Wedbush Issues Positive Forecast for MP Materials (NYSE:MP) Stock Price

MP Materials (NYSE:MP) had its price target boosted by Wedbush from $90.00 to $100.00 in a research report released on Friday morning, MarketBeat.com reports. Wedbush currently has an outperform rating on the stock.

Several other analysts have also recently weighed in on the company. Weiss Ratings reissued a “sell (d-)” rating on shares of MP Materials in a report on Tuesday, April 21st. William Blair reissued an “outperform” rating on shares of MP Materials in a report on Wednesday, March 4th. Morgan Stanley dropped their price target on MP Materials from $71.00 to $62.00 and set an “overweight” rating for the company in a report on Thursday, April 9th. DA Davidson reissued a “buy” rating and set a $82.00 price target on shares of MP Materials in a report on Wednesday, March 11th. Finally, Wall Street Zen raised MP Materials from a “sell” rating to a “hold” rating in a report on Sunday, March 8th. Two analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, MP Materials currently has an average rating of “Buy” and an average price target of $80.33.

MP Materials Stock Performance

MP opened at $67.61 on Friday. MP Materials has a 12-month low of $18.64 and a 12-month high of $100.25. The stock has a market cap of $12.01 billion, a price-to-earnings ratio of -160.97 and a beta of 1.90. The business has a 50 day moving average of $58.37 and a 200-day moving average of $59.65. The company has a quick ratio of 6.67, a current ratio of 7.24 and a debt-to-equity ratio of 0.47.

MP Materials (NYSE:MP) last released its quarterly earnings results on Thursday, May 7th. The company reported $0.03 earnings per share for the quarter, topping the consensus estimate of ($0.01) by $0.04. The business had revenue of $90.65 million during the quarter, compared to analysts’ expectations of $74.82 million. MP Materials had a negative return on equity of 2.37% and a negative net margin of 28.00%.The firm’s revenue for the quarter was up 49.1% compared to the same quarter last year. During the same period last year, the firm posted ($0.12) EPS. On average, equities research analysts expect that MP Materials will post 0.1 earnings per share for the current year.

Insider Activity

In other news, CEO James H. Litinsky sold 259,179 shares of the business’s stock in a transaction dated Monday, April 20th. The stock was sold at an average price of $64.03, for a total value of $16,595,231.37. Following the transaction, the chief executive officer directly owned 12,505,965 shares of the company’s stock, valued at $800,756,938.95. The trade was a 2.03% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Ryan Corbett sold 46,000 shares of the business’s stock in a transaction dated Tuesday, March 17th. The shares were sold at an average price of $60.00, for a total value of $2,760,000.00. Following the completion of the transaction, the chief financial officer directly owned 129,017 shares in the company, valued at $7,741,020. This represents a 26.28% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 366,000 shares of company stock worth $23,469,816 over the last ninety days. Company insiders own 8.20% of the company’s stock.

Institutional Inflows and Outflows

Institutional investors have recently added to or reduced their stakes in the company. EMC Capital Management acquired a new position in MP Materials during the 4th quarter worth approximately $25,000. Whittier Trust Co. of Nevada Inc. acquired a new position in MP Materials during the 4th quarter worth approximately $26,000. REAP Financial Group LLC acquired a new position in MP Materials during the 4th quarter worth approximately $26,000. Los Angeles Capital Management LLC acquired a new position in MP Materials during the 4th quarter worth approximately $28,000. Finally, Financial Consulate Inc. raised its stake in MP Materials by 555.3% during the 4th quarter. Financial Consulate Inc. now owns 557 shares of the company’s stock worth $28,000 after buying an additional 472 shares during the period. 52.55% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting MP Materials

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

• Positive Sentiment: MP Materials reported first-quarter EPS of $0.03, beating the loss estimate, while revenue of $90.65 million also topped expectations and rose 49.1% year over year. MP Materials Reports First Quarter 2026 Results
• Positive Sentiment: The company said it delivered record NdPr production and sales, advanced growth projects at Independence and 10X, and maintained its $500 million to $600 million capex plan while targeting a 500-tons-per-month NdPr run rate by the end of 2026. MP Materials Reports First Quarter 2026 Results
• Positive Sentiment: Analysts turned more constructive after the release, with Wedbush raising its price target to $100 from $90 and keeping an outperform rating. Benzinga
• Positive Sentiment: Investor sentiment was also helped by commentary from CEO James Litinsky that geopolitical tensions could accelerate demand for rare earth magnets, reinforcing MP’s strategic importance. Iran war points to ‘huge demand accelerant for rare earth magnetics,’ MP Materials CEO says
• Neutral Sentiment: Media coverage and earnings-call recaps are keeping MP Materials in focus, but they largely reiterate the same story: improving production, stronger sales, and a big long-term domestic rare-earth opportunity. MP Materials Corp. (MP) Q1 2026 Earnings Call Transcript
• Negative Sentiment: Despite the beat, the stock pulled back as investors focused on rising costs, weak momentum, and a premium valuation, suggesting the quarter was good but not enough to eliminate execution concerns. MP Dips 5% Despite Q1 Earnings Beat: How to Play the Stock?

MP Materials Company Profile

MP Materials Corporation operates as a vertically integrated producer of rare earth materials in North America. The company owns and manages the Mountain Pass Rare Earth Mine and Processing Facility in California, the only commercially viable rare earth mining and processing site in the United States. MP Materials extracts, separates and refines critical rare earth elements—such as neodymium, praseodymium, and cerium—which are essential inputs for permanent magnets used in electric vehicles, wind turbines, and various defense applications.

The Mountain Pass mine first began commercial rare earth production in the 1950s and was later operated by Molycorp until its bankruptcy in 2015.