Critical Minerals Market to Reach US$ 586.63 Billion by 2032;
The global critical minerals market is projected to reach US$ 586.63 billion by 2032, growing at a CAGR of 7.53% between 2025 and 2032, driven primarily by the escalating demand from clean energy technologies like electric vehicles and renewable energy systems. Asia Pacific currently leads the market with a 35% share, while the market faces challenges from geopolitical risks and concentrated supply chains. Key players include Albemarle Corporation, China Northern Rare Earth, and MP Materials, and strategic initiatives are underway globally to diversify supply and enhance resilience.
MP Materials Corp. (MP) Reports Next Week: Wall Street Expects Earnings Growth
MP Materials Corp. (MP) is expected to report a year-over-year increase in earnings despite lower revenues for the quarter ended December 2025. Wall Street consensus estimates project earnings of $0.04 per share, a 133.3% increase, on revenues of $59.6 million, a 2.3% decrease. However, the Zacks Earnings ESP indicates a potential negative surprise, with the most accurate estimate being lower than the consensus.
Rare Earth Stock Tests Historically Bullish Trendline
MP Materials Corp (NYSE:MP) stock, despite sliding to a one-month low today, is considered technically resilient and is testing its ascending 200-day moving average. Historical data suggests a high probability of a significant price rebound within a month following similar setups, with analysts overwhelmingly bullish on the stock. However, a high short interest indicates a significant number of investors betting against the company.
MP Materials stock holds near $58 before Presidents Day break as China export curbs loom
MP Materials (NYSE:MP) shares closed up 1.3% at $58.03 on Friday, recovering some ground after a previous steep drop, ahead of the Presidents Day market closure. Investors are anticipating the company's fourth-quarter earnings report on February 26 and a significant China export-controls update on March 25, which could impact rare-earth material prices and the supply chain. The article highlights how political headlines and macro factors, including U.S. consumer prices, continue to influence rare-earth stocks.
Oppenheimer & Co. Inc. Lowers Stake in MP Materials Corp. $MP
Oppenheimer & Co. Inc. significantly reduced its stake in MP Materials Corp. by 45.9% in the third quarter, selling over 16,000 shares. Meanwhile, other institutional investors like Caxton Associates LLP, National Bank of Canada FI, and BNP Paribas Financial Markets reported substantial increases in their holdings. Insiders, however, were net sellers, with the CEO and CFO offloading shares worth millions.
RFG Advisory LLC Sells 35,544 Shares of MP Materials Corp. $MP
RFG Advisory LLC has significantly reduced its stake in MP Materials Corp. (NYSE:MP) by selling 35,544 shares, an 80.8% decrease, bringing their total holdings to 8,465 shares valued at $568,000. This comes amidst considerable insider selling, with the CFO and CEO offloading shares totaling over $26 million in the past 90 days. Despite the insider sales, analysts generally maintain a "Buy" rating for MP Materials with an average price target of $78.91, suggesting potential upside from its current trading price of around $58.
DDD Partners LLC Decreases Stock Position in MP Materials Corp. $MP
DDD Partners LLC significantly reduced its stake in MP Materials Corp. by 70.7% in the third quarter of 2025, selling 10,167 shares and retaining 4,209 shares valued at $282,000. This comes alongside substantial insider selling by the CFO and CEO of MP Materials, totaling over $26 million in the last three months, though institutional investors still own a majority of the stock. Despite the selling, analyst sentiment remains largely positive, with a consensus "Buy" rating and an average price target of $78.91, following several recent upgrades.
MP Materials (NYSE:MP) Trading 1.2% Higher - Still a Buy?
MP Materials (NYSE:MP) saw its shares rise by 1.2% to roughly $58, with trading volume significantly lower than average. Despite recent insider selling activities by the CEO and CFO, analysts maintain a consensus "Buy" rating with an average price target of $78.91. The company operates the Mountain Pass rare earth mine, a critical source for materials used in EVs and defense, and has a market cap of approximately $10.3 billion.
Are Options Traders Betting on a Big Move in MP Materials Stock?
