MP Materials (NYSE:MP) Shares Down 4.3% – Here’s Why

Posted by Brenda Bartman on Aug 26th, 2026

MP Materials Corp. (NYSE:MP – Get Free Report)’s share price dropped 4.3% during trading on Monday . The stock traded as low as $56.12 and last traded at $57.4790. 7,021,455 shares were traded during trading, an increase of 5% from the average session volume of 6,679,296 shares. The stock had previously closed at $60.05.

Wall Street Analyst Weigh In

Several analysts recently commented on the company. Citigroup reaffirmed a “positive” rating on shares of MP Materials in a research note on Wednesday, July 15th. Weiss Ratings reissued a “sell (d-)” rating on shares of MP Materials in a report on Friday, July 17th. Canaccord Genuity Group set a $82.00 price objective on MP Materials in a report on Friday, May 8th. Morgan Stanley restated an “overweight” rating on shares of MP Materials in a research note on Wednesday, August 19th. Finally, Barclays lowered their target price on shares of MP Materials from $69.00 to $65.00 and set an “overweight” rating on the stock in a report on Thursday, July 16th. Two analysts have rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and one has given a Sell rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Buy” and an average target price of $78.21.

Get Our Latest Stock Report on MP

MP Materials Stock Up 4.9%

The company has a market cap of $10.73 billion, a P/E ratio of -177.21 and a beta of 1.88. The company has a debt-to-equity ratio of 0.48, a current ratio of 9.51 and a quick ratio of 8.56. The business’s 50 day moving average price is $51.81 and its 200-day moving average price is $56.82.

MP Materials (NYSE:MP – Get Free Report) last released its quarterly earnings results on Thursday, August 6th. The company reported ($0.01) EPS for the quarter, hitting analysts’ consensus estimates of ($0.01). MP Materials had a negative return on equity of 1.21% and a negative net margin of 19.85%.The business had revenue of $108.49 million for the quarter, compared to analyst estimates of $96.89 million. During the same period in the prior year, the company earned ($0.13) EPS. MP Materials’s revenue for the quarter was up 89.0% on a year-over-year basis. On average, analysts anticipate that MP Materials Corp. will post -0.07 earnings per share for the current fiscal year.

Insider Buying and Selling at MP Materials

In other news, CEO James H. Litinsky sold 185,167 shares of the firm’s stock in a transaction on Wednesday, June 3rd. The stock was sold at an average price of $69.14, for a total value of $12,802,446.38. Following the completion of the sale, the chief executive officer directly owned 11,620,798 shares in the company, valued at approximately $803,461,973.72. This trade represents a 1.57% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. Also, COO Michael Stuart Rosenthal bought 10,000 shares of the stock in a transaction dated Tuesday, June 9th. The stock was acquired at an average price of $54.30 per share, with a total value of $543,000.00. Following the completion of the purchase, the chief operating officer owned 136,622 shares of the company’s stock, valued at $7,418,574.60. This represents a 7.90% increase in their position. The disclosure for this purchase is available in the SEC filing. Insiders have sold 469,818 shares of company stock worth $31,487,908 in the last 90 days. Company insiders own 8.20% of the company’s stock.

Institutional Investors Weigh In On MP Materials

Several hedge funds and other institutional investors have recently added to or reduced their stakes in MP. Oak Thistle LLC acquired a new stake in shares of MP Materials in the second quarter valued at approximately $1,543,000. Amundi raised its position in MP Materials by 260.2% in the 1st quarter. Amundi now owns 385,001 shares of the company’s stock worth $18,580,000 after purchasing an additional 278,126 shares during the last quarter. Leonteq Securities AG bought a new position in MP Materials in the 4th quarter worth approximately $2,451,000. Phoenix Financial Ltd. acquired a new position in MP Materials during the 4th quarter worth $449,000. Finally, Bleakley Financial Group LLC acquired a new position in MP Materials during the 4th quarter worth $1,482,000. Institutional investors and hedge funds own 52.55% of the company’s stock.

MP Materials Company Profile

(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.