MP
MP Materials Corp. / DE
$59.18
-9.59%
$11.7B
No data for this timeframe.
Vol
Market Cap$11.7B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (96%)
Inst. Holders8 funds
Inst. Value$1.4B
Inst. Activity2 buys / 1 sells
Insider Activity1B / 11S
Insider Net $-$33.4M
Reddit Sentiment55° Neutral
SEC Reports6
Recent Activity
Jun 4, 2026
short_volume
Short Volume: MP — 57.9% short (1.1M / 1.9M)
Short: 1,073,143 | Exempt: 8,487 | TRF Vol: 1,852,438 | Short Ratio: 57.9% | Off-exchange volume (da
May 30, 2026
SEC
MP Materials CEO James Litinsky sold $2.11M of stock over three days (May 27-29), while COO Michael Rosenthal bought $96
CLUSTER — Impact 4/10
May 29, 2026
Insider
Litinsky James H. sold 1,950 shares
Chairman and CEO @ $65.13 ($127.0K)
May 28, 2026
Insider
Litinsky James H. sold 6,710 shares
Chairman and CEO @ $68.18 ($457.5K)
May 27, 2026
Insider
Litinsky James H. sold 23,113 shares
Chairman and CEO @ $66.06 ($1.5M)
May 21, 2026
SEC
MP Materials CEO James Litinsky sold $6.14M worth of shares on May 13, while COO Michael Rosenthal purchased $963K on Ma
CLUSTER — Impact 5/10
May 14, 2026
SEC
Three MP Materials insiders, including the CEO and CFO, sold a total of $3.35M in shares over a 7-day window immediately
CLUSTER — Impact 5/10
Inst.
NORGES BANK — NEW
1,633,636 shares ($82.5M)
Price Targets
$80.44
+35.9% upside
Strong Buy
Current $59.18
Low $69.00
Median $80.50
High $100.00
16 analysts
$69.00
$100.00
Analyst Ratings
9Strong Buy
16Buy
1Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Jun 5, 2026 | DA Davidson | MAINTAIN | Buy → Buy |
| Jun 1, 2026 | Needham | INITIATE | Buy |
| May 22, 2026 | Barclays | INITIATE | Overweight |
| May 20, 2026 | DA Davidson | MAINTAIN | Buy → Buy |
| May 11, 2026 | Morgan Stanley | MAINTAIN | Overweight → Overweight |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.06 ▲ +9.0% | $0.00 — $0.16 | 143% YoY | 11 |
| Next Q | $0.09 ▼ -15.3% | $0.02 — $0.30 | 192% YoY | 11 |
| Current FY | $0.29 ▼ -4.4% | $0.10 — $0.67 | 219% YoY | 12 |
| Next FY | $1.15 ▼ -9.6% | $0.63 — $1.72 | 303% YoY | 13 |
Latest Reports
MIXED
CLUSTER
4/10
MP Materials CEO James Litinsky sold $2.11M of stock over three days (May 27-29), while COO Michael Rosenthal bought $96
May 30, 2026
MIXED
CLUSTER
5/10
MP Materials CEO James Litinsky sold $6.14M worth of shares on May 13, while COO Michael Rosenthal purchased $963K on Ma
May 21, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $731.5M | — |
| MORGAN STANLEY | $160.5M | ADD |
| TWO SIGMA INVESTMENTS, LP | $112.2M | TRIM |
| BANK OF AMERICA CORP | $109.9M | TRIM |
| NORGES BANK | $82.5M | NEW |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 29, 2026 | Litinsky James | SELL | $127.0K |
| May 28, 2026 | Litinsky James | SELL | $457.5K |
| May 27, 2026 | Litinsky James | SELL | $1.5M |
| May 20, 2026 | Rosenthal Michael | BUY | $962.5K |
| May 13, 2026 | Litinsky James | SELL | $6.1M |
Reddit Sentiment
55°▼
Neutral
Bearish
Neutral
Bullish
8 institutional holders with $1.4B total value (26,879,437 shares) as of 2025-Q4. Top holders: VANGUARD, MORGAN, TWO. Net buying activity: 2 institutions added/increased vs 1 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 14,479,787 | $731.5M | 53.9% | — |
| 2 | MORGAN STANLEY | 3,177,806 | $160.5M | 11.8% | ADD +64.3% |
| 3 | TWO SIGMA INVESTMENTS, LP | 2,221,848 | $112.2M | 8.3% | TRIM -37.2% |
| 4 | BANK OF AMERICA CORP /DE/ | 2,174,540 | $109.9M | 8.1% | TRIM -59.8% |
