Morgan Stanley Upgrades MP Materials (MP) to Overweight on US Supply Chain Push and Rare Earth Outlook

2 days ago 2

Maham Fatima

Thu, December 11, 2025 astatine 6:44 AM CST 2 min read

MP Materials Corp. (NYSE:MP) is 1 of the high abbreviated involvement stocks to bargain close now. On December 5, Morgan Stanley upgraded MP Materials to Overweight from Equal Weight with a terms people of $71, up from $68.5. Morgan Stanley believes that the US’s captious mineral dependency issues are not resolved by China’s one-year intermission connected uncommon world restrictions. As the US seeks to make a robust proviso concatenation extracurricular of China, MP is well-positioned to benefit.

Earlier successful the company’s Q3 2025 net report, MP Materials Corp highlighted grounds accumulation and cardinal strategical advancements. The institution achieved a grounds NDPR oxide accumulation of 721 metric tons, which marked a 21% sequential summation and a 51% year-over-year increase. MP besides acceptable records successful income volumes, showing beardown sequential and year-over-year growth. MP Materials is connected way to commencement commissioning its dense uncommon world circuit successful mid-2026. This inaugural volition alteration the accumulation of 10,000 metric tons of high-performance NDFEB magnets annually.

Morgan Stanley Upgrades MP Materials (MP) to Overweight connected US Supply Chain Push and Rare Earth Outlook

Additionally, a large concern with Apple (NASDAQ:AAPL) has commenced, marked by a $40 cardinal prepayment for the accumulation of magnets from recycled materials, with a full of $200 cardinal expected arsenic the task progresses. The institution anticipates the adjacent outgo from Apple successful Q4, with archetypal magnet volumes targeting mid-2027 and recycling soon after. This partnership, alongside the semipermanent Purchase Price Agreement with the Department of War, provides net visibility and is expected to assistance the institution instrumentality to profitability successful Q4 2025.

MP Materials Corp. (NYSE:MP), unneurotic with its subsidiaries, produces uncommon world materials successful the Western Hemisphere. The institution operates successful 2 segments: Materials and Magnetics.

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Disclosure: None. This nonfiction is primitively published at Insider Monkey.