Options traders are showing significant interest in MP Materials Corp. (MP), with the Feb 20, 2026 $15 Call exhibiting high implied volatility, indicating an expectation of a large price movement. Despite this options activity, analysts currently rate MP Materials as a Zacks Rank #4 (Sell), with recent downward revisions to earnings estimates, suggesting a potential trade opportunity for those looking to sell premium.
MP Materials Corp. $MP Shares Sold by Prescott Group Capital Management L.L.C.
Prescott Group Capital Management L.L.C. significantly reduced its stake in MP Materials Corp. by 95.3% in the third quarter, selling 111,720 shares. This comes amidst broader insider selling, with the CEO and CFO also offloading substantial amounts of company stock. Despite these sales, Wall Street analysts maintain a generally positive outlook, with an average "Buy" rating and a target price of $78.91 for MP Materials.
Truist Financial Corp Invests $606,000 in MP Materials Corp. $MP
Truist Financial Corp recently acquired a new stake of 9,035 shares in MP Materials Corp., valued at approximately $606,000. Despite significant insider selling totaling over $62 million in the last 90 days, analysts maintain a "Buy" rating with an average target price of $78.91 for MP Materials, which operates the only commercially viable rare-earth mine in the U.S. The company has a market capitalization of $10.76 billion and its stock performance shows a 52-week low of $18.64 and a high of $100.25.
State of Michigan Retirement System Buys New Stake in MP Materials Corp. $MP
The State of Michigan Retirement System purchased a new stake of 32,000 shares, valued at approximately $2.15 million, in MP Materials Corp. (NYSE:MP) during the third quarter. This comes despite significant insider selling, with the CEO and CFO offloading shares totaling around $17.5 million and $2.29 million respectively, and overall insider sales reaching $62.8 million in the last quarter, though insiders still own 9.5% of the company. Analysts maintain a consensus "Buy" rating for MP Materials with an average target price of $78.91.
Trump's Favorite Commodity Is Coming To Derivatives Market
CME Group is reportedly planning to launch the world's first futures contract for rare earth elements, specifically neodymium and praseodymium, which are crucial for permanent magnets used in EVs and wind turbines. This move aims to create a transparent pricing benchmark outside China, which dominates the rare earths sector, and facilitate hedging for Western mining projects. The effort gained urgency after China's export controls on critical minerals and aligns with former President Trump's push to reduce U.S. reliance on China for these strategic materials.
MP Materials Corp. $MP Shares Sold by Principal Financial Group Inc.
Principal Financial Group Inc. reduced its stake in MP Materials Corp. (NYSE:MP) by 49.9% in Q3, selling 297,653 shares and retaining 298,858 shares valued at approximately $20.04 million. Company insiders, including CEO James Litinsky and CFO Ryan Corbett, have also been net sellers, offloading over 991,000 shares worth about $62.8 million in the last 90 days. Despite insider selling, Wall Street analysts maintain a "Moderate Buy" consensus rating for MP Materials, with an average price target of $78.91.
MP Materials (NYSE:MP) Stock Price Up 2.6% - Here's What Happened
MP Materials (NYSE:MP) shares increased by 2.6% to $62.83 in mid-day trading on Monday, despite trading volume being half its average. The company has a "Moderate Buy" average analyst rating with an average price target of $78.91, and several firms have raised their price targets. However, MP Materials reported mixed fundamentals, beating EPS estimates but experiencing a 14.9% year-over-year revenue decline, negative net margins, and significant insider selling.
Can MP Materials Sustain Its Stellar Performance After a 224% Surge in 2025?
MP Materials experienced a spectacular 224% surge in its stock price in 2025, driven by strong government support and major commercial partnerships, including a significant investment from the U.S. Department of Defense and an agreement with Apple. The company is poised for another pivotal year in 2026, with plans to expand its rare earth separation and magnet production capacity, aiming to become an integrated rare earth industry leader. This strategic transformation from mining to magnet manufacturing could continue to drive significant returns in the coming years.
