Market Cap
$8.4B
MP
MP Materials Corp. / DE
$46.97 ▲ +1.91%
Prev close $46.09Market cap$8.4B
ConsensusStrong Buy
12-mo target$73.41 (+56.3%)
▲ Bullish
Analyst conviction 10/10
Insider Selling Cluster (2 insiders)41 New Institutional Positions9 Institutional Exits Materials & Mining
Snapshot
The big-picture read on MP right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Strong Buy (96%)
Inst. Holders
50 funds
Inst. Value
$8.8B
Inst. Activity
41 buys / 9 sells
Insider Activity
$1.5M buy / $83.5M sell
Insider Net $
-$82.0M
Social Sentiment
48° Neutral
SEC Reports
8
Price chart 30d -12.7%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 short_volume
Short Volume: MP — 71.3% short (2.3M / 3.2M)
Short: 2,265,080 | Exempt: 10,858 | TRF Vol: 3,176,853 | Short Ratio: 71.3% | Off-exchange volume (d
Sep 30, 2026 Insider
DUCKWORTH CONNIE K was granted 740 shares
Director
Jun 30, 2026 Insider
DUCKWORTH CONNIE K was granted 624 shares
Director
Jun 30, 2026 Inst.
D. E. Shaw & — ADD
5,828,919 shares ($326.5M)
Jun 30, 2026 Inst.
BANK OF AMERICA CORP — ADD
3,417,452 shares ($191.4M)
Jun 15, 2026 Insider
Jun 12, 2026 SEC MYERS RICHARD B acquired via exercise 3,998 shares
Director
In Q3 2024, MP Materials saw a mixed institutional cluster: 13 buyers added $26.9M in new positions (total $45.4M) while
INST-CLUSTER — Impact 5/10
CEO Litinsky sold $837K worth of MP stock on June 3, while COO Rosenthal bought $543K at a lower price on June 9. A dire
CLUSTER — Impact 4/10
Analyst ratings buy % +4.3%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
96% rate it Buy or better · 28 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 1, 2026 | Baird | MAINTAIN | Outperform | 54% |
| Sep 16, 2026 | Freedom Broker | INITIATE | Hold | 66% |
| Aug 24, 2026 | DA Davidson | MAINTAIN | Buy | 53% |
| Jul 29, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Jul 22, 2026 | Needham | MAINTAIN | Buy | 50% |
| Jul 16, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Jul 9, 2026 | Deutsche Bank | MAINTAIN | Buy | 58% |
| Jul 8, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| Jun 5, 2026 | DA Davidson | MAINTAIN | Buy | 53% |
| Jun 1, 2026 | Needham | INITIATE | Buy | 50% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 9 | 18 | 1 | 0 | 0 | 96% | |
| Aug 1, 2026 | 9 | 18 | 1 | 0 | 0 | 96% | |
| Jul 1, 2026 | 9 | 17 | 1 | 0 | 0 | 96% | |
| Jun 1, 2026 | 9 | 16 | 1 | 0 | 0 | 96% | |
| May 1, 2026 | 9 | 15 | 2 | 0 | 0 | 92% | |
| Apr 1, 2026 | 8 | 15 | 2 | 0 | 0 | 92% | |
| Mar 1, 2026 | 8 | 15 | 2 | 0 | 0 | 92% | |
| Feb 1, 2026 | 8 | 15 | 2 | 0 | 0 | 92% |
Price targets
Where 17 covering analysts think MP trades over the next 12 months.
$73.41 +56.3% upside Strong Buy
Current$46.97 Low$57.00 Median$73.00 High$100.00 17 analysts
$57.00$100.00
Analyst rating Strong Buy· 1.4/5 as of Oct 2, 2026
Social media sentiment mood -20.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
48°
Neutral
BearishNeutralBullish
Recent posts
China is secretly restricting rare-earth shipments - $MP, $UUUU and $USAR will escalate up to the Sept. 24 talks and rip if they fail.
