MP Materials: Current Valuation Is Too Optimistic [Seeking Alpha]
MP Materials Corp. (MP)
Company Research
Source: Seeking Alpha
MP's reliance on government contracts and subsidies creates fragility, especially as NdPr prices remain near breakeven production costs. Easing Chinese export restrictions and sustained low NdPr prices pose material risks to MP's business model and valuation. At current levels, MP trades at 76%-102% above its 5-year average multiples, with downside risk even after a 50% correction. wildpixel/iStock via Getty Images We published our initial-coverage post on MP Materials ( MP ) almost half a year ago, with a HOLD rating. Since then, the stock price has been very volatile, at one point doubling from the level at the time of 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 myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no
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MP
News
- Will MP Materials Stock Have Room to Run in 2026?? [Yahoo! Finance]Yahoo! Finance
- Saudi mining giant Maaden outlines $110 billion investment plan [Yahoo! Finance]Yahoo! Finance
- How Trump's rare earth strategy is reshaping America's green technology [Los Angeles Times (CA)]Los Angeles Times
- U.S. lawmakers propose US$2.5B agency to boost production of rare earths and other critical minerals [BNN Bloomberg (Canada)]BNN Bloomberg
- US lawmakers introduce bill to create $2.5 billion critical-minerals stockpile [Yahoo! Finance Canada]Yahoo! Finance Canada
MP
Earnings
- 11/6/25 - Beat
MP
Sec Filings
- 1/14/26 - Form 4
- 1/14/26 - Form 4
- 1/14/26 - Form 4
- MP's page on the SEC website