MP Materials stock gains as rare earth demand accelerates

Published on 09/22/2026 at 23:02 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

MP Materials stock reached USD 50.09 on September 21, 2026, while analysts set a USD 76.58 average target. Second-quarter revenue rose 89 percent.

MP, US55336V1008, Illustration mit AI erstellt.

MP Materials stock (ISIN US55336V1008) traded at USD 50.09 on the NYSE on September 21, 2026, up 5.99 percent from the prior close of USD 47.26. The move came as the rare earth producer's latest operating figures showed revenue of USD 108.49 million in the second quarter of 2026, an 89 percent year-over-year increase, according to MarketBeat.

Revenue reached USD 108.49 million

The second-quarter comparison is the clearest operating signal. Revenue increased from USD 57.4 million in the prior-year quarter to USD 108.49 million, while the result matched the consensus loss of USD 0.01 per share, as reported by MarketBeat on September 21, 2026.

Production also expanded in the same quarter. MP Materials produced 840 metric tons of neodymium-praseodymium, up 41 percent year over year, and sold 1,006 metric tons, up 127 percent, according to TradingView on September 22, 2026.

Analyst target remains above USD 50

MarketBeat reported on September 21, 2026, that JPMorgan cut its MP Materials target from USD 75 to USD 60 while retaining an overweight rating. The change places a concrete counterweight beside the broader consensus view.

That consensus was a Moderate Buy rating with an average price target of USD 76.58, based on 18 analysts, according to MarketBeat on September 22, 2026. The target was USD 26.49 above the September 21 price, equivalent to approximately 52.9 percent.

Stock remains below its yearly high

At USD 50.09, the stock stood within a 52-week range of USD 37.81 to USD 100.25 on September 21, 2026. The price was USD 12.28 above the low and USD 50.16 below the high, leaving operating growth and execution central to the valuation discussion.

MP Materials also signed a long-term offtake agreement for separated gadolinium with a new American aerospace and defense customer during the second quarter of 2026, according to TradingView on September 22, 2026. The agreement broadens the product mix beyond neodymium-praseodymium, but the quarterly loss shows that higher sales have not yet translated into positive earnings.

MP Materials stock trades at USD 50.09

MP Materials stock closed at USD 50.09 on the NYSE on September 21, 2026, after rising 5.99 percent from USD 47.26. MarketBeat listed market capitalization of USD 8.92 billion and volume of 4.67 million shares as of September 22, 2026.