NYSE:MP
MP Materials (MP)
Financials 
Technical Analysis 
Jun 30, 2026, 12:00 amThis summary was created by AI, based on 2 opinions in the last 12 months.
MP Materials is on the brink of an important earnings report, and there is optimism surrounding its future, especially given the geopolitical landscape where the U.S. seeks to reduce reliance on China for rare earth elements. Recent strategic deals, such as investments from the Pentagon and a contract with Apple, add to the company's promise, creating a sense of FOMO among investors. However, it is crucial to note that the company has faced financial losses over the past two years, with an expected earnings per share (EPS) of only 35 cents next year, leading to a high valuation at 171 times earnings. This suggests that while there is potential for growth, particularly if the market remains positive, caution is warranted due to the high short interest and the likelihood of speculative excitement diminishing. Investors might be advised to allow the stock to consolidate its recent gains before making further commitments.
Certainly the company has a scarcity value, and recent news (The Pentagon investment and AAPL's contract) are extremely positive overall. There is a FOMO trade happening here, but it is important to note that the company has lost money in the past two years, with 35c in EPS expected next year. This makes it 'not cheap' certainly at 171X earnings. EPS could accelerate, though, and in a positive market investors are caring less on valuations. But we think we would side with caution for the moment. The likelihood of another big deal in the short term we think is low, and we think this excitement will fade, at least a bit, and we would prefer to let the stock consolidate recent gains. It still has a 23% short interest and part of the recent gains are clearly from panicked short sellers covering, and this made fade.
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His top performer this year. He started buying this 18 months ago strategically. They supply rare earths which are in great demand by industries like cars.
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Premium contentOur Mission is to restore the full rare earth supply chain to the United States of America. MP Materials owns and operates Mountain Pass, the only integrated rare earth mining and processing site in North America. Our success will drive the onshoring of jobs, national security and a carbon-reduced future. Social media mentions are up 1200% in the past 24h.
A long-term stock. Earnings yesterday stated that they are refining their own rare earths themselves and not sending them to China. A big move. They hold a lot of cash too.
Jim LebenthalPremium content
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MP Materials (MP) Frequently Asked Questions
What is MP Materials stock symbol?
MP Materials is a American stock, trading under the symbol MP (previously MP-N on Stockchase) on the New York Stock Exchange (MP). It is usually referred to as NYSE:MP or MP
Is MP Materials a buy or a sell?
In the last year, 1 stock analyst issued a Buy, Sell, or Hold rating on MP (previously MP-N on Stockchase). 1 analyst recommended to BUY and 0 analysts recommended to SELL the stock. The latest stock analyst rating is . Read the latest stock experts' ratings for MP Materials.
Is MP Materials a good investment or a top pick?
MP Materials was recommended as a Top Pick by Jim Cramer - Mad Money on 2021-10-27. Read the latest stock experts ratings for MP Materials.
Why is MP Materials stock dropping?
Earnings reports or recent company news can cause the stock price to drop. Read stock experts' recommendations for MP Materials.
Is MP Materials worth watching?
MP Materials is followed by 9 investors on Stockchase and is a trending stock that is worth watching.
What is MP Materials stock price?
On 2026-07-01, MP Materials (MP) stock closed at a price of $54.52.
It reports Thursday. Expects positive news, because Washington doesn't want to be held hostage to China for these rare earths.