Dec 30, 2025 • MarketBeat
SOMEWHAT-BEARISH
MP Materials (NYSE:MP) Stock Price Down 2.8% - What's Next?
MP Materials (NYSE:MP) saw its stock price drop by 2.8% during midday trading on Tuesday, with a trading volume significantly below average. Despite Wall Street's "Moderate Buy" consensus and target price of $78.91, the company faces fundamental weaknesses, including unprofitability and declining revenue. Insider selling of large share blocks has also been noted, even as institutional investors have increased their positions.
Dec 28, 2025 • MarketBeat
NEUTRAL
Vontobel Holding Ltd. Decreases Stake in MP Materials Corp. $MP
Vontobel Holding Ltd. significantly reduced its stake in MP Materials Corp. (NYSE:MP) by 47.1% in the third quarter, while internal insiders have collectively sold over $43.5 million worth of shares in the last three months. Despite these insider sales, analysts maintain a "Moderate Buy" consensus rating with a target price of $78.91. MP Materials reported mixed recent earnings, beating EPS and revenue estimates but experiencing a 14.9% year-over-year revenue decline and remaining unprofitable.
Dec 28, 2025 • MarketBeat
NEUTRAL
Sapient Capital LLC Has $7.91 Million Position in MP Materials Corp. $MP
Sapient Capital LLC increased its stake in MP Materials (NYSE:MP) by 72.1% during the third quarter, bringing its total holdings to 115,991 shares valued at $7.91 million. Other institutional investors like Caxton Associates and National Bank of Canada also significantly increased their positions, raising institutional ownership to 52.55%. Despite a recent earnings beat and a "Moderate Buy" consensus rating from analysts, company insiders, including the CEO and CFO, have been net sellers of the stock.
Dec 27, 2025 • MarketBeat
BEARISH
Texas Permanent School Fund Corp Sells 44,756 Shares of MP Materials Corp. $MP
Texas Permanent School Fund Corp significantly reduced its stake in MP Materials Corp. (NYSE:MP) by 81.6% in Q2, selling 44,756 shares and retaining 10,091 shares valued at $336,000. This comes alongside substantial insider selling, with CEO James H. Litinsky and CFO Ryan Corbett offloading shares, contributing to a total of $43.54 million in insider sales over the past 90 days. Despite the insider sales, analysts maintain a "Moderate Buy" rating for MP Materials with a consensus target price of $78.91, although the company reported a Q3 loss and a 14.9% year-over-year revenue decline.
Dec 26, 2025 • MarketBeat
SOMEWHAT-BEARISH
MP Materials (NYSE:MP) Stock Price Down 1.9% - Should You Sell?
MP Materials (NYSE:MP) stock dropped 1.9% on Friday, trading at $53.48 with a lower-than-average volume. Despite a "Moderate Buy" rating from analysts and several recent price target increases from firms like Bank of America and Goldman Sachs, insiders have been net sellers, with the CEO and CFO offloading significant shares. The company reported a mixed quarter with an EPS beat but a 14.9% year-over-year revenue decline and negative margins.
Dec 25, 2025 • Finviz
SOMEWHAT-BULLISH
Is USA Rare Earth the Smartest Investment You Can Make Today?
USA Rare Earth Inc. (USAR) saw its stock rise over 230% in 2025 before a significant drop, now up about 20% for the year, but its long-term prospects remain high-risk due to its early-stage mining operations. The article suggests that USA Rare Earth is not a smart investment for most due to high risk and uncertainty surrounding its mine development. It points to MP Materials (MP) as a potentially better alternative, given its more advanced development and government backing.