Ryan Corbett Sells 20,000 Shares of MP Materials (NYSE:MP) Stock

Key Points

• MP Materials CFO Ryan Corbett sold 20,000 shares on May 8 at an average price of $75, totaling $1.5 million. The sale was made under a pre-arranged Rule 10b5-1 trading plan, and he still owns 109,017 shares.
• The company posted better-than-expected Q1 results, reporting EPS of $0.03 versus estimates for a loss and revenue of $90.65 million, up 49.1% year over year. MP also said it achieved record NdPr production and sales.
• Analysts remain generally bullish despite mixed sentiment, with Wedbush raising its price target to $100 and the consensus rating staying at “Buy.” The stock has seen strong trading interest and closed at $67.61 after a daily decline.

MP Materials Corp. (NYSE:MP - Get Free Report) CFO Ryan Corbett sold 20,000 shares of the stock in a transaction on Friday, May 8th. The stock was sold at an average price of $75.00, for a total value of $1,500,000.00. Following the transaction, the chief financial officer owned 109,017 shares in the company, valued at $8,176,275. The trade was a 15.50% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Ryan Corbett also recently made the following trade(s):

• On Tuesday, March 17th, Ryan Corbett sold 46,000 shares of MP Materials stock. The stock was sold at an average price of $60.00, for a total value of $2,760,000.00.

MP Materials Stock Performance

MP stock traded down $1.52 during trading hours on Friday, hitting $67.61. 11,587,580 shares of the stock were exchanged, compared to its average volume of 5,974,813. The company has a current ratio of 7.24, a quick ratio of 6.67 and a debt-to-equity ratio of 0.47. The firm has a market capitalization of $12.01 billion, a P/E ratio of -160.97 and a beta of 1.90. The company has a 50-day simple moving average of $58.37 and a two-hundred day simple moving average of $59.65. MP Materials Corp. has a 12 month low of $18.64 and a 12 month high of $100.25.

MP Materials (NYSE:MP - Get Free Report) last posted its quarterly earnings data on Thursday, May 7th. The company reported $0.03 earnings per share for the quarter, topping the consensus estimate of ($0.01) by $0.04. The firm had revenue of $90.65 million for the quarter, compared to analysts' expectations of $74.82 million. MP Materials had a negative return on equity of 2.37% and a negative net margin of 28.00%.The company's quarterly revenue was up 49.1% compared to the same quarter last year. During the same quarter last year, the business earned ($0.12) EPS. On average, analysts forecast that MP Materials Corp. will post 0.1 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

A number of research analysts recently commented on the company. DA Davidson restated a "buy" rating and issued a $82.00 price target on shares of MP Materials in a research report on Wednesday, March 11th. Wedbush raised their price target on MP Materials from $90.00 to $100.00 and gave the stock an "outperform" rating in a research report on Friday. Morgan Stanley decreased their price target on MP Materials from $71.00 to $62.00 and set an "overweight" rating on the stock in a research report on Thursday, April 9th. Weiss Ratings restated a "sell (d-)" rating on shares of MP Materials in a research report on Tuesday, April 21st. Finally, Wall Street Zen upgraded MP Materials from a "sell" rating to a "hold" rating in a research report on Sunday, March 8th. Two investment analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and one has given a Sell rating to the company. According to MarketBeat, MP Materials currently has a consensus rating of "Buy" and an average target price of $80.33.

Key Headlines Impacting MP Materials

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

• Positive Sentiment: MP Materials reported first-quarter EPS of $0.03, beating the loss estimate, while revenue of $90.65 million also topped expectations and rose 49.1% year over year. MP Materials Reports First Quarter 2026 Results
• Positive Sentiment: The company said it delivered record NdPr production and sales, advanced growth projects at Independence and 10X, and maintained its $500 million to $600 million capex plan while targeting a 500-tons-per-month NdPr run rate by the end of 2026. MP Materials Reports First Quarter 2026 Results
• Positive Sentiment: Analysts turned more constructive after the release, with Wedbush raising its price target to $100 from $90 and keeping an outperform rating. Benzinga
• Positive Sentiment: Investor sentiment was also helped by commentary from CEO James Litinsky that geopolitical tensions could accelerate demand for rare earth magnets, reinforcing MP’s strategic importance. Iran war points to 'huge demand accelerant for rare earth magnetics,' MP Materials CEO says
• Neutral Sentiment: Media coverage and earnings-call recaps are keeping MP Materials in focus, but they largely reiterate the same story: improving production, stronger sales, and a big long-term domestic rare-earth opportunity. MP Materials Corp. (MP) Q1 2026 Earnings Call Transcript
• Negative Sentiment: Despite the beat, the stock pulled back as investors focused on rising costs, weak momentum, and a premium valuation, suggesting the quarter was good but not enough to eliminate execution concerns. MP Dips 5% Despite Q1 Earnings Beat: How to Play the Stock?

Institutional Inflows and Outflows

Hedge funds have recently modified their holdings of the stock. Royal Bank of Canada boosted its stake in MP Materials by 26.5% in the first quarter. Royal Bank of Canada now owns 234,185 shares of the company's stock valued at $5,716,000 after buying an additional 49,052 shares in the last quarter. AQR Capital Management LLC acquired a new stake in MP Materials in the first quarter valued at about $215,000. Integrated Wealth Concepts LLC acquired a new stake in MP Materials in the first quarter valued at about $219,000. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its stake in MP Materials by 4.6% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 10,793 shares of the company's stock valued at $265,000 after buying an additional 479 shares in the last quarter. Finally, Goldman Sachs Group Inc. boosted its stake in MP Materials by 36.0% in the first quarter. Goldman Sachs Group Inc. now owns 193,943 shares of the company's stock valued at $4,734,000 after buying an additional 51,348 shares in the last quarter. Institutional investors own 52.55% of the company's stock.

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.

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