Global Race for Critical Minerals Accelerates as Market Eyes $700B Opportunity by 2030
The global market for critical minerals is projected to grow significantly to over $600–700 billion by 2030, driven by the increasing demand for electric vehicles, renewable energy, and advanced technologies. Governments are prioritizing secure supply chains, leading to new funding and agreements in the sector. Several companies, including North American Niobium, NioCorp Developments Ltd., Apex Critical Metals Corp., American Tungsten Corp., and MP Materials Corp., are actively advancing projects to meet this growing demand.
MP Materials (MP) Is Down 9.6% After Trump Unveils $12 Billion Project Vault Strategic Stockpile Initiative
MP Materials (MP) stock fell 9.6% following President Trump's announcement of Project Vault, a $12 billion initiative to build a U.S. strategic stockpile of critical minerals, specifically targeting rare earths. While this plan reinforces rare earths as a national security priority and could benefit domestic producers like MP Materials, it also amplifies the company's exposure to commodity price and political risk, particularly concerning U.S.-China relations. The article highlights that despite this new catalyst, MP's investment narrative still hinges on executing its Fort Worth magnet ramp and the Saudi joint venture, alongside geopolitical factors.
US Price Floor Initiative Sparks Sell-Off in Rare Earth Stocks
Shares of MP Materials plummeted after the US government announced a new international trade strategy to coordinate minimum pricing for critical minerals with Mexico, the European Union, and Japan. This initiative aims to address global market distortions and reduce reliance on China for rare earth elements. Investors are now awaiting MP Materials' Q4 earnings report for guidance on the impact of these developments.
MP Stock Is Tanking as Vance, Rubio Talk Critical Minerals
MP Materials' stock is declining as Senator Marco Rubio hosts the inaugural Critical Minerals Ministerial meeting in Washington, D.C. The meeting focuses on the critical minerals sector, which includes rare earth elements that MP Materials is involved with. The market reaction indicates investor concern or uncertainty surrounding the discussions.
MP Materials' stock tanks on 'misleading' policy shift report
MP Materials' stock experienced a significant drop following a Reuters report claiming the White House was reversing plans to guarantee minimum prices for U.S. critical mineral projects. However, MP Materials has strongly refuted the report, calling it "inaccurate, misleading, and inconsistent with the facts" and asserting that its binding long-term agreement with the U.S. Department of War, including a Price Protection Agreement, remains fully in force. The company accused Reuters of a "stealth-edit" to clarify their article applied only to future deals and not existing agreements like MP Materials'.
Project Vault Puts MP Materials At Center Of US$12b Rare Earth Plan
The U.S. has launched Project Vault, a US$12 billion rare earths stockpile program to reduce reliance on foreign sources for critical minerals. MP Materials (NYSE:MP) is positioned as a potential key supplier, which could significantly impact its capacity planning, long-term contracts, and capital allocation. Investors will be keen to understand the financial implications, including order sizes and pricing terms, relative to the company's current stock performance and analyst targets.
Critical Metals, USA Rare Earth, MP Materials Climb In Tuesday Pre-Market: What's Going On?
Shares of U.S. rare earth miners, including Critical Metals, USA Rare Earth, and MP Materials Corp, surged in pre-market trading following President Donald Trump's announcement of a $12 billion critical mineral reserve, Project Vault. This initiative aims to reduce U.S. dependence on Chinese rare earth minerals, which are crucial for various technologies, by establishing a strategic stockpile with both private and government funding. The move is part of broader U.S. efforts to strengthen its domestic rare earths supply chain.
Project Vault 'Puts America's Best Foot Forward'—Rare Earth Stocks Dig It
The Trump administration's launch of Project Vault, a $12 billion public-private partnership, has caused rare earth and critical mineral stocks to rally. This initiative aims to reduce American industry's reliance on Chinese mineral supply chains by establishing a reserve for critical minerals and rare earths. The move provides long-term financing and de-risks the volatile rare earth market for the private sector, signaling a commitment to U.S. supply chain security.
