(IPX) IperionX American - Overview

Exchange: NASDAQ • Country: United States • Currency: USD • Type: Common Stock • ISIN: AU0000208910

Stock: Titanium, Zircon, Rare Earth, Titanium Powder, Spherical Powder

Total Rating 51
Risk 80
Buy Signal -0.08
Risk 5d forecast
Volatility 80.8%
Relative Tail Risk -9.62%
Reward TTM
Sharpe Ratio 0.93
Alpha 39.85
Character TTM
Beta 1.177
Beta Downside 1.359
Drawdowns 3y
Max DD 65.86%
CAGR/Max DD 1.32

Description: IPX IperionX American January 20, 2026

IperionX Limited (NASDAQ: IPX) is a U.S.-based miner that fully owns the Titan project in Tennessee, a deposit containing titanium, zircon, and a suite of rare-earth minerals. In addition to developing these resources, the company manufactures angular and spherical titanium metal powders that are sold to automotive, aerospace, defense, consumer-electronics, energy, medical, luxury-goods, and broader industrial markets.

From a macro perspective, the Titan project aligns with the U.S. government’s push for domestic critical-minerals supply chains, accelerated by the Inflation Reduction Act’s tax credits for battery-grade materials and the Department of Defense’s “Made in America” procurement mandates. These policy drivers could materially improve the projects financing prospects and market access if the company can demonstrate commercial-scale production.

Recent public filings (Q3 2024) indicate the Titan deposit contains an estimated ≈ 1.2 Mt of titanium-oxide equivalent resources, with a measured-and-indicated grade of 6% TiO₂. The company reported a cash balance of roughly $12 million and has secured a $20 million revolving credit facility, but it remains heavily dependent on raising additional capital to fund mine development and powder-production scale-up. The titanium-powder segment posted a 15% YoY increase in shipped volume in 2023, reflecting growing demand for additive-manufacturing in aerospace.

For a deeper, data-driven look at IPX’s valuation metrics and scenario analysis, you might find the research tools on ValueRay worth exploring.

Piotroski VR‑10 (Strict, 0-10) 0.0

Net Income: error (cannot be calculated; needs Net Income TTM and Revenue TTM)
FCF/TA: -0.48 > 0.02 and ΔFCF/TA -30.49 > 1.0
NWC/Revenue: error (cannot be calculated; needs Current Assets/Liabilities and Revenue current+prev)
CFO/TA -0.27 > 3% & CFO -28.3m > Net Income -35.4m
Net Debt/EBITDA: error (EBITDA <= 0)
Current Ratio: 6.99 > 1.5 & < 3
Outstanding Shares: last quarter (29.5m) vs 12m ago 30.47% < -2%
Gross Margin: error (current vs previous; cannot be calculated due to missing/invalid data or negative margin)
Asset Turnover: 0.0% > 50% (prev 0.0%; Δ 0.0% > 0%)
Interest Coverage Ratio: -107.1 > 6 (EBITDA TTM -37.8m / Interest Expense TTM 366.8k)

Altman Z'' 4.18

A: 0.48 (Total Current Assets 58.9m - Total Current Liabilities 8.43m) / Total Assets 105.0m
B: -1.04 (Retained Earnings -109.2m / Total Assets 105.0m)
C: -0.49 (EBIT TTM -39.3m / Avg Total Assets 80.2m)
D: 7.34 (Book Value of Equity 92.4m / Total Liabilities 12.6m)
Altman-Z'' Score: 4.18 = AA

What is the price of IPX shares?

As of February 07, 2026, the stock is trading at USD 43.10 with a total of 209,414 shares traded.
Over the past week, the price has changed by -13.68%, over one month by +1.22%, over three months by +19.23% and over the past year by +59.33%.

Is IPX a buy, sell or hold?

IperionX American has received a consensus analysts rating of 5.00. Therefore, it is recommended to buy IPX.
  • StrongBuy: 2
  • Buy: 0
  • Hold: 0
  • Sell: 0
  • StrongSell: 0

What are the forecasts/targets for the IPX price?

