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MP Materials may not make you a millionaire, but it often makes big moves on major news, such as earnings and corporate updates. The rare-earth metals company next reports quarterly results on Nov. 5; if results and guidance prove promising, like last quarter, shares could get back on an upward trajectory.
MP Materials and Lynas are expanding rare earth production, but profitability, operational challenges and valuation differences could determine which stock offers the stronger investment case.
MP Materials stock has lost half of its value in 2026. The company has reported strong revenue growth; it is also expected to open its next magnet factory in 2028.
Japan has told Washington it is “months” from running out of yttrium, a rare earth used in jet engines and chipmaking equipment, and has asked the US to help push China to ease its export restrictions.
Rare-earth elements are crucial for magnets used in many modern technologies, while copper is a key metal in the power grid. MP Materials offers high-growth exposure to U.S.-produced rare earths, supported by long-term contracts and price protections.
While short traders tend to evacuate their positions after benefiting from a steep correction, they appear set on betting against the wider U.S. strategic resources sector despite the brutal sell-off that has been affecting it throughout 2026.
MP Materials is lower risk with established operations and contracts. USA Rare Earth, which focuses on heavy rare-earth elements, offers higher risk and greater upside potential.
The rare earth selloff is taking a breather, and the stock that fell hardest is rebounding most sharply. USA Rare Earth (NASDAQ:USAR) stock has gained 4%, lately fetching $10.