Barclays Cuts MP Materials (NYSE:MP) Price Target to $65.00

MP Materials (NYSE:MP) had its price target decreased by Barclays from $69.00 to $65.00 in a research note released on Thursday,Benzinga reports. Barclays currently has an overweight rating on the stock.

Other research analysts have also issued reports about the stock. DA Davidson restated a “buy” rating and issued a $82.00 target price on shares of MP Materials in a report on Friday, June 5th. Wedbush lifted their price target on shares of MP Materials from $90.00 to $100.00 and gave the stock an “outperform” rating in a report on Friday, May 8th. Weiss Ratings reissued a “sell (d-)” rating on shares of MP Materials in a research report on Tuesday, April 21st. Canaccord Genuity Group set a $82.00 price objective on shares of MP Materials in a research note on Friday, May 8th. Finally, Morgan Stanley upped their price objective on shares of MP Materials from $70.00 to $71.50 and gave the company an “overweight” rating in a research note on Wednesday, July 8th. Two investment analysts have rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Buy” and a consensus target price of $79.25.

MP Materials Stock Down 0.5%

Shares of NYSE:MP opened at $45.24 on Thursday. The company has a quick ratio of 6.58, a current ratio of 7.18 and a debt-to-equity ratio of 0.47. MP Materials has a 52-week low of $43.82 and a 52-week high of $100.25. The stock’s fifty day simple moving average is $58.24 and its 200-day simple moving average is $59.14. The company has a market capitalization of $8.05 billion, a P/E ratio of -107.73 and a beta of 1.86.

MP Materials (NYSE:MP) last posted its quarterly earnings data on Thursday, May 7th. The company reported $0.03 EPS for the quarter, beating analysts’ consensus estimates of ($0.01) by $0.04. The business had revenue of $90.65 million for the quarter, compared to analyst estimates of $74.82 million. MP Materials had a negative return on equity of 2.27% and a negative net margin of 28.00%.The business’s revenue for the quarter was up 49.1% compared to the same quarter last year. During the same quarter last year, the company earned ($0.12) earnings per share. As a group, equities research analysts forecast that MP Materials will post 0.04 earnings per share for the current fiscal year.

Insider Buying and Selling

In related news, CEO James H. Litinsky sold 185,167 shares of the company’s stock in a transaction that occurred on Wednesday, June 3rd. The shares were sold at an average price of $69.14, for a total transaction of $12,802,446.38. Following the completion of the transaction, the chief executive officer owned 11,620,798 shares of the company’s stock, valued at approximately $803,461,973.72. This represents a 1.57% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CFO Ryan Corbett sold 20,000 shares of the stock in a transaction that occurred on Friday, May 8th. The stock was sold at an average price of $75.00, for a total transaction of $1,500,000.00. Following the transaction, the chief financial officer directly owned 109,017 shares in the company, valued at approximately $8,176,275. This represents a 15.50% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 1,164,346 shares of company stock valued at $76,757,068. Insiders own 8.20% of the company’s stock.

Institutional Trading of MP Materials

Institutional investors and hedge funds have recently made changes to their positions in the company. EMC Capital Management acquired a new position in MP Materials in the fourth quarter valued at $25,000. Whittier Trust Co. of Nevada Inc. purchased a new stake in MP Materials during the fourth quarter valued at about $26,000. REAP Financial Group LLC acquired a new stake in MP Materials during the fourth quarter worth about $26,000. Financial Consulate Inc. increased its stake in MP Materials by 555.3% during the fourth quarter. Financial Consulate Inc. now owns 557 shares of the company’s stock worth $28,000 after acquiring an additional 472 shares during the last quarter. Finally, Los Angeles Capital Management LLC purchased a new position in shares of MP Materials in the 4th quarter worth about $28,000. 52.55% of the stock is currently owned by institutional investors and hedge funds.

More MP Materials News

Here are the key news stories impacting MP Materials this week:

• Positive Sentiment: Barclays cut its price target on MP Materials to $65 from $69, but kept an Overweight rating, suggesting analysts still see meaningful upside from current levels. Barclays lowers MP Materials price target but keeps Overweight rating
• Positive Sentiment: MP Materials announced it will report second-quarter 2026 results on August 6, which keeps investors focused on upcoming catalysts and could provide clarity on production, costs, and the company’s rare-earth scale-up progress. MP Materials announces date for second quarter 2026 financial results and webcast
• Neutral Sentiment: Several analyst write-ups highlighted MP’s improving operating performance, strong liquidity, and policy support from the U.S. rare-earth push, but also noted premium valuation and execution risks around project ramp-up. MP Materials stock outlook hinges on rare earth scale-up plans
• Neutral Sentiment: Brokerage sentiment remains constructive overall, with an average “Buy” recommendation from analysts, reinforcing a generally favorable outlook. MP Materials receives average recommendation of Buy from brokerages
• Negative Sentiment: Commentary also stressed rising costs, incomplete project ramps, and customer/execution uncertainty, which could limit earnings momentum and help explain why MP remains volatile. MP Materials and the U.S. rare earth push are starting to align

MP Materials Company Profile

MP Materials Corporation operates as a vertically integrated producer of rare earth materials in North America. The company owns and manages the Mountain Pass Rare Earth Mine and Processing Facility in California, the only commercially viable rare earth mining and processing site in the United States. MP Materials extracts, separates and refines critical rare earth elements—such as neodymium, praseodymium, and cerium—which are essential inputs for permanent magnets used in electric vehicles, wind turbines, and various defense applications.

The Mountain Pass mine first began commercial rare earth production in the 1950s and was later operated by Molycorp until its bankruptcy in 2015.