MP Materials Corp. (MP) | Rumor.io

MP Materials

Attention (50-day avg)0.02%

Attention rank (50-day avg)#288

Bullish sentiment (50-day avg)92%

Price to earnings ratio770.5

Market capitalization8.3B

Earnings per share-0.33

Dividend yield (TTM)—

Revenue (annual)224.4M

Net income (annual)-85.9M

Social

What share of all stock conversation is about MP?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% -0.02	0.02% -0.01	0.02% -0.01	0.11% +0.04

Sep 29

$MP Materials Corp. has achieved record NdPr oxide production, with an expected full run rate of 6k MT by end of year.
The company's magnet shipments are expected to provide insight into cost of goods and margins, and there is progress in heavy rare earth separation and possible new off-take agreements.
$MP's stock price has been experiencing a slow downtrend, with lower lows and a recent 5-day range of only 7.6% from high to low, indicating a potential reversal in the near future.

Generated by AI

Sentiment

Of the messages about MP that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	50% -50	96.65% -2.03	96.4% +6.69	87.44% +0.86
Bearish	50% new	3.35% +2.03	3.6% -6.69	12.56% -0.86

Bullish· Sep 4

$MP is becoming one of the author's highest-conviction long-term holdings, driven by support from DoD, Apple partnership, 10X magnet expansion, and U.S. rare-earth independence.
The company's shares rose by 32.3% in August, in response to a positive second-quarter earnings report and improving sentiment regarding the geostrategic importance of companies providing a domestic source of critical rare-earth materials.
The author reiterates a STRONG BUY with a fair value of $20+, and notes that the stock can easily reach $60, even ahead of revenue generation, by simply blocking and tackling and adjusting to a $10BN market cap.

Bearish· Jul 24

$MP Materials Corp. has been blacklisted by China, which may hinder the company's execution and procurement of equipment and machines for its new factory.
The stock's price drop is attributed to market makers and shorts trying to push a story to load the boat, and retail investors are advised to hold their horses.
$MP's price has fallen 60% from its all-time high, and the company is considered a "piece of shit" stock with poor management, making it a rare earths oxymoron.

Generated by AI

Topics

Of the messages about MP that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	100%	43.93%	52.23%	20.76%
Macro	0%	56.07%	35.53%	75.13%
Technical Analysis	0%	0%	2.35%	2.41%
Analysts	0%	0%	8.42%	0.86%
Controversies	0%	0%	1.47%	0.48%
Earnings	0%	0%	0%	0.36%

Earnings· May 7

MP Materials Corp. ($MP) reported Q1 2026 earnings with a record $90.65M revenue, a 49% YoY increase, and a $0.03 EPS beat.
The company's adjusted EBITDA swung from a loss to a profit, reaching $36.6M, and adjusted net income improved to $6.7M.
MP Materials' rare earth production and sales volumes increased, with NdPr production reaching a record 917 metric tons (+63% YoY) and total REO production growing 6% to 12,983 metric tons.

Analysts· Dec 5

Morgan Stanley upgrades MP Materials Corp. to Overweight from Equalweight, raises price target to $71 from $68.50, citing its strategic role in the US push for a domestic rare earth supply chain.
The upgrade is driven by MP's plans to launch domestic production of permanent magnets by late 2025 for EVs, offshore wind turbines, and the emerging humanoid market, targeting a 7kt magnet capacity with potential DoD syndication.
Morgan Stanley analysts see enhanced strategic value amid DoD partnerships and clarity on PPA mechanics, with a bullish risk-reward skew, positioning MP as a key beneficiary as Western governments diversify supply.

Announcements· May 21

MP Materials Corp. ($MP) is a US-based company that produces rare earth elements, primarily through its Mountain Pass Mine in California.
China controls ~90% of rare earth processing, but MP Materials is America's answer to this problem and is executing its plans.
The company's COO, Michael Rosenthal, recently purchased 17,000 shares worth ~$1M, indicating a bullish sentiment on the company's prospects.