| 5 | NORGES BANK | 1,633,636 | $82.5M | 6.1% | NEW |
| 6 | FMR LLC | 1,387,296 | $70.1M | 5.2% | ADD +63.7% |
| 7 | WELLS FARGO & COMPANY/MN | 1,014,203 | $51.2M | 3.8% | ADD +30.2% |
| 8 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 790,321 | $39.9M | 2.9% | NEW |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 1,633,636 | — | $82.5M | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 779,072 | 1,014,203 | +30.2% | $51.2M | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | EXIT | 1,404,600 | 0 | -100.0% | $0.00 | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | TRIM | 6,810,961 | 2,739,986 | -59.8% | $183.8M | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 3,576,896 | 2,245,439 | -37.2% | $150.6M | 2025-Q3 |
| FMR LLC | ADD | 1,086,946 | 1,779,345 | +63.7% | $119.3M | 2025-Q3 |
| WELLS FARGO & COMPANY/MN | ADD | 591,558 | 779,072 | +31.7% | $52.3M | 2025-Q3 |
| NORGES BANK | EXIT | 6,159 | 0 | -100.0% | $0.00 | 2025-Q3 |
| MORGAN STANLEY | ADD | 2,446,886 | 4,019,505 | +64.3% | $133.7M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | ADD | 1,847,501 | 3,576,896 | +93.6% | $119.0M | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 13,400 | 1,230,100 | +9079.9% | $40.9M | 2025-Q2 |
| FMR LLC | ADD | 622,279 | 1,086,946 | +74.7% | $36.2M | 2025-Q2 |
| WELLS FARGO & COMPANY/MN | DOUBLED | 246,873 | 591,558 | +139.6% | $19.7M | 2025-Q2 |
| NORGES BANK | NEW | — | 6,159 | — | $204.9K | 2025-Q2 |
| CITADEL ADVISORS LLC | TRIM | 2,026,458 | 858,742 | -57.6% | $21.0M | 2025-Q1 |
| FMR LLC | DOUBLED | 31,264 | 622,279 | +1890.4% | $15.2M | 2025-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | NEW | — | 13,400 | — | $327.1K | 2025-Q1 |
| UBS Group AG | ADD | 7,888,260 | 12,218,478 | +54.9% | $190.6M | 2024-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | EXIT | 14,300 | 0 | -100.0% | $0.00 | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 935,007 | — | $16.5M | 2024-Q3 |
6 unique insiders with 12 transactions. Net insider value: -$33.4M ($962.5K bought, $34.4M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 29, 2026 | Litinsky James H. | Chairman and CEO | SELL | 1,950 | $65.13 | $127.0K |
| May 28, 2026 | Litinsky James H. | Chairman and CEO | SELL | 6,710 | $68.18 | $457.5K |
| May 27, 2026 | Litinsky James H. | Chairman and CEO | SELL | 23,113 | $66.06 | $1.5M |
| May 20, 2026 | Rosenthal Michael Stuart | Chief Operating Officer | BUY | 17,000 | $56.62 | $962.5K |
| May 13, 2026 | Litinsky James H. | Chairman and CEO | SELL | 93,959 | $65.31 | $6.1M |
| May 12, 2026 | Litinsky James H. | Chairman and CEO | SELL | 19,844 | $67.12 | $1.3M |
| May 8, 2026 | Corbett Ryan | Chief Financial Officer | SELL | 20,000 | $75.00 | $1.5M |
| May 8, 2026 | Hoops Elliot Dean | General Counsel and Secretary | SELL | 6,958 | $75.00 | $521.9K |
| Apr 20, 2026 | Litinsky James H. | Chairman and CEO | SELL | 259,179 | $64.03 | $16.6M |
| Apr 17, 2026 | Litinsky James H. | Chairman and CEO | SELL | 40,821 | $64.05 | $2.6M |
| Apr 1, 2026 | Infuso David Gregory | Chief Accounting Officer | F | 804 | $48.41 | $38.9K |
| Mar 31, 2026 | DUCKWORTH CONNIE K | Director | A | 725 | $0.00 | $0.00 |
| Mar 17, 2026 | Corbett Ryan | Chief Financial Officer | SELL | 46,000 | $60.00 | $2.8M |
| Mar 16, 2026 | Hoops Elliot Dean | General Counsel and Secretary | SELL | 13,914 | $60.01 | $835.0K |
