Added to YB: 2026-08-26
Pitch date: 2026-08-24
MP [bullish]
MP Materials Corp.
+5.24%
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
$10.7B
Pitch Price
$57.17
Price Target
90.00 (+50%)
Dividend
N/A
EV/EBITDA
220.70
P/E
-175.67
EV/Sales
25.56
Sector
Metals and Mining
Category
growth
MP Materials: The Last Rare Earth Weapon
MP: US-strategic rare earth play breaking China's NdPr magnet chokehold. DoD-backed $110/kg 10-yr price floor caps downside; DoD (15% stake), Apple ($700M) and GM validate thesis. ~$10B cap at $55 = 20x+ sales on current output for a ~5x growth story IF the 10X magnet facility executes and NdPr/NdFeB prices rise. Refining 50%, magnets ~10% complete. Author PT $90 before 2027. Risks: still unprofitable (-$75M FY), heavy execution/capex risk, China price manipulation, floor also caps upside.
Read full article (6 min)