MP Materials Corp. (MP) Presents at Canaccord Genuity's 45th Annual Growth Conference Transcript
MP Materials Corp. (NYSE:MP ) Canaccord Genuity's 45th Annual Growth Conference August 12, 2025 10:00 AM ET Company Participants Ryan S. Corbett - Chief Financial Officer Conference Call Participants George Gianarikas - Canaccord Genuity Corp., Research Division George Gianarikas Hello, everyone.
MP Materials Stock Rides Rare Earth Boom to New Highs
Most investors would be wary of buying into a company that has yet to reach net profitability, though sometimes the macro narrative and the company-specific developments warrant a second look at some upside potential in this story. Today, one stock in the basic materials sector fits that description for several reasons.
What's Happening With MP Materials Stock?
MP Materials (NYSE:MP) is an American rare-earth materials firm based in Las Vegas, Nevada, and it has emerged as one of the most prominent names in the market for 2025. The stock has performed exceptionally well this year, increasing by approximately 4.5x year-to-date.
Why MP Materials Stock Popped Friday
Shares of MP Materials (MP 4.84%), America's biggest pure play on mining rare earths, soared nearly 12% in early trading Friday after beating earnings (sort of) last night. It's since given back much of its gains, but as of 2:25 p.m.
MP Materials: A Buy Fueled By Geopolitical Shifts
Initiating MP Materials Corp. with a Buy rating and $87 fair value, driven by transformative DoD and Apple partnerships securing long-term demand and pricing. U.S. government support, including a $110/kg floor price and $400M investment, fundamentally reduces reliance on China and boosts revenue visibility. Vertical integration, production ramp-up, and capacity expansion position MP Materials for 50% annual revenue growth in FY25 and strong margin expansion.
Government-backed MP Materials surges as loss narrows on record rare earth oxide production
MP Materials shares are rising after its financial results gave investors hope that the rare earth miner is moving toward profitability. MP Materials announced two transformative deals last month with the Defense Department and Apple.
MP Materials Corp. (MP) Reports Q2 Loss, Tops Revenue Estimates
MP Materials Corp. (MP) came out with a quarterly loss of $0.13 per share versus the Zacks Consensus Estimate of a loss of $0.17. This compares to a loss of $0.17 per share a year ago.
MP Materials Corp. (MP) is a Great Momentum Stock: Should You Buy?
Does MP Materials Corp. (MP) have what it takes to be a top stock pick for momentum investors? Let's find out.
Should You Buy, Hold or Sell MP Materials Stock Ahead of Q2 Earnings?
MP's Q2 revenues are set to jump 45%, but rising production costs and China export cuts may deepen losses.
MP Materials' 100% Surge: Buy Now or Brace for a Pullback?
Key Points in This Article: MP Materials (MP) is the leading U.S.
MP Materials Corp. (MP) May Report Negative Earnings: Know the Trend Ahead of Next Week's Release
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.
MP Materials: A Domestic Rare Earth Monopoly
MP Materials enjoys a monopoly on domestic US rare earth mining and production. In addition to its stranglehold on the rare earth market, MP stands to benefit from significant bullish headwinds, including an investment from the US DoD, and a deal with Apple.