6 SEC filing reports analyzed. Sentiment: 0 bullish, 2 bearish, 3 mixed, 1 neutral. Avg impact: 4.5/10.
MIXED
CLUSTER
4/10
MP Materials CEO James Litinsky sold $2.11M of stock over three days (May 27-29), while COO Michael
May 30, 2026
MIXED
CLUSTER
5/10
MP Materials CEO James Litinsky sold $6.14M worth of shares on May 13, while COO Michael Rosenthal p
May 21, 2026
BEARISH
CLUSTER
5/10
Three MP Materials insiders, including the CEO and CFO, sold a total of $3.35M in shares over a 7-da
May 14, 2026
BEARISH
144
6/10
James H. Litinsky, Chairman and CEO of MP Materials, filed a Form 144 to sell 150,000 shares of comm
May 13, 2026
MIXED
CLUSTER
5/10
Two top insiders at MP Materials — CFO Ryan Corbett and General Counsel Elliot Dean — sold a combine
May 9, 2026
NEUTRAL
DEFA14A
2/10
MP Materials Corp. filed a definitive proxy statement (DEFA14A) for its 2026 Annual Meeting, schedul
Apr 24, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Strong Buy (96% buy). Based on 26 analysts: 9 strong buy, 16 buy, 1 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$80.44 mean target
+35.9% upside
Strong Buy (1.28)
$69.00 Low
$100.00 High
| Metric | Value |
|---|---|
| Current Price | $59.18 |
| Target Low | $69.00 |
| Target Mean | $80.44 |
| Target Median | $80.50 |
| Target High | $100.00 |
| # Analysts | 16 |
| Recommendation | Strong Buy (1.28) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.06 | $0.00 | $0.16 | 142.7% | +9.0% | 3↑ 3↓ | $0.1B | 73.8% | 11 |
| Next Q 2026-09-30 |
$0.09 | $0.02 | $0.30 | 192.3% | -15.3% | 0↑ 6↓ | $0.1B | 131.7% | 11 |
| Current FY 2026-12-31 |
$0.29 | $0.10 | $0.67 | 218.9% | -4.4% | 5↑ 4↓ | $0.5B | 102.9% | 12 |
| Next FY 2027-12-31 |
$1.15 | $0.63 | $1.72 | 303.4% | -9.6% | 2↑ 8↓ | $0.8B | 76.9% | 13 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.056 | |
| 7d ago | $0.069 | -0.013 |
| 30d ago | $0.051 | +0.005 |
| 60d ago | $0.052 | +0.003 |
| 90d ago | $0.058 | -0.003 |
6 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 4 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Jun 5, 2026 | DA Davidson | MAINTAIN | Buy | Buy |
| Jun 1, 2026 | Needham | INITIATE | — | Buy |
| May 22, 2026 | Barclays | INITIATE | — | Overweight |
| May 20, 2026 | DA Davidson | MAINTAIN | Buy | Buy |
| May 11, 2026 | Morgan Stanley | MAINTAIN | Overweight | Overweight |
| May 8, 2026 | Wedbush | MAINTAIN | Outperform | Outperform |
| Apr 20, 2026 | Wedbush | INITIATE | — | Outperform |
| Apr 9, 2026 | Morgan Stanley | MAINTAIN | Overweight | Overweight |
| Mar 11, 2026 | DA Davidson | MAINTAIN | Buy | Buy |
| Feb 18, 2026 | DA Davidson | MAINTAIN | Buy | Buy |
| Jan 13, 2026 | William Blair | INITIATE | — | Outperform |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| 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% | |
| Jan 1, 2026 | 7 | 15 | 2 | 0 | 0 | 92% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
55°
Neutral
Bearish
Neutral
Bullish
26 mentions
5 bullish
2 bearish
26 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Jun 2, 2026 | 1 | 44° Neutral | 0 | 0 | 1 |
| Jun 2, 2026 | 1 | 44° Neutral | 0 | 0 | 1 |
| Jun 2, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| May 26, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| May 26, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| May 22, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| May 22, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| May 12, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| May 12, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| May 8, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| May 8, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| May 7, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| May 7, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| May 6, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| May 6, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| May 6, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| May 6, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| May 4, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| May 4, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Apr 14, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Apr 14, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Mar 12, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Mar 12, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Mar 12, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| Mar 12, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| Feb 24, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
Recent Reddit Threads
$MP premarket above Friday highs
▲ 1
💬 1
⚡ 0.5
Which stock from this watchlist has the highest 10x potential for the mid-to-long term?
