MP Materials
About: MP Materials Corp is the producer of rare earth materials in the Western Hemisphere. The company owns and operates the Mountain Pass Rare Earth Mine and Processing Facility, the only rare earth mining and processing site of scale in North America. The company is also developing a rare earth metal, alloy, and magnet manufacturing facility in Fort Worth, Texas. The company's operations are organized into two reportable segments: Materials and Magnetics.
Employees: 804
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
139% more first-time investments, than exits
New positions opened: 134 | Existing positions closed: 56
58% more call options, than puts
Call options by funds: $780M | Put options by funds: $494M
45% more capital invested
Capital invested by funds: $3.09B [Q1] → $4.49B (+$1.39B) [Q2]
40% more funds holding in top 10
Funds holding in top 10: 5 [Q1] → 7 (+2) [Q2]
18% more funds holding
Funds holding: 405 [Q1] → 477 (+72) [Q2]
4.72% more ownership
Funds ownership: 77.77% [Q1] → 82.49% (+4.72%) [Q2]
21% less repeat investments, than reductions
Existing positions increased: 127 | Existing positions reduced: 161
Research analyst outlook
7 Wall Street Analysts provided 1 year price targets over the past 3 months
7 analyst ratings
DA Davidson
Matt Summerville
|
$82
|
Buy
Maintained
|
2 Sep 2025 |
Canaccord Genuity
George Gianarikas
|
$77
|
Buy
Maintained
|
8 Aug 2025 |
Morgan Stanley
Carlos De Alba
|
$65
|
Equal-Weight
Reinstated
|
31 Jul 2025 |
Baird
Ben Kallo
|
$69
|
Outperform
Maintained
|
23 Jul 2025 |
JP Morgan
Bill Peterson
|
$64
|
Neutral
Maintained
|
21 Jul 2025 |
Deutsche Bank
Corinne Blanchard
|
$69
|
Hold
Maintained
|
17 Jul 2025 |
Jefferies
Laurence Alexander
|
$33
|
Hold
Downgraded
|
7 Jul 2025 |
Financial journalist opinion
Based on 18 articles about MP published over the past 30 days