Mosaic Upgraded by RBC, Shares Rise 5.2%
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 13 2026
0mins
Source: seekingalpha
- Rating Upgrade Impact: RBC Capital Markets upgraded Mosaic (MOS) from Sector Perform to Outperform, resulting in a 5.2% share price increase on Wednesday morning, reflecting market optimism regarding its future performance.
- Phosphate Margin Pressure: Although Mosaic's phosphate margins are under pressure due to tight sulfur supply, RBC analysts argue that this is not a structural issue but rather a geopolitical headache linked to the Strait of Hormuz, with expectations for margin recovery.
- Cash Flow Recovery Expectations: RBC forecasts that Mosaic's free cash flow will reach approximately $0.3 billion in 2026 and $0.7 billion in 2027, indicating significant cash flow improvement as working capital normalizes.
- Valuation Reset with Upside Potential: RBC set a price target of $27 for Mosaic, slightly below previous estimates but still implying about 24% upside, suggesting that in a recovering market, shares could potentially approach $50.
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Analyst Views on MOS
Wall Street analysts forecast MOS stock price to rise
13 Analyst Rating
6 Buy
7 Hold
0 Sell
Moderate Buy
Current: 24.060
Low
24.00
Averages
32.38
High
43.00
Current: 24.060
Low
24.00
Averages
32.38
High
43.00
About MOS
The Mosaic Company is a producer and marketer of concentrated phosphate and potash crop nutrients. The Company’s segments include Phosphates, Potash and Mosaic Fertilizantes. The Phosphates segment sells phosphate-based crop nutrients and animal feed ingredients throughout North America and internationally. The Potash business segment owns and operates potash mines and production facilities in Canada and the United States, which produces potash-based crop nutrients, animal feed ingredients and industrial products, and is sold both in domestic and international. The Mosaic Fertilizantes Segment produces and sells phosphate- and potash-based crop nutrients, and animal feed ingredients, in Brazil. In addition to phosphate rock mines and chemical plants, this segment consists of sales offices, crop nutrient blending and bagging facilities, port terminals and warehouses in Brazil and Paraguay. This segment also serves as a distribution outlet for its Phosphates and Potash segments.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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