Added to YB: 2026-06-24
Pitch date: 2026-06-22
MP [bullish]
MP Materials Corp.
-17.77%
current return
Author Info
No bio for this author
Company Info
MP Materials Corp., together with its subsidiaries, produces rare earth materials in the Western Hemisphere.
Market Cap
$8.5B
Pitch Price
$57.75
Price Target
N/A
Dividend
N/A
EV/EBITDA
2.7K
P/E
-115.81
EV/Sales
23.52
Sector
Metals and Mining
Category
growth
MP Materials: Positioned to 10X?
MP: Only scaled US vertically-integrated rare earth miner/magnet producer, countering China's 90% processing dominance. Q1'26 rev+PPA $132.9M, EBITDA $36.6M, record NdPr +63% YoY. '10X' $1.25B Texas campus targets 10k MT magnet capacity by 2028. Apple $500M deal, GM, DoD offtakes. Targets $30B+ TAM via EVs/robotics. Risks: commodity volatility, execution, capex intensity, customer concentration.
Read full article (8 min)