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

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.

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.

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Mosaic Company (The) (MOS)