Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$9.6B
178M shares
52-week range
$29.58 – $100.25
37% from low
Sector
METAL MINING
Exchange
NYSE
CS
Borrow rate
0.43%
Easy to borrow
Click rows below (any statement) to add/remove series. Selection stays as you switch tabs.
| 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $67.4M | $73.4M | $134.3M | $332.0M | $527.5M | $253.4M | $203.9M | $275.5M |
| Cost of revenue | $57.3M | $67.8M | $70.7M | $100.6M | $110.6M | $148.4M | $270.6M | $282.1M |
| Gross profit | $10.1M | $5.6M | $63.6M | $231.3M | $416.9M | $105.0M | −$66.8M | −$6.6M |
| Gross margin | 15.0% | 7.6% | 47.3% | 69.7% | 79.0% | 41.4% | -32.8% | -2.4% |
| R&D | $0 | $0 | $140.0K | $4.2M | $4.2M | $14.9M | $9.3M | $0 |
| Operating income | −$8.9M | −$7.6M | −$34.7M | $165.3M | $327.4M | −$17.7M | −$169.4M | −$122.8M |
| EBITDA | −$4.4M | $1.3M | −$27.5M | $193.5M | $365.3M | $94.0M | $7.7M | $4.5M |
| Net income | −$13.5M | −$6.8M | −$21.8M | $135.0M | $289.0M | $24.3M | −$65.4M | −$85.9M |
| Net margin | -20.0% | -9.2% | -16.2% | 40.7% | 54.8% | 9.6% | -32.1% | -31.2% |
| EPS (diluted) | -0.20 | -0.10 | -0.27 | 0.73 | 1.52 | 0.14 | -0.57 | -0.50 |
Annual figures · source: Financial Modeling Prep
| Year | Est. revenue | Est. EPS | EPS range | # Analysts |
|---|---|---|---|---|
| 2026 | $444M | $0.18 | $-0.22–$0.54 | 9 |
| 2027 | $793M | $1.00 | $0.55–$1.34 | 10 |
| 2028 | $974M | $1.52 | $0.83–$2.35 | 9 |
| 2029 | $1.2B | $1.82 | $1.50–$2.25 | 3 |
Forward consensus · source: Financial Modeling Prep
MP Materials Corp is the producer of rare earth materials in the Western Hemisphere. The company owns and operates the Mountain Pass Rare Earth Mine and Processing Facility, the only rare earth mining and processing site of scale in North America. The company is also developing a rare earth metal, alloy, and magnet manufacturing facility in Fort Worth, Texas. The company's operations are organized into two reportable segments: Materials and Magnetics.
www.mpmaterials.comNo one on the platform currently holds MP.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2025-09-30 | 1,404,600 | $94.2M |
| Bridgewater Associatesas of 2026-03-31 | 108,054 | $5.2M |
No one on the platform has traded MP yet.
| $7.7B |
| — |
| HMYHarmony Gold Mining Company Limited | $15.23 | +0.36% | $9.6B | — |
| JHXJames Hardie Industries plc | $26.19 | -0.85% | $15.2B | — |
Source: Financial Modeling Prep · peers by sector/industry
Trading at NaN× earnings vs its 62.2× historical median P/E.
Fair value ≈ $-40.44 · price $55.75 today
Fair-value line = the stock's median historical P/E × earnings. Price below the orange line = cheap vs its own history; above = expensive. Not investment advice.
@PlayboiCartier I see it acting similiar to how $MP was during construction and preproduction days.
View on StockTwits ↗$ALOY $MP $USAR $CRML REALLOYS ON FOX BUSINESS THIS AM! ARMY PICKED ALOY FOR THEIR HEAVY REE PROCESSING!
View on StockTwits ↗$MP The US prepares a ban targeting Chinese energy inverters
View on StockTwits ↗$MP big green candles today, and some … people selling. They are going to be leafy behind
View on StockTwits ↗America Needs More Weapons. $JPM Wants to Add Its Firepower. $MOBX strategy aligned with building momentum for defense and national security investments $MP $LHX https://bit.ly/4oTHt8y
View on StockTwits ↗@DonettesLover the whole damn sector was flying high in October 2025, why do folks get so locked in on one stock’s performance and ignore the actions and price movements of the whole entire sector. $NB is in development and $MP is an already active USA mine. At the current prices I am Bullish on both and its just a matter how of time in my humble and zero formal training opinion. Where will the tutes move the money to when they take tech profits and $SPCX profits after the tutes take retail traders money ? Can companies like these operate and produce the robots, spaceships, satelittes and all the other crap without Rare Earths ? Where will they come from? Hopefully the USA like the President has set in motion.
View on StockTwits ↗The world isn’t just talking about critical minerals anymore. It’s stockpiling them. The G7 wants larger strategic reserves. The U.S. launched a $12B minerals reserve. Canada and Japan are discussing joint stockpiles, offtakes and new mining projects. Meanwhile China is tightening export enforcement. That tells me minerals are moving from “commodity trade” to national security. Still watching the big names... but also keeping an eye on smaller Canadian exploration stories before the crowd gets there. $MP $FCX $COPX $NRED.CSE
View on StockTwits ↗$MP 4% up today in Europe, few hours before US market opens. chart is good
View on StockTwits ↗$MP chart setup is done .. it will fly any day
View on StockTwits ↗$ALOY $CRML $MP $USAR I found who the investors are in the $100MM no warrants financing closed Friday on ReAlloys... ALOY CITADEL - # Ken Griffin Billionaire $60MM Investment in this round of $100MM 60% of the whole round! Davidson Kempner - $40B Fund $25MM investor Blackstone $BX Ghisallo Capital -
View on StockTwits ↗$MP I fucking hate you short sellers
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.