Issuer Target Up/Down from current
Wallstreet Target Price 67.8 57.2%
Analysts Target Price 67.8 57.2%
ValueRay Target Price 68 57.7%

IPX Fundamental Data Overview February 04, 2026

P/E Forward = 1250.0
P/B = 18.1015
Revenue TTM = 0.0 USD
EBIT TTM = -39.3m USD
EBITDA TTM = -37.8m USD
Long Term Debt = 3.46m USD (estimated: total debt 3.93m - short term 472.0k)
Short Term Debt = 472.0k USD (from shortTermDebt, last quarter)
Debt = 3.93m USD (from shortLongTermDebtTotal, last quarter)
Net Debt = -50.9m USD (from netDebt column, last quarter)
Enterprise Value = 1.59b USD (1.64b + Debt 3.93m - CCE 54.8m)
Interest Coverage Ratio = -107.1 (Ebit TTM -39.3m / Interest Expense TTM 366.8k)
EV/FCF = -31.50x (Enterprise Value 1.59b / FCF TTM -50.5m)
FCF Yield = -3.17% (FCF TTM -50.5m / Enterprise Value 1.59b)
FCF Margin = unknown (Revenue TTM is 0 or missing)
Net Margin = unknown
Gross Margin = unknown ((Revenue TTM 0.0 - Cost of Revenue TTM 2.63m) / Revenue TTM)
Tobins Q-Ratio = 15.14 (Enterprise Value 1.59b / Total Assets 105.0m)
Interest Expense / Debt = 0.03% (Interest Expense 1323 / Debt 3.93m)
Taxrate = 21.0% (US default 21%)
NOPAT = -31.0m (EBIT -39.3m * (1 - 21.00%)) [loss with tax shield]
Current Ratio = 6.99 (Total Current Assets 58.9m / Total Current Liabilities 8.43m)
Debt / Equity = 0.04 (Debt 3.93m / totalStockholderEquity, last quarter 92.4m)
Debt / EBITDA = 1.35 (negative EBITDA) (Net Debt -50.9m / EBITDA -37.8m)
Debt / FCF = 1.01 (negative FCF - burning cash) (Net Debt -50.9m / FCF TTM -50.5m)
Total Stockholder Equity = 99.0m (last 4 quarters mean from totalStockholderEquity)
RoA = -44.08% (Net Income -35.4m / Total Assets 105.0m)
RoE = -35.73% (Net Income TTM -35.4m / Total Stockholder Equity 99.0m)
RoCE = -38.35% (EBIT -39.3m / Capital Employed (Equity 99.0m + L.T.Debt 3.46m))
RoIC = -29.40% (negative operating profit) (NOPAT -31.0m / Invested Capital 105.6m)
WACC = 10.23% (E(1.64b)/V(1.65b) * Re(10.25%) + D(3.93m)/V(1.65b) * Rd(0.03%) * (1-Tc(0.21)))
Discount Rate = 10.25% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: 100.0 | Cagr: 18.46%
Fair Price DCF = unknown (Cash Flow -50.5m)
EPS Correlation: 61.74 | EPS CAGR: 160.9% | SUE: 3.77 | # QB: 1
Revenue Correlation: N/A | Revenue CAGR: 0.0% | SUE: N/A | # QB: 0
EPS current Year (2026-06-30): EPS=-0.07 | Chg30d=+0.004 | Revisions Net=+1 | Growth EPS=+40.8% | Growth Revenue=+0.0%
EPS next Year (2027-06-30): EPS=0.06 | Chg30d=+0.017 | Revisions Net=+1 | Growth EPS=+187.3% | Growth Revenue=+550.1%

Additional Sources for IPX Stock

News: Wall Street Journal | Benzinga | Yahoo Finance
Fund Manager Positions: Dataroma | Stockcircle