MP Materials (MP) Valuation After Project Vault And Reported US Government Stake
MP Materials (MP) is receiving renewed attention due to the Trump administration's "Project Vault" plan to build a $12 billion rare earths stockpile and a reported 15% federal stake in the company. While a popular narrative suggests MP is overvalued at $59.11 with a fair value of $50.85, Simply Wall St's Discounted Cash Flow model indicates a much higher fair value of $154.13, highlighting a significant discrepancy in valuation approaches. The article encourages investors to analyze different valuation methods and assess the company's growth potential and risks in the context of government support.
Trump Wants a Critical Minerals Stockpile. What It Means for MP Stock.
Former President Trump's proposal for a critical minerals stockpile is creating uncertainty for investors in companies like MP Materials (MP). The article suggests that this plan is the latest development impacting rare earths and critical minerals markets, hinting at potential future implications for the sector and MP stock.
MP Materials Stock Rises As Trump Unveils Strategic Vault Initiative
MP Materials shares are rising after reports that former President Donald Trump launched "Project Vault," a $12 billion initiative to reduce U.S. reliance on China for rare earth materials. The project, funded by the U.S. Export-Import Bank and institutional investors, aims to create a strategic stockpile of critical minerals essential for industries like automotive and aerospace. Major companies including General Motors and Stellantis have already committed to participating.
3 Stocks Trump Could Back Next as USA Rare Earths Revives the Federal Catalyst Trade
The article discusses the concept of "federal catalyst" trades, where White House investments in strategic industries can rapidly inflate stock prices. It highlights USA Rare Earths (USAR) as a prime example and suggests GlobalFoundries (GFS), Oklo (OKLO), and Energy Fuels (UUUU) as potential next candidates for government backing in critical sectors like chips, nuclear energy, and rare earth processing, respectively. The author emphasizes that such government interventions indicate an intent to scale up domestic industries, creating significant opportunities for investors despite potential volatility.
Rare Earth Stocks Rise On Trump $12 Billion Stockpile Report
Rare earth stocks experienced a rally on Monday after reports indicated that the Trump administration plans to provide $10 billion in financing for a nearly $12 billion critical minerals stockpile, known as Project Vault. This initiative involves key industry players like General Motors, Google, and Boeing. The news follows a previous report about a decline in rare earth stocks due to a shift in the Trump administration's plans regarding minimum price guarantees.
Can MP Materials Stock Beat the Market in 2026?
MP Materials, a key player in the U.S. rare-earth supply chain, outperformed the market in 2025 and is currently doing so in early 2026. The company's growth is driven by its Mountain Pass mine and burgeoning magnetics arm, supported by deals with the Department of Defense and Apple. For continued outperformance, MP Materials needs to successfully scale its magnet production by building its second magnet factory and increasing output from its Fort Worth facility.
MP Materials (NYSE:MP) Shares Down 5.5% - Here's Why
MP Materials (NYSE:MP) shares dropped 5.5% to $58.75 on Friday after fluctuating throughout the day. This decline follows significant insider selling, including the CEO offloading 385,000 shares, and recent financial results showing negative EPS, a 14.9% year-over-year revenue decrease, and a -50.55% net margin. Despite mixed analyst ratings, with a consensus of "Moderate Buy," the stock's performance reflects concerns over profitability and insider activity.
America's only fully integrated rare earth producer sets Feb. 26 Q4 results call
MP Materials Corp. (NYSE: MP) will release its financial results for the fourth quarter ended December 31, 2025, after U.S. markets close on Thursday, February 26, 2026. The company will host a conference call and webcast on the same afternoon at 2:00 p.m. Pacific Time (5:00 p.m. Eastern Time). A press release and slide presentation will be made available beforehand on their investors relations website.
Why Shares in MP Materials Slumped This Week
MP Materials (NYSE: MP) stock declined by 10.7% this week due to shifting sentiment in the rare-earth sector. The drop was influenced by a Reuters article suggesting the government might move away from price floor agreements, despite MP Materials already having a favorable deal with the Department of Defense. This highlights the political risks associated with public-private partnerships, a factor investors are now heavily weighing.
