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

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.

PAST TOP PICK

(A Top Pick Mar 21/07. Up 247.6%.) Agricultural play in crop nutrients. Sold half his position at $69. For an alternative approach see his Top Pick (JJA-N).

BUY

Loves fertilizer stocks. Clearly what will drive the demand for fertilizer stocks is the long-term growth of protein-based diets in the emerging markets.

Showing 61 to 75 of 81 entries

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Mosaic Company (The) (MOS)