MP Materials Corp. Sentiment Turns Bullish Amid Supply Chain Developments
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 23 2026
0mins
Should l Buy MP?
Source: stocktwits
- Sentiment Shift: MP Materials Corp.'s Stocktwits sentiment has shifted from 'bearish' to 'bullish' over recent months, with message volume surging 140% and followers increasing by 76%, indicating growing market confidence in the company's prospects.
- CEO Appearance: CEO James Litinsky highlighted the company's breakthroughs in refining rare-earth elements during a segment on '60 Minutes,' showcasing 300 bags of high-purity product valued at $36 million, reflecting significant progress in domestic supply chain development.
- Government Support: Backed by U.S. government support, MP is accelerating efforts to build a domestic rare-earth magnet supply chain, despite ongoing reliance on China, which remains a key risk, demonstrating the company's strategic resolve in addressing global market challenges.
- Market Performance: Although MP experienced its worst weekly performance in nearly two months, its stock has more than doubled since the April 2025 tariff shock, reflecting optimistic market expectations for its future growth potential.
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Analyst Views on MP
Wall Street analysts forecast MP stock price to rise
11 Analyst Rating
11 Buy
0 Hold
0 Sell
Strong Buy
Current: 51.800
Low
55.27
Averages
76.13
High
94.00
Current: 51.800
Low
55.27
Averages
76.13
High
94.00
About MP
MP Materials Corp. produces specialty materials that are vital inputs for electrification and other advanced technologies. The Company owns and operates the Mountain Pass Rare Earth Mine and Processing Facility (Mountain Pass) located in California. It is also developing a rare earth metal, alloy and magnet manufacturing facility in Fort Worth, Texas (Independence Facility). The Company’s segments include Materials and Magnetics. The Materials segment operates Mountain Pass, which produces refined rare earth products as well as rare earth concentrate and related products. The Materials segment primarily generates revenue from sales of rare earth concentrate, primarily sold for further distribution to a single, principal customer in China, and sales of neodymium-praseodymium (NdPr) oxide and metal, primarily sold to customers in Japan, South Korea, and broader Asia. The Magnetics segment operates the Independence Facility, where it produces magnetic precursor products.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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