USA Rare Earth: An Intriguing Portfolio Addition (Or Alternative) For MP Materials Bulls
Rare earths have become big news lately. Contrary to the “rare” label, they're plentiful in our planet but mainly in China. And wherever they are, they're hard to produce. But (1) China and the U.S. aren't bosom buddies right now, so we worry about supply cutoffs. And (2) REEs are critical to many modern industries, and defense needs. MP and its deals with the U.S. and Apple (APPL) put it ahead of USAR. But the latter, though not as developed as MP, is also worth owning even without MP-like deals.
The last holdout on MP Materials' stock has turned bullish
Wall Street analysts are now unanimous in being bullish on MP Materials' stock, after Morgan Stanley's Carlos De Alba upgraded it to overweight.
MP Materials: Industrial Policy And Geopolitics Outweigh Supply-Demand Economics
Traditionally, our economy and markets have been all about supply and demand. Industrial policy, that's for other places. Other governments pick winders. Ours doesn't.
MP Materials: Price Drop Makes It More Interesting
MP Materials has dropped by over 20% since I last checked in October, which adds to its attractiveness, as valuations now look more appealing. Moreover, China's recent decision to expand the scope of rare earth export restrictions, which was subsequently postponed, underlines continued security concerns that work in MP's favour. The company's revenues dropped in Q3 2025, as it halted sales to China, but a pickup in NdPr revenues and initiation of sales in the magnetics segment still bode well.
Betting on the Backbone: 3 AI Infrastructure Stocks
Many investors vividly remember the dot-com bubble of the late 1990s. During that era, speculative websites with no revenue collapsed, wiping out billions in market value.
JPMorgan and Goldman Upgrade MP Materials Amid Defense-Driven Demand Outlook
The rare-earth play is gaining renewed investor attention after receiving multiple analyst upgrades that highlight its strategic value and attractive risk-reward profile.
MP vs. USAR: Which Rare-Earth Play Looks Stronger Right Now?
MP's expanding production, DoW-backed deals and a clearer path to profitability make it stand out in the rare earth race against USAR.
Analysts Confident as Rare-Earths Stock Lands Another Upgrade
MP Materials Corporation (NYSE:MP) is up 4% to trade at $57.48 this morning, after receiving an upgrade from BMO Capital to "outperform" from "market perform.
MP Materials Stock Soared After Earnings—Here's the Real Reason
But, like many high-flying stocks that peaked in mid-October, things turned quickly for this name. By Nov. 6, MP traded at around $52, dropping 47% from its all-time high closing price.
MP Materials shares rise on Saudi rare earth refinery joint venture
MP Materials (NYSE:MP) shares jumped about 9% on Wednesday following the announcement of a joint venture with the US Department of Defense and the Saudi Arabian Mining Company (Maaden) to develop a rare earth refinery in Saudi Arabia. Under the agreement, MP and the Pentagon will collectively hold a 49% stake in the joint venture, while Maaden will maintain a minimum 51% interest.
MP Materials' NdPr Production Soars: Can Growth Continue?
MP's NdPr output surges 51% in Q3, setting a new record and exceeding its entire 2024 total.
MP Materials gets another government deal, this time in Saudi Arabi
MP Materials' stock was surging Wednesday after the rare-earth producer announced a partnership with the U.S. government to build a refinery in Saudi Arabia.
