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NYSE:MOS

Mosaic Company (The) (MOS)

22.52
-0.17 (0.75%)
as of Jun 15, 2026, 8:00:00 pm Market Open.
74 watching
0
Investor Insights
star iconJun 14, 2026, 12:00 am

This summary was created by AI, based on 6 opinions in the last 12 months.

Experts express a generally positive outlook on Mosaic Company (MOS-N), highlighting the cyclical nature of the fertilizer sector. The company's current price may indicate an opportunity for growth, particularly as its downward trend is slowing and base support is identified around $24. Analysts have differing price targets, with estimates ranging up to $32.00, suggesting potential for significant upside as the company may catch up to its peers. Additionally, geopolitical concerns, such as the blockage of the Strait of Hormuz, add some risk to the sector, yet many experts advocate for a strategic entry or accumulation on dips. Overall, while volatility and risk are noted, the consensus suggests a favorable risk/return profile.

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Consensus
Positive
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Valuation
Fair Value
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HOLD

(Market Call Minute) Potash prices and demand have fallen off. Owns POT-T. Holds because everybody has to eat.

DON'T BUY

She is not in this sector. Who knows how that is going to happen now to the whole issue of Potash (POT-T),. Potash prices are declining. Corn prices have gone down, which is not necessarily good for fertilizer companies. She would stay away from all fertilizer companies until we know what happens in potash.

DON'T BUY

On top of everything else, China entered the fertilizer fray by taking 13% of a Russian potash producer. China is not looking to maximize its return on investments, but to maximize its return on cheap fertilizer. This would suggest that prices are still likely to work lower. He also sees downside risks for both Potash (POT-T) and Agrium (AGU-T).

BUY

BHP Billiton (BHP-N) wants to get into potash so there is always a potential of a possible takeover. If you own, be patient and wait for this nonsense in Russia to cool off. (See Top Picks.)

TOP PICK

Different than POT and AGU. This one is a special situation. It has phosphate which is his favourite nutrient. 12 times earnings. $2.5 billion on the balance sheet. Thinks they will buy back stock with the extra cash.

HOLD

You may want to stay with this one. There are brighter days ahead. Review in a year.

WAIT

Nothing wrong with it. He is looking at it right now. There is a big chunk owned by Cargil and he is waiting to see what happens with that. Likes MOS. It is well positioned.

COMMENT

There is a very good chance this could be a takeout candidate for BHP Billiton (BHP-N) who wants to get into this sector.

DON'T BUY

(Market Call Minute.) Has been a standout performer compared to Potash (POT-T) because sentiment has shifted to phosphate. Looks toppy at these levels because of the run-up in the last little while.

COMMENT

Thinks the entire fertilizer business has been oversold. Thinks there will be a shortfall in grain supplies globally as a result of the drought in the US. Expecting a big demand for fertilizers going forward. He prefers Potash (POT-T).

BUY
Fertilizers have struggled a little bit. There have been very strong movements in corn prices recently. Phosphate has lagged. Potash (POT-T) has a big mine coming on in Saudi Arabia this year. Feels the fundamentals on this company are supportive.
COMMENT
Commodity prices have sold off a little bit but demand continues to escalate as the rest of the world gets wealthier and enjoys better diets. Prefers Agrium (AGU-T).
DON'T BUY
This stock has been fairly range bound and is trying to find support at around $46-$46.50. He would only buy something if it could prove it would find that support. He would like to see confirmation that it could swing up first.
PAST TOP PICK
(A Top Pick Jan 13/11. Down 30.7%.) Stopped out at $56. Still continues to like the agricultural space longer-term.
COMMENT
Seasonally, as you get through January you get into a better seasonal period. He'll watch to see if the seasonal trade starts to develop
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