MP Materials/$MP

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About MP Materials

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.

Ticker

$MP
Sector

Primary listing

NYSE

Employees

804

MP Materials Metrics

BasicAdvanced
$11B
-
-$0.62
2.30
-

What the Analysts think about MP Materials

Analyst ratings (Buy, Hold, Sell) for MP Materials stock.

Bulls say / Bears say

MP Materials reported record second-quarter production, with neodymium-praseodymium (NdPr) oxide output up nearly 120% year-on-year to 597 metric tons and rare earth concentrate output rising 45% to 13,145 metric tons, reflecting strong operational momentum.
Strategic partnerships with the U.S. Department of Defense and Apple bring predictable demand and financial support, including a multibillion-dollar DoD deal that guarantees a $110/kg NdPr price floor and equity investment, as well as a $500 million supply agreement with Apple financing expansion.
Stage III magnetics operations are already EBITDA-positive, with analysts noting a 40% outperformance in EBITDA estimates due to strong results from upstream and magnetics segments, showing progress toward full vertical integration.
Despite operational gains, MP Materials remains unprofitable, posting an adjusted loss of $0.13 per share in the second quarter, highlighting the ongoing challenge of turning a profit during its expansion.
MP faces significant cost and scale disadvantages compared to Chinese competitors, who control over 90% of rare earth processing and magnet production worldwide, which could pressure margins for the higher-cost U.S. output.
The company's capital-heavy downstream development requires more than $1 billion in infrastructure investment at the Fort Worth facility, presenting major technological and financial challenges with potential risks of execution delays and cost overruns.
Data summarised monthly by Lightyear AI. Last updated on 31 Aug 2025.

MP Materials Financial Performance

Revenues and expenses
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
$37B
-39.75%
Net income
$45B
107.52%
Profit margin
37.65%
6.78%

MP Materials Earnings Performance

Company profitability
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
$3.69
$2.85
$2.45
$2.42
-
Expected
$3.55
$2.61
$2.05
$2.31
$3.94
Surprise
3.94%
9.20%
19.51%
4.63%
-
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Real-time US market data is sourced from the IEX order book provided by Polygon. After-hours US market data is 15 minutes delayed and may differ significantly from the actual tradable price at market open.

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