Mosaic Company (The) (MOS) Buy, Sell or Hold

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Mosaic Company (The) (MOS)

21.18

+0.05 (0.24%)

as of Jul 6, 2026, 8:00:00 pm Market Open.

74 watching

Investor Insights

Jul 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.

Consensus

Positive

Valuation

Undervalued

Similar

NTR

COMMENT

Seems to be trying to form a base at this level, but it is range bound. It is pretty neutral on a technical basis. He doesn’t have an opinion.

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.

Showing 31 to 45 of 81 entries

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Mosaic Company (The) (MOS)