MP Materials is considered a strong buy due to its operational mine-to-magnet business and growing production of qualified magnets for General Motors. The company expects Apple to join as a customer next year, boosting prospects. Management projects $650 million EBITDA based on conservative rare earth pricing and highlights potential margin gains from refining capabilities. Renewed U.S.-China tensions over rare earths could increase the stock's value, supported by recent insider buying, though risks remain if growth stalls.
MP Materials is trading at USD 38.76 on Pluang as of Nov 15, 2026 21:21 WIB, showing a 3.50% gain in one day. This price is closer to its 52-week low of USD 33.74 than its 52-week high of USD 72.65, indicating significant room for upside if U.S.-China tensions over rare earths intensify. The stock’s market cap stands at $6.91 billion with all Pluang orders currently buying, reflecting strong investor interest despite the gap to its peak price.
