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MP Materials

MP Materials (MP) Stock Today: Goldman Sachs Buy Rating, New Institutional Buying and Rare‑Earth Supply Risks – 19 November 2025

MP Materials (MP) Stock Today: Goldman Sachs Buy Rating, New Institutional Buying and Rare‑Earth Supply Risks – 19 November 2025

Goldman Sachs Piles In With a Fresh Buy Rating Wall Street’s latest endorsement of MP Materials Corp. (NYSE: MP) landed before the opening bell today. Goldman Sachs initiated coverage on the rare‑earth producer with a Buy rating and a $77 12‑month price target, implying roughly 30–32% upside from the current price near $58.50. Investing.com+2Investing.com+2 Analyst Brian Lee highlighted MP as: Goldman’s call follows a wave of recent upgrades: According to GuruFocus, the average 12‑month target price sits around $79.86 across 13 covering analysts, with most rating the stock Outperform or equivalent. GuruFocus+1 At the same time, GuruFocus’ proprietary GF Value
MP Materials Stock on Fire: $100 Would Be $329 Today – But Is This the Next Nvidia?

MP Materials Stock on Fire: $100 Would Be $329 Today – But Is This the Next Nvidia?

MP Materials (NYSE: MP), America’s only fully integrated rare earths producer, is back in the spotlight today as Wall Street debates a bold question: could this little-known mining company be the next Nvidia”? At the same time, fresh analysis shows a $100 investment in MP just one year ago would now be worth about $329, underscoring how explosive the stock’s 2025 rally has been. investors.mpmaterials.com+1 The new commentary lands on 13 November 2025 after a whirlwind week that included: At the time of writing, MP Materials shares trade around $59–$60, up well over 200% in the last 12 months and
13 November 2025
USA Rare Earth’s Meteoric Rise: The Pre-Revenue Mining Stock Targeting $30+ amid China Tensions

Rare Earths Today (Nov. 11, 2025): China’s New Licensing Pivot, U.S. Financing Push, and What It Means for USA Rare Earth (USAR) and MP Materials (MP)

Summary: On November 11, 2025, the rare‑earths narrative shifted again. Beijing is reportedly exploring a licensing workaround” to ease the flow of rare‑earth materials to the U.S. while excluding companies with ties to the American military—a move that could keep consumer supply chains humming even as defense contractors face bottlenecks. In Washington, fresh policy and financing signals continue to support domestic mining, processing, and magnet manufacturing. Here’s what’s new today—and how it frames the near‑term outlook for USA Rare Earth (NASDAQ: USAR) and MP Materials (NYSE: MP). Reuters+2Yahoo Finance+2 What’s new today (Nov. 11, 2025) China’s targeted easing on rare
MP Materials Stock Soars on Pentagon and Apple Breakthroughs – 400% YTD Rally Explained

MP Materials Stock Surges on Rare-Earth Export Truce – Analysts Weigh In

Key Facts: MP Materials (NYSE: MP) closed at $64.29 on Oct. 29, 2025 markets.financialcontent.com, after retreating from mid-October highs. The stock has soared roughly 300–380% YTD (from about $15 in January to the $60–70 range) ts2.tech reuters.com. It traded as high as $100.25 in mid-October (52-week range ~$15.6–$100), 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 (for ~15% equity) with a $150M loan and guaranteed rare-earth magnet offtake ts2.tech, plus a $500M deal to supply Apple with rare-earth magnets reuters.com. Those deals
MP Materials Stock Soars on Pentagon and Apple Breakthroughs – 400% YTD Rally Explained

MP Materials Stock Soars on Pentagon and Apple Breakthroughs – 400% YTD Rally Explained

Sources: Company filings and press releases investors.mpmaterials.com investors.mpmaterials.com; Reuters and Mining.com on DoD/Apple deals csis.org mining.com; TS2.tech analysis ts2.tech ts2.tech; Benzinga (BofA analyst) benzinga.com benzinga.com; MarketBeat and TradingView market data marketbeat.com tradingview.com; CSIS and other reports on geopolitics csis.org reuters.com; Lynas Reuters report reuters.com rareearthexchanges.com.
13 October 2025
MP Materials (MP) Stock Skyrockets 380% on U.S. Rare-Earth Push – Boom or Bust?

MP Materials (MP) Stock Skyrockets 380% on U.S. Rare-Earth Push – Boom or Bust?

Company Background & Strategic Importance Figure: Mountain Pass rare-earth mine in California (MP Materials’ principal asset) reuters.com. MP Materials Corp (NYSE: MP) owns and operates the Mountain Pass rare-earth mine in California, the only large-scale rare-earth production and processing facility in the U.S. reuters.com nasdaq.com. The company’s vertically integrated model spans mining, refining, and making magnets: its Mountain Pass site produces neodymium-praseodymium (NdPr) oxides, and its Texas Fort Worth Independence” plant (Stage II/III) is building NdFeB magnet capacity. NdPr magnets are critical to everything with motion” – from wind turbines and EV motors to smartphones and defense systems abc7.com ts2.tech. Rare-earth
12 October 2025
Rare Earth Goldmine? MP Materials Stock Skyrockets on Pentagon Deal & China Tensions

Rare Earth Goldmine? MP Materials Stock Skyrockets on Pentagon Deal & China Tensions

Spectacular Rally Fueled by Strategic Deals MP Materials’ stock performance in 2025 has been nothing short of remarkable. Shares have exploded higher on the back of transformative deals and the prospect of a secure American rare-earth supply chain. The stock is up nearly 4-fold this year, recently trading around $75–$80 per share ts2.tech. In late August, MP hit an all-time high near $82 before a brief pullback ts2.tech. Even after cooling slightly, shares remain ~350% above where they started the year. Elevated trading volume accompanied this rally (e.g. 13+ million shares on one day in late September, ~42% above average),
11 October 2025
MP Materials Stock Skyrockets on Pentagon Deal and Apple Alliance – Rare Earth Boom or Hype?

Rare Earth Boom: MP Materials Stock Skyrockets on Pentagon Deal, China Curbs – Hype or Game-Changer?

China’s Rare Earth Stranglehold Sparks U.S. Action Rare earth elements – a group of 17 metals like neodymium, praseodymium, dysprosium, and terbium – may not be household names, but they are the lifeblood of modern tech and defense industries. They power the magnets in electric vehicle motors and wind turbines, enable the miniaturization of smartphones and precision-guided missiles, and are critical for fighter jet engines and satellites. For years, the United States has been almost entirely dependent on imports of these resources, especially from China ts2.tech. In fact, China currently accounts for roughly 70% of the world’s rare earth ore production and over 90% of
MP Materials Stock Skyrockets on Pentagon Deal and Apple Alliance – Rare Earth Boom or Hype?

MP Materials Stock Skyrockets on Pentagon Deal and Apple Alliance – Rare Earth Boom or Hype?

Sources: Official press releases and filings; MP Materials Q2 2025 earnings highlights mining.com reuters.com; Reuters news on record-high stock and DoD/Apple deals reuters.com reuters.com; Mining.com and C&EN coverage of U.S. strategic investments mining.com bosd1.sbcounty.gov; Motley Fool & Zacks investment research analysis nasdaq.com nasdaq.com; MarketBeat/Benzinga analyst rating summaries benzinga.com marketbeat.com; Jefferies conference commentary (Investing.com) investing.com investing.com; and recent geopolitical reports (EU Parliament, Reuters) on China’s rare earth export policy europarl.europa.eu. All information is up-to-date as of September 24, 2025.
24 September 2025
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