MP Materials (NYSE:MP) Shares Up 5.3% – What’s Next?

MP Materials Corp. (NYSE:MP) shot up 5.3% during trading on Tuesday . The company traded as high as $68.05 and last traded at $66.8030. 9,352,770 shares traded hands during trading, a decline of 11% from the average session volume of 10,522,852 shares. The stock had previously closed at $63.44.

Trending Headlines about MP Materials

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

• Positive Sentiment: Trump-era/administration trade moves and a separate “mega-deal” narrative lifted rare-earth stocks including MP, helping shares rebound after the earlier rotation out of MP. Trump’s Rare Earth Mega-Deal Sparks Rally In MP Materials And Peers
• Positive Sentiment: MarketBeat highlights MP as a rebound candidate with strong analyst buy coverage, DoD partnership catalysts and a production profile that could deliver revenue growth in 2026 — supportive for a recovery in MP’s share price. 3 Rare Earth Stocks to Watch Following Washington’s Latest Trade Moves
• Positive Sentiment: Macro/structural stories about China’s dominance in critical minerals have amplified investor interest in domestic producers — a longer-term tailwind for MP as the U.S. seeks supply-chain resilience. China’s Stranglehold on Critical Minerals Creates Massive Opportunity in These 5 Stocks
• Positive Sentiment: Local economic development: a proposed magnet-plant project tied to incentives (1,000 jobs) is moving through approvals — a potential operational and community win if it involves MP’s downstream activity. 1,000-job magnet plant faces key incentives vote
• Neutral Sentiment: CNBC’s market preview flags the government’s rare-earth moves among broader market items — useful context that keeps the sector in focus but not an MP-specific catalyst. Uncle Sam’s rare earth stake, Nike layoffs, five years of meme stocks and more in Morning Squawk
• Negative Sentiment: MarketBeat reports the Department of Commerce’s $1.6B financing + equity stake for USA Rare Earth (USAR) sparked an ~9% drop in MP as capital rotated toward the newly government-backed rival — a clear near-term headwind for MP’s share price. Washington’s $1.6B Endorsement Turns USA Rare Earth Into a Force (MP)
• Negative Sentiment: News outlets noted an intraday ~8.8% drop in MP after the rival received heavier government backing — illustrating how quickly policy actions can re-rate sector winners and punish incumbents in short-term flows. MP Materials (MP) Drops 8.8% as Rival Gets Higher Funding From Govt

Analyst Ratings Changes

A number of equities analysts have recently issued reports on MP shares. The Goldman Sachs Group began coverage on shares of MP Materials in a research note on Wednesday, November 19th. They set a “buy” rating and a $77.00 price objective on the stock. DA Davidson restated a “buy” rating and set a $82.00 target price on shares of MP Materials in a report on Thursday, November 20th. BMO Capital Markets upgraded MP Materials from a “market perform” rating to an “outperform” rating and cut their price target for the company from $76.00 to $75.00 in a report on Monday, November 24th. Bank of America boosted their price target on MP Materials from $78.00 to $112.00 and gave the stock a “buy” rating in a research report on Wednesday, October 15th. Finally, Weiss Ratings reaffirmed a “sell (d-)” rating on shares of MP Materials in a research report on Thursday. One investment analyst has rated the stock with a Strong Buy rating, thirteen have given a Buy rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $78.91.

MP Materials Stock Up 5.3%

The company has a market capitalization of $11.84 billion, a price-to-earnings ratio of -94.09 and a beta of 1.62. The company has a debt-to-equity ratio of 0.47, a quick ratio of 7.51 and a current ratio of 8.05. The business’s 50 day moving average is $59.33 and its 200 day moving average is $64.68.

MP Materials (NYSE:MP) last posted its quarterly earnings results on Thursday, November 6th. The company reported ($0.10) earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of ($0.15) by $0.05. MP Materials had a negative net margin of 50.55% and a negative return on equity of 7.69%. The business had revenue of $53.55 million during the quarter, compared to analysts’ expectations of $49.72 million. During the same quarter last year, the company posted ($0.12) earnings per share. The business’s quarterly revenue was down 14.9% on a year-over-year basis. Sell-side analysts anticipate that MP Materials Corp. will post -0.19 earnings per share for the current year.

Insider Transactions at MP Materials

In other MP Materials news, CEO James H. Litinsky sold 272,600 shares of the business’s stock in a transaction dated Thursday, January 8th. The stock was sold at an average price of $64.17, for a total transaction of $17,492,742.00. Following the sale, the chief executive officer owned 12,805,965 shares in the company, valued at approximately $821,758,774.05. The trade was a 2.08% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CFO Ryan Corbett sold 38,146 shares of the firm’s stock in a transaction dated Tuesday, December 9th. The stock was sold at an average price of $60.00, for a total value of $2,288,760.00. Following the completion of the transaction, the chief financial officer owned 156,666 shares of the company’s stock, valued at approximately $9,399,960. The trade was a 19.58% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 991,557 shares of company stock valued at $62,785,202. 12.60% of the stock is currently owned by insiders.

Institutional Trading of MP Materials

Institutional investors and hedge funds have recently bought and sold shares of the business. Hancock Prospecting Pty Ltd grew its holdings in MP Materials by 7.2% during the third quarter. Hancock Prospecting Pty Ltd now owns 14,861,212 shares of the company’s stock worth $996,741,000 after acquiring an additional 1,000,000 shares during the period. Vanguard Group Inc. boosted its position in MP Materials by 2.7% in the 3rd quarter. Vanguard Group Inc. now owns 14,020,574 shares of the company’s stock worth $940,360,000 after purchasing an additional 363,975 shares in the last quarter. Caxton Associates LLP acquired a new stake in shares of MP Materials during the 2nd quarter worth approximately $132,238,000. Invesco Ltd. increased its holdings in shares of MP Materials by 14.3% during the 2nd quarter. Invesco Ltd. now owns 3,033,612 shares of the company’s stock valued at $100,928,000 after purchasing an additional 378,510 shares in the last quarter. Finally, BNP Paribas Financial Markets increased its holdings in shares of MP Materials by 76.3% during the 2nd quarter. BNP Paribas Financial Markets now owns 2,921,542 shares of the company’s stock valued at $97,200,000 after purchasing an additional 1,264,243 shares in the last quarter. 52.55% of the stock is currently owned by institutional investors and hedge funds.

MP Materials Company Profile

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.