Shares of MP Materials dropped 10.7% over the past week as investor sentiment toward rare-earth producers shifted sharply. The sell-off was triggered by a Reuters report suggesting the U.S. government may reconsider long-standing price support arrangements for domestically produced rare-earth elements. MP Materials, which holds a 10-year pricing floor agreement at $110 per kilogram through the Department of Defense, saw its stock come under pressure despite this secured contract. Traders cited fear that any policy reversal could undermine revenue visibility for key projects in California, where the company operates one of the world’s richest rare-earth deposits and the only fully integrated rare-earth supply chain in the United States.

MP Materials announced that it will release its fourth quarter 2025 financial results on Thursday, February 26, 2026, after U.S. markets close. Management will host a live conference call and webcast at 2:00 p.m. Pacific Time (5:00 p.m. Eastern Time) to discuss earnings, production metrics and guidance for 2026. Prior to the call, the company will issue a press release and post a detailed slide presentation on its investor website. A replay of the webcast will be available approximately one hour after the call concludes. As America’s only fully integrated rare-earth producer, MP Materials plans to update investors on progress in mining, advanced metallization and magnet manufacturing operations that serve sectors such as defense, energy and aerospace.