MP Share Price Performance
US$58.64
40.36 (220.79%)
27.4% undervalued intrinsic discount
US$80.77
Fair Value
Price US$58.64
AnalystConsensusTarget US$80.77
AnalystHighTarget US$85.00
AnalystLowTarget US$30.00
Fair ValueUS$80.77
Share Pricen/a
MP Materials Corp. Stock Price
- 3 Narratives written by author
- 1 Comments on narratives written by author
- 232 Fair Values set on narratives written by author
MP Community Narratives
AN
Fair Value US$80.77 27.4% undervalued intrinsic discount
Analysts Lift Price Target for MP Materials as New Facility Expands Strategic Role
1users have liked this narrative
1users have commented on this narrative
110users have followed this narrative
AN
Fair Value US$85 31.0% undervalued intrinsic discount
Rising Secular Trends Will Accelerate Rare Earth Market Dominance
0users have liked this narrative
0users have commented on this narrative
13users have followed this narrative
AN
Fair Value US$30 95.5% overvalued intrinsic discount
Rapid Recycling And Oversupply Will Erode Core Margins
0users have liked this narrative
0users have commented on this narrative
3users have followed this narrative
Analysts Lift Price Target for MP Materials as New Facility Expands Strategic Role
Key Takeaways Government-backed contracts and partnerships with major tech firms secure stable revenue and improve long-term earnings visibility, insulating against market fluctuations. Expansion into value-added manufacturing and recycling, supported by national policies and funding, positions MP for margin growth and enhanced operational leverage.Read more
1users have liked this narrative
1users have commented on this narrative
110users have followed this narrative
AN
US$80.77
27.4% undervalued intrinsic discount
AnalystConsensusTarget Fair Value
Revenue growth
59.99% p.a.
Profit Margin
23.49%
Future PE
94.47x
Share price in 2028
US$101.4
Rising Secular Trends Will Accelerate Rare Earth Market Dominance
Key Takeaways Structural advantages from government backing, vertical integration, and strategic partnerships could drive significant margin expansion and establish MP as a global cost leader. Long-term demand growth, pre-sold capacity, and strong customer contracts position MP to capture outsized market share and benefit from premium pricing.Read more
0users have liked this narrative
0users have commented on this narrative
13users have followed this narrative
AN
US$85
31.0% undervalued intrinsic discount
AnalystHighTarget Fair Value
Revenue growth
77% p.a.
Profit Margin
28.19%
Future PE
60.35x
Share price in 2028
US$105.3
Rapid Recycling And Oversupply Will Erode Core Margins
Key Takeaways Rising rare earth recycling and alternative battery technologies threaten structural demand for MP's core products and could weaken future revenue growth and pricing power. Heavy reliance on a single resource and execution risks in expansion projects expose MP to operational disruptions and sustained margin pressure amid global supply increases.Read more
0users have liked this narrative
0users have commented on this narrative
3users have followed this narrative
AN
US$30
95.5% overvalued intrinsic discount
AnalystLowTarget Fair Value
Revenue growth
60.14% p.a.
Profit Margin
27.83%
Future PE
29.04x
Share price in 2028
US$37.03
Snowflake Analysis
MP Materials Corp. Key Details
Last Reported Earnings
Sep 30, 2025
Next Reporting Earnings
n/a
- -0.66
- 11.49%
- -50.55%
- 43.0%
About MP
- Founded
- 2017
- Employees
- 804
- CEO
- WebsiteView website
MP Materials Corp., together with its subsidiaries, produces rare earth materials in the Western Hemisphere. The company 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. The company was founded in 2017 and is headquartered in Las Vegas, Nevada.
