MP Materials shares surge 9% after Pentagon secures rare-earth revenues
MP Materials Corp. surged 9.14% on Friday, recouping much of its losses from earlier in the week. The stock ended the day at $60.07, close to its session peak of $60.59.
USA Rare Earth Stock Jumps 13%—The August 28 Vote Is the Next Test
USA Rare Earth, Inc. jumped 12.57% on Friday. The close was $19.26, on about 21.2 million shares traded. Yet the stock remained below its $20.00 close one week earlier. The late rebound restored momentum, not proof.
NASDAQ: USAR · investor dashboard
USA Rare Earth
Mine-to-magnet ambition meets a near-term transaction test
Market data: Aug. 21, 2026, 4:00 p.m. EDT
U.S. market closed
U.S. market closed
Friday close
$19.26
Nasdaq
Daily move
+12.57%
$17.54–$19.54 range
Weekly move
−3.7%
vs. Aug. 14 close
Equity value
≈$4.7B
Friday price × recent shares
Six-session price path
Friday's rebound was sharp, but the stock finished below the prior Friday.
Next catalyst
Aug. 28 shareholder vote
Final stated condition for the Serra Verde combination; closing expected shortly afterward.
Deal cash$300M
New USAR shares126.849M
New shares / current count≈52%
Liquidity versus buildout
Cash at June 30$1.53B
H1 operating cash use$75.3M
H1 capex + deposits$108.4M
H1 cash deployment / June cash
About 12%; funding strength is real, but federal disbursements remain milestone-based.
Commercial proof
Q2 revenue$5.82M
Q2 gross result−$1.58M
Q2 adjusted net loss−$33.48M
Stillwater Q4 run-rate target600 mtpa
The valuation depends on converting capacity plans into qualified customer shipments.
Analyst recommendations
| Firm | View | Target |
|---|---|---|
| Benchmark | Buy | $45 |
| Northland | Buy | $45 |
| Cantor Fitzgerald | Overweight | $40 |
| Canaccord | Buy | $32 |
| Roth MKM | Buy | $30 |
Eight-analyst average: $37.38, roughly 94% above the Aug. 21 close.
Investor scorecard
Strategic demandStrong
LiquidityStrong
Operating proofEarly
Dilution riskHigh
Near-term triggerVote / close
Sources: Yahoo Finance market data; USA Rare Earth Q2 2026 release and Serra Verde transaction announcement; StockAnalysis/S&P Global analyst data. Company production and EBITDA figures are targets, not realized results.
NYSE: MP · Investor dashboard
MP Materials
Market data: August 21, 2026, 7:11 p.m. EDT
U.S. market closed
U.S. market closed
Friday close
$60.07
+9.14% session
Five-session change
+2.26%
From $58.74
Friday volume
8.41M
65% above prior four-day average
52-week range
$37.81–$100.25
40.1% below the high
One-week price path
Q2 policy sensitivity
Core revenue
$108.5M
86.1% of revenue plus support
Price-protection income
$17.6M
13.9% of combined proceeds; 61.7% of adjusted EBITDA
Operating momentum
| Q2 metric | 2026 | YoY |
|---|---|---|
| Revenue | $108.5M | +89% |
| Adjusted EBITDA | $28.5M | +$41.0M |
| NdPr production | 840 MT | +41% |
| NdPr sales | 1,006 MT | +127% |
| REO production | 11,072 MT | -16% |
Analyst map
| Measure | Value | Vs. close |
|---|---|---|
| Low target | $58.00 | -3.4% |
| Average target | $75.38 | +25.5% |
| Median target | $75.00 | +24.9% |
| High target | $100.00 | +66.5% |
| Consensus | Strong Buy | 18 analysts |
13 Strong Buy5 Buy0 Hold/Sell
Investor read-through
Friday's 9.14% rebound left MP only 2.26% higher for the week. The operating case is improving, but the earnings bridge remains policy-sensitive: Q2 price-protection income equaled nearly two-thirds of adjusted EBITDA.
Next checkpoints
Rare-earth trade policy
Independence magnet qualification
10X construction progress
Follow-through after high-volume rally
Sources: Nasdaq market data; MP Materials Q2 2026 results; S&P Global analyst data via StockAnalysis, last updated August 19, 2026. Adjusted EBITDA is non-GAAP. Percentages are calculated from reported figures and may vary slightly due to rounding.
USA Rare Earth Shares Surge 7.5% Despite Drone Tariffs and 27% Gross Loss
USA Rare Earth, Inc. finished Friday at $20.00, rising 7.5%. The increase came after the U.S. announced fresh tariffs on imported drones and essential parts. The largely pre-revenue producer also returned to Yahoo Finance’s list of most-trended stocks.
USA Rare Earth shares jump 29% with $2.8 billion Serra Verde tie-up in focus as earnings loom
USA Rare Earth surged 11.0% to $19.33 on Friday, finishing the week up 29.3%. The rally recouped much of the market capitalisation tied to its proposed acquisition of Serra Verde.
MP Materials (NYSE:MP) heads into earnings with price support exceeding EBITDA as U.S. markets close for the weekend
MP Materials Corp. heads into earnings week with a single figure at the center of discussions. In the first quarter, price-protection agreement income reached 115.5% of adjusted EBITDA.
