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MP Materials Slides 5% as Rare-Earth Trade Cools

Investivoq PriceTracker

MP Materials (MP) is down 5.0% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely driver appears to be sector-wide selling rather than a new company-specific setback. Recent market coverage tied weakness in rare-earth names to easing supply-scarcity expectations, while MP Materials’ own latest updates have been focused on its upcoming earnings date and previously reported production and revenue growth.

Details:

  • MP closed at $43.88, down about 4.9% on the day, after trading as low as $43.32 intraday.
  • MP Materials announced on October 8, 2026 that it will report third-quarter results on November 5, 2026, which does not signal an obvious negative operational surprise by itself.
  • In its most recent quarterly release, the company said second-quarter 2026 revenue was $108.5 million, NdPr production rose 41% year over year to 840 metric tons, and NdPr sales increased 127% year over year.
  • This could be because investors are pulling back from the rare-earth theme more broadly as perceived supply tightness and geopolitical scarcity premiums cool, especially since recent trading commentary has pointed to similar weakness across peer names without fresh company-specific news from MP.

    • Sources:

    OpenAI Finance, MP Materials Investor Relations, MP Materials, Yahoo Finance

    Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

    $MP Insider Trading Activity

    MP Insider Trades

    $MP insiders have traded $MP stock on the open market 20 times in the past 6 months. Of those trades, 2 have been purchases and 18 have been sales.

    Here’s a breakdown of recent trading of $MP stock by insiders over the last 6 months:

    • JAMES H. LITINSKY (Chairman and CEO) has made 0 purchases and 18 sales selling 1,185,167 shares for an estimated $77,871,254.
    • MICHAEL STUART ROSENTHAL (Chief Operating Officer) has made 2 purchases buying 27,000 shares for an estimated $1,505,540 and 0 sales.

    To track insider transactions, check out Investivoq's insider trading dashboard. You can access data on insider stock transactions through the Investivoq API insider transaction endpoint.

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    $MP Hedge Fund Activity

    We have seen 400 institutional investors add shares of $MP stock to their portfolio, and 274 decrease their positions in their most recent quarter.

    Here are some of the largest recent moves:

    • D. E. SHAW & CO., INC. added 5,226,668 shares (+867.9%) to their portfolio in Q2 2026, for an estimated $292,745,674
    • JPMORGAN CHASE & CO added 3,018,764 shares (+inf%) to their portfolio in Q2 2026, for an estimated $169,080,971
    • CAXTON ASSOCIATES LLP added 1,985,808 shares (+32602.3%) to their portfolio in Q2 2026, for an estimated $111,225,106
    • PRICE T ROWE ASSOCIATES INC /MD/ added 1,879,748 shares (+134.9%) to their portfolio in Q2 2026, for an estimated $105,284,685
    • MARSHALL WACE, LLP added 1,605,563 shares (+1239.6%) to their portfolio in Q2 2026, for an estimated $89,927,583
    • BANK OF AMERICA CORP /DE/ added 1,403,657 shares (+69.7%) to their portfolio in Q2 2026, for an estimated $78,618,828
    • TWO SIGMA INVESTMENTS, LP removed 1,278,877 shares (-84.8%) from their portfolio in Q2 2026, for an estimated $71,629,900

    To track hedge funds' stock portfolios, check out Investivoq's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Investivoq API 13F endpoint.

    $MP Price Targets

    Multiple analysts have issued price targets for $MP recently. We have seen 6 analysts offer price targets for $MP in the last 6 months, with a median target of $76.25.

    Here are some recent targets:

    • Corinne Blanchard from Deutsche Bank set a target price of $61.0 on 07/09/2026
    • Carlos De Alba from Morgan Stanley set a target price of $71.5 on 07/08/2026
    • Matt Summerville from DA Davidson set a target price of $82.0 on 06/05/2026
    • CARTER GOMAN from Needham set a target price of $81.0 on 06/01/2026
    • Richard Garchitorena from Barclays set a target price of $69.0 on 05/22/2026
    • Sam Brandeis from Wedbush set a target price of $100.0 on 05/08/2026

    This article is not financial advice. See Investivoq's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.