Held by
0
portfolios on TandT
Bookmarked by
0
users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$9.6B
178M shares
52-week range
$37.81 – $100.25
34% from low
Sector
METAL MINING
Exchange
NYSE
CS
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.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $448M | +90.7% | $0.11 | $-0.02–$0.24 | 522.6× | 8 |
| 2027 | $786M | +75.5% | $0.93 | $0.47–$1.27 | 63.5× | 10 |
| 2028 | $977M | +24.3% | $1.46 | $0.85–$2.56 | 40.3× | 8 |
| 2029 | $1.2B | +19.9% | $1.74 | $1.34–$2.31 | 33.8× | 5 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 6 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-06 | $-0.01 | $-0.01 | +0.6% |
| 2026-05-07 | $-0.03 | $0.03 | +206.5% |
| 2026-02-26 | $0.06 | $0.09 | +53.9% |
| 2025-11-06 | $-0.17 | $-0.10 | +42.2% |
| 2025-08-07 | $-0.20 | $-0.13 | +34.0% |
| 2025-05-08 | $-0.10 | $-0.12 | -20.0% |
| 2025-02-20 | $-0.09 | $-0.12 | -33.3% |
| 2024-11-07 | $-0.13 |
| $-0.12 |
| +7.7% |
| $8.9B |
| — |
| HMYHarmony Gold Mining Company Limited | $19.25 | -3.07% | $12.0B | — |
| JHXJames Hardie Industries plc | $30.89 | +0.10% | $17.9B | — |
Source: Financial Modeling Prep · peers by sector/industry
$MP OptionsFLO flow and daily chart read. The alert snapshot shows $1.2M in the Mar 19 $50 puts. Volume was 2.7x standing open interest at capture. Daily chart through Aug 14: last close $58.74, above its 20 and 50 day averages, with RSI at 67. The 3 month range is $37.81 to $73.52. Intraday volume does not establish whether a position was opened or held; the next settled open interest is the check.
View on StockTwits ↗$AREC germanium even Wall Street doesn't know 🤪 $TMC $GLW $MP $USAR
View on StockTwits ↗$MP bought shmuck insurance. 50 calls way otm
View on StockTwits ↗@Coolcool5000 assuming it’s because $MP signed a aerospace defense deal with unnamed customer. And these two move together because both trying to achieve same thing and both have government stakes in them and backing.
View on StockTwits ↗$MP every stock this administration has invested in have minimun 5x’ed, time for MP minimim a $200 stock eoy
View on StockTwits ↗US consumers are extremely bullish on stocks: The perceived probability among US consumers that US stock prices will be higher 1-year from now increased +0.5 percentage points in July, to 41.4%, the highest since April 2021. Since March, this percentage has risen +5.1 points, marking the 2nd-highest reading since the 2020 pandemic. By comparison, the April 2020 peak was 51.8%. By age, consumers under 40 are the most optimistic, at 42.0%, the 2nd-highest since September 2024. This is followed by the 40-59 age group, at 41.5%, the highest since January 2025, and consumers over 59, at 41.1%, the highest since September 2025. Bullish sentiment is spreading across all consumer age groups. $RKLB $CAPR $MP $AXTI
View on StockTwits ↗$MP closed everything out. 59% move in 2 weeks. Just wow
View on StockTwits ↗@AI_Bull_ Fundamentals not there yet for both, they are safe speculation investments, very safe with large addressable markets both. Been in $MP for ever lol
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.