Trump orders on defense underscore MP Materials (NYSE:MP) lag in rare-earth preparedness
NEW YORK, July 21, 2026, 08:12 EDT — New U.S. defense directives from former President Donald Trump have drawn attention to the preparedness gap between MP Materials and other rare-earth suppliers.
MP Materials drop raises questions on mine-to-magnet strategy
MP Materials Corp opened Monday with fewer links to China than investors may read from the drop in the stock in June. The rare-earth miner reported it had zero revenue from rare-earth concentrate in the first quarter, versus $30.1 million a year ago, since it stopped selling concentrate in July 2025. Revenue from NdPr oxide and metal was up at $71.1 million. The recent share move looks tied to the cost and timing of building out U.S. magnet capacity, not a hit to China business.
China Targets NASDAQ: RCAT and NYSE: MP Pre-Market—But Just One Shares Drops
Red Cat Holdings slipped 0.79% to $11.35, down $0.09 pre-market, after China announced an immediate halt on dual-use exports to Red Cat and its Teal Drones arm. The move hit before the Wall Street open, with Beijing’s ban coming into thin trading—so sanctions terms moved the price before investors checked true supply-chain ties. MP Materials was also listed in the order, but shares climbed 1.02% to $61.50 in the same Public feed snapshot. That 1.81-percentage-point split says the selloff wasn’t across the board. Market sorted it fast by business model.
MP Materials surges with G7 rare-earth push in focus
MP Materials Corp. shares surged Wednesday afternoon after new Western policy pushed rare-earth stocks higher and drew investor attention to the sector.
MP Materials Stock Jumps as Wall Street Moves on Rare-Earth Play
MP Materials shares moved higher Monday after Needham began coverage on the stock with a Buy rating. The stock has become a shorthand bet on U.S. rare-earth supply chains.
MP Materials Q1 Earnings Beat: Rare Earth Stock Rises as Pentagon and Apple Bet Faces Big Test
MP Materials turned in first-quarter numbers on Thursday that topped forecasts, as revenue surged 49% to $90.6 million. Adjusted diluted earnings landed at 3 cents a share. The rare-earths producer moved more neodymium-praseodymium—or NdPr—the key magnet ingredient. CEO James Litinsky pointed to “record NdPr production and sales,” noting progress at the Independence and 10X sites.
MP Materials Stock Faces Rare Earth Test as China Supply Signals Shift Before Earnings
MP Materials Corp. faces its first-quarter earnings next week as investors parse conflicting cues from the rare-earths market. China cleared a hefty March shipment of a crucial rare-earth material bound for the U.S.—yet the persistent supply crunch hasn’t eased.
Why MP Materials Stock Is Back in Focus After GM and Apple Timelines Emerge
MP Materials shares are in focus this Monday after CBS News reported that General Motors intends to begin using the company’s rare-earth magnets before year-end. Chief Executive James Litinsky also told CBS that Apple products would follow suit next year. On Friday, the stock closed at $50.60, down 4.7%.
USA Rare Earth (USAR) stock slips in premarket after 9% jump — what to watch next
Shares of USA Rare Earth dropped 1.4% to $18.53 in Tuesday's premarket after jumping 9.1% to finish at $18.79 the previous session. On Monday, the price ranged from $16.84 to $18.93, with roughly 14.7 million shares changing hands.
MP Materials stock holds near $58 before Presidents Day break as China export curbs loom
MP Materials Corp finished Friday at $58.03, up 1.3%. The stock swung between $55.28 and $58.51, clawing back some ground after sliding 5.4% the previous session.
Energy Fuels stock jumps 13% as Trump’s ‘Project Vault’ fuels rare earth, uranium rally
Energy Fuels Inc shares jumped 13.4%, hitting $23.83 by 1:01 p.m. ET after peaking at $24.52. The stock opened at $22.65.
USA Rare Earth stock jumps as Donald Trump’s $12 billion ‘Project Vault’ plan boosts rare-earth names
Shares of USA Rare Earth climbed 9.4%, reaching $24.52 by 11:20 a.m. EST on Monday. The stock had fluctuated between $21.33 and $25.95 earlier in the session, with roughly 24.8 million shares changing hands.
Lynas Rare Earths share price sinks as U.S. steps back from critical-minerals price floors
Lynas Rare Earths shares slipped 4.5% to A$14.90 on Friday, extending their two-day decline to roughly 8% ahead of next week’s trading session.
NioCorp stock jumps premarket as Trump administration rare-earth deal lifts U.S. critical minerals names
Shares of NioCorp Developments Ltd climbed 5.6% to $7.70 in early trading Monday, pushing higher amid a turbulent January for the critical-minerals developer. Investors kept snapping up policy-driven plays in the sector.
Fed week starts: U.S. stock futures dip as Big Tech earnings loom and gold hits new record
U.S. stock index futures dipped slightly early Monday as investors awaited the Federal Reserve’s policy announcement and a packed schedule of major tech earnings. S&P 500 futures slipped roughly 0.1%. These futures trade ahead of the market open and offer a glimpse at where stocks might open.
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