Washington
Q3 2026Lobbying Q3 None last Q4 2025
YoY n/a vs Q3 2025
Members 0 90 days
Buys / sells 0 / 0 0 trades
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MP
MP Materials Corp.$37.47 −0.83 (−2.17%)
Oct 26 4:00 PM ET · prev $38.30
Market cap
$6.9B
Mid cap
Consensus
Buy
93% Buy or better · 29 analysts
Median target
$65.50
+75% · range $53.00–100.00
Next earnings
Nov 5
in 9 days · EPS est. −$0.01
1 year
−42.9%
from $65.57 · Oct 27
30 days
−19.3%
from $46.45
52-week range
$37.47–72.65
at the low
Avg volume 20D
5.40M
shares / day
Short interest
🔒 Subscribers only
Insider net
−$82.0M
1 buyer · 3 sellers · 12 mo
New fund stakes
2
Q2 2026 13F · 2 exits
Filing reports
9
analyzed by SecBot
SecBot read MIXED 1 report · 90 days
Balance 0 bearish · 0 bullish · 1 mixed oldest → newest, height = score
Avg score ·Next Earnings date, Nov 5, 2026
Price
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
No data for this timeframe.
- S Mar 16 to Mar 17 2 days of insider sells: $3.6M by 2 insiders, avg $60.00
- S Apr 17 to Apr 20 2 days of insider sells: $19.2M by 1 insider, avg $64.03
- S May 8 to May 13 3 days of insider sells: $21.7M by 3 insiders, avg $66.24
- R May 13 James H. Litinsky, Chairman and CEO of MP Materials, filed a Form 14…
- B May 20 1 insider buy $962.5K at $56.62
- S May 27 to Jun 3 4 days of insider sells: $39.0M by 1 insider, avg $66.69
- B Jun 9 1 insider buy $543.0K at $54.30
- A Sep 16 Freedom Broker initiates
Signal stack
Where each data set points today.
- InsidersBEARISH
1 insider bought $1.5M at an average $55.76. 3 insiders sold $83.5M. Price is 33% below their cost.
- InstitutionsBULLISH
Q2 2026: 52 added (2 new), 22 trimmed or exited. Largest new: Balyasny Asset Management $18.7M, Nomura Asset Management $18.2M.
- AnalystsBULLISH
27 of 29 rate it Buy or better. Every target is above the price.
- EstimatesFALLING
Current-quarter EPS estimate $0.030 → −$0.006 over 90 days. 0 up, 2 down in 30 days.
- TrendDOWNTREND
24% below its 50-day average. New closing low $37.47 on Oct 26.
- SocialQUIET
No Reddit mentions this week. Last mention Oct 15.
Who's buying
13F· Q2 20262
new positions
2
exits
$36.9M
in new stakes
| Fund | Move | Value |
|---|---|---|
| D. E. Shaw & Co., Inc. | ADD | $326.5M |
| BANK OF AMERICA CORP /DE/ | ADD | $191.4M |
| PRICE T ROWE ASSOCIATES INC /MD/ | DOUBLED | $183.3M |
| MARSHALL WACE, LLP | DOUBLED | $97.2M |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | DOUBLED | $69.8M |
| BANK OF MONTREAL /CAN/ | ADD | $69.4M |
| DRIEHAUS CAPITAL MANAGEMENT LLC | ADD | $64.3M |
| GOLDMAN SACHS GROUP INC | ADD | $49.8M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
29 analysts 93% rate it Buy or better
12-month targets · 16 analysts
$37.47 $53.00 $65.50 $100.00
Price is below the lowest target. Median implies +75%.Targets as of Oct 27, 2026.
