Mosaic Company (MOS) Expects Q4 Phosphate Sales of ~1.3M Tonnes and Potash Sales of ~2.2M Tonnes Amid Market Challenges
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 16 2026
0mins
Source: seekingalpha
- Market Challenges: Mosaic Company anticipates fourth-quarter phosphate sales of approximately 1.3 million tonnes and potash sales of about 2.2 million tonnes, reflecting the current weakness in the fertilizer market, which may negatively impact the company's performance.
- Production Adjustments: In response to weaker demand, Mosaic has adjusted its phosphate production plan and product mix, redirecting products to markets with stronger demand, ensuring production volumes remain consistent with the prior quarter.
- Cash Flow Pressure: The fourth quarter's cash flow is under pressure due to lower sales and increased inventory, highlighting the challenges the market environment poses to the company's financial health.
- Future Outlook: Although full-year sales volumes are flat year-over-year, Mosaic expects global phosphate and potash shipments to reach record levels in 2026, indicating potential for future growth.
Analyst Views on MOS
Wall Street analysts forecast MOS stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for MOS is 32.38 USD with a low forecast of 24.00 USD and a high forecast of 43.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
13 Analyst Rating
6 Buy
7 Hold
0 Sell
Moderate Buy
Current: 28.160
Low
24.00
Averages
32.38
High
43.00
Current: 28.160
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.
