MP Materials Corporation - Ordinary Shares - Class A Stock News

Mining companies have a reputation for being boom or bust. They can be defensive, cyclical, and -- if you pick right -- pretty rewarding over the long haul.

MP Materials Corp. (NYSE:MP ) Canaccord Genuity's 45th Annual Growth Conference August 12, 2025 10:00 AM ET Company Participants Ryan S. Corbett - Chief Financial Officer Conference Call Participants George Gianarikas - Canaccord Genuity Corp., Research Division George Gianarikas Hello, everyone.

Most investors would be wary of buying into a company that has yet to reach net profitability, though sometimes the macro narrative and the company-specific developments warrant a second look at some upside potential in this story. Today, one stock in the basic materials sector fits that description for several reasons.

MP Materials (NYSE:MP) is an American rare-earth materials firm based in Las Vegas, Nevada, and it has emerged as one of the most prominent names in the market for 2025. The stock has performed exceptionally well this year, increasing by approximately 4.5x year-to-date.

MP Materials (MP -2.19%), which is the company that owns the one and only rare earth mine in the U.S., has attracted considerable investor interest lately, but didn't have a great Monday on the stock market.

Domestic robots are on the way

Shares of MP Materials (MP 4.84%), America's biggest pure play on mining rare earths, soared nearly 12% in early trading Friday after beating earnings (sort of) last night. It's since given back much of its gains, but as of 2:25 p.m.

Initiating MP Materials Corp. with a Buy rating and $87 fair value, driven by transformative DoD and Apple partnerships securing long-term demand and pricing. U.S. government support, including a $110/kg floor price and $400M investment, fundamentally reduces reliance on China and boosts revenue visibility. Vertical integration, production ramp-up, and capacity expansion position MP Materials f...