Macro· Sep 4

The Chinese government's restrictions on rare earth exports to the US could put downward pressure on MP Materials Corp., but the company's November earnings are expected to be strong due to rising global prices for rare-earth oxide.
The recent profit rise at Lynas, a rare earth supplier, is a positive indicator for MP Materials Corp.'s Q3 figures, as global prices are trending upwards.
The US-China rare earth supply chain issue is a strategic concern for MP Materials Corp., as Chinese suppliers are hesitant to disclose information that may be considered politically sensitive, making it difficult for US companies to obtain licenses to do business with them.

Technical Analysis· May 14

$MP has pulled back to the 50-day SMA, with the RSI at 1 and 40, indicating a potential buying opportunity.
The stock's recent pullback is a classic "sell-the-news" reaction, with profit-taking and momentum traders exiting after strong Q1 earnings.
Key technical levels to watch include the 50 SMA, $65, $72.93, and a potential medium-term bullish shift if $MP closes above $72.93.

Generated by AI

Community

Of the messages about MP, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	67.74%	84.52%	57.95%	29.31%
Newcomers	32.26%	15.48%	42.05%	70.69%

Regulars· Sep 29

The regulars are anticipating a record NdPr oxide production, with a full-year run rate of 6,000 MT, and are interested in discussing and generating interest in the company's developments.
The price of $MP has been trending downward, with the current price around $43, and some participants are expecting a potential bounce to $42 or $42 tomorrow.
The regulars are concerned about the company's downtrend and the slow bleeding of the stock's value, with some participants expecting a worse outcome and a potential price of $150 in 27.

Newcomers· Sep 4

Many newcomers are excited about the potential for MP Materials to be acquired, with some suggesting it could be a "wildly accretive" deal.
The company's strong fundamentals, including its partnership with Apple and expansion of its magnet production, are being touted as reasons to hold onto the stock long-term, with some predicting a price of $150 in 2030.
The recent drop in the stock's price is being attributed to China's reluctance to supply rare-earth products to US customers, which may be a long-term issue for the company, but is not necessarily a reason to sell the stock.

Generated by AI

American News Group News Commentary - The global rare earth magnets market is projected to grow from approximately $21.98 billion in 2025 to about $30.01 billion by 2030, a compound annual growth rate of roughly 6.4%, according to a report from ResearchAndMarkets.com, driven by demand from electric vehicles, wind turbines, robotics and consumer electronics. Building a domestic supply chain to feed that demand is no longer only a federal project. Increasingly, it is being assembled state by state

22h agoYahoo! Finance Canada

MP Materials Just Sank 21% in a Month. Is It Time to Sell, or Is This a Prime Buying Opportunity?

1d agoYahoo Finance

MP Materials Ships Its First Magnets to GM in Q4. This is What The Milestone Is Worth.

Building a business from the ground up takes time, but MP Materials is about to hit an important inflection point.

3d agoYahoo Finance

MP Materials (MP) Faces a Disputed China Shareholder Report. Does the 3% Stake Matter?

On September 18, 2026, Reuters reported that state-owned China Rare Earth Group is in talks to acquire Shenghe Resources, which holds a roughly 3% stake in US rare earths company MP Materials Corp. (NYSE:MP) and also serves as MP’s exclusive offtake partner for distributing rare earth concentrate in China. A deal would extend Beijing’s consolidation […]

4d agoYahoo Finance

MP Materials' Magnetics Segment: Can It Unlock the Next Growth Phase?

4d agoYahoo Finance

Also Discussed

Investors talking about MP also mention

#	Name	Attention
1	NioCorp Developments Ltd.NB	0%0
2	Critical Metals Corp.CRML	0.01%+0
3	Energy Fuels Inc.UUUU	0.01%-0.01
4	USA Rare Earth, Inc.USAR	0.01%-0.01
5	Trilogy Metals Inc.TMQ	0%+0
6	American Resources Corp.AREC	0%-0.01
7	Perpetua Resources Corp.PPTA	0%0
8	Idaho Strategic Resources, Inc.IDR	0%0
9	United States Antimony CorporationUAMY	0.01%-0.02
10	Ramaco Resources Inc. Class A Common StockMETC	0%0

MP Materials Corp.

