MP Materials Corporation - Ordinary Shares - Class A Stock News

Rare earth stocks have started off the year with a bang after ending 2025 in a slump.

MP Materials is a rare earth miner specializing in the production of high-performance magnets. The company has partnered with the Department of Defense and Apple.

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MP is upgraded to a Buy here, thanks to the promising bottoming technical indicators and the cheaper valuations after the steep selloff from 52 week heights. The miner benefits from a 10-year NdPr price floor from the DOW and the partnership prepayments, with the higher FQ3'25 outputs supporting a return to profitability from FQ4'25 onward. MP's vertically integrated operations across mining/re...

MP Materials is building a business around the production of rare-earth metals. It garnered attention earlier in the year due to a government investment in the business.

MP controls one of the only scalable rare earth mines in the U.S. The company has inked strategic deals with the Department of Defense and Apple. After a 266% burst on the year, the stock's valuation leaves little margin for error.

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The rare earth metals producer is entering 2026 with major tailwinds behind it. MP landed three transformative deals in 2025 and has been steadily increasing output.