US · Basic Materials · Other Industrial Metals & Mining
EPS came in at -0.05 against a street estimate of -0.02 — a miss of 150.0%.
Analysts rate MP Materials Corp a buy (7 buy, 2 hold, 0 sell out of 9) with an average price target of $75.38.
CONFIDENT MP achieved 41% YoY NdPr production growth to 840 tons, with sales exceeding 1,000 tons for second consecutive quarter. Independence magnet plant progressing toward Q4 commercial production; 10X facility now under vertical construction with Department of War backing. Q2 2026 No geographic segments disclosed. Analysts pressed on gadolinium offtake replicability, domestic talent constraints for scaling, and contract velocity. Management emphasized disciplined deal-making, talent retention through mission and scale, and no urgency given full capacity commitments. 2026-08-06…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 8.28% |
| State Street Corp | 4.15% |
| Vanguard Capital Management, LLC | 3.86% |
| Vanguard Portfolio Management, LLC | 3.80% |
| D. E. Shaw & Co LP | 3.27% |
| Morgan Stanley - Brokerage Accounts | 3.12% |
| Van Eck Associates Corporation | 2.58% |
| Amvescap Plc. | 2.13% |
| Document | Date |
|---|---|
| Quarterly report · Q2 2026 MP MATERIALS CORP. - 10-Q SUMMARY (Q2 2026) HEADLINE NUMBERS • Total Assets: $3,726,740 thousand (June 30, 2026) vs. $3,864,160 thousand (Dec 31, 20 | 2026-08-07 |
| Results announced · Q3 2026 MP MATERIALS Q2 2026 RESULTS SUMMARY HEADLINE NUMBERS • Consolidated revenue: $108.5 million (up 89% year-over-year from $57.4 million) • Price prot | 2026-08-06 |
| Shareholder vote results · Q2 2026 MP MATERIALS CORP. – FORM 8-K SUMMARY HEADLINE NUMBERS • Annual Meeting of Stockholders held June 9, 2026 • Two Class III directors elected to serve | 2026-06-10 |
| Quarterly report · Q1 2026 MP MATERIALS CORP. – FORM 10-Q Q1 2026 SUMMARY HEADLINE NUMBERS • Revenue: $90.6 million (Q1 2026) vs. $60.8 million (Q1 2025) – 49% increase • Pric | 2026-05-08 |
| Results announced · Q2 2026 MP MATERIALS Q1 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Record NdPr (Neodymium-Praseodymium) production of 917 metric tons, up 63% year-over-year • | 2026-05-07 |
| Proxy statement · Q4 2025 MP MATERIALS CORP. PROXY STATEMENT SUMMARY CEO COMPENSATION • Named Executive Officer (CEO): James Litinsky, President and Chief Executive Officer • | 2026-04-24 |
| Annual report FY2025 MP MATERIALS CORP. – 2025 ANNUAL REPORT SUMMARY HEADLINE NUMBERS • Market capitalization: ~$5.0 billion as of June 30, 2025 • Shares outstanding: 17 | 2026-02-26 |
| Results announced · Q1 2026 MP MATERIALS CORP. – 4Q 2025 & FY 2025 RESULTS SUMMARY HEADLINE NUMBERS • Q4 2025 Net Income: $9.4 million vs. net loss of $(22.3) million in Q4 202 | 2026-02-26 |
Readable in the app.
| Announcement | Date |
|---|---|
| Joint venture with U.S. Department of War and Maaden for rare earth refinery MP Materials Corp filed an 8-K on November 19, 2025 announcing a joint venture involving the U.S. Department of War and Saudi Arabia's Maaden to develop a rare earth refinery in Saudi Arabia | 2025-11-19 |
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Google PlayApp StoreData updated 2026-09-18.