MP Materials Is A Rare Earths Leader But Lacks Margin Of Safety At $60 [Seeking Alpha]
MP Materials Corp. (MP)
Company Research
Source: Seeking Alpha
The current $10 Bn market cap appears stretched, with even optimistic profit scenarios implying a high P/E and limited margin of safety. NdPr prices remain subdued, and MP's DoD offtake deal offers less profitability than headline figures suggest, limiting near-term upside. Absent a new geopolitical catalyst, I view MP as speculative at current levels and would only consider buying at $20–$30/share. J Studios/DigitalVision via Getty Images MP Materials ( MP ) is a leading rare earths producer in the Western Hemisphere. I previously issued a strong buy rating on MP at $17.96/share in early 2024 when there was scant interest 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
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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