Recent actions
| Date | Firm | Rating |
|---|---|---|
| Oct 7, 2026 | Morgan Stanley MAINTAIN | Overweight |
| Oct 1, 2026 | Baird MAINTAIN | Outperform |
| Sep 16, 2026 | Freedom Broker INITIATE | Hold |
| Aug 24, 2026 | DA Davidson MAINTAIN | Buy |
| Jul 29, 2026 | JP Morgan MAINTAIN | Overweight |
| Jul 22, 2026 | Needham MAINTAIN | Buy |
Insider ledger
Form 4$1.5M
bought · 1 insider
$83.5M
sold · 3 insiders
−32.8%
vs their $55.76 cost
| Date | Insider | Type | Value |
|---|---|---|---|
| Oct 13, 2026 | Infuso David Gregory Chief Accounting Officer | TAX W/H | $14.3K |
| Sep 30, 2026 | DUCKWORTH CONNIE K Director | AWARD | 740 sh |
| Jun 30, 2026 | DUCKWORTH CONNIE K Director | AWARD | 624 sh |
| Jun 15, 2026 | MYERS RICHARD B Director | EXERCISE | 3,998 sh |
| Jun 15, 2026 | Lavan Maryanne Director | EXERCISE | 3,998 sh |
| Jun 15, 2026 | WEISENBURGER RANDALL J Director | EXERCISE | 3,998 sh |
| Jun 15, 2026 | DUCKWORTH CONNIE K Director | EXERCISE | 3,998 sh |
| Jun 9, 2026 | MYERS RICHARD B Director | AWARD | 3,038 sh |
Earnings setup
EstimatesNov 5
reports in 9 days
−$0.01
EPS estimate, this quarter
−121%
estimate change, 90 days
0↑ 2↓
revisions, 30 days
Current-quarter EPS estimate
$0.03090d
−$0.00460d
$0.00530d
−$0.0007d
−$0.006Now
| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | -$0.01 | -$0.08–$0.11 | -217.0% | $119.0M |
| Next Q | $0.02 | -$0.09–$0.19 | -57.9% | $140.8M |
| Current FY | 🔒 Fresh data, subscribers only | |||
| Next FY | 🔒 Fresh data, subscribers only | |||
Reddit
Recent posts
All social signals and their track recordsShort side
FINRA· Oct 15, 2026🔒 Subscribers only
shares short
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 20, 2026 SEC
An institutional cluster in MP Materials shows mixed conviction: three small asset managers added $203K in net new…
INST-CLUSTER — Impact 3/10
Oct 13, 2026 Insider
Infuso David Gregory surrendered for taxes 338 shares
Chief Accounting Officer @ $42.43 ($14.3K)
Sep 30, 2026 Insider
DUCKWORTH CONNIE K was granted 740 shares
Director
Aug 6, 2026 Earnings calendar
MP Q2 2026 Earnings Scheduled — 2026-08-06
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.
Jun 12, 2026 SEC BANK OF AMERICA CORP — ADD
3,417,452 shares ($191.4M)
In Q3 2024, MP Materials saw a mixed institutional cluster: 13 buyers added $26.9M in new positions (total $45.4M)…
INST-CLUSTER — Impact 5/10
Catalysts
Scheduled dates and disclosed events: earnings, FDA and trial readouts, halts, press releases. Colored dot = impact.
Upcoming
Recent
Aug 6, 2026
Earnings date
MP Q2 2026 Earnings Scheduled — 2026-08-06
May 14, 2026
Short interest
FTD: MP — 210,583 shares ($13.4M) failed to deliver
Settlement: 20260514, Price: $63.73, FTD Value: $13,420,454.59, MP MATLS CORP COM
May 11, 2026
Short interest
FTD: MP — 15,954 shares ($1.1M) failed to deliver
Settlement: 20260511, Price: $67.43, FTD Value: $1,075,778.22, MP MATLS CORP COM
May 8, 2026
Short interest
FTD: MP — 21,471 shares ($1.5M) failed to deliver
Settlement: 20260508, Price: $69.13, FTD Value: $1,484,290.23, MP MATLS CORP COM
May 7, 2026
Short interest
FTD: MP — 7,972 shares ($0.6M) failed to deliver
Settlement: 20260507, Price: $72.65, FTD Value: $579,165.8, MP MATLS CORP COM
SecBot reports
9 filings · 0 bullish · 2 bearish · 6 mixed · 1 neutral- MIXED INST-CLUSTEROct 20, 2026
An institutional cluster in MP Materials shows mixed conviction: three small asset managers added…
Monitor MP's next quarterly earnings and rare-earth pricing reports for signs of margin compression or demand weakness that may have driven the larger sellers to reduce. The small buyers' conviction…
- MIXED INST-CLUSTERJun 12, 2026
In Q3 2024, MP Materials saw a mixed institutional cluster: 13 buyers added $26.9M in new…
The split between active buyers (Gotham, Ameriprise) and quant/insurance sellers (Point72, Citadel, MetLife) suggests a battle between long-term rare earth thesis believers and short-term risk…
- MIXED CLUSTERJun 10, 2026
CEO Litinsky sold $837K worth of MP stock on June 3, while COO Rosenthal bought $543K at a lower…
CEO Litinsky sold $837K worth of MP stock on June 3, while COO Rosenthal bought $543K at a lower price on June 9. A director also received a non-cash grant of 3,038 shares. The CEO's sale is a…
- MIXED CLUSTERMay 29, 2026
MP Materials CEO James Litinsky sold $2.11M of stock over three days (May 27-29), while COO…
The COO's open-market buy at $56.62 is a modest bullish signal from operations leadership, but the CEO's larger sales at higher prices dilute its impact. Given the trivial dollar amounts relative to…
All MP filing & press-release reports (9)
- INST-CLUSTER reportOct 20, 2026
- INST-CLUSTER reportJun 12, 2026
- CLUSTER reportJun 10, 2026
- CLUSTER reportMay 29, 2026
- CLUSTER reportMay 20, 2026
- CLUSTER reportMay 8, 2026
- 144 reportMay 13, 2026
- CLUSTER reportMay 8, 2026
- DEFA14A reportApr 24, 2026