MP Materials: Commodities Might Be Rallying, But I'm Still Not Buying The Stock [Seeking Alpha]
MP Materials Corp. (MP)
Company Research
Source: Seeking Alpha
Despite a 10.3% YoY revenue increase and ramped-up production, MP's operating cost per kilo and reliance on short-term investment income raise sustainability concerns. MP's adjusted EBITDA is heavily engineered, masking real cash expenses and interest burdens, with $85 million in net losses and significant add-backs in 2025. Long-term MP risks include potential demand destruction if EV manufacturers successfully eliminate rare earth minerals, challenging MP's domestic supply chain thesis. Pla2na/iStock via Getty Images Investment Thesis The mining industry is a space I have a weak spot for right now. I've covered it extensively, from small up-and-coming miners to larger and more established ones like the topic of today, MP Materials Corp. ( This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article
Show less
Read more
Impact Snapshot
Event Time:
MP
Last Price
Price Change
Price Change%
Volume Shares
Max Up
Max Down
%
Volume Ratio
Performance Comparison
Updated
|
Event Day
Stock performance from the time of news release until the following 4pm ET market close
|
Last price at news event
|
Since Event
Multi-day stock performance from the time of the news release
|
|---|---|---|
|
EVENT DAY
Stock performance from the time of news release until the following 4pm ET market close
|
LAST
PRICE AT NEWS EVENT |
SINCE EVENT
Multi-day stock performance from the time of the news release
|
| Last Price | ||
| VWAP | ||
|
High:
|
Max Up |
High:
|
|
Low:
|
Max Down |
Low:
|
|
%
|
Post news range |
%
|
|
|
Price change |
|
|
|
Price Change Percentage |
|
|
|
S&P 500 (SPX) |
|
|
%
|
Volume ratio |
%
|
| Volume | ||
| Ticks | ||
|
|
Avg transaction size |
|
Don't Miss Out On The Next BIG Stock Move
Event day
Event Day Chart will not be displayed beyond 90-day period of the event
Performance since event
Time And Velocity Analysis
Be the first to know
Opt in for alerts from News Quantifed
Sign Up Today
Opt-in for
MP alerts
Learn More With NQ
Reading the Impact Report
Help Me Understand This Data
Help Me Understand This Data
How NQ Works
What is news-based trading?
And why is it so successful?
And why is it so successful?
Movers & Shakers
The biggest gainers and losers and WHY it moved
MP alerts
High impacting MP Materials Corp. news events
Weekly update
A roundup of the hottest topics
MP
News
- Major Investors Are Buying Up Shares of MP Materials. Here's Why the Industrial Stock Could Soar in 2026 and Beyond. [Yahoo! Finance]Yahoo! Finance
- The Three Companies Rebuilding America's Rare-Earth Arsenal [Yahoo! Finance]Yahoo! Finance
- The Bull Case For MP Materials (MP) Could Change Following Cleaner Rare Earth Processing Breakthrough [Yahoo! Finance]Yahoo! Finance
- MP Materials Corp (MP) Sees Winning Formula in Capacity Expansion and Recycling [Yahoo! Finance]Yahoo! Finance
- Mosaic's Rare Earths Bet Could Revalue the Stock: What That Means for Investors [Yahoo! Finance]Yahoo! Finance
MP
Earnings
- 2/26/26 - Beat
MP
Sec Filings
- 3/17/26 - Form 4
- 3/17/26 - Form 4
- 3/17/26 - Form 144
- MP's page on the SEC website