NYSE:MP

MP Materials (MP)

59.18
-6.28 (9.59%)
as of Jun 5, 2026, 8:00:00 pm Market Open.
9 watching
0
Investor Insights
star iconJun 6, 2026, 12:00 am

This summary was created by AI, based on 3 opinions in the last 12 months.

MP Materials is positioned in a favorable light with anticipation for positive news surrounding its upcoming earnings report. The company plays a crucial role in the supply of rare earths, which are becoming increasingly crucial for various industries, including automotive sectors. However, some experts express caution due to the company's history of losses over the past two years and a high valuation based on earnings, with a current P/E ratio of 171. While the recent investment from the Pentagon and contracts with major corporations like Apple present strong opportunities, there’s concern that excitement might dissipate as market conditions fluctuate. Additionally, the presence of significant short interest suggests that some of the recent price movement could be influenced by short sellers covering their positions, indicating potential volatility ahead.

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Consensus
Caution
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Valuation
Overvalued
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BUY

It reports Thursday. Expects positive news, because Washington doesn't want to be held hostage to China for these rare earths.

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Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research

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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BUY

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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TOP PICK

Our 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.

BUY

It's getting into battery production itself, not just supplying the rare earths for it. They're positioned well. They plan to boost capacity by 50% over 4 years. A good alternative to Chinese suppliers.

BUY

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.

BUY

It went down because Tesla said it would buy fewer rare materials. But he feels that's unlikely, because Tesla needs them. A buy.

BUY
Prices of some of their materials have come down, he read this week. They are well-run and still doing well. His long-term of them is very positive.
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Apr 06/21, Up 15%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with MP has triggered its stop at $40. To remain disciplined, we recommend covering the position at this time.
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Apr 06/21, Up 38.7%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with MP is progressing well. We now recommend trailing up the stop (from $35) to $40 at this time.
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK

(A Top Pick Apr 06/21, Up 29.1%)Stockchase Research Editor: Michael O’Reilly Our PAST TOP PICK with MP is progressing well. We now recommend trailing up the stop (from $20) to $35.

BUY
They just reported earnings and revenue beats. Despite some insider sales and a lawsuit, the company did deliver. He likes them.
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Apr 06/21, Up 32.7%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with MP is progressing well and has achieved its $46 objective. To remain disciplined, we recommend covering half the position and trailing up the stop (from $20) to $35.
COMMENT
A critical analyst's report is old news. Move beyond that. He was critical of them selling stock, but it's actually held up better than other SPACs. It won't go down much from here.
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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, 2 stock analysts published opinions about MP (previously MP-N on Stockchase). 2 analysts recommended to BUY the stock. 0 analysts recommended to SELL the stock. The latest stock analyst recommendation 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 help on deciding if you should buy, sell or hold the stock.

Is MP Materials worth watching?

2 stock analysts on Stockchase covered MP Materials in the last year. It is a trending stock that is worth watching.

What is MP Materials stock price?

On 2026-06-05, MP Materials (MP) stock closed at a price of $59.18.