MP MP Materials Corp. Loading... : Bullish and Bearish Analyst Opinions
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23:55
Sep 02
Sep 02
MP Materials is best play but slow.
MP Materials is the single best, most investable play on critical materials, which the US needs, but Cramer does not expect anything to happen soon and says the timeline has been long, making it a watch rather than a near-term catalyst trade.
MED
11:08
Sep 01
Sep 01
William Blair updates its September Conviction List by adding nine stocks and removing eight.
William Blair updates its September Conviction List by adding nine stocks and removing eight, reflecting a routine portfolio rebalancing without explicit directional commentary.
17:32
Aug 27
Aug 27
The author shares a research map of 51 companies across nine buildout layers with stated.
The author shares a research map of 51 companies across nine buildout layers with stated failure points, but frames it as a watchlist rather than a personal position or trade call.
LOW
17:28
Aug 27
Aug 27
Author explicitly frames a 51-company AI supply-chain map as research, not a buy list.
Author explicitly frames a 51-company AI supply-chain map as research, not a buy list, so all tickers are indexed as watch despite detailed bullish positioning.
16:18
Aug 26
Aug 26
Author confirms they are already long MP since the lows.
Author confirms they are already long MP since the lows, endorsing the parent's bullish breakout thesis toward $60-$90.
22:46
Aug 23
Aug 23
Author is bullish on the AI buildout over five years.
Author is bullish on the AI buildout over five years, but the tweet is a thematic performance review and forward-looking thesis without explicit current positions, so all tickers are watch.
LOW
11:27
Aug 15
Aug 15
The author compiles a thread of user-recommended non-AI tickers as a research watchlist.
The author compiles a thread of user-recommended non-AI tickers as a research watchlist, explicitly noting he cannot guarantee they are all non-AI, so these are indexed as watch rather than trade ideas.
LOW
23:22
Aug 14
Aug 14
Apple-MP Materials U.S. rare earth magnet deal.
Apple has done a deal with MP Materials to produce rare earth magnets in the United States, part of Cook's argument that advanced manufacturing can be done competitively in America and will also help other companies.
MED
16:30
Aug 14
Aug 14
Buy MP; rare-earth domestic mandate and momentum
Buy MP on strong weekly momentum plus the 2027 domestic rare-earth procurement mandate, with prior similar setups supporting a run back toward $100.
MED
19:26
Aug 10
Aug 10
The author shares a broad watchlist of stocks and ETFs to buy on dips.
The author shares a broad watchlist of stocks and ETFs to buy on dips, but frames it as preparation rather than current positions or explicit buy calls.
LOW
04:50
Aug 10
Aug 10
Non-China rare earths strengthening into September
Buy non-China rare earth names UUUU, USAR, and MP as a September catalyst trade — the author sees the sector strengthening broadly, likely on supply-chain diversification away from Chinese rare earth dominance.
MED
19:58
Aug 07
Aug 07
White House hosting mining CEOs signals policy support for domestic critical minerals. China’s January ban tightens supply and boosts U.S. rare earth producers like MP. Long MP as a leveraged play on critical minerals policy and supply shifts. Ban delayed, China eases curbs, or policy enthusiasm fades without action.
MED
19:57
Aug 07
Aug 07
MP Materials stake value surges significantly
The US government took a $400 million equity stake in MP Materials, which has already grown to nearly $1.2 billion as the stock moved up significantly. The company is scaling up magnet production, tripling capacity and supplying GM and Apple, with a facility investment north of $1 billion and thousands of jobs, reinforcing national security and shareholder value.
HIGH
19:16
Aug 07
Aug 07
President Trump touts MP Materials' gain in government stake as the company's stock is.
President Trump touts MP Materials' gain in government stake as the company's stock is highlighted in the news wire report.
12:26
Aug 07
Aug 07
US pre-market movers show strong gains for NET, ABNB, MCHP, TEAM, CART, MP.
