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

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Mosaic Company (The) (MOS)

22.30

+0.02 (0.09%)

as of Jul 24, 2026, 8:00:00 pm Market Open.

74 watching

Investor Insights

Jul 26, 2026, 12:00 am

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

The Mosaic Company (MOS-N) has garnered mixed reviews from experts, highlighting both its potential and cyclical nature. Experts note its dependence on global fertilizer supply dynamics, particularly in light of disruptions like those from the Strait of Hormuz. Although recent volatility caused some to exit their positions, there is a general sentiment that current levels may present a buying opportunity given the cyclical nature of the sector. The stock is seen as having a strong risk/return profile, with several analysts pointing out that it is undervalued relative to its peers. However, they caution that the stock's performance is heavily influenced by long-term commodity prices and global agricultural demand, especially from key players like India.

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.

Showing 46 to 60 of 83 entries

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Mosaic Company (The) (MOS)