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MOS Overview

-
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
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Intellectia

Loading chart...

High
29.230
Open
27.260
VWAP
28.53
Vol
14.47M
Mkt Cap
9.25B
Low
27.220
Amount
412.97M
EV/EBITDA(TTM)
6.26
Total Shares
317.41M
EV
13.33B
EV/OCF(TTM)
16.17
P/S(TTM)
0.70
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.
Show More

Events Timeline

(ET)
2026-03-11
10:00:00
Oracle and Others See Notable Stock Gains
select
2026-03-04 (ET)
2026-03-04
16:20:00
U.S. Service Sector Expansion Boosts Stocks
select
2026-03-04
13:40:00
Justice Department Investigates Fertilizer Producers for Price Collusion
select
2026-03-04
13:30:00
DOJ Probing U.S. Fertilizer Market for Price Fixing
select
2026-02-26 (ET)
2026-02-26
16:30:00
Nasdaq Lags Despite Nvidia's Earnings Beat and Strong Guidance
select

News

Benzinga
4.5
03-11Benzinga
Gold Bull Run May Be Ending as Funds Shift to Grains
  • Gold Price Decline: Gold is trading around $5,185 per ounce, down about 1% from the previous day, indicating a weakening demand in the market that may signal the end of the bull run.
  • Limited Geopolitical Impact: Despite the Iran war being considered one of the biggest geopolitical events in decades, gold has failed to rally, with analyst Wyckoff suggesting that the market's lack of response to bullish news indicates that the bulls may be exhausted.
  • Funds Shifting to Grains: Wyckoff noted that speculative and hedge fund money appears to be rotating into grain markets, with corn, soybeans, and wheat prices trending higher since January, highlighting their relative attractiveness compared to gold.
  • Fertilizer Prices Surge: The ongoing Iran conflict has caused urea prices in New Orleans to surge over 30%, which may lead farmers to reduce corn planting in favor of soybeans, potentially tightening grain supply and driving prices higher later this year.
Benzinga
7.5
03-11Benzinga
Mosaic Company Advances Rare Earths Project Amid Market Concerns
  • Rare Earths Project Collaboration: Mosaic Company has entered into a joint development agreement with Rainbow Rare Earths Limited to advance the Uberaba rare earth project, targeting a definitive feasibility study in 2026 and construction start in 2027, indicating a strategic move in the rare earth sector.
  • Production Capacity Expectations: The project is expected to process approximately 2.7 million tonnes of phosphogypsum annually, producing 1,900 tonnes of separated neodymium and praseodymium oxide, along with 600 tonnes of a product rich in medium and heavy rare earth elements, enhancing Mosaic's competitiveness in the Americas.
  • Positive Market Reaction: Mosaic's shares rose 6.5% to $27.24 on Wednesday, reflecting market optimism regarding the progress of its rare earth project, while also being influenced by concerns over the closure of the Strait of Hormuz, which may limit exports from key Middle Eastern producers.
  • Financial Outlook: Mosaic is set to provide its financial update on May 5, 2026, with an EPS estimate of 27 cents and a revenue estimate of $2.81 billion, indicating strong financial health as it advances its rare earth initiatives.
Benzinga
4.5
03-11Benzinga
U.S. Stocks Extend Losses Amid Surging Oil Prices
  • Oil Price Surge: Despite the International Energy Agency's unprecedented release of 400 million barrels from emergency reserves, crude prices surged, with WTI rising 6.1% to $88.56 per barrel and Brent up 6.0% to $93.06, indicating persistent market concerns over rising energy costs.
  • Broad Market Decline: The Dow Jones Industrial Average fell 1.1% to 47,190 for the second consecutive day, while the S&P 500 dropped 0.5% to 6,750 and the Nasdaq 100 slipped 0.3% to 24,890, reflecting a waning investor confidence in risk assets amid rising oil prices.
  • Inflation Concerns Intensify: The 10-year Treasury yield rose to 4.22% despite February's CPI meeting expectations, suggesting heightened market anxiety over potential inflationary pressures in the coming months, which could influence monetary policy decisions.
  • Private Credit Market Turmoil: Reports of JPMorgan Chase tightening lending to private credit funds and marking down loan values triggered a sharp selloff in alternative asset managers, highlighting increasing concerns over credit risk in the financial sector.
CNBC
4.0
03-11CNBC
Strait of Hormuz Situation Disrupts Global Supply Chains
  • Oil Price Volatility: The International Energy Agency's unprecedented release of 400 million barrels from reserves comes as oil shipments through the Strait of Hormuz halt, creating upward pressure on oil prices that could slow economic growth in the U.S. and globally.
  • Aluminum Supply Tightening: With the Middle East accounting for 21% of U.S. unwrought aluminum imports in 2025, escalating conflict could drive aluminum prices higher, impacting production costs in automotive, aerospace, and construction sectors, thereby increasing manufacturing pressures.
  • Fertilizer Price Surge: Urea prices at the New Orleans fertilizer hub have risen from $475 to $680 per metric ton, and potential disruptions during the spring planting season could exacerbate food inflation, affecting soybean and corn cultivation.
  • Retail Cost Increases: Rerouting shipping lanes may extend consumer delivery times by 1 to 10 days while raising logistics costs by 5% to 20%, leading retailers to face higher inbound logistics costs and inventory delays, ultimately pushing up product prices.
seekingalpha
7.5
03-11seekingalpha
Mosaic Partners with Rainbow to Advance Brazil's Rare Earth Project
  • Joint Project Agreement: Mosaic has signed a joint development agreement with Rainbow Rare Earths to advance the Uberaba rare earth project in Brazil, with plans to conduct a prefeasibility study to assess the project's commercial viability.
  • Production Capacity Planning: The project aims to construct a processing facility with a capacity to treat approximately 2.7 million metric tons of phosphogypsum annually, designed to produce 1,900 tons of separated neodymium and praseodymium oxide, along with 600 tons of products containing medium and heavy rare earth elements, significantly enhancing supply capabilities.
  • Strategic Importance: Mosaic's CEO Bruce Bodine emphasized that Brazil is emerging as a strategically important jurisdiction for rare earth development in the Americas, with this partnership combining Mosaic's Brazilian operations and Rainbow's rare earth expertise to strengthen market competitiveness.
  • Future Development Plans: Should the prefeasibility study yield favorable results, Mosaic and Rainbow will seek to establish a jointly owned project company, with construction of the processing facility targeted to commence in 2027, further advancing the development and utilization of rare earth resources.
CNBC
4.0
03-11CNBC
Iran War Drives Inflation Surge in the U.S.
  • Persistent Inflation: The Consumer Price Index (CPI) rose 2.4% year-over-year in February, unchanged from January, indicating that inflation remains stubbornly high, particularly for necessities like electricity and food, which continues to strain household budgets.
  • Surge in Energy Prices: The war in Iran has caused global oil prices to spike, with Brent crude rising from about $70 to $119.50 per barrel, while average gasoline prices hit $3.50 per gallon, a 19% increase in just two weeks, exacerbating economic pressures on consumers.
  • Uncertain Long-term Impact: Economists predict that if the conflict persists, oil prices could average around $100 per barrel in 2026, potentially pushing CPI inflation to 3.5%, complicating the Federal Reserve's interest rate policy and increasing market uncertainty.
  • Significant Tariff Effects: Prior to the Iran conflict, tariffs imposed by the Trump administration were a major inflation driver, with the current effective tariff rate at 10.5%, the highest since 1943, leading economists to believe that consumers will struggle to find relief from inflation in the short term.
Wall Street analysts forecast MOS stock price to rise
13 Analyst Rating
Wall Street analysts forecast MOS stock price to rise
6 Buy
7 Hold
0 Sell
Moderate Buy
Current: 0.000
sliders
Low
24.00
Averages
32.38
High
43.00
Current: 0.000
sliders
Low
24.00
Averages
32.38
High
43.00
Barclays
Overweight -> Equal Weight
downgrade
$31
AI Analysis
2026-03-03
Reason
Barclays
Price Target
$31
AI Analysis
2026-03-03
downgrade
Overweight -> Equal Weight
Reason
Barclays downgraded Mosaic to Equal Weight from Overweight with an unchanged price target of $31. The firm says the U.S. and Israel strikes on Iran will bring higher ammonia input costs for phosphate. Barclays cites Mosaic's "continued underperformance from asset issues" for the downgrade.
Scotiabank
Outperform
maintain
$36 -> $35
2026-03-02
Reason
Scotiabank
Price Target
$36 -> $35
2026-03-02
maintain
Outperform
Reason
Scotiabank lowered the firm's price target on Mosaic to $35 from $36 and keeps an Outperform rating on the shares. FY25 "wasn't great" for the company, with high input costs, volume setbacks, and a profit margin that "imploded," the analyst tells investors. The firm notes, however, its recent upgrade on the stock is due to the profit being structurally tighter, profit volume expectations have been reset, and free cash flow should improve fundamentals.
Unlock Full Analyst Thesis, Get the complete breakdown of rating reason for MOS
Unlock Now

