White House Basket Surge: Social media is abuzz with MP Materials' standout performance in the so-called White House Basket, tied to Trump administration pushes for domestic rare earth production.
Technical Strength Emerges: Chart watchers highlight textbook bounces from key Fibonacci levels and weekly breakouts signaling momentum shifts.
Earnings and Sector Heat: Ahead of May 7 earnings, talk centers on accelerating sales and rare earth supply dynamics boosted by China developments. Peers' acquisitions amplify sector tailwinds. Observers anticipate catalysts to propel further gains.
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 14 times in the past 6 months. Of those trades, 0 have been purchases and 14 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 9 sales selling 1,233,411 shares for an estimated $78,553,323.
- RYAN CORBETT (Chief Financial Officer) has made 0 purchases and 3 sales selling 104,146 shares for an estimated $6,203,160.
- ELLIOT DEAN HOOPS (General Counsel and Secretary) has made 0 purchases and 2 sales selling 21,737 shares for an estimated $1,368,585.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API.
MP Materials Revenue
MP Materials had revenues of $52.7M in Q4 2025. This is a decrease of -13.61% from the same period in the prior year.
You can track MP financials on Quiver Quantitative's MP stock page.
MP Materials Hedge Fund Activity
We have seen 409 institutional investors add shares of MP Materials stock to their portfolio, and 340 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 2,402,640 shares (-81.2%) from their portfolio in Q4 2025, for an estimated $121,381,372
- BNP PARIBAS FINANCIAL MARKETS removed 1,779,346 shares (-78.1%) from their portfolio in Q4 2025, for an estimated $89,892,559
- PRICE T ROWE ASSOCIATES INC /MD/ removed 1,723,438 shares (-49.7%) from their portfolio in Q4 2025, for an estimated $87,068,087
- NORGES BANK added 1,627,477 shares (+26424.4%) to their portfolio in Q4 2025, for an estimated $82,220,138
- SQUAREPOINT OPS LLC added 1,558,425 shares (+616.4%) to their portfolio in Q4 2025, for an estimated $78,731,631
- TIDAL INVESTMENTS LLC removed 1,515,344 shares (-92.0%) from their portfolio in Q4 2025, for an estimated $76,555,178
- UBS GROUP AG removed 1,424,330 shares (-46.0%) from their portfolio in Q4 2025, for an estimated $71,957,151
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.
MP Materials Analyst Ratings
Wall Street analysts have issued reports on $MP in the last several months. We have seen 7 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- William Blair issued a "Outperform" rating on 01/13/2026
- Morgan Stanley issued a "Overweight" rating on 12/05/2025
- BMO Capital issued a "Outperform" rating on 11/24/2025
- Goldman Sachs issued a "Buy" rating on 11/19/2025
- JP Morgan issued a "Overweight" rating on 11/14/2025
- Deutsche Bank issued a "Buy" rating on 11/10/2025
- DA Davidson issued a "Buy" rating on 11/07/2025
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 7 analysts offer price targets for $MP in the last 6 months, with a median target of $75.0.
Here are some recent targets:
- Sam Brandeis from Wedbush set a target price of $90.0 on 04/20/2026
- Carlos De Alba from Morgan Stanley set a target price of $62.0 on 04/09/2026
- Matt Summerville from DA Davidson set a target price of $82.0 on 03/11/2026
- Raj Ray from BMO Capital set a target price of $75.0 on 11/24/2025
- Brian Lee from Goldman Sachs set a target price of $77.0 on 11/19/2025
- Bill Peterson from JP Morgan set a target price of $75.0 on 11/14/2025
- Corinne Blanchard from Deutsche Bank set a target price of $71.0 on 11/10/2025
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.
