MP Materials Stock Surges on Rare-Earth Export Truce – Analysts Weigh In
Key Facts: MP Materials closed at $64.29 on Oct. 29, 2025markets.financialcontent.com, after retreating from mid-October highs. The stock has soared roughly 300–380% YTDts2.techreuters.com. It traded as high as $100.25 in mid-October, but recent U.S.–China trade news sent it back to the mid-$60s. MP’s huge 2025 gains reflect a string of catalysts: a $400M U.S. Defense Dept. investment with a $150M loan and guaranteed rare-earth magnet offtakets2.tech, plus a $500M deal to supply Apple with rare-earth magnetsreuters.com. Those deals helped the stock surge 20% on the Apple announcementreuters.com. In contrast, recent concerns over a U.S.–China trade truce led MP shares to fall ~7% on Oct. 27tipranks.commarkets.financialcontent.com. Analysts remain mostly bullish: MarketBeat shows a “Moderate Buy” consensus with a 12-month average target of $77.80marketbeat.com, though price targets range $64–$112marketbeat.com.