MP Materials Corp.

NYSE:MP 주식 리포트

시가총액: US$11.9b

MP Materials 배당 및 자사주 매입

배당 기준 점검 0/6

MP Materials 배당금을 지급한 기록이 없습니다.

핵심 정보

n/a

배당 수익률

-6.2%

자사주 매입 수익률

총 주주 수익률-6.2%
미래 배당 수익률0%
배당 성장률n/a
다음 배당 지급일n/a
배당락일n/a
주당 배당금n/a
배당 성향n/a

최근 배당 및 자사주 매입 업데이트

업데이트 없음

Recent updates

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

지급의 안정성과 성장

배당 데이터 가져오는 중

안정적인 배당: 과거에 MP 의 주당 배당금이 안정적이었는지 판단하기에는 데이터가 부족합니다.

배당금 증가: MP 의 배당금 지급이 증가했는지 판단하기에는 데이터가 부족합니다.


배당 수익률 vs 시장

MP Materials 배당 수익률 vs 시장
MP의 배당 수익률은 시장과 어떻게 비교되나요?
구분배당 수익률
회사 (MP)n/a
시장 하위 25% (US)1.4%
시장 상위 25% (US)4.2%
업계 평균 (Metals and Mining)1.6%
분석가 예측 (MP) (최대 3년)0%

주목할만한 배당금: 회사가 최근 지급을 보고하지 않았기 때문에 하위 25%의 배당금 지급자에 대해 MP 의 배당 수익률을 평가할 수 없습니다.

고배당: 회사가 최근 지급을 보고하지 않았기 때문에 배당금 지급자의 상위 25%에 대해 MP 의 배당 수익률을 평가할 수 없습니다.


주주 대상 이익 배당

수익 보장: 배당금 지급이 수익으로 충당되는지 확인하기 위해 MP 의 지급 비율을 계산하기에는 데이터가 부족합니다.


주주 현금 배당

현금 흐름 범위: MP 에서 지급을 보고하지 않았기 때문에 배당 지속 가능성을 계산할 수 없습니다.


높은 배당을 제공하는 우량 기업 찾기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/03 17:34
종가2026/05/01 00:00
수익2025/12/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

MP Materials Corp.는 21명의 분석가가 다루고 있습니다. 이 중 12명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Benjamin KalloBaird
Subhasish ChandraBenchmark Company
Raj RayBMO Capital Markets Equity Research