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MP Materials stock has delivered a very strong 3 year return, yet current valuation checks flag a possible premium and a mixed overall picture for investors trying to assess what they are paying for that track record. Recent news on new supply deals and analyst enthusiasm adds to the story, but the numbers suggest this is not a straightforward bargain. MP Materials has returned 150.8% over the past 3 years, which makes the current valuation more sensitive to any change in expectations. The...

According to a Reuters report, some Chinese suppliers are refusing to ship rare earth materials to U.S. customers, ahead of President Xi Jinping’s U.S. visit later this month.

China just restricted 12 minerals that defense contractors need to build the next generation of laser weapons, and Raytheon's $289 billion backlog may be sitting on a supply chain fault line nobody wants to talk about.

The company is making steady progress on its long-term plans, aided and abetted by the U.S. government.

United States Antimony surged 8% this morning with no press release, no earnings, and no same-day filing to explain it, while the broader critical minerals sector quietly slipped lower. Something moved this stock, and the answer matters for anyone sizing exposure here.

Rare earth stocks have been, well, bad lately. USA Rare Earth stock was up 2.1% at $17.62 in premarket trading, while and futures were up 0.1% and 0.2%, respectively. Rare Earth leader MP Materials is also perfect, with 17 out of 17 analysts covering the stock rating it Buy.

William Blair Names 8 New Stock Picks: AI, Defense and Healthcare Stand Out

UUUU is accelerating its shift into critical minerals with acquisitions spanning rare earth processing, metals, alloys and magnets.

MP and NioCorp offer distinct critical-minerals opportunities, but operational maturity and execution risks set them apart.

The company has a bright future based on current trends and execution of its business plan, but significant risks remain.

Access to rare-earth minerals has become a growing focal point in U.S.-China geopolitical positioning

The companies are not that much alike, but they're both showing strong revenue and earnings growth.

On Monday, the Trump administration finalized a $1.55-billion funding package aimed at building domestic supply chains and reducing reliance on China.

Earlier this week, MP Materials announced a multi-year agreement to supply gadolinium oxide to a major U.S. aerospace and defense manufacturer, reinforcing its role as a domestic rare-earth supplier for critical applications. This contract highlights how MP Materials is increasingly embedded in U.S. defense supply chains, potentially widening its customer base beyond existing technology and automotive partners. We’ll now examine how this new gadolinium oxide supply deal might influence MP...

Critical Metals is surging nearly 20% while its rare earth peers sit flat or slide lower, and no company announcement explains the gap. One unverified catalyst keeps surfacing in trader circles, and it has nothing to do with the ground under Greenland.

MP Materials turns operating cash flow positive in Q2, but heavy spending on downstream expansion keeps free cash flow under pressure.

This latest deal could signal much more demand ahead.

A bid ran through the whole critical-resources complex on Friday, while the milestones that decide what this company earns sit on a slower calendar.

A $1.55 billion government-backed deal that should signal strength is somehow sending USA Rare Earth shares lower, and the sharpest selloff belongs to a company with no news at all.

MP Materials is trailing the market in 2026. Under the surface, however, the company is getting stronger.

One swung to profit with record metal sales; the other burns cash scaling production. Their 2026 trajectories couldn't be more different.

For investors looking to capitalize on the domestic push for rare-earth mining and processing, one stock clearly stands out as a better buy right now.

Critical minerals stocks are surging while the broader market barely twitches, and the forces driving the move have less to do with company news than with a shift happening deep inside the bond market and the dollar.

MP Materials is gaining momentum as surging NdPr production and sales drive stronger Materials segment revenues and profitability in 1H26.

The U.S. government’s latest $500 million investment in critical minerals wasn’t directed at publicly traded companies — but public market investors shouldn’t ignore it. By backing lithium processing, cobalt refining and battery recycling projects, the Donald Trump administration is signaling where it sees the next bottlenecks in the domestic battery supply chain may be. That policy direction could create opportunities for listed companies operating in adjacent parts of the industry, even if the

IPO Edge hosted a fireside chat with Tactical Resources Corp. Common Shares (Nasdaq: TREO) Chief Executive Officer and a Director Ranjeet Sundher, moderated by IPO Edge Editor-in-Chief John Jannarone and Editor-at-Large […]

IPO Edge hosted a fireside chat with Tactical Resources Corp. Common Shares (Nasdaq: TREO) Chief Executive Officer and a Director Ranjeet Sundher, moderated by IPO Edge Editor-in-Chief John Jannarone and Editor-at-Large […]

MP Materials stock has delivered a very strong 177.7% gain over the past three years, yet the current valuation checks lean more cautious, with the shares screening as expensive on market multiples and only a mixed overall value score. After the recent rally, investors are weighing whether the price now embeds much of the rare earth growth story already. The 177.7% return over three years highlights how strongly MP Materials has rewarded long term holders, which raises the bar for what needs...

A $100 million buyback authorization from United States Antimony landed just days after a badly missed quarter and a guidance cut that nearly halved the full-year outlook, raising a pointed question about whether management is signaling confidence or buying time.

UUUU advances its rare earth supply chain as terbium oxide wins commercial magnet approval.