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MP Materials Corp. Stock Price

NYSE:MP Community·US$9.7b Market Cap
  • 4 Narratives written by author
  • 3 Comments on narratives written by author
  • 448 Fair Values set on narratives written by author
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MP Share Price Performance

US$51.32
-11.71 (-18.58%)
​
US$75.28
Fair Value
US$51.32
-11.71 (-18.58%)
31.8% undervalued intrinsic discount
US$75.28
Fair Value
Price US$51.32
AnalystConsensusTarget US$75.28
OOO97 US$50.85
AnalystHighTarget US$97.81

MP Community Narratives

Fair Value
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Fair Value US$75.28 31.8% undervalued intrinsic discount

Analysts Lift Price Target for MP Materials as New Facility Expands Strategic Role

4users have liked this narrative
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181users have followed this narrative
Fair Value
·
Fair Value US$50.85 Fairly Valued intrinsic discount

Best bet on Rare Earth - Currently priced to perfection, invest if thesis holds at $35-40

3users have liked this narrative
1users have commented on this narrative
44users have followed this narrative
Fair Value
·
Fair Value US$97.81 47.5% undervalued intrinsic discount

Rising Secular Trends Will Accelerate Rare Earth Market Dominance

1users have liked this narrative
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35users have followed this narrative
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MP Materials
Fairly Valued intrinsic discount

Best bet on Rare Earth - Currently priced to perfection, invest if thesis holds at $35-40

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Published 2 Jan
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MP Materials
11.5% undervalued intrinsic discount

Rapid Recycling And Oversupply Will Erode Core Margins

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Updated 3 Sep
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MP Materials
31.8% undervalued intrinsic discount

Analysts Lift Price Target for MP Materials as New Facility Expands Strategic Role

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Updated 13 Aug
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MP Materials
47.5% undervalued intrinsic discount

Rising Secular Trends Will Accelerate Rare Earth Market Dominance

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Updated 16 Jul
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Trending Discussion

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Updated Narratives

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Best bet on Rare Earth - Currently priced to perfection, invest if thesis holds at $35-40

Fair Value: US$50.85 Fairly Valued intrinsic discount
44 users have set this as their fair value
1 users have commented on this narrative
0 users have liked this narrative
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MP: Aerospace Deal And Government Support Will Shape Balanced Long Term Outlook

Fair Value: US$58 11.5% undervalued intrinsic discount
12 users have set this as their fair value
0 users have commented on this narrative
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MP: Government Partnership And Project Swarm Supply Deals Will Drive Future Upside

Fair Value: US$75.28 31.8% undervalued intrinsic discount
181 users have set this as their fair value
2 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

High growth potential with adequate balance sheet.

0 Risks
3 Rewards
View Full Analysis

MP Materials Corp. Key Details

US$416.2m

Revenue

US$240.1m

Cost of Revenue

US$176.2m

Gross Profit

US$236.8m

Other Expenses

-US$60.6m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
-0.34
42.33%
-14.56%
40.6%
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About MP

Founded
2017
Employees
998
CEO
James Litinsky
WebsiteView website
mpmaterials.com

MP Materials Corp., together with its subsidiaries, produces rare earth materials in the Western Hemisphere. It operates in two segments, Materials and Magnetics. The Materials segment owns and operates the Mountain Pass Rare Earth Mine and Processing facility located near Mountain Pass, San Bernardino County, California. The Magnetics segment produces magnetic precursor products, including NdPr metal; and manufactures NdFeB permanent magnets. MP Materials Corp. was founded in 2017 and is headquartered in Las Vegas, Nevada.

Recent MP News & Updates

Narrative Update • Sep 03

MP: Aerospace Deal And Government Support Will Shape Balanced Long Term Outlook

Analysts have trimmed their price target on MP Materials to $58, reflecting updated assumptions for slightly lower projected revenue, profit margins, and future P/E multiples in their models. What’s in the News for MP Materials MP Materials signed a multi year agreement to supply gadolinium oxide to a U.S. aerospace and defense manufacturer, with the contract expected to be worth a nine figure amount.
Seeking Alpha • Aug 31

MP Materials: The Fundamentals Play Second Fiddle To The Narratives

Summary MP Materials is rated hold, as the stock trades on geopolitical headlines rather than fundamentals, despite operational improvements. MP's valuation remains elevated at 92x annualized Q2 adjusted EBITDA, largely due to PPA income, which will diminish as NdPr prices approach $110/kg. The upcoming November 10th end of China's export control suspension and MP's Q3 earnings are key catalysts, with market volatility expected. Transition to an internal magnet business and execution of contracts with GM and aerospace clients are critical for bridging future revenue gaps. Read the full article on Seeking Alpha

Recent updates

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