Jefferies raises PT on MP Materials
** Jefferies raises price target on rare earth miner MP Materials MP.N to $90 from $85
** New price target a 26.3% upside to the stock's last close
** Brokerage says the U.S.-China trade war has driven manufacturers to clarify magnet sourcing, streamline product lines and qualify alternatives, easing MP’s scale-up
** "We expect MP to evaluate further integration downstream or in adjacent manufacturing capabilities" - brokerage
** Says that neodymium and praseodymium (NdPr) oxide demand is expected to grow 5x over the next decade
** Jefferies expects 1 to 2 new original equipment manufacturers (OEMs) off-take agreements each quarter and clarity on the Saudi project structure in 2026
** 10 of 14 brokerages rate the stock "buy" or higher, 4 "hold"; their median PT is $78 - data compiled by LSEG
** Including session's moves, stock up ~350% YTD
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