Basic Materials
Other Industrial Metals & Mining

MP Materials Corp. is a rare earth materials company that produces and markets specialty materials used in advanced manufacturing and high-performance technologies. The company operates through two main segments: Materials, which includes mining, processing, and refining rare earth ore into usable products, and Magnetics, which focuses on magnetic precursor materials and permanent magnet manufacturing. Its operations are centered on the Mountain Pass facility in California, a key domestic source of rare earth output in the United States. MP Materials supplies materials that support transportation, energy, robotics, defense, and aerospace applications, making it an important part of the rare earth supply chain. Headquartered in Las Vegas, Nevada, MP Materials focuses on serving industrial customers that rely on critical minerals and magnet products for modern technology and manufacturing.

Website

Location

1700 S. Pavilion Center Drive

Las Vegas, NV, 89135

United States

Social

What share of all stock conversation is about MP?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% -0.02	0.02% -0.01	0.02% -0.01	0.11% +0.04

Sep 29

$MP Materials Corp. has achieved record NdPr oxide production, with an expected full run rate of 6k MT by end of year.
The company's magnet shipments are expected to provide insight into cost of goods and margins, and there is progress in heavy rare earth separation and possible new off-take agreements.
$MP's stock price has been experiencing a slow downtrend, with lower lows and a recent 5-day range of only 7.6% from high to low, indicating a potential reversal in the near future.

Generated by AI

Sentiment

Of the messages about MP that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	50% -50	96.65% -2.03	96.4% +6.69	87.44% +0.86
Bearish	50% new	3.35% +2.03	3.6% -6.69	12.56% -0.86

Bullish· Sep 4

$MP is becoming one of the author's highest-conviction long-term holdings, driven by support from DoD, Apple partnership, 10X magnet expansion, and U.S. rare-earth independence.
The company's shares rose by 32.3% in August, in response to a positive second-quarter earnings report and improving sentiment regarding the geostrategic importance of companies providing a domestic source of critical rare-earth materials.
The author reiterates a STRONG BUY with a fair value of $20+, and notes that the stock can easily reach $60, even ahead of revenue generation, by simply blocking and tackling and adjusting to a $10BN market cap.

Bearish· Jul 24

$MP Materials Corp. has been blacklisted by China, which may hinder the company's execution and procurement of equipment and machines for its new factory.
The stock's price drop is attributed to market makers and shorts trying to push a story to load the boat, and retail investors are advised to hold their horses.
$MP's price has fallen 60% from its all-time high, and the company is considered a "piece of shit" stock with poor management, making it a rare earths oxymoron.

Generated by AI

Topics

Of the messages about MP that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	100%	43.93%	52.23%	20.76%
Macro	0%	56.07%	35.53%	75.13%
Technical Analysis	0%	0%	2.35%	2.41%
Analysts	0%	0%	8.42%	0.86%
Controversies	0%	0%	1.47%	0.48%
Earnings	0%	0%	0%	0.36%

Earnings· May 7

MP Materials Corp. ($MP) reported Q1 2026 earnings with a record $90.65M revenue, a 49% YoY increase, and a $0.03 EPS beat.
The company's adjusted EBITDA swung from a loss to a profit, reaching $36.6M, and adjusted net income improved to $6.7M.
MP Materials' rare earth production and sales volumes increased, with NdPr production reaching a record 917 metric tons (+63% YoY) and total REO production growing 6% to 12,983 metric tons.

Analysts· Dec 5

Morgan Stanley upgrades MP Materials Corp. to Overweight from Equalweight, raises price target to $71 from $68.50, citing its strategic role in the US push for a domestic rare earth supply chain.
The upgrade is driven by MP's plans to launch domestic production of permanent magnets by late 2025 for EVs, offshore wind turbines, and the emerging humanoid market, targeting a 7kt magnet capacity with potential DoD syndication.
Morgan Stanley analysts see enhanced strategic value amid DoD partnerships and clarity on PPA mechanics, with a bullish risk-reward skew, positioning MP as a key beneficiary as Western governments diversify supply.

