing, Right On Thesis: Why MP Materials Is Still A Strong Buy

Jun 30

MP Materials: Securing America's Future With Massive Short Squeeze Potential

Apr 15

決済の安定と成長

配当データの取得

安定した配当: MPの 1 株当たり配当が過去に安定していたかどうかを判断するにはデータが不十分です。

増加する配当: MPの配当金が増加しているかどうかを判断するにはデータが不十分です。


配当利回り対市場

MP Materials 配当利回り対市場
MP 配当利回りは市場と比べてどうか?
セグメント配当利回り
会社 (MP)n/a
市場下位25% (US)1.4%
市場トップ25% (US)4.2%
業界平均 (Metals and Mining)1.6%
アナリスト予想 (MP) (最長3年)0%

注目すべき配当: MPは最近配当金を報告していないため、配当金支払者の下位 25% に対して同社の配当利回りを評価することはできません。

高配当: MPは最近配当金を報告していないため、配当金支払者の上位 25% に対して同社の配当利回りを評価することはできません。


株主への利益配当

収益カバレッジ: MPの 配当性向 を計算して配当金の支払いが利益で賄われているかどうかを判断するにはデータが不十分です。


株主配当金

キャッシュフローカバレッジ: MPが配当金を報告していないため、配当金の持続可能性を計算できません。


高配当企業の発掘

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/05 20:07
終値2026/05/05 00:00
収益2025/12/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

MP Materials Corp. 12 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。21

アナリスト機関
Benjamin KalloBaird
Subhasish ChandraBenchmark Company
Raj RayBMO Capital Markets Equity Research