MP Materials (MP) saw a rollercoaster ride, hitting near $100 due to Chinese export fears, then sliding 3.57% amid easing U.S.-China tensions. BMO Capital upgraded the stock, boosting shares by 6.8%. MP remains vital to U.S. rare-earth independence, though stock trades 39.7% below its high.

As the only integrated U.S. rare-earth producer, MP Materials plays a key role in powering EVs, defense platforms, and more. The company’s market cap near $10.3 billion positions it as a leader in the industry, with shares up 290% YTD and 196.8% in the last six months.

Despite softer revenue in Q3 2025, MP Materials showed improved operational execution. NdPr oxide production rose 51% YOY, while adjusted net loss narrowed 9.2%. The company’s cash position of nearly $1.2 billion provides flexibility for future investments.

Analysts anticipate a positive outlook for MP, with EPS expected to rise significantly in fiscal year 2026. The stock maintains a “Strong Buy” rating, with an average price target of $79.89, suggesting a potential upside of 31.3% and a high target of $94 indicating 54.5% appreciation.

Read more at Yahoo Finance: Down 41% From Its Highs, Should You Buy the Dip in MP Materials Stock?