MP Materials Framtida tillväxt
Future kriterier kontrolleras 5/6
MP Materials förväntas öka intäkter och intäkter med 48.8% respektive 29.8% per år. EPS förväntas tillväxt med 50.2% per år. Avkastningen på eget kapital förväntas bli 10.8% om 3 år.
Viktig information
48.8%
Tillväxttakt i vinsten
50.20%
Tillväxttakt för EPS
| Metals and Mining vinsttillväxt | 13.9% |
| Intäkternas tillväxttakt | 29.8% |
| Framtida avkastning på eget kapital | 10.75% |
| Bevakning av analytiker | Good |
| Senast uppdaterad | 28 Apr 2026 |
Senaste uppdateringarna om framtida tillväxt
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: 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 10MP Materials Corp. (NYSE:MP) Just Released Its First-Quarter Results And Analysts Are Updating Their Estimates
May 13MP Materials: An Unusual Momentum Play
Apr 27
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 15MP Materials: A Rare Opportunity In The Rare Earths Supply Chain
Mar 13MP Materials: Ready For A Bright Future
Feb 28MP Materials: Look Beyond Sour Short-Term Sentiment
Jan 08MP Materials: Everything Is Going According To The Plan
Nov 08MP Materials Is Critical For Net-Zero Future, I'm Not Buying
Sep 26Wrong On Timing, Right On Thesis: Why MP Materials Is Still A Strong Buy
Jun 30MP Materials: Securing America's Future With Massive Short Squeeze Potential
Apr 15Prognoser för vinst- och omsättningstillväxt
| Datum | Intäkter | Intäkter | Fritt kassaflöde | Kassaflöde från rörelsen | Genomsnittligt Antal analytiker |
|---|---|---|---|---|---|
| 12/31/2028 | 986 | 302 | 24 | 420 | 9 |
| 12/31/2027 | 820 | 236 | -129 | 407 | 12 |
| 12/31/2026 | 451 | 31 | -370 | 175 | 11 |
| 12/31/2025 | 275 | -86 | -328 | -156 | N/A |
| 9/30/2025 | 233 | -118 | -230 | -78 | N/A |
| 6/30/2025 | 242 | -101 | -191 | -43 | N/A |
| 3/31/2025 | 216 | -105 | -174 | -9 | N/A |
| 12/31/2024 | 204 | -65 | -173 | 13 | N/A |
| 9/30/2024 | 184 | -59 | -249 | -31 | N/A |
| 6/30/2024 | 174 | -38 | -243 | -13 | N/A |
| 3/31/2024 | 206 | 3 | -273 | -34 | N/A |
| 12/31/2023 | 253 | 24 | -199 | 63 | N/A |
| 9/30/2023 | 305 | 108 | -196 | 106 | N/A |
| 6/30/2023 | 377 | 175 | -145 | 189 | N/A |
| 3/31/2023 | 457 | 241 | -68 | 278 | N/A |
| 12/31/2022 | 528 | 289 | 17 | 344 | N/A |
| 9/30/2022 | 533 | 271 | 94 | 346 | N/A |
| 6/30/2022 | 509 | 251 | 72 | 274 | N/A |
| 3/31/2022 | 438 | 204 | 54 | 214 | N/A |
| 12/31/2021 | 332 | 135 | -22 | 102 | N/A |
| 9/30/2021 | 275 | 110 | -25 | 74 | N/A |
| 6/30/2021 | 216 | 82 | -13 | 49 | N/A |
| 3/31/2021 | 174 | -8 | -32 | 9 | N/A |
| 12/31/2020 | 134 | -22 | -19 | 3 | N/A |
| 9/30/2020 | 113 | -45 | -8 | 2 | N/A |
| 6/30/2020 | 99 | -57 | 9 | 13 | N/A |
| 3/31/2020 | 81 | 0 | 7 | 9 | N/A |
| 12/31/2019 | 73 | -7 | -3 | 0 | N/A |
| 12/31/2018 | 67 | -13 | N/A | 20 | N/A |
Analytiker Framtid Tillväxt Prognoser
Intäkter kontra sparande: MP förväntas bli lönsam under de kommande 3 åren, vilket anses vara snabbare än sparkvoten ( 3.4% ).
Resultat vs marknad: MP förväntas bli lönsam under de kommande 3 åren, vilket anses överstiga genomsnittet på marknaden.
Höga tillväxtresultat: MP förväntas bli lönsam under de kommande 3 åren.
Intäkt vs marknad: MP s intäkter ( 29.8% per år) förväntas växa snabbare än US marknaden ( 11% per år).
Hög tillväxtintäkter: MP s intäkter ( 29.8% per år) förutspås växa snabbare än 20% per år.
Tillväxtprognoser för vinst per aktie
Framtida avkastning på eget kapital
Framtida ROE: MP s avkastning på eget kapital förväntas bli låg om 3 år ( 10.8 %).
Upptäck tillväxtföretag
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/04/29 09:13 |
| Aktiekurs vid dagens slut | 2026/04/29 00:00 |
| Intäkter | 2025/12/31 |
| Årlig intjäning | 2025/12/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
MP Materials Corp. bevakas av 21 analytiker. 12 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Benjamin Kallo | Baird |
| Subhasish Chandra | Benchmark Company |
| Raj Ray | BMO Capital Markets Equity Research |