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11 stories mentioning MP

Every FINWIRES story that references MP, newest first.

Insider Trading

Mp Materials Corp. Insider Bought Shares Worth $543,000, According to a Recent SEC Filing

Michael Stuart Rosenthal, Chief Operating Officer, on June 09, 2026, executed a purchase for 10,000 shares in Mp Materials Corp. (MP) for $543,000. Following the Form 4 filing with the SEC, Rosenthal has control over a total of 1,470,295 common shares of the company, with 1,333,673 shares held directly and 136,622 controlled indirectly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1801368/000183205026000007/xslF345X05/wk-form4_1781096503.xml

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Research

Needham Initiates MP Materials at Buy With $81 Price Target

MP Materials (MP) has an average rating of buy and mean price target of $80.40, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)

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Wire

Update: Market Chatter: Defense Companies Seek Delay of US Ban on Chinese Rare Earth Magnets

(Updates to add US Department of Defense response in fourth paragraph.)Defense companies want more time to comply with the upcoming ban on using Chinese samarium cobalt magnets and neodymium iron boron magnets in defense contracts starting Jan. 1, the Financial Times reported Monday, citing four people familiar with the matter.Several US metals executives said the administration was unlikely to view the lobbying effort favorably, according to the report.The ban on China-sourced magnets, as well as the metals tungsten and tantalum, was introduced by Congress during President Donald Trump's first term in 2018, the report added.A spokesperson for the US Department of Defense declined to comment when contacted by.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)Price: $55.35, Change: $-5.92, Percent Change: -9.66%

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Wire

Market Chatter: Defense Companies Seek Delay of US Ban on Chinese Rare Earth Magnets

Defense companies want more time to comply with the upcoming ban on using Chinese samarium cobalt magnets and neodymium iron boron magnets in defense contracts starting Jan. 1, the Financial Times reported Monday, citing four people familiar with the matter.Several US metals executives said the administration was unlikely to view the lobbying effort favorably, according to the report.The ban on China-sourced magnets, as well as the metals tungsten and tantalum, was introduced by Congress during President Donald Trump's first term in 2018, the report added.A spokesperson for the US Department of Defense did not immediately respond to' request for comment.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)Price: $55.35, Change: $-5.93, Percent Change: -9.67%

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Insider Trading

Mp Materials Insider Sold Shares Worth $19,634,359, According to a Recent SEC Filing

James H. Litinsky, Director, Chairman and Chief Executive Officer, on May 12, 2026, sold 300,000 shares in Mp Materials (MP) for $19,634,359. Following the Form 4 filing with the SEC, Litinsky has control over a total of 12,422,362 common shares of the company, with 216,397 shares held directly and 12,205,965 controlled indirectly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1801368/000183174626000014/xslF345X05/wk-form4_1778802792.xml

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Insider Trading

Mp Materials Corp. Insider Sold Shares Worth $521,850, According to a Recent SEC Filing

Elliot Dean Hoops, General Counsel and Secretary, on May 08, 2026, sold 6,958 shares in Mp Materials Corp. (MP) for $521,850. Following the Form 4 filing with the SEC, Hoops has control over a total of 55,095 common shares of the company, with 54,095 shares held directly and 1,000 controlled indirectly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1801368/000186289426000009/xslF345X05/wk-form4_1778289873.xml

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Wire

MP Materials Reports 'Strong' Q1 Performance, Wedbush Says

MP Materials (MP) reported "strong" Q1 beats across the board, driven by record neodymium-praseodymium, or NdPr, oxide production and sales volumes, Wedbush said in a report Friday.The report said the company is benefiting from scaling of its vertically integrated mine-to-magnet platform for NdPr, a key material for advanced magnet manufacturing.MP also reiterated its view that NdPr oxide will remain the binding constraint for non-China magnet production for at least the next five years, the note said.Wedbush kept its outperform rating and raised its price target to $100 from $90 on growing confidence in its growth prospects.Price: $66.93, Change: $-2.20, Percent Change: -3.18%

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Research

Research Alert: Mp Materials Posts Strong Q1 Beat, Production Ramps On Schedule

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:MP Materials reported Q1 revenue of $90.6M, up 49% and $15M above consensus, returning to profitability with adjusted EBITDA of $36.6M versus $(2.7M) loss. Adjusted EPS of $0.03 beat consensus by $0.07, reflecting DoD Price Protection Agreement impact. The DoD partnership contributed $42.3M in revenue, validating our view that the guaranteed $110/kg floor fundamentally alters MP's earnings profile from commodity-exposed to strategically protected. Management maintains guidance for 6,000 MT annualized NdPr run rate by end-2026, with heavy rare earth separation targeting mid-2026 and 10X facility commissioning in 2028. NdPr production reached 917 MT (+63%) while sales increased 117%, supporting operational targets. We believe the revenue mix shift toward higher-value products, with NdPr revenue up 192% to $71.1M, demonstrates MP's transition to integrated manufacturing. The $1.74B cash position funds the estimated $2.0B capital program, though we expect 10X execution risk remains the primary valuation variable.

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Insider Trading

MP Materials Insider Sold Shares Worth $19,209,816, According to a Recent SEC Filing

James H. Litinsky, Director, Chairman and Chief Executive Officer, on April 17, 2026, sold 300,000 shares in MP Materials (MP) for $19,209,816. Following the Form 4 filing with the SEC, Litinsky has control over a total of 12,722,362 common shares of the company, with 216,397 shares held directly and 12,505,965 controlled indirectly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1801368/000183174626000012/xslF345X05/wk-form4_1776734339.xml

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Wire

MP Materials Becomes Stable Asset With US Government Backing, Multi-Year Contracts, Wedbush Says

MP Materials (MP) has raised its status from a speculative commodity investment subject to Chinese prices to a stable, US-backed asset with downside protection and contracts for years of growing demand, Wedbush said in a Monday note.The company has emerged as America's "rare earth national champion" with its ownership of Mountain Pass Mine in California, Wedbush analysts said.With China controlling about 60% of global mining and 90% of downstream processing and magnet manufacturing, supply independence for the critical materials become top priority amid tensions between the two superpowers, the analysts said.US government support, including a $400 million equity investment from the Department of Defense, a guaranteed 10-year price floor for Neodymium-praseodymium oxide, and guaranteed purchases of magnets, is expected to protect MP Materials against price crashes and Chinese oversupply risks, according to the note.Aside from the agency, Apple (AAPL) and General Motors (GM) are set to provide a steady stream of orders, and its facility in Northlake, Texas, is expected to be commissioned in 2028, the note said.These factors make MP Materials a "uniquely derisked" investment opportunity, the analysts said.Wedbush initiated coverage of the company's stock with a rating of outperform and a price target of $90.Price: $64.08, Change: $+3.09, Percent Change: +5.07%

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Research

Wedbush Initiates MP Materials at Outperform With $90 Price Target

MP Materials (MP) has an average rating of buy and mean price target of $78.79, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)

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