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
0
Funds holding %
of 7,372 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
59% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 44
11.81% more ownership
Funds ownership: 63.09% [Q3] → 74.9% (+11.81%) [Q4]
5% more funds holding
Funds holding: 363 [Q3] → 382 (+19) [Q4]
4% more capital invested
Capital invested by funds: $1.84B [Q3] → $1.92B (+$76.9M) [Q4]
0% more funds holding in top 10
Funds holding in top 10: 3 [Q3] → 3 (+0) [Q4]
9% less call options, than puts
Call options by funds: $163M | Put options by funds: $180M
23% less repeat investments, than reductions
Existing positions increased: 110 | Existing positions reduced: 142
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
Low target
$22
10%
downside
Avg. target
$22
10%
downside
High target
$22
10%
downside
1 analyst rating
0 positive
0%
1 neutral
100%
0 negative
0%
BMO Capital Greg Jones 0 / 0 met price target | 10%downside $22 | Market Perform Maintained | 27 Jan 2025 |
Financial journalist opinion
Based on 13 articles about MP published over the past 30 days
Positive
Seeking Alpha
17 hours ago
MP Materials: A Rare Opportunity In The Rare Earths Supply Chain
MP Materials Corp. is strategically positioned to benefit from rising rare earth metals demand, driven by industries like EVs, wind turbines, and defense technology. MP Materials aims to control the entire rare earth value chain, from mining to magnet production, reducing U.S. reliance on China. The company reported a net loss in Q4 2024 due to high production costs but expects significant growth and profitability by 2026.
Positive
The Motley Fool
1 week ago
Why MP Materials Stock Popped on Wednesday
When MP Materials (MP 7.44%) stock reported earnings last month, shares of the rare earth metals miner popped 5% -- but another catalyst is moving MP stock even more today. MP Materials stock was up 8.7% through 9:50 a.m.
Positive
Market Watch
1 week ago
These stocks are getting a boost from latest twist in Trump's bold plan to tap mineral wealth
President Donald Trump, fresh from his clash with President Volodymyr Zelensky of Ukraine, is eyeing America's mineral wealth.
Neutral
CNBC Television
1 week ago
MP Materials CEO: There's concern China may gain AI advantage as Ukraine-U.S. mineral deal stalls
James Litinsky, MP Materials chairman and CEO, joins CNBC's 'Squawk on the Street' to break down the details behind the U.S.-Ukraine mineral deal, the critical role of rare earths in AI and defense, and more.
Positive
Seeking Alpha
2 weeks ago
MP Materials: Ready For A Bright Future
MP is completing its full integration this FY25, from the mining to the magnet production. Financial engineering has been exemplary: cash preservation helped by prepayments from future customers, stock buybacks done at low prices, and debt refinancing completed. Margins should increase significantly over the next two years as NdPr metal production reaches its full target, while magnets should enjoy premium prices.
Neutral
Seeking Alpha
2 weeks ago
MP Materials Corp. (MP) Canaccord Genuity Sustainability Virtual Summit (Transcript)
MP Materials Corp. (NYSE:MP ) Canaccord Genuity Sustainability Virtual Summit February 26, 2025 2:20 PM ET Company Participants Ryan Corbett - Chief Financial Officer Conference Call Participants George Gianarikas - Canaccord Genuity George Gianarikas Hey, everyone, this is George Gianarikas, one of Canaccord Genuity's Sustainability Analyst. Welcome again to our 2025 Sustainability Summit.
Neutral
CNBC Television
2 weeks ago
Final Trades: Uber, Conagra, UnitedHealth and MP Materials
The Investment Committee give you their top stocks to watch for the second half.
Positive
Investors Business Daily
2 weeks ago
MP Materials Hits Buy Point As Vision Turns To Reality
MP Materials got a pair of price-target boosts after Q4 results. It's on track to make auto-grade magnets for GM.
Neutral
Seeking Alpha
3 weeks ago
MP Materials Corp. (MP) Q4 2024 Earnings Call Transcript
MP Materials Corp. (NYSE:MP ) Q4 2024 Earnings Conference Call February 20, 2025 5:00 PM ET Company Participants Martin Sheehan - Head, Investor Relations Jim Litinsky - Founder, Chairman & Chief Executive Officer Ryan Corbett - Chief Financial Officer Michael Rosenthal - Founder & Chief Operating Officer Conference Call Participants Matt Summerville - DA Davidson Corinne Blanchard - Deutsche Bank Greg Jones - BMO Carlos De Alba - Morgan Stanley Bill Peterson - JPMorgan Ben Kallo - Baird Laurence Alexander - Jefferies Leanne Hayden - Canaccord Operator Hello, and welcome to the MP Materials Fourth Quarter 2024 Earnings Call. We ask that you please hold all questions until the completion of the formal remarks, at which time, you'll be given instructions for the question-and-answer session.
Neutral
Zacks Investment Research
3 weeks ago
MP Materials Corp. (MP) Reports Q4 Loss, Tops Revenue Estimates
MP Materials Corp. (MP) came out with a quarterly loss of $0.12 per share in line with the Zacks Consensus Estimate. This compares to loss of $0.02 per share a year ago.
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