▲ 1 · 💬 9· ⚡ 0.5
Critical Minerals Stocks Are Preparing for Trump’s State Department Roundtable $TMC $RIO $BHP $FCX $MP $USAR $UUUU $UAMY
▲ 1 · 💬 0· ⚡ 0.5
Critical Minerals Stocks Are Preparing for Trump’s State Department Roundtable $TMC $RIO $BHP $FCX $MP $USAR $UUUU $UAMY
▲ 1 · 💬 0· ⚡ 0.5
Critical Minerals Stocks Are Preparing for Trump’s State Department Roundtable $TMC $RIO $BHP $FCX $MP $USAR $UUUU $UAMY
▲ 1 · 💬 0· ⚡ 0.5
The Rare Earth Minerals play is here
▲ 1 · 💬 8· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
8 SEC filing reports analyzed · 0 bullish, 2 bearish, 5 mixed, 1 neutral · avg impact 4.5/10.
MIXEDINST-CLUSTER5/10
In Q3 2024, MP Materials saw a mixed institutional cluster: 13 buyers added $26.9M in new positions
Jun 12, 2026
MIXEDCLUSTER4/10
CEO Litinsky sold $837K worth of MP stock on June 3, while COO Rosenthal bought $543K at a lower pri
Jun 11, 2026
MIXEDCLUSTER4/10
MP Materials CEO James Litinsky sold $2.11M of stock over three days (May 27-29), while COO Michael
May 30, 2026
MIXEDCLUSTER5/10
MP Materials CEO James Litinsky sold $6.14M worth of shares on May 13, while COO Michael Rosenthal p
May 21, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
short_volume
Short Volume: MP — 71.3% short (2.3M / 3.2M)
Short: 2,265,080 | Exempt: 10,858 | TRF Vol: 3,176,853 | Short Ratio: 71.3% | Off-exchange volume (dark pool + OTC)
Sep 30, 2026
short_volume
Short Volume: MP — 62.7% short (1.7M / 2.8M)
Short: 1,733,051 | Exempt: 10,983 | TRF Vol: 2,763,694 | Short Ratio: 62.7% | Off-exchange volume (dark pool + OTC)
Sep 29, 2026
short_volume
Short Volume: MP — 63.7% short (2.1M / 3.2M)
Short: 2,066,035 | Exempt: 768 | TRF Vol: 3,241,050 | Short Ratio: 63.7% | Off-exchange volume (dark pool + OTC)
Sep 28, 2026
short_volume
Short Volume: MP — 61.4% short (1.4M / 2.4M)
Short: 1,449,561 | Exempt: 1,149 | TRF Vol: 2,360,129 | Short Ratio: 61.4% | Off-exchange volume (dark pool + OTC)
Sep 25, 2026
short_volume
Short Volume: MP — 59.0% short (0.9M / 1.5M)
Short: 897,306 | Exempt: 1,143 | TRF Vol: 1,521,121 | Short Ratio: 59.0% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $-0.00 | $-0.08–$0.11 | 99.9% | +97.7% | 2↑ 7↓ | $0.1B | 15 |
| Next Q | $0.05 | $-0.09–$0.25 | -46.0% | +34.7% | 1↑ 7↓ | $0.1B | 15 |
| Current FY | $0.02 | $-0.24–$0.32 | 107.7% | +365.2% | 1↑ 8↓ | $0.4B | 15 |
| Next FY | $0.82 | $0.16–$1.76 | 4327.3% | -3.8% | 2↑ 10↓ | $0.8B | 16 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $-0.000 | — |
| 7d ago | $0.005 | -0.005 |
| 30d ago | $-0.004 | +0.004 |
| 60d ago | $0.028 | -0.028 |
| 90d ago | $0.047 | -0.047 |
Institutional ownership
Which big funds own MP (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $8.8B total value (157,772,472 shares) as of 2026-Q2. Top holders: UBS, BlackRock,, SUSQUEHANNA. Net buying activity: 41 institutions added/increased vs 9 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| UBS Group AG | 34,044,068 | $1.9B | 21.6% | — |
