What's Happening With MP Materials Stock?
1. MP Materials stock increased 4.5x year-to-date amidst geopolitical tensions. 2. The U.S. Defense Department invested $400 million, becoming MP's largest stakeholder. 3. Q2 2025 showed record NdPr production, revenue up 84% year-over-year. 4. Valuation at 42x forward revenue raises concerns despite significant contracts. 5. Dependency on geopolitics poses risks; global supply chain dynamics remain unstable.