기업
China Rare Earth Group in Talks to Acquire MP Shareholder Shenghe Resources영어 원문
Indirect stake in US firm with DoD shareholder raises supply chain concerns
첫날 -4.3% · 5일 후 +3.3%
기업호재
China Rare Earth Firms Halt US Shipments; MP Materials in Focus영어 원문
Reuters reports Chinese rare earth suppliers halt some US shipments on geopolitical risk, boosting US-based suppliers like MP
첫날 +1.5% · 5일 후 -11.2%
이전 이벤트 9건›
실적호재
MP Materials Q2 Revenue Up 89%, Operating Cash Flow Turns Positive영어 원문
Q2 revenue $108M, adj. EBITDA $28.5M; operating cash flow positive but FCF pressured by downstream spending
첫날 +6.9% · 5일 후 +7.0%
›전개 과정 5회
- 2026-08-08 NdPr sales volume up 127%, earnings beat expectations
- 2026-08-08 Earnings call confirms revenue and NdPr volume growth, adding detail to prior earnings event
- 2026-08-12 Q2 revenue up 89% YoY but high costs, estimate cuts, and premium valuation cloud outlook
- 2026-08-14 Q2 revenue $108.5M, 1H $199M, strong growth
- 2026-08-25 Q2 revenue $108M, adj. EBITDA $28.5M; operating cash flow positive but FCF pressured by downstream spending
기업호재
MP Signs Major Aerospace & Defense Deal, Backed by Apple and Pentagon영어 원문
Long-term aerospace & defense deal signed; Apple and Pentagon validate strategy, likely first of several
첫날 -4.4% · 5일 후 -4.6%
규제호재
Trump admin $300M investment in MP and defense minerals boosts rare earth stocks영어 원문
US strategic investment in defense minerals reinforces MP Materials' critical role in rare earth supply chain
첫날 +6.9% · 5일 후 +7.0%
›전개 과정 4회
- 2026-08-08 Trump touts gain in government stake, boosting stock.
- 2026-08-08 Government boosts critical minerals investment, potentially benefiting MP and peers
- 2026-08-08 Government boosts defense supply chain mineral investment, covering MP Materials
- 2026-08-19 US strategic investment in defense minerals reinforces MP Materials' critical role in rare earth supply chain
기업호재
Federal Trade/Defense Policies Lift Rare Earth Stocks, MP Up 8%영어 원문
New federal trade/defense initiatives bolster domestic supply chains, sector rally
첫날 +5.5% · 5일 후 +2.2%
실적
MP Materials to Report Q2 Earnings After Close Aug 6영어 원문
Q2 results delivered, revenue doubled YoY with NdPr volume surge, meeting expectations
첫날 +8.3% · 5일 후 +16.4%
›전개 과정 4회
- 2026-08-04 Earnings release imminent; market watches performance and rare earth outlook.
- 2026-08-07 Reported after close: EPS -$0.01 vs est, revenue $108.49M beat.
- 2026-08-06 Q2 loss of $0.01 per share beat estimates, revenue beat, loss narrowed from $0.13 a year ago.
- 2026-08-08 Q2 results delivered, revenue doubled YoY with NdPr volume surge, meeting expectations
8-K 공시
8-K: 실적 공시
첫날 -0.9% · 5일 후 +17.2%
실적
실적 발표
첫날 -0.9% · 5일 후 +17.2%
실적
MP Materials Announces Q2 2026 Earnings Release Date영어 원문
Company to report after market close on Aug 6; investors eye rare earth scale-up
첫날 -8.1% · 5일 후 -1.8%
내부자 매수호재
내부자 매수 50만 달러 (내부자 1명)
첫날 -5.7% · 5일 후 +5.1%
방향별 정리 · 원문 링크
최근 2주간 X 신뢰 작성자 의견을 AI가 묶은 주장이며, 수치는 독립 작성자 수다. 언급량은 방향을 예측하지 않는다 · 투자 권유 아님
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