MP Materials (NYSE:MP) Stock Rating Upgraded by Wall Street Zen

MP Materials (NYSE:MP) was upgraded by research analysts at Wall Street Zen from a “sell” rating to a “hold” rating in a research note issued on Saturday, Wall Street Zen reports.

Other analysts also recently issued reports about the stock. Barclays dropped their price target on shares of MP Materials from $69.00 to $65.00 and set an “overweight” rating on the stock in a research report on Thursday, July 16th. Needham & Company LLC decreased their price objective on shares of MP Materials from $81.00 to $73.00 and set a “buy” rating for the company in a report on Wednesday, July 22nd. JPMorgan Chase & Co. lowered their price objective on shares of MP Materials from $75.00 to $60.00 and set an “overweight” rating on the stock in a research note on Wednesday, July 29th. Citigroup reiterated a “positive” rating on shares of MP Materials in a research note on Wednesday, July 15th. Finally, Zacks Research cut MP Materials from a “hold” rating to a “strong sell” rating in a report on Wednesday, August 26th. One investment analyst has rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating, one has issued a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $71.92.

MP Materials Price Performance

Shares of NYSE MP opened at $35.38 on Friday. The stock has a market cap of $6.30 billion, a P/E ratio of -160.81 and a beta of 2.05. The firm’s 50-day simple moving average is $45.65 and its 200 day simple moving average is $54.44. MP Materials has a fifty-two week low of $31.90 and a fifty-two week high of $76.80. The company has a quick ratio of 6.04, a current ratio of 6.75 and a debt-to-equity ratio of 0.48.

MP Materials (NYSE:MP) last announced its earnings results on Thursday, November 5th. The company reported $0.04 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of ($0.02) by $0.06. The firm had revenue of $147.66 million during the quarter, compared to analyst estimates of $117.37 million. MP Materials had a negative net margin of 9.90% and a negative return on equity of 0.05%. MP Materials’s revenue was up 175.7% compared to the same quarter last year. During the same quarter in the prior year, the firm posted ($0.10) EPS. Equities analysts expect that MP Materials will post -0.21 EPS for the current year.

Institutional Inflows and Outflows

A number of hedge funds have recently bought and sold shares of the company. Moors & Cabot Inc. boosted its stake in MP Materials by 45.6% in the 3rd quarter. Moors & Cabot Inc. now owns 5,525 shares of the company’s stock worth $261,000 after purchasing an additional 1,730 shares during the period. Allworth Financial LP grew its position in MP Materials by 41.6% during the 3rd quarter. Allworth Financial LP now owns 8,041 shares of the company’s stock worth $380,000 after purchasing an additional 2,362 shares in the last quarter. SVB Wealth LLC acquired a new stake in MP Materials during the 3rd quarter valued at $280,000. Russell Investments Group Ltd. raised its stake in MP Materials by 147.2% during the 3rd quarter. Russell Investments Group Ltd. now owns 74,265 shares of the company’s stock valued at $3,512,000 after purchasing an additional 44,218 shares during the period. Finally, Maryland State Retirement & Pension System acquired a new stake in MP Materials during the 3rd quarter valued at $360,000. 52.55% of the stock is owned by institutional investors and hedge funds.

More MP Materials News

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

• Positive Sentiment: MP reported a surprise adjusted profit of $0.04 per share, versus analysts’ expected loss, while revenue rose 175.7% year over year to $147.66 million—above estimates. MP Materials posts surprise adjusted profit
• Positive Sentiment: Operational progress adds to the earnings beat: NdPr production surged 41%, the company reported a $1.34 billion cash reserve, and it completed GM’s magnet qualification. Commercial deliveries and related revenue are slated to start in Q4. MP Materials Q3 earnings call highlights
• Neutral Sentiment: The next test is execution: GM sales have not yet begun, and the company’s reported net margin remained negative. Investors will look for Q4 deliveries to translate the production and qualification milestones into sustained revenue and profitability. MP Materials reports third-quarter 2026 results

MP Materials Company Profile

MP Materials operates the Mountain Pass rare earth mine and processing facility in California. The site is a major North American source of rare earth materials, which are used in products such as electric vehicles, wind turbines, electronics and defense systems.

The company mines and processes rare earth ore into concentrate and separated products, including neodymium-praseodymium (NdPr), a key input for high-strength permanent magnets. MP Materials is also developing domestic magnet manufacturing capabilities to extend its business further along the supply chain.

Mountain Pass has a long history of rare earth production, and MP Materials acquired the site’s operating assets in 2017.