MP Materials Corp. (NYSE:MP) Receives Consensus Rating of “Buy” from Brokerages

Posted by on Aug 15th, 2026

Shares of MP Materials Corp. (NYSE:MP – Get Free Report) have been given a consensus recommendation of “Buy” by the sixteen analysts that are presently covering the company, MarketBeat.com reports. One research analyst has rated the stock with a sell rating, thirteen have given a buy rating and two have issued a strong buy rating on the company. The average 12 month price target among analysts that have issued a report on the stock in the last year is $78.2083.

Several equities analysts have recently commented on the company. Morgan Stanley upped their price target on MP Materials from $70.00 to $71.50 and gave the company an “overweight” rating in a research note on Wednesday, July 8th. Needham & Company LLC cut their target price on shares of MP Materials from $81.00 to $73.00 and set a “buy” rating on the stock in a research note on Wednesday, July 22nd. JPMorgan Chase & Co. reduced their target price on shares of MP Materials from $75.00 to $60.00 and set an “overweight” rating on the stock in a report on Wednesday, July 29th. Barclays decreased their price target on shares of MP Materials from $69.00 to $65.00 and set an “overweight” rating for the company in a research report on Thursday, July 16th. Finally, DA Davidson restated a “buy” rating and issued a $82.00 price target on shares of MP Materials in a research note on Friday, June 5th.

View Our Latest Stock Analysis on MP Materials

Insider Buying and Selling at MP Materials

In other news, CEO James H. Litinsky sold 185,167 shares of the business’s stock in a transaction that occurred on Wednesday, June 3rd. The shares were sold at an average price of $69.14, for a total transaction of $12,802,446.38. Following the completion of the sale, the chief executive officer owned 11,620,798 shares in the company, valued at approximately $803,461,973.72. The trade was a 1.57% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, COO Michael Stuart Rosenthal acquired 10,000 shares of the firm’s stock in a transaction on Tuesday, June 9th. The stock was bought at an average price of $54.30 per share, with a total value of $543,000.00. Following the purchase, the chief operating officer directly owned 136,622 shares of the company’s stock, valued at $7,418,574.60. This represents a 7.90% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Over the last ninety days, insiders have sold 585,167 shares of company stock valued at $39,028,272. Corporate insiders own 8.20% of the company’s stock.

Hedge Funds Weigh In On MP Materials

A number of hedge funds and other institutional investors have recently made changes to their positions in the stock. EMC Capital Management purchased a new stake in MP Materials in the 4th quarter valued at approximately $25,000. Whittier Trust Co. of Nevada Inc. acquired a new position in shares of MP Materials during the 4th quarter worth $26,000. REAP Financial Group LLC acquired a new position in MP Materials during the fourth quarter worth about $26,000. Los Angeles Capital Management LLC acquired a new position in shares of MP Materials during the 4th quarter worth approximately $28,000. Finally, University of Texas Texas AM Investment Management Co. acquired a new position in shares of MP Materials in the fourth quarter worth $36,000. Hedge funds and other institutional investors own 52.55% of the company’s stock.

Trending Headlines about MP Materials

Here are the key news stories impacting MP Materials this week:

  • Positive Sentiment: Strong revenue momentum: MP reported second-quarter 2026 revenue of $108.5 million, up 89% year over year. First-half revenue reached approximately $199 million, a 68% increase from the prior-year period, reinforcing the company’s growth story. MP Sees 68% Surge in Revenues in 1H26
  • Positive Sentiment: Higher NdPr sales and financial flexibility: NdPr sales volumes reportedly doubled, while cash reserves reached $1.45 billion. The liquidity gives MP funding capacity for processing, magnet-manufacturing and other expansion initiatives. MP Materials Q2 2026 Earnings Call Transcript
  • Positive Sentiment: Strategic customer expansion: Reports of a confidential aerospace agreement and new magnet-supply activity suggest MP is broadening its product portfolio and customer base, potentially supporting longer-term demand and vertical integration. MP Materials Just Signed a Secret Aerospace Deal
  • Positive Sentiment: Industry-wide rally: U.S. rare-earth and critical-minerals shares moved broadly higher as investors focused on efforts to build domestic supply chains and reduce dependence on China. MP’s established production and commercial operations make it a preferred name in the group. Why Critical Minerals Are Moving Today
  • Neutral Sentiment: Valuation and execution remain key: Analysts see MP as having a commercial-execution advantage over more speculative competitors, but the stock’s premium valuation means investors will likely require continued production growth and successful magnet-operations ramp-up. MP Materials vs. The Metals Company
  • Negative Sentiment: Profitability concerns: Despite the revenue improvement, MP remains loss-making, and high costs, estimate reductions and its elevated valuation could limit further upside if rare-earth prices or execution disappoint. MP Gains Despite Q2 Earnings Miss

MP Materials Trading Up 6.1%

MP stock opened at $59.04 on Monday. The company has a current ratio of 9.51, a quick ratio of 8.56 and a debt-to-equity ratio of 0.48. The business’s 50-day moving average is $51.63 and its 200 day moving average is $57.10. The stock has a market cap of $10.51 billion, a price-to-earnings ratio of -173.64 and a beta of 1.88. MP Materials has a 12-month low of $37.81 and a 12-month high of $100.25.

MP Materials (NYSE:MP – Get Free Report) last announced its earnings results on Thursday, August 6th. The company reported ($0.01) earnings per share (EPS) for the quarter, hitting the consensus estimate of ($0.01). The company had revenue of $108.49 million for the quarter, compared to analysts’ expectations of $96.89 million. MP Materials had a negative net margin of 19.85% and a negative return on equity of 1.21%. The firm’s quarterly revenue was up 89.0% on a year-over-year basis. During the same quarter in the previous year, the company posted ($0.13) EPS. On average, sell-side analysts anticipate that MP Materials will post -0.03 EPS for the current fiscal year.

About MP Materials

(Get Free Report)

MP Materials Corporation operates as a vertically integrated producer of rare earth materials in North America. The company owns and manages the Mountain Pass Rare Earth Mine and Processing Facility in California, the only commercially viable rare earth mining and processing site in the United States. MP Materials extracts, separates and refines critical rare earth elements—such as neodymium, praseodymium, and cerium—which are essential inputs for permanent magnets used in electric vehicles, wind turbines, and various defense applications.

The Mountain Pass mine first began commercial rare earth production in the 1950s and was later operated by Molycorp until its bankruptcy in 2015.

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Analyst Recommendations for MP Materials (NYSE:MP)

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