Analyst Price Targets — MOS
| Date | Analyst | Firm | Target | Price @ Post | Source | Headline |
|---|---|---|---|---|---|---|
| April 20, 2026 1:56 pm | — | Scotiabank | $33.00 | $23.96 | TheFly | Mosaic price target lowered to $33 from $35 at Scotiabank |
| January 23, 2026 11:36 am | Michael Sison | Wells Fargo | $27.00 | $28.16 | TheFly | Mosaic price target lowered to $27 from $28 at Wells Fargo |
| January 20, 2026 12:49 pm | Andrew Wong | RBC Capital | $29.00 | $26.35 | TheFly | Mosaic price target raised to $29 from $27 at RBC Capital |
| January 16, 2026 3:20 pm | Kristen Owen | Oppenheimer | $35.00 | $26.54 | TheFly | Mosaic downgraded at Oppenheimer after 'weak' Q4 pre-announcement |
| January 14, 2026 10:20 am | — | Morgan Stanley | $35.00 | $26.21 | TheFly | Mosaic price target raised to $35 from $33 at Morgan Stanley |
| January 12, 2026 2:02 pm | — | UBS | $33.00 | $25.73 | TheFly | Mosaic price target lowered to $33 from $38 at UBS |
| December 10, 2025 2:26 pm | — | RBC Capital | $27.00 | $23.50 | TheFly | Mosaic price target lowered to $27 from $30 at RBC Capital |
| November 12, 2025 11:59 am | — | Goldman Sachs | $33.00 | $25.71 | TheFly | Mosaic price target lowered to $33 from $37 at Goldman Sachs |
| November 10, 2025 3:15 pm | — | Scotiabank | $36.00 | $25.86 | TheFly | Mosaic price target raised to $36 from $34 at Scotiabank |
| November 6, 2025 2:47 pm | — | CIBC | $32.00 | $25.57 | TheFly | Mosaic price target lowered to $32 from $34 at CIBC |
Latest News for MOS
TAMPA, FL / ACCESS Newswire / April 20, 2026 / The Mosaic Company (NYSE:MOS) plans to release first quarter 2026 earnings results on Monday, May 11th, prior to opening of trading on the New York Stock Exchange. The company will issue a news wire alert when earnings materials are publicly available on the company's website.
In theory, inflation should self-correct. That is when the price of goods and services get too high; sales drop off to a point where the supply-demand cycle gets back in balance.
CF Industries and Mosaic ride strong fertilizer demand, but diverging earnings trends, costs and returns highlight key differences investors should watch.
The Mosaic Company remains a Buy, with strong fundamentals, good management, and a valuation reflecting significant risk despite near-term upside potential. MOS is positioned to benefit from Iran conflict-driven supply disruptions, with last year's inventory build-up and potential for strategic asset monetization offering additional financial flexibility. Despite negative FCF from high CAPEX and working capital…
Mosaic Company (MOS) is rated a Buy after a sharp selloff, with bullish catalysts expected to drive a rebound. Rising sulfur costs and weak Q4 demand pressured MOS earnings, but fixed-cost absorption and Chinese export restrictions could offset margin risks. Management targets over 7 million tonnes phosphate production in FY2026, aiming to lower conversion costs below $100/tonne and buffer EBITDA headwinds.
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