MP Materials Corp. $MP Stock: Alps Advisors Inc. Grows Holdings

Key Points

• Alps Advisors increased its MP Materials stake by 26% in the third quarter, adding 157,272 shares to hold 763,110 shares worth about $36.1 million. Institutional investors collectively own 52.55% of the company.
• MP Materials reported quarterly adjusted earnings of $0.04 per share, beating estimates of a $0.02 loss, while revenue rose 175.7% year over year to $147.66 million. NdPr production increased 41%, and the company said commercial deliveries tied to its GM magnet qualification are expected to begin in Q4.
• Analyst views are mixed, but the consensus rating is Moderate Buy, with an average price target of $71.92; the article notes both Buy and Sell ratings among analysts.

Alps Advisors Inc. grew its stake in shares of MP Materials Corp. (NYSE:MP - Free Report) by 26.0% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 763,110 shares of the company's stock after purchasing an additional 157,272 shares during the period. Alps Advisors Inc. owned approximately 0.43% of MP Materials worth $36,087,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors also recently modified their holdings of MP. State Street Corp raised its stake in MP Materials by 5.1% during the 2nd quarter. State Street Corp now owns 7,773,746 shares of the company's stock worth $435,408,000 after acquiring an additional 376,519 shares during the period. Bank of New York Mellon Corp acquired a new stake in shares of MP Materials during the 2nd quarter valued at approximately $65,230,000. Principal Financial Group Inc. lifted its stake in shares of MP Materials by 32.4% in the 1st quarter. Principal Financial Group Inc. now owns 919,083 shares of the company's stock valued at $44,355,000 after purchasing an additional 225,009 shares in the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC raised its stake in MP Materials by 1.5% during the second quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 564,808 shares of the company's stock worth $31,635,000 after acquiring an additional 8,556 shares during the period. Finally, First Trust Advisors LP increased its holdings in shares of MP Materials by 1.7% in the first quarter. First Trust Advisors LP now owns 518,108 shares of the company's stock valued at $25,004,000 after buying an additional 8,663 shares in the last quarter. Institutional investors own 52.55% of the company's stock.

Wall Street Analysts Forecast Growth

A number of analysts have recently commented on MP shares. Citigroup reaffirmed a "positive" rating on shares of MP Materials in a research note on Wednesday, July 15th. Zacks Research cut shares of MP Materials from a "hold" rating to a "strong sell" rating in a research note on Wednesday, August 26th. Needham & Company LLC decreased their price target on MP Materials from $81.00 to $73.00 and set a "buy" rating for the company in a research note on Wednesday, July 22nd. DA Davidson restated a "buy" rating and issued a $82.00 target price on shares of MP Materials in a report on Monday, August 24th. Finally, Weiss Ratings reaffirmed a "sell (d-)" rating on shares of MP Materials in a research note on Thursday, October 15th. One equities research analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating, one has issued a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of "Moderate Buy" and an average target price of $71.92.

Trending Headlines about MP Materials

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

• Positive Sentiment: MP reported a surprise adjusted profit of $0.04 per share, versus analysts’ expected loss, while revenue rose 175.7% year over year to $147.66 million—above estimates. MP Materials posts surprise adjusted profit
• Positive Sentiment: Operational progress adds to the earnings beat: NdPr production surged 41%, the company reported a $1.34 billion cash reserve, and it completed GM’s magnet qualification. Commercial deliveries and related revenue are slated to start in Q4. MP Materials Q3 earnings call highlights
• Neutral Sentiment: The next test is execution: GM sales have not yet begun, and the company’s reported net margin remained negative. Investors will look for Q4 deliveries to translate the production and qualification milestones into sustained revenue and profitability. MP Materials reports third-quarter 2026 results

MP Materials Stock Up 4.9%

Shares of MP opened at $35.38 on Friday. The company has a debt-to-equity ratio of 0.48, a quick ratio of 8.56 and a current ratio of 9.51. The firm has a market capitalization of $6.30 billion, a price-to-earnings ratio of -160.81 and a beta of 2.05. The business's fifty day moving average price is $45.65 and its two-hundred day moving average price is $54.44. MP Materials Corp. has a 52 week low of $31.90 and a 52 week high of $76.80.

MP Materials (NYSE:MP - Get Free Report) last announced its earnings results on Thursday, November 5th. The company reported $0.04 earnings per share (EPS) for the quarter, beating the consensus estimate of ($0.02) by $0.06. The company had revenue of $147.66 million for the quarter, compared to analysts' expectations of $117.37 million. MP Materials had a negative return on equity of 1.21% and a negative net margin of 19.85%. MP Materials's quarterly revenue was up 175.7% on a year-over-year basis. During the same quarter in the previous year, the firm earned ($0.10) earnings per share. On average, analysts predict that MP Materials Corp. will post -0.21 earnings per share for the current year.

MP Materials Profile

MP Materials Corp. is a rare earth materials company focused on restoring and expanding a fully integrated rare earth supply chain in the United States. The company owns and operates the Mountain Pass rare earth mine and processing facility in California, one of the largest rare earth production sites in the Western Hemisphere.

MP Materials primarily produces rare earth concentrate containing neodymium and praseodymium, elements used in high-strength permanent magnets. These magnets are important components in electric vehicles, wind turbines, robotics, defense systems, and other advanced technologies.

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