NYSE:MOS

Mosaic Company (The) (MOS)

25.85
+0.36 (1.41%)
as of Sep 4, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconSep 4, 2026, 12:00 am

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

Mosaic Company (MOS-N) operates in the cyclical fertilizer sector, which has been experiencing considerable volatility due to geopolitical tensions, particularly the blockage of the Strait of Hormuz impacting supply. While some experts express caution about the stock's recent performance, others recognize its potential for growth given the increasing global demand for food and the importance of fertilizers in crop production. The stock is currently viewed as attractive due to its recent price drop, which has made it a more appealing investment option. Analysts have differing opinions on the timing and strategy for investing, suggesting a wait-and-see approach or gradual accumulation of shares as the market fluctuates. Overall, the general sentiment leans towards a positive outlook despite the inherent risks of volatility and cyclical market behavior.

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Consensus
Positive
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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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