Announcements· May 21

MP Materials Corp. ($MP) is a US-based company that produces rare earth elements, primarily through its Mountain Pass Mine in California.
China controls ~90% of rare earth processing, but MP Materials is America's answer to this problem and is executing its plans.
The company's COO, Michael Rosenthal, recently purchased 17,000 shares worth ~$1M, indicating a bullish sentiment on the company's prospects.

Macro· Sep 4

The Chinese government's restrictions on rare earth exports to the US could put downward pressure on MP Materials Corp., but the company's November earnings are expected to be strong due to rising global prices for rare-earth oxide.
The recent profit rise at Lynas, a rare earth supplier, is a positive indicator for MP Materials Corp.'s Q3 figures, as global prices are trending upwards.
The US-China rare earth supply chain issue is a strategic concern for MP Materials Corp., as Chinese suppliers are hesitant to disclose information that may be considered politically sensitive, making it difficult for US companies to obtain licenses to do business with them.

Technical Analysis· May 14

$MP has pulled back to the 50-day SMA, with the RSI at 1 and 40, indicating a potential buying opportunity.
The stock's recent pullback is a classic "sell-the-news" reaction, with profit-taking and momentum traders exiting after strong Q1 earnings.
Key technical levels to watch include the 50 SMA, $65, $72.93, and a potential medium-term bullish shift if $MP closes above $72.93.

Generated by AI

Community

Of the messages about MP, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	67.74%	84.52%	57.95%	29.31%
Newcomers	32.26%	15.48%	42.05%	70.69%

Regulars· Sep 29

The regulars are anticipating a record NdPr oxide production, with a full-year run rate of 6,000 MT, and are interested in discussing and generating interest in the company's developments.
The price of $MP has been trending downward, with the current price around $43, and some participants are expecting a potential bounce to $42 or $42 tomorrow.
The regulars are concerned about the company's downtrend and the slow bleeding of the stock's value, with some participants expecting a worse outcome and a potential price of $150 in 27.

Newcomers· Sep 4

Many newcomers are excited about the potential for MP Materials to be acquired, with some suggesting it could be a "wildly accretive" deal.
The company's strong fundamentals, including its partnership with Apple and expansion of its magnet production, are being touted as reasons to hold onto the stock long-term, with some predicting a price of $150 in 2030.
The recent drop in the stock's price is being attributed to China's reluctance to supply rare-earth products to US customers, which may be a long-term issue for the company, but is not necessarily a reason to sell the stock.

Generated by AI

MP Materials

Social

Sep 29

Bullish· Sep 4

Bearish· Jul 24

Earnings· May 7

Analysts· Dec 5

Announcements· May 21

Macro· Sep 4

Technical Analysis· May 14

Regulars· Sep 29

Newcomers· Sep 4

MP Materials and USA Rare Earth Rallied on a Greenland Deal Neither Company Has Any Exposure To. Here's the Reality Check.

Texas Emerges as a Hub for America's Rare Earth Supply Chain

MP Materials Just Sank 21% in a Month. Is It Time to Sell, or Is This a Prime Buying Opportunity?

MP Materials Ships Its First Magnets to GM in Q4. This is What The Milestone Is Worth.

MP Materials (MP) Faces a Disputed China Shareholder Report. Does the 3% Stake Matter?

MP Materials' Magnetics Segment: Can It Unlock the Next Growth Phase?

Also Discussed

MP Materials Corp.

Company Information

Location

MP Materials and USA Rare Earth Rallied on a Greenland Deal Neither Company Has Any Exposure To. Here's the Reality Check.

Texas Emerges as a Hub for America's Rare Earth Supply Chain

MP Materials Just Sank 21% in a Month. Is It Time to Sell, or Is This a Prime Buying Opportunity?

MP Materials Ships Its First Magnets to GM in Q4. This is What The Milestone Is Worth.

MP Materials (MP) Faces a Disputed China Shareholder Report. Does the 3% Stake Matter?

MP Materials' Magnetics Segment: Can It Unlock the Next Growth Phase?

Also Discussed

Social

Sep 29

Bullish· Sep 4

Bearish· Jul 24

Earnings· May 7

Analysts· Dec 5

Announcements· May 21

Macro· Sep 4

Technical Analysis· May 14

Regulars· Sep 29

Newcomers· Sep 4