NYSE:MOS

Mosaic Company (The) (MOS)

21.18
+0.05 (0.24%)
as of Jul 6, 2026, 4:54:41 pm Market Open.
74 watching
0
Investor Insights
star iconJul 6, 2026, 12:00 am

This summary was created by AI, based on 7 opinions in the last 12 months.

Experts generally view Mosaic Company (MOS) as a cyclical play in the fertilizer sector, highlighting both its potential and risks associated with commodity volatility. Recent declines in its stock price have made it more attractive, especially in light of ongoing global food demands and supply constraints, particularly from geopolitical factors like the blockage of the Strait of Hormuz. Several analysts emphasize the importance of closely monitoring the cyclical nature of the industry, noting that while the stock could catch up to its peers, it remains a risky investment due to fluctuating commodity prices. There is a consistent suggestion to adopt a strategic approach, such as starting with partial positions and adding more on weakness, aligning with the general sentiment that the stock is currently undervalued.

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Consensus
Positive
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Valuation
Undervalued
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TRADE

Lots of stress in recent months for these names due to supply constraints on fertilizer components from Strait of Hormuz. Recent move down makes it more attractive. Loves the "feed the world" trade. 

Very important, but very cyclical. Look at a 10-year chart and see multi-years of up, and then multi-years of down. The sector is not a buy-and-hold for a long time. Cheap now, he likes it.

BUY

Is good in terms of risk/return. Its downward trend has been slowing. 

TOP PICK

Its base is around $24. He's not buying it because it's a quality name, but because it will play catch-up to its peers in fertilizer.

(Analysts’ price target is $28.67)
PARTIAL BUY

He likes this sector now. Fertilizer are key to crop production, given world demand for food. Blockage of the Strait of Hormuz is a concern. He likes it here and is adding partially to this. 

PARTIAL BUY

Loves the sector, but very cyclical. A lot of it depends on what India ends up paying for potash many years out. Look at the chart for some perspective. Making a longer-term bottom formation. He's nibbling. Try 1/2 position here, add more on weakness.

(Analysts’ price target is $32.00)
WATCH

Is in a very cyclical sector, fertilizers. The stock is good in risk/return and he's definitely watching it as a trader.

RISKY

Likes it but is volatile. Their couple quarters were very good after an abysmal 6 quarters. It is higher risk because of the uncertainty in the commodity.

BUY

Really likes it, very timely. Broke the bigger multi-year downtrend from 2022. Its peer, NTR, is showing the same pattern. So the whole space is turning positive.

BUY

Really likes it here. Quant work is showing attractive value at these levels. Pulled back to some key technical levels. Chart is improving.

PAST TOP PICK
(A Top Pick May 05/22, Down 37%)

Wheat prices are coming down, then fertilizer prices become too much for farmers, and then demand comes down. Commodities in general are coming off highs. Longer term, likes the name, as product increases productivity. Volatile, pay attention if you trade.

TOP PICK
High quality business that will benefit from economic recovery. Price of commodity stabilizing. As China opens up, price of fertilizer will rise. Trading at low valuation that is good for long term investors. Small dividend yield that has room to grow. Excellent management team. Lots of free cash flow.
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Jun 07/22, Down 7.5%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with MOS triggered its stop at $52. To remain disciplined, we recommend covering the position at this time. This will result in a net investment gain of 19%, when combined with previous buy recommendations.
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly With agriculture taking centre stage during the Ukraine crisis, second only to energy, we again reiterate MOS as a TOP PICK. The company is the largest producer of potash and phosphate fertilizer in the US -- desperately needed to boost farmer yields during the global food shortage. It trades at 8x earnings compared to peers at 11x and and supports a healthy 23% ROE. It continues to build cash reserves will retiring debt. We recommend trailing down the stop slightly (from $55) to $52, looking to achieve $75 -- upside potential over 30%. Yield 1.01% (Analysts’ price target is $75.15)
TOP PICK
Likes the ag space. Higher beta name. One of the largest producers of phosphate and potash. Ukraine conflict is creating supply shocks that are helping names like this. Management expects markets to remain tight beyond 2022. Longer term, reduction in arable land pushes demand for product. Yield is 0.66%. (Analysts’ price target is $75.22)
BUY
They report Monday. The fertilizer business is booming. If Mosaic sees prices topping out, then the Fed's Jay Powell may not need to raise rates aggressively. But he doesn't see fertilizer topping out.
Showing 1 to 15 of 81 entries

Mosaic Company (The) (MOS) Frequently Asked Questions

What is Mosaic Company (The) stock symbol?

Mosaic Company (The) is a American stock, trading under the symbol MOS (previously MOS-N on Stockchase) on the New York Stock Exchange (MOS). It is usually referred to as NYSE:MOS or MOS

Is Mosaic Company (The) a buy or a sell?

In the last year, 5 stock analysts issued a Buy, Sell, or Hold rating on MOS (previously MOS-N on Stockchase). 5 analysts recommended to BUY and 0 analysts recommended to SELL the stock. The latest stock analyst rating is BUY. Read the latest stock experts' ratings for Mosaic Company (The).

Is Mosaic Company (The) a good investment or a top pick?

Mosaic Company (The) was recommended as a Top Pick by Jim Cramer - Mad Money on 2022-04-29. Read the latest stock experts ratings for Mosaic Company (The).

Why is Mosaic Company (The) stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts' recommendations for Mosaic Company (The).

Is Mosaic Company (The) worth watching?

Mosaic Company (The) is followed by 74 investors on Stockchase and is a trending stock that is worth watching.

What is Mosaic Company (The) stock price?

On 2026-07-06, Mosaic Company (The) (MOS) stock closed at a price of $21.18.

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5(5)
Based on 5 expert opinions: 5 buy 0 hold 0 sell