Government and Apple Boost: Recent chatter on X about MP Materials has centered on a massive $400 million investment from the U.S. Department of Defense and a strategic partnership with Apple. Many are amazed by the stock’s over 300% year-to-date surge, with discussions focusing on its role in the rare earth metals market amid geopolitical tensions. This has sparked intense interest in the company’s future prospects.

Export Controls and Earnings: Posts on X also highlight tightened export controls from China as a potential driver for Western demand, fueling optimism for MP’s long-term growth. However, recent earnings reports showing a revenue miss for Q3 2025 have tempered some enthusiasm, with users debating the sustainability of the rally. The conversation remains active as investors assess operational progress against financial 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 11 times in the past 6 months. Of those trades, 0 have been purchases and 11 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.
• 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 347 institutional investors add shares of MP Materials stock to their portfolio, and 255 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
• 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
• REAVES W H & CO INC added 1,624,908 shares (+168.4%) to their portfolio in Q3 2025, for an estimated $108,982,579
• 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 6 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

• Deutsche Bank issued a “Buy” rating on 11/10/2025
• DA Davidson issued a “Buy” rating on 11/07/2025
• B of A Securities issued a “Buy” rating on 10/15/2025
• Daiwa Capital issued a “Outperform” rating on 09/23/2025
• 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 10 analysts offer price targets for $MP in the last 6 months, with a median target of $73.5.

Here are some recent targets:

• Corinne Blanchard from Deutsche Bank set a target price of $71.0 on 11/10/2025
• Matt Summerville from DA Davidson set a target price of $82.0 on 11/07/2025
• Lawson Winder from B of A Securities set a target price of $112.0 on 10/15/2025
• 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
• 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

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.