Added to YB: 2026-03-03
Pitch date: 2026-02-28
MP [neutral]
MP Materials Corp.
+10.97%
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
$10.5B
Pitch Price
$57.43
Price Target
110.00 (+87%)
Dividend
N/A
EV/EBITDA
-203.20
P/E
-116.63
EV/Sales
36.58
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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