MP Materials Stock Surges 47% in Six Days Despite 33% Volume Drop Ranking 178th

On June 20, 2025, MP Materials (MP) saw a trading volume of $472 million, a 33.34% decrease from the previous day, ranking 178th in the day's stock market activity. MP Materials' stock price rose by 1.26%, marking its sixth consecutive day of gains, with a total increase of 47.00% over the past six days.

MP Materials' decision to halt shipments of rare earth concentrate to China in mid-April, due to tariffs and critical selling issues, has significantly impacted its stock performance. This move was a response to China's trade policies, which have led to increased scrutiny and potential disruptions in the supply chain.

Analysts from Morgan Stanley upgraded MP Materials from an "equal weight" rating to an "overweight" rating, raising their target price for the stock from $23.00 to $34.00. This positive outlook reflects the growing demand for rare earth materials and the company's strategic positioning in the market.

Robert W. Baird also lifted their target price on MP Materials from $30.00 to $38.00, assigning an "outperform" rating. This upgrade underscores the company's strong fundamentals and its potential for future growth in the rare earth sector.

Investments in U.S. and African rare earth mines, including MP Materials in California, are surging. This trend is driven by the U.S.-China decoupling and shifts in global supply chains, as countries seek to diversify their sources of critical minerals.

Despite President Trump's announcement of a "done" trade deal on June 11, 2025, Chinese rare earth magnet shipments to U.S. companies remain largely stalled. This ongoing trade tension has further highlighted the importance of domestic production and strategic partnerships for MP Materials.