MP MP Materials Corp. / DE
Price Chart
Executive Summary
MP Materials CEO James Litinsky sold $6.14M worth of shares on May 13, while COO Michael Rosenthal purchased $963K on May 20, creating a mixed insider cluster. The CEO sale follows the company's strong Q1 2026 earnings report (revenue +49% YoY, record NdPr production), but the timing and size of the sale warrant attention. The COO's purchase at a lower price ($56.62 vs CEO's $65.31) partially offsets the bearish signal, but the CEO's sale dominates by dollar value.
Key Financial Metrics
Actionable Insight
MP Materials CEO James Litinsky sold $6.14M worth of shares on May 13, while COO Michael Rosenthal purchased $963K on May 20, creating a mixed insider cluster. The CEO sale follows the company's strong Q1 2026 earnings report (revenue +49% YoY, record NdPr production), but the timing and size of the sale warrant attention. The COO's purchase at a lower price ($56.62 vs CEO's $65.31) partially offsets the bearish signal, but the CEO's sale dominates by dollar value.
Key Facts
- CEO James Litinsky sold 94,000 shares for $6.14M on May 13 at $65.31/share
- COO Michael Rosenthal purchased 17,000 shares for $963K on May 20 at $56.62/share
- Total cluster value: $7.10M, representing ~0.07% of MP's $9.8B market cap
- Q1 2026 earnings (reported May 7) showed revenue +49% YoY to $90.6M, Adjusted EBITDA of $36.6M vs -$2.7M prior year
- CEO sale occurred 6 days after earnings release; COO purchase occurred 13 days after earnings
Financial Impact
CEO sale of $6.14M represents ~0.06% of market cap; COO purchase of $963K represents ~0.01% of market cap
Risk Factors
- CEO sale could signal peak valuation concerns despite strong operational results
- Insider cluster may attract negative attention from activist or short sellers
- COO purchase may be a routine diversification move rather than a bullish signal
- Rare earth pricing volatility could impact future earnings trajectory
Market Snapshot
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-MP-1779325407128 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
May 21, 2026
1d ago
|
Insider Cluster
| — | awaiting T+5 | — | — |
|
May 13, 2026
8d ago
|
144
| — | awaiting T+5 | — | — |
|
May 8, 2026
14d ago
|
Insider Cluster
| $67.43 $60.31 | ▲ +10.56% | ▲ +12.02% | $64.60 (+4.20%) |
|
May 8, 2026
14d ago
|
Insider Cluster
| $67.43 $60.31 | ▼ −10.56% | ▼ −12.02% | $64.60 (−4.20%) |
|
Apr 24, 2026
27d ago
|
DEFA14A
| $64.92 $66.20 | ▲ +1.97% | ▲ +1.57% | $64.60 (−0.50%) |
US Market Status
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