NYSE:MOS

Mosaic Company (The) (MOS)

22.30
+0.02 (0.09%)
as of Jul 24, 2026, 8:00:00 pm Market Open.
74 watching
0
Investor Insights
star iconJul 26, 2026, 12:00 am

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

Mosaic Company (MOS) is experiencing mixed reviews from experts, reflecting the cyclical nature of the fertilizer sector. While some analysts recognize its potential due to the current demand for fertilizers, particularly influenced by geopolitical issues affecting supply chains, such as the blockage of the Strait of Hormuz, they also caution about volatility and uncertain commodity prices. Several reviewers emphasized that the stock may be undervalued at current levels, with price targets suggesting room for growth. However, the prevailing view is that this stock should not be seen as a long-term hold, as the cycle of highs and lows in the sector is pronounced. Overall, experts suggest a careful approach, advocating for partial positions and opportunistic buying on weakness.

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Consensus
Cautious
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Valuation
Undervalued
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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.
TOP PICK
Huge international fertilizing company. If we are going to produce the amount of crops that we need, this company will have to be part of that process.
PAST TOP PICK
(A Top Pick April 11/08. Down 63.4%.) One of the large fertilizer players. Likes it for its mixture of potash and phosphate. Looking at cyclicals down the road you should see pretty large pickups in the agricultural side later this year.
COMMENT
(Market Call Minute.) Doesn't know this as well as its competitor Bunge (BG-N) but on the fertilizer side there will be continued pressure going forward.
HOLD
Likes Agrium (AGU-T), Potash (POT-T) and Mosaic (MOS-N). Unlike oil and gold, fertilizer prices have not been fluctuating. Strong demand from India and China and a good year for the farmers in North America. Patience will be rewarded.
PARTIAL BUY
Given the uncertainty in the market, you could take a half position and take the other half later on. Definite long term Buy. Has a 47% earnings decline in 2010 over 2009.(Doesn't believe there will be declines.)
PAST TOP PICK
(A Top Pick July 19/07. Up 244%.) Took profits at about $110. Looking for a reentry point on this one.
DON'T BUY
Fertilizers are in a very interesting situation right now. Made huge long-term moves and very large short-term moves. Historically, the stock is very extended. Once a stock is 70% to 100% from its 200 day moving average, it is looking for a significant short-term decline. A lot of the volume has been on the down side in the group since they peaked a couple of weeks ago. Very high risk right now.
PARTIAL BUY
Potash has had rampant speculation over and above the basic investment demand. Changes in diets in emerging markets will mean a long, steadily rising demand for high-protein food. Reasonable entry point, but phase your Buy program over a month or two. Long-term investment.
TOP PICK
Large US fertilizer company. Phosphate prices have gone up 31% this month alone. Producers in India have very high costs and to keep producing they need high prices. That benefits this company. You can buy it at 10X earnings and potash is twice that.
HOLD
We are heading into a long-term food crisis. Secondly, there is maximization of fields that have already been planted. Also inventories of grains are at an all-time low level.
COMMENT
If he had to pick one stock in the agricultural sector, this would be his first choice.
BUY
Farmland planting is increasing but not very much so they have to get more yield per acre and demand for fertilizer nutrients increases. He has taken a package of 3 Agrium (AGU-T), Mosaic (MOS-N) and Potash (POT-T). Potash has the greatest potential for gain.
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