MP Materials Corp. (NYSE:MP) Receives $78.21 Average PT from Brokerages

MP Materials Corp. (NYSE:MP) has received an average recommendation of “Buy” from the sixteen ratings firms that are covering the stock, Marketbeat Ratings reports. One investment analyst has rated the stock with a sell rating, thirteen have given a buy rating and two have assigned a strong buy rating to the company. The average twelve-month price target among brokers that have issued ratings on the stock in the last year is $78.2083.

Several equities analysts have commented on the stock. Morgan Stanley increased their price objective on shares of MP Materials from $70.00 to $71.50 and gave the company an “overweight” rating in a research report on Wednesday, July 8th. Barclays decreased their target price on shares of MP Materials from $69.00 to $65.00 and set an “overweight” rating on the stock in a research report on Thursday, July 16th. JPMorgan Chase & Co. lowered their price target on shares of MP Materials from $75.00 to $60.00 and set an “overweight” rating for the company in a report on Wednesday, July 29th. Canaccord Genuity Group set a $82.00 price target on MP Materials in a research report on Friday, May 8th. Finally, Wall Street Zen cut MP Materials from a “hold” rating to a “sell” rating in a research note on Saturday, July 25th.

Insider Activity 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 stock was sold at an average price of $69.14, for a total transaction of $12,802,446.38. Following the transaction, the chief executive officer owned 11,620,798 shares of the company’s stock, valued at approximately $803,461,973.72. The trade was a 1.57% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, COO Michael Stuart Rosenthal purchased 10,000 shares of the firm’s stock in a transaction that occurred on Tuesday, June 9th. The shares were bought at an average price of $54.30 per share, for a total transaction of $543,000.00. Following the acquisition, the chief operating officer directly owned 136,622 shares in the company, valued at $7,418,574.60. This trade represents a 7.90% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Insiders sold a total of 585,167 shares of company stock valued at $39,028,272 over the last ninety days. Corporate insiders own 8.20% of the company’s stock.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently bought and sold shares of the company. Costello Asset Management INC lifted its position in shares of MP Materials by 15.0% in the fourth quarter. Costello Asset Management INC now owns 1,300 shares of the company’s stock valued at $66,000 after acquiring an additional 170 shares in the last quarter. Composition Wealth LLC increased its position in shares of MP Materials by 0.9% during the fourth quarter. Composition Wealth LLC now owns 18,334 shares of the company’s stock worth $926,000 after purchasing an additional 172 shares in the last quarter. ARS Investment Partners LLC raised its stake in MP Materials by 1.0% in the 4th quarter. ARS Investment Partners LLC now owns 19,980 shares of the company’s stock valued at $1,009,000 after purchasing an additional 200 shares during the last quarter. Cresset Asset Management LLC raised its stake in MP Materials by 1.0% in the 2nd quarter. Cresset Asset Management LLC now owns 21,444 shares of the company’s stock valued at $713,000 after purchasing an additional 204 shares during the last quarter. Finally, Kestra Private Wealth Services LLC lifted its holdings in MP Materials by 1.8% in the 4th quarter. Kestra Private Wealth Services LLC now owns 12,232 shares of the company’s stock valued at $618,000 after purchasing an additional 212 shares in the last quarter. 52.55% of the stock is owned by hedge funds and other institutional investors.

MP Materials News Roundup

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 Stock Up 0.5%

NYSE MP opened at $59.04 on Monday. The company has a debt-to-equity ratio of 0.48, a quick ratio of 8.56 and a current ratio of 9.51. The company has a market capitalization of $10.51 billion, a P/E ratio of -173.64 and a beta of 1.88. MP Materials has a one year low of $37.81 and a one year high of $100.25. The stock has a 50 day moving average price of $51.63 and a 200-day moving average price of $57.06.

MP Materials (NYSE:MP) last announced its quarterly 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 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%. MP Materials’s quarterly revenue was up 89.0% on a year-over-year basis. During the same quarter in the previous year, the business posted ($0.13) earnings per share. As a group, equities analysts predict that MP Materials will post -0.04 EPS 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.