Added to YB: 2026-03-03
Pitch date: 2026-02-28
MP [neutral]
MP Materials Corp.
+8.48%
current return
Author Info
No bio for this author
Company Info
MP Materials Corp., together with its subsidiaries, produces rare earth materials. The company owns and operates the Mountain Pass Rare Earth mine and processing facility in North America.
Market Cap
$3.2B
Pitch Price
$57.43
Price Target
110.00 (+77%)
Dividend
N/A
EV/EBITDA
-48.05
P/E
-35.24
EV/Sales
17.77
Sector
Metals and Mining
Category
growth
MP Materials $MP 2025 Q4 Financial Highlights
MP (earnings): Q4 rev $52.69M missed est $89.93M (-13.6% YoY) due to halting China concentrate exports, but adj EPS $0.09 beat est $0.02 on $51M DoD Price Protection Agreement. NdPr production 718MT (+74% YoY), Magnetics rev $19.9M from first commercial NdFeB magnets (GM customer). $1.25B 10X Texas plant ($200M gov subsidy) targets 2028 for 10x US magnet capacity. Risks: China dumping, mfg execution, $1B funding gap. SOTP val $65-75 base/$110+ bull case.
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