Recent discussions on X about MP Materials have been lively, largely driven by the company's significant partnership with the U.S. Department of Defense. Many users are pointing to the stock's impressive year-to-date surge of over 300% in 2025, attributing it to geopolitical tensions and substantial government support. The multibillion-dollar DoD commitment and plans for a new magnet facility have sparked considerable interest among investors.
However, not all chatter is uniformly positive, as some on X have raised concerns about recent volatility and competitive threats in the rare earth sector. Despite a recent slide in stock price, posts highlight renewed momentum with analyst upgrades and price target increases, fueling debates about the sustainability of the rally. The conversation remains dynamic as investors weigh strategic partnerships against market challenges.
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 12 times in the past 6 months. Of those trades, 0 have been purchases and 12 have been sales.
Here’s a breakdown of recent trading of $MP stock by insiders over the last 6 months:
- MICHAEL STUART ROSENTHAL (Chief Operating Officer) has made 0 purchases and 3 sales selling 150,000 shares for an estimated $10,802,838.
- JAMES H. LITINSKY (Chairman and CEO) sold 199,180 shares for an estimated $5,393,794
- 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 271 institutional investors add shares of MP Materials stock to their portfolio, and 215 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- PRICE T ROWE ASSOCIATES INC /MD/ removed 4,965,160 shares (-88.8%) from their portfolio in Q2 2025, for an estimated $165,190,873
- CAXTON ASSOCIATES LLP added 3,974,702 shares (+inf%) to their portfolio in Q2 2025, for an estimated $132,238,335
- JPMORGAN CHASE & CO added 2,728,151 shares (+581.5%) to their portfolio in Q2 2025, for an estimated $90,765,583
- WALLEYE TRADING LLC added 2,425,876 shares (+35679.9%) to their portfolio in Q2 2025, for an estimated $80,708,894
- NATIONAL BANK OF CANADA /FI/ added 2,003,091 shares (+19314.3%) to their portfolio in Q2 2025, for an estimated $66,642,837
- TWO SIGMA INVESTMENTS, LP added 1,641,495 shares (+216.0%) to their portfolio in Q2 2025, for an estimated $54,612,538
- MORGAN STANLEY added 1,572,619 shares (+64.3%) to their portfolio in Q2 2025, for an estimated $52,321,034
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 4 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Daiwa Capital issued a "Outperform" rating on 09/23/2025
- DA Davidson issued a "Buy" rating on 09/02/2025
- Canaccord Genuity issued a "Buy" rating on 08/08/2025
- Baird issued a "Outperform" rating on 07/23/2025
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 9 analysts offer price targets for $MP in the last 6 months, with a median target of $69.0.
Here are some recent targets:
- Raj Ray from BMO Capital set a target price of $76.0 on 10/09/2025
- Dennis Ip from Daiwa Capital set a target price of $80.0 on 09/23/2025
- Matt Summerville from DA Davidson set a target price of $82.0 on 09/02/2025
- George Gianarikas from Canaccord Genuity set a target price of $77.0 on 08/08/2025
- 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
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.
