Goldman Sachs initiates MP Materials at Buy, cites strategic U.S. alignment [Yahoo! Finance]
MP Materials Corp. (MP)
Company Research
Source: Yahoo! Finance
domestic rare earths supply chain and its deepening vertical integration leave it well placed for substantial long-term growth. The bank set a 12-month price target of $77, which “implies ~32% upside from current levels,” according to analyst Brian Lee. Goldman Sachs said MP is “the largest rare earth producer in the Western Hemisphere (per GSe),” with production centred on neodymium-praseodymium oxide, or NdPr. The material is a key input for permanent NdFeB magnets used in electronics, electric vehicles and defence, making it strategically important to U.S. manufacturing priorities. The note emphasised MP's efforts to expand downstream into refining and magnet production, a shift that Goldman Sachs said has been “accelerated by a partnership with the US government.” The bank argued that this positions the company as a crucial part of a domestic supply chain for materials where China maintains overwhelming dominance. China-based refiners control “90-95% (per EIA, as of 2024
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MP
News
- Can The U.S. Government Succeed As A VC? 6 Strategic Questions [Forbes]Forbes
- What does it mean when Uncle Sam is one of your biggest shareholders? Chip startup xLight is about to find out [TechCrunch]TechCrunch
- MP Materials: Industrial Policy And Geopolitics Outweigh Supply-Demand Economics [Seeking Alpha]Seeking Alpha
- MP Materials (MP): Assessing Valuation After Net Income and Revenue Growth Sparks Share Price Momentum [Yahoo! Finance]Yahoo! Finance
- MP Materials: What More Could You Wish For Really [Yahoo! Finance]Yahoo! Finance
MP
Earnings
- 11/6/25 - Beat
MP
Sec Filings
- 11/25/25 - Form SCHEDULE
- 11/20/25 - Form 4
- 11/20/25 - Form 144
- MP's page on the SEC website