MP Materials has fallen more than 50% since last October, even though it remains one of the few American companies that can mine and refine rare earths and still receives US government support, including a price floor for NdPR and a 10-year agreement to buy magnets from its planned 10X facility. Second-quarter revenue rose 80% year over year to roughly $109 million, and revenue is expected to more than double over the next two years. The author says the price-to-sales ratio has dropped from about 70 times in late 2025 to around 17 today, still above other mining stocks, so the stock may be volatile in the short term. The author does not view it as suitable for money needed over the next five years, but says long-term investors could see a handsome gain.
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