MP Materials Corp. (NYSE:MP) Receives $79.08 Consensus PT from Brokerages

Shares of MP Materials Corp. (NYSE:MP) have been given an average recommendation of “Buy” by the seventeen analysts that are currently covering the company, Marketbeat reports. One analyst has rated the stock with a sell recommendation, fourteen have issued a buy recommendation and two have issued a strong buy recommendation on the company. The average 1-year target price among brokerages that have covered the stock in the last year is $80.3333.

A number of analysts have commented on the company. Wall Street Zen raised MP Materials from a “sell” rating to a “hold” rating in a report on Sunday, March 8th. William Blair reaffirmed an “outperform” rating on shares of MP Materials in a report on Wednesday, March 4th. Canaccord Genuity Group set a $82.00 target price on MP Materials in a report on Friday. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of MP Materials in a report on Tuesday, April 21st. Finally, Morgan Stanley reduced their target price on MP Materials from $71.00 to $62.00 and set an “overweight” rating for the company in a report on Thursday, April 9th.

Key Stories Impacting MP Materials

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

• Positive Sentiment: MP Materials reported first-quarter EPS of $0.03, beating the loss estimate, while revenue of $90.65 million also topped expectations and rose 49.1% year over year. MP Materials Reports First Quarter 2026 Results
• Positive Sentiment: The company said it delivered record NdPr production and sales, advanced growth projects at Independence and 10X, and maintained its $500 million to $600 million capex plan while targeting a 500-tons-per-month NdPr run rate by the end of 2026. MP Materials Reports First Quarter 2026 Results
• Positive Sentiment: Analysts turned more constructive after the release, with Wedbush raising its price target to $100 from $90 and keeping an outperform rating. Benzinga
• Positive Sentiment: Investor sentiment was also helped by commentary from CEO James Litinsky that geopolitical tensions could accelerate demand for rare earth magnets, reinforcing MP’s strategic importance. Iran war points to ‘huge demand accelerant for rare earth magnetics,’ MP Materials CEO says
• Neutral Sentiment: Media coverage and earnings-call recaps are keeping MP Materials in focus, but they largely reiterate the same story: improving production, stronger sales, and a big long-term domestic rare-earth opportunity. MP Materials Corp. (MP) Q1 2026 Earnings Call Transcript
• Negative Sentiment: Despite the beat, the stock pulled back as investors focused on rising costs, weak momentum, and a premium valuation, suggesting the quarter was good but not enough to eliminate execution concerns. MP Dips 5% Despite Q1 Earnings Beat: How to Play the Stock?

Insider Buying and Selling at MP Materials

In other MP Materials news, CFO Ryan Corbett sold 46,000 shares of the stock in a transaction on Tuesday, March 17th. The stock was sold at an average price of $60.00, for a total transaction of $2,760,000.00. Following the completion of the transaction, the chief financial officer directly owned 129,017 shares of the company’s stock, valued at approximately $7,741,020. This represents a 26.28% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CEO James H. Litinsky sold 259,179 shares of the stock in a transaction on Monday, April 20th. The shares were sold at an average price of $64.03, for a total value of $16,595,231.37. Following the transaction, the chief executive officer directly owned 12,505,965 shares of the company’s stock, valued at approximately $800,756,938.95. This trade represents a 2.03% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 366,000 shares of company stock valued at $23,469,816. 8.20% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On MP Materials

Several institutional investors have recently made changes to their positions in MP. Norges Bank purchased a new stake in shares of MP Materials during the fourth quarter worth $82,531,000. Reaves W H & Co. Inc. raised its position in shares of MP Materials by 168.4% in the third quarter. Reaves W H & Co. Inc. now owns 2,589,908 shares of the company’s stock worth $173,705,000 after buying an additional 1,624,908 shares in the last quarter. BNP Paribas Financial Markets raised its position in shares of MP Materials by 76.3% in the second quarter. BNP Paribas Financial Markets now owns 2,921,542 shares of the company’s stock worth $97,200,000 after buying an additional 1,264,243 shares in the last quarter. Van ECK Associates Corp raised its position in shares of MP Materials by 71.6% in the fourth quarter. Van ECK Associates Corp now owns 2,834,914 shares of the company’s stock worth $143,220,000 after buying an additional 1,183,307 shares in the last quarter. Finally, Hancock Prospecting Pty Ltd raised its position in shares of MP Materials by 7.2% in the third quarter. Hancock Prospecting Pty Ltd now owns 14,861,212 shares of the company’s stock worth $996,741,000 after buying an additional 1,000,000 shares in the last quarter. Hedge funds and other institutional investors own 52.55% of the company’s stock.

MP Materials Stock Performance

Shares of MP opened at $67.61 on Friday. The company has a debt-to-equity ratio of 0.47, a quick ratio of 6.67 and a current ratio of 7.24. The stock has a 50 day moving average price of $58.37 and a two-hundred day moving average price of $59.65. The firm has a market capitalization of $12.01 billion, a P/E ratio of -160.97 and a beta of 1.90. MP Materials has a 52 week low of $18.64 and a 52 week high of $100.25.

MP Materials (NYSE:MP) last issued its quarterly earnings data on Thursday, May 7th. The company reported $0.03 EPS for the quarter, topping analysts’ consensus estimates of ($0.01) by $0.04. The firm had revenue of $90.65 million during the quarter, compared to analyst estimates of $74.82 million. MP Materials had a negative return on equity of 2.37% and a negative net margin of 28.00%.The company’s revenue for the quarter was up 49.1% on a year-over-year basis. During the same period in the previous year, the company posted ($0.12) EPS. Equities analysts forecast that MP Materials will post 0.1 earnings per share for the current fiscal year.

About MP Materials

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.