MP Materials (MP) CEO James Litinsky claimed the company is “years and billions ahead of others” in the race to secure rare earth supply chains and scale magnet production. The comment came during the company’s third-quarter 2025 earnings call, reflecting strong operational momentum amid rising demand for rare earth elements. MP stock jumped about 12% during Friday’s trading session.
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Litinsky’s remark points to MP’s confidence in its vertically integrated model, from mining to magnet manufacturing, which is key for electric vehicles, defense systems, and renewable energy technologies.
MP Materials Q3 Snapshot
MP Materials delivered a solid third-quarter performance, reporting $53.6 million in revenue and $9.5 million in adjusted EBITDA. The company’s Magnetics segment contributed $21.9 million, reflecting growing traction in domestic rare earth magnet production.
Also, production of NdPr oxide hit a record 721 metric tons, up 51% year-over-year, pointing to MP’s operational momentum.
With $1.5 billion in cash and no debt, the company remains well-capitalized to scale its Fort Worth magnetics facility and prepare for heavy rare earth production by mid-2026.
Moreover, MP Materials expects a return to profitability in Q4 2025 and beyond, driven by higher production volumes and margin expansion. The company’s long-term vision includes becoming a dominant supplier of rare earth magnets for EVs, wind turbines, and defense applications.
Is MP a Good Stock Buy?
Turning to Wall Street, analysts have a Moderate Buy consensus rating on MP stock based on nine Buys and five Holds assigned in the past three months. Further, the average MP Materials stock price target of $81.21 per share implies 39.42% upside potential.