MP Materials Corp. $MP Holdings Cut by J. Safra Sarasin Holding AG
J. Safra Sarasin Holding AG significantly reduced its stake in MP Materials Corp. by 63.3% in Q3, selling 21,240 shares. This move comes amid heavy insider selling, with CFO Ryan Corbett and CEO James Litinsky offloading substantial amounts of stock totaling over $62.79M in the last 90 days. Despite the insider and institutional selling, Wall Street analysts maintain a "Moderate Buy" consensus rating with an average target price of $78.91, following recent upgrades, even though the company remains unprofitable.
Mutual of America Capital Management LLC Has $4.17 Million Holdings in MP Materials Corp. $MP
Mutual of America Capital Management LLC significantly increased its stake in MP Materials Corp. by 300.0% in Q3, now holding 62,159 shares valued at $4.17 million. Institutional investors collectively own 52.55% of MP Materials, with other major firms also acquiring substantial positions. Despite corporate insiders selling shares, analysts maintain a "Moderate Buy" rating with an average target price of $78.91 for the stock.
MP Materials Announces Date for Fourth Quarter 2025 Financial Results and Webcast
MP Materials Corp. (NYSE: MP) will release its financial results for the fourth quarter ended December 31, 2025, after U.S. markets close on Thursday, February 26, 2026. The company will host a conference call and webcast at 2:00 p.m. Pacific Time (5:00 p.m. Eastern Time) on the same day. Further details and a slide presentation will be available on their investor relations website.
MP Materials Stock Falls as Price-Floor Uncertainty Hits Rare Earth Miners
MP Materials (NYSE:MP) and other rare earth mining stocks experienced a decline due to concerns that shifts in U.S. policy could disrupt the sector. The drop was specifically linked to comments made by former President Trump regarding a potential rare earth price floor, creating uncertainty for miners. Investors are now evaluating the implications of these developments on the rare earth market.
MP Materials Announces Date for Fourth Quarter 2025 Financial Results and Webcast
MP Materials Corp. (NYSE: MP) announced it will release its fourth quarter 2025 financial results on Thursday, February 26, 2026, after market close. Management will host a conference call and webcast at 2:00 p.m. Pacific Time (5:00 p.m. Eastern Time). A press release and slide presentation will be available on the company's investor relations website prior to the call.
MP Materials Stock Falls as Price-Floor Uncertainty Hits Rare Earth Miners
MP Materials stock fell due to uncertainty surrounding U.S. policy changes that could impact the rare-earth mining sector's price floor. Other rare-earth stocks also experienced declines. Despite the fears, the article suggests this could be a buying opportunity.
3 Rare Earth Stocks to Watch in 2026
As China tightens its export grip, the U.S. is prioritizing domestic rare-earth production, bringing companies like MP Materials, The Metals Company (TMC), and USA Rare Earth into focus. MP Materials operates a major rare-earth mine in North America, TMC is exploring seabed polymetallic nodule mining, and USA Rare Earth is establishing a "mine-to-magnet" supply chain with significant government backing. These early-stage companies face capital-intensive processes but offer potential upside for long-term investors seeking to reduce dependence on foreign sources.
Why MP Materials Stock Just Crashed
MP Materials stock recently crashed due to concerns that the U.S. government might retract its price guarantees for critical minerals, including rare-earth metals. While a Reuters report suggests the Trump administration is reconsidering such guarantees for new projects, MP Materials' existing contract, including a 10-year supply agreement and a price guarantee for neodymium-praseodymium, appears to be binding and thus safe. Despite the reassurance, the article questions the stock's valuation, noting its high P/E ratio and past losses, suggesting it may be overpriced.
Retirement Systems of Alabama Makes New $10.92 Million Investment in MP Materials Corp. $MP
Retirement Systems of Alabama has initiated a new position in MP Materials Corp. (NYSE:MP), purchasing 162,733 shares valued at approximately $10.92 million. This investment makes them a holder of about 0.09% of the company's stock. Despite recent net selling by company insiders, analysts maintain a "Moderate Buy" rating for MP Materials, with a consensus price target of $78.91.
