MP Materials Corporation - Ordinary Shares - Class A Stock News

MP Materials has surged 340% YTD, far outpacing the rare earths sector as a key producer in the US, which is looking to secure its supplies. Major catalysts include a USD 400 million DoD investment, a USD 500 million Apple contract, and robust Q2 results, which saw 84% YoY revenue growth. Valuations are currently stretched, but forward P/E is expected to ease significantly by 2029-2030, support...

MP Materials (MP) secures a transformative DoD contract, guaranteeing minimum NdPr prices and injecting significant funding for expansion and profitability. The DoD deal includes $400M in preferred shares, a $150M low-interest loan, and price backstops, making MP a more bankable and lower-risk operation. MP is shifting toward higher-margin refined NdPr oxide and magnet products, with strong YoY...

In the second quarter of 2025, MP Materials' (MP -0.76%) revenue declined sequentially from the first quarter. Its adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) and earnings both fell deeper into the red.

Wall Street has been closely monitoring rare earth stocks and their connection to the AI sector.

MP Materials (NYSE:MP) is an American rare-earth materials firm based in Las Vegas, Nevada, and experienced an increase of nearly 8% during Thursday's trading. The recent upturn follows plans by the Trump Administration to obtain a 10% equity stake in the miner Lithium Americas.

The Pentagon's equity stake in rare earth miner MP Materials has investors wondering where the Trump administration might invest next. The federal government needs to invest in additional miners to diversify the rare-earth supply chain, Energy Fuels CEO Mark Chalmers said.

One of the many big geopolitical stories in the world today is the changing tariff regime in the United States. Key trading partner China is retaliating in a way that only China can, by limiting access to rare-earth metals, which are vital in the technology sector.

MP Materials (MP -10.99%) stock tumbled 9% through 3 p.m. ET Friday after London's Financial Times reported on a potential competitive threat to MP's vast investments (already made) in reviving the American rare earth mining industry, and capacity to produce rare earth magnets domestically.