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MPMP Materials Corp.Sell5.2·$53.80-1.65%

MP Materials (MP) Q2 2026 earnings — TrendMatrix coverage

IN LINE-173.2% vs estimateEPS -$0.01 vs estCurrent verdict Sell 5.2/10

Reported

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure

Event detail · Q2 2026

Key numbers

Reported EPS
-$0.01
Estimate
Surprise
-173.2%
Revenue (period 2026-06-30)
$108.5M
Score today
5.2/10

Revenue source: xbrl.

Current read · as of 2026-09-04

Where TrendMatrix's rating stands now

TrendMatrix currently rates MP Sell at 5.2/10; no pre/post engine snapshot brackets this report.

3 of the last 4 quarters beat the estimate; this quarter's -173.2% surprise compares with a +132.7% four-quarter average. Next scheduled report: 2026-11-05.

What argues against it

  • Concentration risk — Geographic: Mountain Pass (sole North American facility)
  • Quality below floor (2.4 < 4.0)
  • Momentum score 1.6/10 — below 4.5 minimum

This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.

Current engine read

The levels TrendMatrix's engine tracks

Current price
$53.80
Price target
$67.84
Stop
$50.02
Upside to target
+26.1%
Reward-to-risk
2.2:1

Model outputs from TrendMatrix’s engine as of 2026-09-04 — shown for context, not personalized investment advice.

Basic Materials context

MP at TrendMatrix's latest read

Materials producers report against the commodity cycle — realized-price capture and volume, not the EPS line, are the tells in a quarter like this.

Industry
Other Industrial Metals & Mining
Market cap
$9.74B
P/E (fwd)
61.8
52-week range
$37.81$100.25
Off 52-week high
46.3%
RSI (14)
39
Volume vs avg
0.55×
Score today
5.2/10

Earnings figures are sourced from TrendMatrix’s pipeline (EPS: existing earnings extraction; revenue: SEC XBRL company facts where available, yfinance-provisional otherwise). Not a buy/sell rating, a price target, or investment advice — see the current verdict on the stock’s main page for TrendMatrix’s live read.

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