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Mosaic Co (MX:MOS)
:MOS

Mosaic Co (MOS) Price & Analysis

1 Followers

MOS Stock Chart & Stats

$415.49
$0.00(0.00%)
At close: 4:00 PM EDT
$415.49
$0.00(0.00%)

Bulls Say, Bears Say

Bulls Say
Raw-material Sourcing AdvantageMosaic’s substantial internal and contracted access to ammonia and sulfur can provide a more dependable input base than reliance on fully exposed spot markets. This supports operating resilience and may help protect margins when geopolitical disruptions constrain global fertilizer raw materials.
Potash Market PositionHealthy potash demand and committed Canpotex sales provide commercial support for Mosaic’s potash segment over the coming quarters. Improved production mix and the expected Hydroflow ramp may also strengthen cost performance, reinforcing the segment’s contribution during phosphate volatility.
Active Debt ManagementRetiring multiple near-dated securities with cash on hand simplifies Mosaic’s capital structure and reduces refinancing needs tied to those instruments. Combined with the broader refinancing program, this should improve maturity management and preserve financial flexibility through the fertilizer cycle.
Bears Say
Severely Compressed ProfitabilityThe sharp decline in margins and revenue indicates that Mosaic’s earnings power remains highly exposed to the fertilizer cycle and current operating pressures. Very low profitability leaves less capacity to absorb cost inflation, fund investment internally, or deliver attractive returns if market conditions stay weak.
Negative Free Cash Flow And CurtailmentsDeeply negative free cash flow reduces financial flexibility even though operating cash flow remains positive. Curtailments caused by costly or uncertain raw-material availability can further pressure volumes and fixed-cost absorption, making recovery dependent on both input normalization and restored production rates.
Weak Regional Fertilizer DemandSoft farmer economics in the U.S. and credit pressure in Brazil can weaken fertilizer demand across important agricultural markets. Lower shipments would limit volume leverage and make it harder for Mosaic to offset input-cost inflation, while Brazil’s expected usage contraction adds geographic demand risk.

Mosaic Co News

MOS FAQ

What was Mosaic Co’s price range in the past 12 months?
Mosaic Co lowest stock price was $343.21 and its highest was $874.00 in the past 12 months.
    What is Mosaic Co’s market cap?
    Mosaic Co’s market cap is $141.61B.
      When is Mosaic Co’s upcoming earnings report date?
      Mosaic Co’s upcoming earnings report date is Nov 10, 2026 which is in 60 days.
        How were Mosaic Co’s earnings last quarter?
        Mosaic Co released its earnings results on May 11, 2026. The company reported $0.85 earnings per share for the quarter, missing the consensus estimate of $4.164 by -$3.314.
          Is Mosaic Co overvalued?
          According to Wall Street analysts Mosaic Co’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Mosaic Co pay dividends?
            Mosaic Co does not currently pay dividends.
            What is Mosaic Co’s EPS estimate?
            Mosaic Co’s EPS estimate is 1.
              How many shares outstanding does Mosaic Co have?
              Mosaic Co has 317,895,660 shares outstanding.
                What happened to Mosaic Co’s price movement after its last earnings report?
                Mosaic Co reported an EPS of $0.85 in its last earnings report, missing expectations of $4.164. Following the earnings report the stock price went same 0%.
                  Which hedge fund is a major shareholder of Mosaic Co?
                  Currently, no hedge funds are holding shares in MX:MOS
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    Mosaic Co

                    Operating on a global scale via its various subsidiaries, The Mosaic Company specializes in the creation and distribution of concentrated phosphate and potash crop nutrients. Its business is structured into three distinct segments: Phosphates, Potash, and Mosaic Fertilizantes. The company maintains and operates its own mining facilities to extract raw materials, which are then processed into a diverse array of phosphate-based products. These offerings encompass crucial agricultural fertilizers such as diammonium phosphate (DAP), monoammonium phosphate (MAP), and various ammoniated phosphate compounds. Additionally, Mosaic produces phosphate-derived ingredients for animal feed, primarily marketed under the Biofos and Nexfos brands, along with K-Mag, a unique double sulfate of potash magnesia product. Beyond phosphates, Mosaic is a key producer and vendor of potash. This versatile mineral finds application in compound fertilizer manufacturing, animal feed formulations, industrial processes, de-icing preparations, and as a regenerant for water softeners. The company further broadens its portfolio by providing nitrogen-based crop nutrients, supplemental animal feed ingredients, and a range of supporting services. It also actively engages in the procurement and resale of phosphate, potash, and nitrogen products. Mosaic's products reach a wide array of customers, including major wholesale distributors, extensive retail chains, agricultural cooperatives, individual farmers, independent retailers, and large national accounts. Incorporated in 2004, The Mosaic Company is headquartered in Tampa, Florida.

                    Mosaic Co (MOS) Earnings & Revenues

                    MOS Company Deck

                    MOS Earnings Call

                    Q1 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Neutral
                    Mixed. The call details significant near-term challenges driven primarily by external sulfur supply disruptions and resulting phosphate curtailments, under-application of phosphate (driving agronomic risk) and some near-term cash pressure (approx. $500M expected shortfall). Offsetting these negatives are multiple company actions and strengths: secured sulfur contracts materially below spot for Q3, strong balance sheet and liquidity actions (term loan, refinancings, untapped revolver), meaningful SG&A reductions (-20% YoY), potash stability and growth projects (Esterhazy HydroFloat), resilient Brazil distribution and co-product margins, fast-growing Mosaic Biosciences, lower CapEx guidance ($1.2B) and an expected working capital release (forecast $300–500M) supporting sequential free cash flow improvement in Q3 and Q4. Overall the transcript portrays a company taking decisive defensive actions to manage a severe but (management believes) temporary market disruption, leading to a balanced view of risk and mitigation.View all MX:MOS earnings summaries

                    MOS Net sales Breakdown

                    40.63%40.63%39.76%21.48%
                    40.63% Phosphates
                    39.76% Mosaic Fertilizantes
                    21.48% Potash
                    tipranks

                    MOS Stock 12 Month Forecast

                    Average Price Target

                    $465.36
                    ▲(12.00% Upside)
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