Valuation Metrics

The current forward P/E ratio for Mosaic Co (MOS.N) is 8.75, compared to its 5-year average forward P/E of 8.82. For a more detailed relative valuation and DCF analysis to assess Mosaic Co's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PE
8.82
Current PE
8.75
Overvalued PE
11.95
Undervalued PE
5.69

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average EV/EBITDA
5.08
Current EV/EBITDA
4.82
Overvalued EV/EBITDA
6.30
Undervalued EV/EBITDA
3.85

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PS
0.90
Current PS
0.60
Overvalued PS
1.07
Undervalued PS
0.73

Financials

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Whales Holding MOS

I
Invenomic Capital Management LP
Holding
MOS
+4.99%
3M Return
T
Thompson, Siegel & Walmsley LLC
Holding
MOS
+4.87%
3M Return
S
S & Co., Inc.
Holding
MOS
+3.77%
3M Return
G
GMT Capital Corp.
Holding
MOS
+2.07%
3M Return
G
Goehring & Rozencwajg Associates, LLC
Holding
MOS
+1.85%
3M Return
D
Donald Smith & Co., Inc.
Holding
MOS
-18.02%
3M Return

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Frequently Asked Questions

What is Mosaic Co (MOS) stock price today?

The current price of MOS is 29.15 USD — it has increased 10.08

What is Mosaic Co (MOS)'s business?

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.

What is the price predicton of MOS Stock?

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 is32.38 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.

What is Mosaic Co (MOS)'s revenue for the last quarter?

Mosaic Co revenue for the last quarter amounts to 2.97B USD, increased 5.60

What is Mosaic Co (MOS)'s earnings per share (EPS) for the last quarter?

Mosaic Co. EPS for the last quarter amounts to -1.64 USD, decreased -409.43

How many employees does Mosaic Co (MOS). have?

Mosaic Co (MOS) has 13249 emplpoyees as of March 12 2026.

What is Mosaic Co (MOS) market cap?

Today MOS has the market capitalization of 9.25B USD.