| BlackRock, Inc. | 14,737,381 | $825.4M | 9.4% | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8,554,100 | $479.1M | 5.4% | — |
| STATE STREET CORP | 7,773,746 | $435.4M | 4.9% | — |
| JANE STREET GROUP, LLC | 7,278,100 | $407.6M | 4.6% | NEAR_EXIT -86.8% |
| VANGUARD CAPITAL MANAGEMENT LLC | 6,936,364 | $388.5M | 4.4% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 6,823,168 | $382.2M | 4.3% | — |
| D. E. Shaw & Co., Inc. | 5,828,919 | $326.5M | 3.7% | ADD +85.1% |
| MORGAN STANLEY | 4,772,611 | $267.3M | 3.0% | — |
| VAN ECK ASSOCIATES CORP | 4,565,313 | $255.7M | 2.9% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| D. E. Shaw & Co., Inc. | ADD | 3,149,152 | 5,828,919 | +85.1% | $326.5M |
| BANK OF AMERICA CORP /DE/ | ADD | 2,013,795 | 3,417,452 | +69.7% | $191.4M |
| NORGES BANK | NEW | — | 1,934,575 | — | $108.4M |
| MARSHALL WACE, LLP | DOUBLED | 129,520 | 1,735,083 | +1239.6% | $97.2M |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | DOUBLED | 527,578 | 1,246,404 | +136.3% | $69.8M |
| BANK OF MONTREAL /CAN/ | ADD | 796,250 | 1,239,147 | +55.6% | $69.4M |
| DRIEHAUS CAPITAL MANAGEMENT LLC | ADD | 779,468 | 1,148,299 | +47.3% | $64.3M |
| GOLDMAN SACHS GROUP INC | ADD | 581,262 | 888,771 | +52.9% | $49.8M |
| BNP PARIBAS FINANCIAL MARKETS | ADD | 518,153 | 698,503 | +34.8% | $39.1M |
| ALPS ADVISORS INC | ADD | 381,262 | 605,838 | +58.9% | $33.9M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
11 insiders, 38 transactions. Net -$82.0M — $1.5M bought, $83.5M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 30, 2026 | DUCKWORTH CONNIE K | Director | AWARD | 740 | — | — |
| Jun 30, 2026 | DUCKWORTH CONNIE K | Director | AWARD | 624 | — | — |
| Jun 15, 2026 | MYERS RICHARD B | Director | EXERCISE | 3,998 | — | — |
| Jun 15, 2026 | Lavan Maryanne | Director | EXERCISE | 3,998 | — | — |
| Jun 15, 2026 | WEISENBURGER RANDALL J | Director | EXERCISE | 3,998 | — | — |
| Jun 15, 2026 | DUCKWORTH CONNIE K | Director | EXERCISE | 3,998 | — | — |
| Jun 9, 2026 | MYERS RICHARD B | Director | AWARD | 3,038 | — | — |
| Jun 9, 2026 | WEISENBURGER RANDALL J | Director | AWARD | 3,038 | — | — |
| Jun 9, 2026 | Rosenthal Michael Stuart | Chief Operating Officer | BUY | 10,000 | $54.30 | $543.0K |
| Jun 9, 2026 | DONALD ARNOLD W | Director | AWARD | 3,038 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for MP.
Shares short
33,572,608
Settlement Sep 15, 2026
Change vs prior
+4.5%
Semi-monthly cycle
Days to cover
7.1
At avg daily volume
Of shares outstanding
≈18.9%
Estimate — not % of float
All MP filing & press-release reports (8)
- INST-CLUSTER reportJun 12, 2026
- CLUSTER reportJun 11, 2026
- CLUSTER reportMay 30, 2026
- CLUSTER reportMay 21, 2026
- CLUSTER reportMay 14, 2026
- 144 reportMay 13, 2026
- CLUSTER reportMay 9, 2026
- DEFA14A reportApr 24, 2026