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MP Materials just posted a monster revenue beat and signed a secretive aerospace deal that has investors piling into rare earth stocks across the board. Find out what the company's CEO said that made analysts completely abandon their sell ratings.

MP Materials (NYSE:MP) reported second-quarter 2026 revenue and PPA income of $126.1 million, more than double the prior-year period, as sales volumes of neodymium-praseodymium, or NdPr, increased 127% year over year. Consolidated adjusted EBITDA was $28.5 million, improving by $41 million from a ye

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The strategic necessity of ensuring a domestic source of rare-earth magnets for U.S. manufacturing is a key part of the investment case for these two stocks.

MP Materials targets Q3 NdPr output above 1,000 tons, Q4 commercial magnet shipments and expansion into heavy rare earth products.

Moby summary of MP Materials Corp.'s Q2 2026 earnings call

Investors focus on MP Materials’ stronger rare earth output, defense partnerships and U.S. efforts to strengthen critical mineral supply chains.

MP Materials Corp. has reported past second-quarter 2026 results, with sales rising to US$108.49 million while its net loss narrowed to US$20.3 million, alongside improved losses per share versus a year earlier. Alongside the earnings, MP Materials’ Project Swarm rare-earth magnet initiative, tied to its 10X facility and U.S. defense partnerships, highlights an effort to deepen its role in domestic drone and motor supply chains. We’ll now examine how stronger-than-expected EBITDA and the...

MP Materials (MP) delivered earnings and revenue surprises of -150.00% and +9.35%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

The Metals Company has a bold business plan, but this rare-earth stock is already generating revenue and profits.

Thursday evening, MP Materials reported second-quarter Ebitda of $28.5 million, Wall Street was looking for $27.1 million.

Materion (MTRN) delivered earnings and revenue surprises of +22.58% and +12.00%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Project Swarm will allow any domestic or allied manufacturer up to 2 million drones of magnet capability a year, Chairman and CEO James Litinsky said.

MP Materials faces Q2 earnings with strong production growth but a negative Earnings ESP. Can expanding rare earth operations outweigh higher costs?

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Trump handed Lutnick export authority in July, months after Washington quietly loaded MP Materials with subsidies and floors.

Goldman Sachs says AI growth and energy demand are boosting critical minerals investments.

One operates in a nascent market with FAA hurdles; the other dominates domestic rare earth supply but depends heavily on government contracts.

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.

REalloys is establishing a comprehensive, non-Chinese rare earth supply chain in North America by integrating feedstock sourcing, proprietary metallization technology, and permanent magnet manufacturing

Rare-earth stocks are heating up as the U.S. races to loosen China's grip on the industry, but not every company in this high-stakes trade is a buy.

HudBay Minerals (HBM) delivered earnings and revenue surprises of -6.67% and -2.75%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Fresh disclosures about a roughly $400 million U.S. government equity stake in MP Materials (MP) have pushed the rare-earth producer into focus as policymakers and manufacturers confront a critical-minerals shortfall. See our latest analysis for MP Materials. Despite the fresh attention from Washington, MP Materials’ recent trading has been weak, with the share price down 30.1% over the past 90 days and 21.5% year to date. However, the three year total shareholder return of 80.8% still leaves...

Washington is writing billion-dollar checks to break China's grip on rare earth magnets, and there is an ETF built specifically to capture that trade. The problem is that a correct geopolitical thesis and a profitable investment are two very different things.

American mineral capacity remains insufficient five months before restrictions on supplies from China and other adversaries.

Escalating Chinese export controls are driving a major push to establish a secure North American rare earth supply chain from mining to magnet production.

Ethics filings cited by the report showed Trump’s personal accounts started buying Intel shares in March, after the stake announcement boosted the stock.

The Trump administration's equity stakes—from Intel to quantum startups—appear in no budget document and are subject to no watchdog.

There's increasing chatter that the U.S. will nationalize key AI companies.

Artificial intelligence and data centers are in the spotlight, but investors should pay attention to a less-noticed boom in global manufacturing. Ten ways to play the new wave.