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

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Mosaic Company (The) (MOS)

25.85

+0.36 (1.41%)

as of Sep 4, 2026, 8:00:00 pm Market Open.

73 watching

Investor Insights

Sep 4, 2026, 12:00 am

This summary was created by AI, based on 9 opinions in the last 12 months.

Mosaic Company (MOS-N) operates in the cyclical fertilizer sector, which has been experiencing considerable volatility due to geopolitical tensions, particularly the blockage of the Strait of Hormuz impacting supply. While some experts express caution about the stock's recent performance, others recognize its potential for growth given the increasing global demand for food and the importance of fertilizers in crop production. The stock is currently viewed as attractive due to its recent price drop, which has made it a more appealing investment option. Analysts have differing opinions on the timing and strategy for investing, suggesting a wait-and-see approach or gradual accumulation of shares as the market fluctuates. Overall, the general sentiment leans towards a positive outlook despite the inherent risks of volatility and cyclical market behavior.

Consensus

Positive

Valuation

Undervalued

Similar

NTR

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

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.

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Mosaic Company (The) (MOS)