US pre-market movers show strong gains for NET, ABNB, MCHP, TEAM, CART, MP, and DV on earnings or acquisition news, while RMD, TTD, and SG decline on misses or guidance cuts.
12:38
Aug 04
Aug 04
Critical materials benefit from AI supply chain geopolitics
Buy domestic critical materials producers as AI supply chain geopolitical restrictions elevate demand for non-Chinese rare earth and uranium inputs; speaker frames these as physical bottleneck beneficiaries.
MED
17:34
Jul 30
Jul 30
The author notes the U.S. government-backed magnet demand aggregation project but presents it.
The author notes the U.S. government-backed magnet demand aggregation project but presents it as an interesting observation without stating a personal position or forward call.
LOW
12:00
Jul 29
Jul 29
Persistent inflationary pressures from battery metals, tungsten, oil, and oil derivatives are expected to neutralize tariff tailwinds for 2026 guidance. — Commodity cost changes impact manufacturing and may alter supply chain dynamics for tool producers.
MED
16:38
Jul 27
Jul 27
Buy MP as a domestic rare earth/critical minerals producer that stands to benefit directly.
Buy MP as a domestic rare earth/critical minerals producer that stands to benefit directly from Trump's stated policy goal of ending US dependence on Chinese critical minerals by January 2027.
MED
13:50
Jul 21
Jul 21
Author suggests rare earth materials are a long-term play with scarcity realization years away.
Author suggests rare earth materials are a long-term play with scarcity realization years away, not an immediate trade.
16:10
Jul 10
Jul 10
The author lists companies in which the Trump Administration has taken equity stakes as factual.
The author lists companies in which the Trump Administration has taken equity stakes as factual examples of sovereign wealth fund activity, not as personal trade positions.
LOW
11:34
Jul 01
Jul 01
Co-mentioned alongside LPTH as a US rare-earth processing name in a physical AI / commodity.
Co-mentioned alongside LPTH as a US rare-earth processing name in a physical AI / commodity inflection thesis.
LOW
00:18
Jun 25
Jun 25
The author compares CXL and MP to insurance for a Ferrari.
The author compares CXL and MP to insurance for a Ferrari, suggesting they are complementary products that will do well without replacing memory, but no explicit position is stated.
00:17
Jun 25
Jun 25
Author argues CXL and memory pooling are complementary products that will see parabolic demand.
Author argues CXL and memory pooling are complementary products that will see parabolic demand as high memory margins and AI capex sustainability drive need for ROI-softening solutions.
LOW
16:30
Jun 23
Jun 23
MP Materials files a lawsuit against USA Rare Earth highlighting the competitive battle.
MP Materials files a lawsuit against USA Rare Earth highlighting the competitive battle for America's future in critical minerals.
15:40
Jun 22
Jun 22
China added MP Materials and USA Rare Earth along with eight other US entities to its.
China added MP Materials and USA Rare Earth along with eight other US entities to its export-control list in retaliation for US restrictions on Chinese companies.
11:52
Jun 22
Jun 22
US pre-market movers include Getty Images up 105% on an OpenAI display deal.
US pre-market movers include Getty Images up 105% on an OpenAI display deal, Apple down 1% on device price pressures, and Apogee up 50% on an AbbVie acquisition agreement.
05:20
Jun 22
Jun 22
China added MP Materials and USA Rare Earth along with eight other US entities to its export.
China added MP Materials and USA Rare Earth along with eight other US entities to its export control list in retaliation for US restrictions on Chinese companies.
23:46
Jun 18
Jun 18
Government-backed MP Materials is the safer play.
MP Materials is the traditional rare earths play with government backing, preferable to more speculative names like Niakore Developments.
LOW
About MP Analyst Coverage
Buzzberg tracks MP (MP Materials Corp.) across 42 sources. 37 bullish vs 1 bearish calls from 59 analysts. Sentiment: predominantly bullish (43%). 84 total trade ideas tracked. Past 7 days: 2 watch. Latest voices: Jim Cramer, DeItaone, blackpanthercap.