▲ 1
💬 0
⚡ 0.5
> MP < Materials MP Materials (MP) Said To Be On Track To Produce Ten Times More Magnets By 2028
▲ 1
💬 0
⚡ 0.5
Rare Earth Mineral Restrictions Possibly March 25th
▲ 1
💬 1
⚡ 0.5
Leaked Canadian MP memo from 2020 described economic collapse on a worldwide scale followed by an IMF debt relief
▲ 1
💬 1
⚡ 0.5
MP 💸🚀 The Only Fully Integrated U.S. Rare Earth Producer Has a Deal With Apple and the Pentagon.
▲ 1
💬 0
⚡ 0.5
Guardian Metal Resources - Stan Druckenmiller´s tungsten play based on the MP Materials Playbook
▲ 1
💬 0
⚡ 0.5
$MP - next bottleneck in the AI infrastructure build out
▲ 1
💬 0
⚡ 0.5
Jun 4, 2026
short_volume
Short Volume: MP — 57.9% short (1.1M / 1.9M)
Short: 1,073,143 | Exempt: 8,487 | TRF Vol: 1,852,438 | Short Ratio: 57.9% | Off-exchange volume (dark pool + OTC)
Jun 2, 2026
short_volume
Short Volume: MP — 56.6% short (1.7M / 3.0M)
Short: 1,688,945 | Exempt: 1,226 | TRF Vol: 2,986,607 | Short Ratio: 56.6% | Off-exchange volume (dark pool + OTC)
May 28, 2026
short_volume
Short Volume: MP — 56.0% short (1.3M / 2.3M)
Short: 1,279,557 | Exempt: 4,054 | TRF Vol: 2,284,251 | Short Ratio: 56.0% | Off-exchange volume (dark pool + OTC)
May 27, 2026
short_volume
Short Volume: MP — 56.4% short (1.3M / 2.3M)
Short: 1,310,039 | Exempt: 5,298 | TRF Vol: 2,323,560 | Short Ratio: 56.4% | Off-exchange volume (dark pool + OTC)
May 26, 2026
short_volume
Short Volume: MP — 58.3% short (2.3M / 4.0M)
Short: 2,318,437 | Exempt: 3,531 | TRF Vol: 3,975,402 | Short Ratio: 58.3% | Off-exchange volume (dark pool + OTC)
May 20, 2026
short_volume
Short Volume: MP — 71.4% short (2.1M / 3.0M)
Short: 2,135,188 | Exempt: 1,711 | TRF Vol: 2,989,043 | Short Ratio: 71.4% | Off-exchange volume (dark pool + OTC)
May 19, 2026
short_volume
Short Volume: MP — 60.8% short (1.3M / 2.1M)
Short: 1,273,103 | Exempt: 71,921 | TRF Vol: 2,093,475 | Short Ratio: 60.8% | Off-exchange volume (dark pool + OTC)
May 18, 2026
short_volume
Short Volume: MP — 67.2% short (2.6M / 3.9M)
Short: 2,647,121 | Exempt: 40,920 | TRF Vol: 3,940,946 | Short Ratio: 67.2% | Off-exchange volume (dark pool + OTC)
May 15, 2026
short_volume
Short Volume: MP — 63.3% short (1.5M / 2.3M)
Short: 1,456,389 | Exempt: 76 | TRF Vol: 2,302,215 | Short Ratio: 63.3% | Off-exchange volume (dark pool + OTC)
May 14, 2026
short_volume
Short Volume: MP — 69.7% short (3.5M / 4.9M)
Short: 3,450,712 | Exempt: 8,672 | TRF Vol: 4,948,071 | Short Ratio: 69.7% | Off-exchange volume (dark pool + OTC)
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 13, 2026
short_volume
Short Volume: MP — 64.0% short (1.7M / 2.6M)
Short: 1,678,180 | Exempt: 775 | TRF Vol: 2,620,658 | Short Ratio: 64.0% | Off-exchange volume (dark pool + OTC)
May 12, 2026
short_volume
Short Volume: MP — 61.7% short (1.5M / 2.4M)
Short: 1,480,640 | Exempt: 1,758 | TRF Vol: 2,399,115 | Short Ratio: 61.7% | Off-exchange volume (dark pool + OTC)
May 11, 2026
short_volume
Short Volume: MP — 61.2% short (2.2M / 3.6M)
Short: 2,225,242 | Exempt: 5,492 | TRF Vol: 3,634,664 | Short Ratio: 61.2% | Off-exchange volume (dark pool + OTC)
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