MP Materials: Further Upside From Structural Deficit, Higher Prices, & Growing Demand
2026-03-18 09:35:00 ET
I previously covered MP Materials ( MP ) in December 2025, discussing why I had upgraded the stock to a Buy then, thanks to the likely to be easier YoY comparison from FQ1'26 onwards arising from the NdPr price floor commencing October 2025, the rich balance sheet bridging its lack of profitability, and the eventual ramp up of its manufacturing capacity from the end of 2026 onwards....
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MP Materials: Further Upside From Structural Deficit, Higher Prices, & Growing DemandNASDAQ: MP
MP Trading
5.74% G/L:
$60.07 Last:
2,186,050 Volume:
$57.94 Open:










