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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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COMMENT
Got stopped out of this when it moved below the 200 day moving average. Long-term it will do very well. Earnings have been moving up.
DON'T BUY
Trading at 15-18 times earnings and longer-term he has a concern of both supply coming on stream. Investors became enamored with all these stocks when there were supply disruptions when Potash (POT-T) became very expensive.
HOLD
Trades in line with the other fertilizer stocks. Has been disappointing up till now. We are coming into the fall planting season so it should have as little uptick from here.
COMMENT
This stock looks great right now. Very strong support at around $66-$67. Trading sideways and is not overextended. He is currently writing on this one. Has great option premiums.
BUY
Loves fertilizer stocks at these levels. They have all popped in the last 10 days. Seasonal strength is usually from the end of June until the end of December.
BUY
Completely spun off from Cargil. Lots of exposure to potash. Stock was upgraded yesterday. He owns POT, so he doesn’t own this one. BHP might look at this one. It might be more amenable to a takeover.
HOLD
Likes the fertilizer space. Stock has been under some pressure and has been greatly oversold in the last little while. Trading at 60X forward P/E which is a bit of a low over the last 6 months or so.
BUY ON WEAKNESS
2nd largest potash producer. There is speculation that this could be an acquisition target. Long term outlook for agriculture and potash is very strong.
DON'T BUY
Agrium (AGU-T) or Mosaic (MOS-N)? Agriculture sector did extremely well over the last couple of months. Was into agriculture stocks in July and sold out at the end of December, which is when these stocks tend to do well. Overall sector goes up 15.5% on average over the last 21 years. Seasonally this is a period when agriculture tends to be flat.
WATCH
Produce a lot of potash as well as phosphate. A big controlling shareholder wanted to sell and the complex transaction needs approval, so there’s going to be a short-term overhang. Once they get beyond this in about 18 to 24 months, they’ll be a takeover target and catch up to their peers.
BUY
Prefers over Potash (POT-T) and you get it for about 60% of the value of Potash. Could be a take out in the next couple of years.
TOP PICK
Very strong earnings report on the upside. Account for 14% of the world’s phosphate/potash fertilizer. Ethanol demand is moving up in the US. Food demand is increasing and changing the emerging markets.
COMMENT
Large fertilizer company. Volatile stock. Trades with price of the commodities like corn. He prefers Monsanto.
SELL
He recently lightened up on fertilizers because he is concerned that prices are going to be softer in the back half of the year. Missed their production and shut their mine. He would prefer other base materials such as coal, base metals, etc.
BUY ON WEAKNESS
Fertilizer. Agricultural complex is a bit sluggish here but the outlook is going to be okay. Think there will be an opportunity to make some money on this later.
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