Recent discussions on X about MP Materials, a key player in the rare earth minerals sector, have been buzzing with activity following the company's transformative deal with the U.S. Department of Defense. Many users are highlighting the stock's remarkable surge of over 300% year-to-date in 2025, driven by geopolitical tensions and significant government backing. The multibillion-dollar DoD commitment and plans for a new magnet facility have sparked intense interest among investors tracking the stock.
Additionally, posts on X reflect excitement over recent upgrades from financial analysts, with some pointing to raised price targets as a sign of confidence in MP Materials' future growth. Conversations also touch on partnerships with major corporations like Apple, which are seen as validating the company’s capabilities in a critical industry. The fervor around these developments keeps the dialogue lively and forward-looking.
Note: This discussion summary was generated from an AI condensation of post data.
MP Materials Insider Trading Activity
MP Materials insiders have traded $MP stock on the open market 19 times in the past 6 months. Of those trades, 0 have been purchases and 19 have been sales.
Here’s a breakdown of recent trading of $MP stock by insiders over the last 6 months:
- JAMES H. LITINSKY (Chairman and CEO) has made 0 purchases and 7 sales selling 2,000,000 shares for an estimated $53,723,901.
- RYAN CORBETT (Chief Financial Officer) has made 0 purchases and 4 sales selling 75,000 shares for an estimated $1,935,390.
- ELLIOT DEAN HOOPS (General Counsel and Secretary) has made 0 purchases and 8 sales selling 24,536 shares for an estimated $975,518.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
MP Materials Hedge Fund Activity
We have seen 232 institutional investors add shares of MP Materials stock to their portfolio, and 204 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BANK OF AMERICA CORP /DE/ added 2,457,355 shares (+76.1%) to their portfolio in Q1 2025, for an estimated $59,984,035
- DRIEHAUS CAPITAL MANAGEMENT LLC added 1,404,667 shares (+inf%) to their portfolio in Q1 2025, for an estimated $34,287,921
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 1,257,282 shares (+429.3%) to their portfolio in Q1 2025, for an estimated $30,690,253
- UBS GROUP AG removed 1,238,416 shares (-23.2%) from their portfolio in Q1 2025, for an estimated $30,229,734
- VICTORY CAPITAL MANAGEMENT INC removed 1,074,189 shares (-44.2%) from their portfolio in Q1 2025, for an estimated $26,220,953
- GREENCAPE CAPITAL PTY LTD removed 1,014,536 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $24,764,823
- PRICE T ROWE ASSOCIATES INC /MD/ removed 948,243 shares (-14.5%) from their portfolio in Q1 2025, for an estimated $23,146,611
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
MP Materials Analyst Ratings
Wall Street analysts have issued reports on $MP in the last several months. We have seen 3 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Baird issued a "Outperform" rating on 07/23/2025
- Canaccord Genuity issued a "Buy" rating on 07/11/2025
- DA Davidson issued a "Buy" rating on 03/19/2025
To track analyst ratings and price targets for MP Materials, check out Quiver Quantitative's $MP forecast page.
MP Materials Price Targets
Multiple analysts have issued price targets for $MP recently. We have seen 8 analysts offer price targets for $MP in the last 6 months, with a median target of $64.0.
Here are some recent targets:
- Carlos De Alba from Morgan Stanley set a target price of $65.0 on 07/31/2025
- Ben Kallo from Baird set a target price of $69.0 on 07/23/2025
- Bill Peterson from JP Morgan set a target price of $64.0 on 07/21/2025
- Corinne Blanchard from Deutsche Bank set a target price of $69.0 on 07/17/2025
- George Gianarikas from Canaccord Genuity set a target price of $64.0 on 07/16/2025
- Laurence Alexander from Jefferies set a target price of $33.0 on 07/07/2025
- Greg Jones from BMO Capital set a target price of $29.0 on 03/20/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
