MP Materials (NYSE:MP) Upgraded to Hold at Wall Street Zen

Wall Street Zen upgraded shares of MP Materials (NYSE:MP) from a sell rating to a hold rating in a report issued on Saturday,Wall Street Zen reports.

A number of other analysts also recently weighed in on the stock. Zacks Research downgraded shares of MP Materials from a “hold” rating to a “strong sell” rating in a report on Wednesday, August 26th. Freedom Broker started coverage on shares of MP Materials in a research note on Wednesday, September 16th. They issued a “hold” rating and a $57.00 price objective on the stock. Robert W. Baird lowered their price objective on shares of MP Materials from $80.00 to $65.00 and set an “outperform” rating for the company in a research report on Thursday, October 1st. Morgan Stanley lowered their price objective on shares of MP Materials from $73.00 to $66.00 and set an “overweight” rating for the company in a research report on Wednesday, October 7th. Finally, Needham & Company LLC cut their target price on MP Materials from $81.00 to $73.00 and set a “buy” rating for the company in a research note on Wednesday, July 22nd. One equities research analyst has rated the stock with a Strong Buy rating, thirteen have given a Buy rating, one has issued a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat.com, MP Materials currently has a consensus rating of “Moderate Buy” and an average price target of $71.92.

MP Materials Trading Up 4.9%

Shares of MP Materials stock opened at $35.38 on Friday. The company has a market capitalization of $6.30 billion, a price-to-earnings ratio of -160.81 and a beta of 2.05. The company has a quick ratio of 8.56, a current ratio of 9.51 and a debt-to-equity ratio of 0.48. MP Materials has a 12-month low of $31.90 and a 12-month high of $76.80. The firm’s 50-day moving average price is $45.65 and its two-hundred day moving average price is $54.44.

MP Materials (NYSE:MP) last released its earnings results on Thursday, November 5th. The company reported $0.04 EPS for the quarter, beating the consensus estimate of ($0.02) by $0.06. The firm had revenue of $147.66 million for the quarter, compared to analyst estimates of $117.37 million. MP Materials had a negative net margin of 9.90% and a negative return on equity of 0.05%. The business’s quarterly revenue was up 175.7% compared to the same quarter last year. During the same period last year, the firm earned ($0.10) EPS. On average, analysts forecast that MP Materials will post -0.21 earnings per share for the current fiscal year.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently bought and sold shares of the business. Moors & Cabot Inc. boosted its position in MP Materials by 45.6% during the 3rd quarter. Moors & Cabot Inc. now owns 5,525 shares of the company’s stock worth $261,000 after buying an additional 1,730 shares during the period. Allworth Financial LP grew its holdings in MP Materials by 41.6% during the 3rd quarter. Allworth Financial LP now owns 8,041 shares of the company’s stock worth $380,000 after acquiring an additional 2,362 shares during the last quarter. SVB Wealth LLC bought a new stake in MP Materials during the 3rd quarter worth approximately $280,000. Russell Investments Group Ltd. increased its position in MP Materials by 147.2% in the 3rd quarter. Russell Investments Group Ltd. now owns 74,265 shares of the company’s stock valued at $3,512,000 after acquiring an additional 44,218 shares during the period. Finally, Maryland State Retirement & Pension System acquired a new position in MP Materials in the 3rd quarter valued at approximately $360,000. Institutional investors own 52.55% of the company’s stock.

Key Stories Impacting MP Materials

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

• Positive Sentiment: MP reported a surprise adjusted profit of $0.04 per share, versus analysts’ expected loss, while revenue rose 175.7% year over year to $147.66 million—above estimates. MP Materials posts surprise adjusted profit
• Positive Sentiment: Operational progress adds to the earnings beat: NdPr production surged 41%, the company reported a $1.34 billion cash reserve, and it completed GM’s magnet qualification. Commercial deliveries and related revenue are slated to start in Q4. MP Materials Q3 earnings call highlights
• Neutral Sentiment: The next test is execution: GM sales have not yet begun, and the company’s reported net margin remained negative. Investors will look for Q4 deliveries to translate the production and qualification milestones into sustained revenue and profitability. MP Materials reports third-quarter 2026 results

MP Materials Company Profile

MP Materials operates the Mountain Pass rare earth mine and processing facility in California. The site is a major North American source of rare earth materials, which are used in products such as electric vehicles, wind turbines, electronics and defense systems.

The company mines and processes rare earth ore into concentrate and separated products, including neodymium-praseodymium (NdPr), a key input for high-strength permanent magnets. MP Materials is also developing domestic magnet manufacturing capabilities to extend its business further along the supply chain.

Mountain Pass has a long history of rare earth production, and MP Materials acquired the site’s operating assets in 2017.