MP Materials Corp. (NYSE:MP) Receives Average Recommendation of “Moderate Buy” from Analysts

Posted by Brenda Bartman on Sep 11th, 2026

MP Materials Corp. (NYSE:MP – Get Free Report) has earned an average rating of “Moderate Buy” from the seventeen brokerages that are covering the company, MarketBeat.com reports. Two research analysts have rated the stock with a sell rating, thirteen have issued a buy rating and two have given a strong buy rating to the company. The average twelve-month target price among analysts that have updated their coverage on the stock in the last year is $78.2083.

A number of equities analysts recently commented on the company. DA Davidson reiterated a “buy” rating and set a $82.00 price objective on shares of MP Materials in a research report on Monday, August 24th. Morgan Stanley reissued an “overweight” rating on shares of MP Materials in a research report on Wednesday, August 19th. Needham & Company LLC dropped their price objective on shares of MP Materials from $81.00 to $73.00 and set a “buy” rating for the company in a report on Wednesday, July 22nd. Wall Street Zen lowered shares of MP Materials from a “hold” rating to a “sell” rating in a report on Saturday, July 25th. Finally, Barclays dropped 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 note on Thursday, July 16th.

Get Our Latest Stock Analysis on MP Materials

Key MP Materials News

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

Positive Sentiment: U.S. efforts to rebuild domestic critical-minerals capacity could support MP Materials’ strategic importance over the long term. However, China still controls about 60% of critical-mineral mining and more than 90% of certain processing segments, underscoring the difficulty—and potential value—of developing alternative supply chains. Why The United States’ Belated Critical Minerals Gambit Won’t Stop China
Positive Sentiment: MP’s expansion in rare-earth production and magnet manufacturing, along with high-profile partnerships, provides a potential growth story if the company can scale operations and improve profitability. MP Trades at a Premium Valuation: Buy, Sell or Hold the Stock?
Neutral Sentiment: Management’s presentation at the Jefferies Global Industrials Conference highlighted MP’s business and strategic outlook, but the available report did not identify a specific new catalyst or financial change. MP Materials Presents at Jefferies Global Industrials Conference
Negative Sentiment: Reports that Washington and Beijing may stabilize relations weakened the geopolitical scarcity premium supporting domestic rare-earth shares. A planned Trump-Xi meeting and potential easing of export restrictions raised concerns that supply pressures could moderate. Rare Earth Stocks Tumble on U.S.-China Thaw Hopes
Negative Sentiment: MP Materials is being compared unfavorably with Cameco, which generates substantial free cash flow and has a positive net margin, while MP continues to burn cash. That contrast heightened investor focus on MP’s path to profitability. Cameco vs. MP Materials
Negative Sentiment: Analysts also questioned MP’s premium valuation because losses, elevated costs and execution risks remain despite revenue growth and magnet-production ambitions. MP Trades at a Premium Valuation

Hedge Funds Weigh In On MP Materials

A number of hedge funds have recently modified their holdings of the business. Hancock Prospecting Pty Ltd raised its holdings in MP Materials by 7.2% in the 3rd quarter. Hancock Prospecting Pty Ltd now owns 14,861,212 shares of the company’s stock valued at $996,741,000 after buying an additional 1,000,000 shares during the period. California State Teachers Retirement System increased its position in shares of MP Materials by 5,523.6% during the second quarter. California State Teachers Retirement System now owns 9,225,687 shares of the company’s stock valued at $516,731,000 after acquiring an additional 9,061,633 shares during the last quarter. State Street Corp raised its stake in shares of MP Materials by 13.2% in the 4th quarter. State Street Corp now owns 6,597,885 shares of the company’s stock valued at $333,325,000 after acquiring an additional 769,517 shares during the period. BNP Paribas Financial Markets raised its stake in shares of MP Materials by 76.3% in the 2nd quarter. BNP Paribas Financial Markets now owns 2,921,542 shares of the company’s stock valued at $97,200,000 after acquiring an additional 1,264,243 shares during the period. Finally, Van ECK Associates Corp lifted its holdings in shares of MP Materials by 71.6% in the 4th quarter. Van ECK Associates Corp now owns 2,834,914 shares of the company’s stock worth $143,220,000 after acquiring an additional 1,183,307 shares during the last quarter. 52.55% of the stock is currently owned by hedge funds and other institutional investors.

MP Materials Stock Down 5.7%

MP stock opened at $51.19 on Friday. 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 firm has a 50-day moving average of $51.32 and a two-hundred day moving average of $56.51. MP Materials has a 12 month low of $37.81 and a 12 month high of $100.25. The company has a market cap of $9.12 billion, a price-to-earnings ratio of -150.56 and a beta of 1.94.

MP Materials (NYSE:MP – Get Free Report) last issued its earnings results on Thursday, August 6th. The company reported ($0.01) earnings per share for the quarter, hitting the consensus estimate of ($0.01). The business had revenue of $108.49 million for the quarter, compared to analysts’ expectations of $96.89 million. MP Materials had a negative return on equity of 1.21% and a negative net margin of 19.85%.The business’s revenue for the quarter was up 89.0% compared to the same quarter last year. During the same period in the previous year, the firm posted ($0.13) EPS. As a group, analysts forecast that MP Materials will post -0.12 earnings per share for the current fiscal year.

MP Materials Company Profile

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MP Materials Corp. is a rare earth materials company that owns and operates the Mountain Pass rare earth mine and processing facility in California. The site is one of the largest rare earth production facilities in the Western Hemisphere and produces rare earth concentrate, with an emphasis on neodymium-praseodymium (NdPr), materials used in high-performance permanent magnets.

The company is expanding its operations beyond mining and concentrate production into separated rare earth products and magnet manufacturing.