New York, Feb 14, 2026, 19:42 (EST) — The market has wrapped up for the day.
- MP Materials shares bounced back 1.3% Friday, clawing back some ground after Thursday’s steep drop.
- U.S. stock markets will be closed Monday for Washington’s Birthday.
- Traders are eyeing MP’s Feb. 26 results next, with a China export-controls update set for March 25 also on the calendar.
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.
These shifts take on extra weight, with the market shuttered Monday for Washington’s Birthday. Investors will head into a shortened week needing to reassess their positions.
Rare-earth shares have been moving with political headlines as much as underlying prices. On March 25, China plans a policy session in Beijing aimed at guiding metals companies on export rules and customs procedures for rare earths and other “dual-use” materials—products that could be used for either civilian or military purposes. Reuters
Macro factors have also played their part. U.S. consumer prices ticked up in January, but the increase fell short of forecasts; service costs, however, didn’t budge. That split meant investors kept debating the direction of rates. “Price pressures remain a little too hot for comfort,” wrote James McCann, senior economist at Edward Jones, in a Friday note. Reuters
MP’s next key event is earnings. The company plans to report fourth-quarter numbers after the U.S. close on Feb. 26, with a conference call set for 5 p.m. Eastern.
MP operates the Mountain Pass rare earth mine and processing site in California, and it’s also expanding into magnet production in Texas, company filings and its profile show.
Investors are looking for fresh details on rare-earth magnet material demand and whether pricing shifts are hitting MP’s sales. That’s gotten extra attention after the stock’s sharp swings earlier this month.
But that knife cuts both ways. Rare-earth prices still swing sharply, and any shift in export rules — tighter or more relaxed — jolts the entire supply chain. MP’s efforts to grow its processing and magnet output also come with execution risk. China’s grip on the sector hasn’t loosened.
Tuesday’s session will test if MP hangs onto Friday’s bounce, while traders watch for fresh policy moves from Washington or Beijing that could push money in or out of the sector.
Nothing crowds the calendar before MP’s Feb. 26 report—investors are eyeing that as the next company milestone. After that, China’s March 25 briefing stands out as the next scheduled update, a date many will watch closely for any tweaks to the regulatory landscape.
