What Should be Your Stance on MP Stock Ahead of Q4 Earnings?

MP heads into Q4 earnings with record NdPr output and a DoW deal, but halted China shipments and rising costs may cloud results.

Zacks Investment Research • Feb 23, 2026

MP Materials Corp. (MP) Reports Next Week: Wall Street Expects Earnings Growth

MP Materials (MP) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Zacks Investment Research • Feb 19, 2026

5 Top 2026 Stock Picks Are Companies Backed by Massive US Government Stakes

In recent years, particularly under the current administration as of early 2026, the U.S.

24/7 Wall Street • Feb 18, 2026

Trump's $550B Japan Deal Puts LNG, GE Vernova, And Rare Earth Stocks In Focus

A massive new investment wave from Japan is putting key corners of the U.S. energy and industrial markets back in the spotlight. President Donald Trump announced that Japan has begun deploying the first projects under its $550 billion investment commitment to the U.S. — targeting LNG exports, power generation, and critical minerals.

Benzinga • Feb 18, 2026

Rare Earth Stock Tests Historically Bullish Trendline

MP Materials Corp (NYSE:MP) stock slid to a one-month low today, with no clear catalyst behind the move.

Schaeffers Research • Feb 17, 2026

USA Rare Earth vs. MP Materials: Which Stock Will Make You Richer?

MP Materials operates the only rare-earth metals mine in the U.S., but USA Rare Earth aims to change that. Both mining companies are positioning themselves to benefit from future demand for permanent magnets.

The Motley Fool • Feb 14, 2026

Here's Why MP Materials Continues to Soar in 2026

The recent support for USA Rare Earth highlights the ongoing importance of securing critical rare-earth materials and magnets for the U.S. defense and commercial sectors. MP Materials is not without risk, and investors need to factor that into their thinking.

The Motley Fool • Feb 13, 2026

MP Materials Backed By $110 DoD Price Floor As JPMorgan Sees 33% Upside

Rare earths are political again. And that's exactly why MP Materials Corp (NYSE: MP) may have one of the most unusual earnings setups in mining: a government-backed floor with upside still intact.

Benzinga • Feb 13, 2026

MP Materials: Advancing On National Security And Government-Backed Cash Flow Floor

MP Materials earns a strong buy rating, driven by the Department of War Price Protection Agreement guaranteeing a $110/kg NdPr revenue floor from October 2025. The PPA decouples MP's cash flow from volatile spot prices and midstream bottlenecks, transforming inventory into a high-margin, government-backed asset. Key risks include downstream yield losses at the Independence facility, which could erode margin gains if recycling and manufacturing efficiencies lag.

Seeking Alpha • Feb 13, 2026

MP Stock Surges 148% in a Year: Worth Including in Your Portfolio?

MP Materials surges 148% in a year, fueled by Apple and DoW deals and rising NdPr output, but premium valuation and losses cloud near-term upside.

Zacks Investment Research • Feb 12, 2026