MP Materials (MP) Shares Dip as U.S. Revises Price Floor Plans
MP Materials (MP) experienced a 5.8% share price decline after the Trump administration retracted plans for a guaranteed minimum price for U.S. critical minerals projects. The company, a leading Western Hemisphere rare earth producer, maintains a strong financial position but faces challenges with revenue growth and profitability. Despite the policy shift not affecting existing agreements, it highlights geopolitical and competitive risks in the rare earth industry.
MP vs. LYSDY: Which Rare-Earth Stock Boasts More Upside?
This article compares MP Materials (MP) and Lynas Rare Earths Limited (LYSDY), two key players in the rare earth sector, highlighting their fundamentals, growth potential, and challenges. While MP Materials is the only fully integrated rare earth producer in the U.S. and has significant government backing, high costs are impacting its current profitability. Lynas is recognized for its environmentally responsible production and integrated supply chain, with stronger growth projections and more attractive valuation, making it the preferred choice for investors according to Zacks Investment Research.
Y Intercept Hong Kong Ltd Cuts Holdings in MP Materials Corp. $MP
Y Intercept Hong Kong Ltd significantly reduced its stake in MP Materials Corp. by 80.6% in the third quarter, selling 144,899 shares and retaining 34,906 shares valued at $2.34 million. This move comes amid substantial insider selling from executives like CEO James H. Litinsky and CFO Ryan Corbett, totaling approximately $62.8 million in the last quarter, though insiders still own a notable 12.6% of the company. Despite a consensus "Moderate Buy" rating and a $78.91 target price from analysts, MP Materials is currently trading near $65.84 with an $11.67 billion market cap, facing unprofitability and a 14.9% year-over-year revenue decline.
MP Materials Reassessed As Washington Backs Multiple Rare Earth Suppliers
The U.S. government is expanding its support for domestic rare earth producers by investing heavily in USA Rare Earth, creating a state-backed competitor for MP Materials. While MP Materials previously benefited from strong government ties, investors now face a more complex landscape where policy decisions could impact contract wins and pricing power due to the government's strategy of diversifying suppliers. This shift highlights the ongoing national security importance of rare earths and the potential for increased competition within the sector.
MP Materials (MP) drops 8.8% as rival gets higher funding from govt.
MP Materials (MP) stock fell by 8.8% following news that its rival, Lynas Rare Earths, is set to receive significant funding from the U.S. Department of Defense. This funding, intended for a heavy rare earth separation facility in Texas, positions Lynas to become a key supplier of rare earths for defense applications. The development impacts MP Materials' market standing as a domestic U.S. rare earths producer.
Pier 88 Investment Partners LLC Buys New Shares in MP Materials Corp. $MP
Pier 88 Investment Partners LLC recently purchased 16,240 shares of MP Materials Corp. (NYSE:MP) valued at approximately $1.09 million in Q3. This new institutional investment occurred despite significant insider selling from the CFO and CEO totaling over $20 million in recent months. Analysts, however, generally maintain a "Moderate Buy" rating for MP Materials with an average price target of $78.91.
MP Materials (MP) Drops 8.8% as Rival Gets Higher Funding From Govt
MP Materials Corp. (NYSE:MP) saw its share prices drop by 8.83% after a rival rare earth company, USA Rare Earth Inc., secured significantly higher funding from the U.S. government. The Trump administration announced a $1.6 billion investment in USA Rare Earth Inc., dwarfing the $400 million previously invested in MP Materials. This increased competition and government backing for a rival firm led to investor sell-offs for MP Materials, despite the company's recent partnership with the U.S. Department of War and Saudi Arabian Mining Company for a rare earth refinery in Saudi Arabia.
US Ownership Shift Puts MP Materials At Center Of Rare Earth Supply
The U.S. government is increasingly taking direct equity stakes in critical mineral companies, positioning MP Materials (NYSE:MP) as a key player in securing domestic rare earth supply for national security. This policy shift, including the Department of Defense becoming a major shareholder, reinforces MP Materials' importance and potential for future support. While offering benefits like access to capital and long-term project planning, government ownership could also raise questions about governance and management flexibility.
