NYSE:MOS

Mosaic Company (The) (MOS)

21.61
-0.17 (0.78%)
as of Aug 14, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconAug 15, 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 generated mixed reviews from experts, particularly regarding its position in the cyclical fertilizer sector. Some analysts point to the current geopolitical tensions affecting supply, particularly the blockage at the Strait of Hormuz, which have resulted in fluctuating stock movements. Despite recent volatility, there is a sense of optimism as many believe the stock has become more attractive following its dip. Experts highlight that while the stock may not be a long-term hold due to its cyclical nature, it presents a favorable risk/return dynamic at this price point. Overall, there is recognition that while it could face challenges, the increasing global food demand supports its long-term viability.

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Consensus
Buy
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Valuation
Undervalued
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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.
TOP PICK
Very early in it's cyclical cycle.
BUY
Growth of wealth in the Far East and other emerging nations has caused a change in dietary habits. Fertilizer companies will be very much in the fore going forward.
BUY
A 3 to 5 year cycle story. Related to increased demand for food from emerging markets. All fertilizer stocks in general are attractive.
TOP PICK
Running about 17 X PE. Based on the long-term demand for fertilisers the target price earnings ratio is between 16 and 20 giving it a price target of between $48 and $60.
TOP PICK
One of the world's leaders in phosphates and potassium fertilizers. Staying on the agricultural theme of his Top picks fertilizers are an important element. Expect the agricultural cycle has a long ways to run.
TOP PICK
The world's largest producer of phosphates and some forms of fertilizers. Long-term hold.
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