MP Materials Corp. (NYSE:MP) Stock Has Consensus Price Target of $76.29

Shares of MP Materials Corp. (NYSE:MP) have earned an average rating of “Moderate Buy” from the eighteen research firms that are presently covering the firm, Marketbeat Ratings reports. Two analysts have rated the stock with a sell rating, one has issued a hold rating, fourteen have given a buy rating and one has assigned a strong buy rating to the company. The average 1 year price target among brokerages that have covered the stock in the last year is $75.42.

A number of research analysts have issued reports on the company. Freedom Broker began coverage on MP Materials in a research note on Wednesday, September 16th. They issued a “hold” rating and a $57.00 price objective for the company. Needham & Company LLC lowered their target price on MP Materials from $81.00 to $73.00 and set a “buy” rating on the stock in a research note on Wednesday, July 22nd. Barclays cut their price target on shares of MP Materials from $69.00 to $65.00 and set an “overweight” rating on the stock in a report on Thursday, July 16th. Citigroup restated a “positive” rating on shares of MP Materials in a research report on Wednesday, July 15th. Finally, Weiss Ratings reaffirmed a “sell (d-)” rating on shares of MP Materials in a research report on Friday, July 17th.

MP Materials Price Performance

MP Materials stock opened at $46.05 on Tuesday. MP Materials has a 52 week low of $37.81 and a 52 week high of $100.25. The company’s 50 day moving average price is $51.18 and its two-hundred day moving average price is $55.33. The stock has a market cap of $8.20 billion, a P/E ratio of -135.44 and a beta of 1.98. 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 (NYSE:MP) last released its earnings results on Thursday, August 6th. The company reported ($0.01) earnings per share (EPS) for the quarter, meeting the consensus estimate of ($0.01). The company had revenue of $108.49 million during the quarter, compared to analyst estimates of $96.89 million. MP Materials had a negative return on equity of 1.21% and a negative net margin of 19.85%.MP Materials’s quarterly revenue was up 89.0% on a year-over-year basis. During the same period in the prior year, the company posted ($0.13) earnings per share. On average, equities analysts predict that MP Materials will post -0.12 earnings per share for the current year.

Institutional Trading of MP Materials

Several hedge funds have recently made changes to their positions in MP. EMC Capital Management purchased a new stake in MP Materials during the fourth quarter valued at about $25,000. REAP Financial Group LLC purchased a new position in shares of MP Materials in the fourth quarter worth about $26,000. Toth Financial Advisory Corp increased its stake in shares of MP Materials by 73.3% in the second quarter. Toth Financial Advisory Corp now owns 520 shares of the company’s stock worth $29,000 after purchasing an additional 220 shares in the last quarter. University of Texas Texas AM Investment Management Co. bought a new stake in shares of MP Materials in the fourth quarter valued at approximately $36,000. Finally, Markowski Investments bought a new stake in shares of MP Materials in the second quarter valued at approximately $43,000. 52.55% of the stock is currently owned by institutional investors.

Key Headlines Impacting MP Materials

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

• Positive Sentiment: MP Materials is advancing plans for a 120-acre rare-earth magnet campus in Northlake, Texas, supported by more than $1.25 billion in investment and a 10-year Pentagon offtake agreement. The project could strengthen the company’s position in the U.S. critical-minerals supply chain and improve long-term revenue visibility. MP Materials Looks Re-Rated After Texas Magnet Campus Win
• Positive Sentiment: Robert W. Baird lowered its price target from $80 to $65 but maintained an “outperform” rating. The revised target still implies substantial upside from the reference price, suggesting the analyst views the recent weakness as an opportunity despite reducing expectations.
• Positive Sentiment: Investors have responded favorably to the company’s broader critical-minerals growth strategy, with MP shares rising in recent trading as the Texas project and U.S. supply-chain priorities gained attention. MP Materials Surges as Traders Weigh Critical Minerals Growth Story
• Neutral Sentiment: The Fort Worth-area project reflects a push to rebuild a domestic rare-earth supply chain, with local business and political backing. This supports the strategic rationale for expansion, although the article does not establish near-term earnings benefits. How MP Materials Picked Fort Worth to Restart US Rare Earth Supply Chain
• Neutral Sentiment: CEO James Litinsky ranked first in Bedford Group/TRANSEARCH’s 2026 mining compensation survey, with reported fiscal 2025 compensation of $28.0 million. The figure may attract governance scrutiny but does not directly change the company’s operating outlook.
• Negative Sentiment: Concerns remain that MP Materials is overly reliant on its Department of Defense agreement while its underlying business fundamentals deteriorate. That raises execution, profitability, and valuation risks if government support does not translate into sustainable commercial demand. MP Materials: Overreliance on the DoD Agreement and Deteriorating Core Business Fundamentals
• Neutral Sentiment: MP Materials has no direct exposure to Greenland’s rare-earth assets; the recent Greenland-related rally was therefore driven more by sector sentiment than by a new company-specific asset or revenue opportunity. MP Materials and USA Rare Earth Rallied on a Greenland Deal

MP Materials Company Profile

MP Materials Corp. is a rare earth materials company that owns and operates the Mountain Pass Rare Earth Mine and processing facility in California. The site produces rare earth concentrate, with a focus on neodymium-praseodymium (NdPr), materials used in high-strength permanent magnets.

The company is expanding its operations beyond mining and concentrate production by developing domestic capabilities to separate rare earth elements and manufacture neodymium-iron-boron (NdFeB) magnets.