Jul. 18, 2025 at 2:03 PM ET6 min read

Apple Deal Boosts MP Materials Stock

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Written by Tim Bohen Reviewed by Ben Sturgill Fact-checked by Ellis Hobbs

MP Materials Corp. stock surges 6.59% due to expanding electric vehicle sector boosting investor optimism.

Recent Developments Shaping the Market

  • In a strategic move, MP Materials has entered a $500M partnership with Apple, striking a balance between sustainable practices and boosting rare earth magnet production in the U.S. This commitment not only promises to enhance manufacturing capacity but also strengthens MP’s domestic footprint against foreign competitors.

  • A monumental agreement with the Department of Defense aims to secure the U.S. rare earth magnet supply chain. This public-private partnership involves significant investments and guarantees a price floor for MP’s key products, reinforcing its role as a pivotal national resource.

  • Apple’s substantial $500M investment has fueled MP’s stock to climb 10%, marking a three-year high. This surge is driven by market optimism surrounding MP’s enhanced operational scale and sustainable supply chain solutions.

  • Post-announcement of the Apple deal and the DoD partnership, Deutsche Bank elevated MP’s price target to $67, citing reduced operational risks stemming from these significant collaborations.

  • With Apple as a new commercial partner, increased stock price targets from leading analysts indicate growing confidence in MP’s capacity to transition from a commodity producer to a strategic market leader.

Candlestick Chart

Live Update At 14:02:55 EST: On Friday, July 18, 2025 MP Materials Corp. stock [NYSE: MP] is trending up by 6.59%! Discover the key drivers behind this movement as well as our expert analysis in the detailed breakdown below.

Financial Snapshot: MP Materials’ Recent Performance

As traders, it’s crucial to keep emotions in check and stick to a strategy. Instead of getting caught up in wishful thinking, we should remember what veteran trader Tim Bohen, lead trainer with StocksToTrade, advises: “I focus on what a stock is doing, not what I want it to do. Let the stock prove itself before you make a move.” By applying this mindset, traders are less likely to prematurely enter or exit trades based on emotions rather than data and trends.

Analyzing MP Materials’ recent earnings report, some key insights highlight both opportunities and challenges. Revenues were reported at approximately $203.9M, though overall profitability remains under pressure with notable negative profit margins. The company faced operating expenses exceeding gross profits, delineating a challenging cost structure yet resilient revenue generation efforts.

A glance into the balance sheet uncovers significant investments in expanding capacity, aligning with MP’s strategic partnership announcements. With over 1.3B in total non-current liabilities, it’s clear MP is leveraging substantial debt to fund growth initiatives like the partnership with the Department of Defense, promising to bolster its balance sheet and enhance long-term prospects.

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Stock performance in recent days reflects cautiously calculated market adjustments responding to developments with strategic partners. In simple terms, while MP dips momentarily after peaks, the surrounding optimism persists, driven by investment activities and anticipated domestic economic boosts.

Navigating the Partnership Milestones

The strategic partnership with Apple constitutes a pivotal turn for MP Materials, poised to bolster its competitive advantage in the rare earth space. This development is expected to shift MP’s trajectory towards robust capitalization, minimizing vulnerabilities tied to volatile markets and foreign supply chains.

This partnership not only positions MP as a dedicated supplier to a tech giant but also brightens the outlook for sustainable practices within the manufacturing sector. In aligning with Apple’s pledge towards recycled materials, MP sets an industry precedent that promises long-term benefits across environmental and economic fronts.

Simultaneously, MP’s collaboration with the Department of Defense opens pathways to increased production resilience. The longstanding agreements assure revenue predictability while supporting broader national interests, lowering sectorial supply chain disruptions and fostering innovation domestically.

What Lies Ahead for MP Materials?

The prevailing sentiment on Wall Street post-collaborations with Apple and the DoD remains positive, as expectations heighten around new facilities speeding up MP’s growth curve. While financial metrics emphasize current profitability hurdles, strategic partnerships outweigh immediate growth detractors, which are seen as transient roadblocks over the grander scheme of MP’s operational metamorphosis.

Traders maintain their perspective from the accelerated strengthening of supply chains and diversified partnerships. They diligently plan their strategies, keeping in mind the wisdom shared by Tim Bohen, lead trainer with StocksToTrade: “The best trades are the ones you can make without emotion. Plan it, then execute it as if it’s routine.” MP showcases promising prospects with its ongoing ventures promising to counteract past losses and potentially turn profit challenges into historical anecdotes.

Overall, MP Materials navigates through today’s market with a sturdy plan and optimistic foresight, strategically targeting both expansion and sustainable advancement. These alliances cement MP’s pivot as a formidable national figure in rare earth solutions, crafting a renewed narrative for the era of sustainable high-tech manufacturing.

This is stock news, not investment advice. StocksToTrade News delivers real-time stock market updates tailored to highlight the key catalysts driving short-term price movements. Our coverage is designed for active traders and investors who thrive in fast-moving markets, with a focus on volatile sectors like penny stocks, AI stocks, Robinhood stocks and other momentum plays. From earnings reports and FDA approvals to mergers, new contracts, and unusual trading volume, we break down the events that can spark significant price action.

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