U.S. rare-earths stocks are hot to start the week.
As the stock market tumbled on Friday amid renewed trade tensions between the United States and China, rare earth equities leveraged the opportunity to post gains.
MP Materials' major DoD and Apple deals cement its role in rebuilding America's rare earth supply chain.
MP Materials (MP) secures a transformative DoD contract, guaranteeing minimum NdPr prices and injecting significant funding for expansion and profitability. The DoD deal includes $400M in preferred shares, a $150M low-interest loan, and price backstops, making MP a more bankable and lower-risk operation. MP is shifting toward higher-margin refined NdPr oxide and magnet products, with strong YoY growth and new contracts with Apple and GM.
MP Materials (NYSE:MP) is an American rare-earth materials firm based in Las Vegas, Nevada, and experienced an increase of nearly 8% during Thursday's trading. The recent upturn follows plans by the Trump Administration to obtain a 10% equity stake in the miner Lithium Americas.
Although "neodymium-praseodymium (NdPr)" may not be a term you use everyday, you most likely depend on its uses everyday.
MP Materials Corp. (NYSE:MP ) Materials Corp. Jefferies Mining and Industrials Conference 2025 September 4, 2025 10:10 AM EDT Company Participants Ryan Corbett - Chief Financial Officer Conference Call Participants Laurence Alexander - Jefferies LLC, Research Division Presentation Laurence Alexander MD & Equity Analyst Thank you for joining us for day 2 of the Jefferies Industrials Conference. Laurence Alexander with the Jefferies Chemicals team.
MP posts a 283% NdPr revenue surge in Q2 2025, powered by soaring sales volumes, higher prices and a push into midstream production.
US Department of Defense backing, contracts with Apple and GM, and a vertically integrated business model position the company to gain significant market share from China. Economies of scale, innovation, and government-backed price protection are expected to improve cash margins up to around 35%. Stock is overvalued by about 38%, recommending investors hold and wait for a price closer to $44 per share instead of current levels.
The value of two rare earth elements required for powerful magnets surged to their highest level in more than two years, following MP Materials Corp's decision to halt shipments to a large magnet maker in China. The company's move comes as demand for the rare earth elements continues to rise.
MP posts back-to-back record NdPr output in 2025, lifting shares 362.9% as production surges past prior-year levels.
MP Materials posts record NdPr output, 84% revenue surge and lands landmark Apple and DoD deals, fueling strong growth prospects.