Mosaic Company (The) ($MOS) Stock Forecast: Down 5.1% Today

What is Mosaic Company (The)?

Mosaic Company (NYSE: MOS) is a prominent player in the crop nutrients sector, providing essential products for American agriculture, particularly benefiting soybean farmers.

Why is Mosaic Company (The) going down?

MOS stock is down 5.1% on May 14, 2026 14:45

• Mosaic Company's stock was upgraded to Outperform by RBC Capital Markets, triggering a stock price increase. However, forecasts show potential losses in 2026, creating uncertainty about the company's future performance.
• Following an unexpected loss by Mosaic Company, sentiment towards the company decreased, leading to lowered price targets. This indicates growing doubts about the company's value and profitability.
• The American Soybean Association's reaction to Mosaic's decision to reduce phosphate production emphasized the potential repercussions for soybean farmers in the U.S., intensifying challenges for the company.
• Despite difficulties faced by Mosaic, The Andersons' optimism in its ethanol business and growth prospects could have shifted investor focus, contributing to the decline in Mosaic Company's stock price.

MOS Price Chart

MOS Technical Analysis

MOS News

Mosaic Company stock (US61945C1036): RBC upgrades to Outperform amid earnings shift

RBC Capital Markets upgraded Mosaic Company (NYSE:MOS) shares to Outperform despite a recent surprise quarterly loss and analyst forecast cuts. The stock saw a significant surge following this upgrade, trading up 4.02% on May 13, 2026, though analysts project losses for the company in 2026. Mosaic, a key producer of crop nutrients, offers US investors direct exposure to the fertilizer supply chain crucial for American agriculture.

https://www.ad-hoc-news.de/boerse/news/ueberblick/mosaic-company-stock-us61945c1036-rbc-upgrades-to-outperform-amid/69334697

Results: The Mosaic Company Delivered A Surprise Loss And Now Analysts Have New Forecasts

The Mosaic Company (NYSE:MOS) reported a surprise statutory loss of US$0.81 per share, below analyst expectations of a profit, although revenues of US$3.0 billion slightly beat forecasts. Following these results, analysts have significantly downgraded sentiment, now forecasting a loss of -US$0.67 per share and reducing the average price target by 7.5% to US$27.56 for 2026, despite projecting revenue growth of 3.7% for the year. This shift reflects increased pessimism regarding the company's intrinsic value and future profitability.

https://simplywall.st/stocks/us/materials/nyse-mos/mosaic/news/results-the-mosaic-company-delivered-a-surprise-loss-and-now

American Soybean Association Responds to Fertilizer Companies Scale Back

The American Soybean Association (ASA), represented by President Scott Metzger, has expressed concern over Mosaic's decision to scale back phosphate production, citing the negative impact on U.S. soybean farmers already facing economic challenges and high input costs. ASA urges the Trump administration to address the issue by terminating the countervailing duty on imported phosphate fertilizers from Morocco and Russia, which has significantly increased costs for farmers. Mosaic's decision stems from record-high sulfuric acid prices and limited availability, leading the company to reduce production at its Louisiana and Bartow facilities and in Brazil.

https://southeastagnet.com/2026/05/14/american-soybean-association-urges-end-phosphate-fertilizer-duty-after-mosaic-production-cut/

Number of shareholders of Mosaic Company – MUN:02M

This article from TradingView provides financial information for Mosaic Company (MUN:02M), focusing on the number of shareholders. It includes various data from ICE Data Services, FactSet, American Bankers Association, and Quartr, covering market data, reference data, and SEC filings. The content appears to be a financial data page rather than a traditional article.

https://www.tradingview.com/symbols/MUN-02M/financials-statistics-and-ratios/number-of-shareholders/

Andersons Confident in Ethanol Strength, Path to $7 EPS by 2028

The Andersons (NASDAQ:ANDE) is confident in the strength of its ethanol business, driven by full-capacity plant operations, strong export demand, and favorable RIN values. CEO William Krueger expects the company to reach $7 EPS by the end of 2028, supported by investments in export terminals, ethanol capacity, and low-carbon feedstocks. The company also anticipates ongoing benefits from distillers corn oil (DCO) and the recent finalization of the Renewable Volume Obligation (RVO).

https://finance.yahoo.com/sectors/energy/articles/andersons-confident-ethanol-strength-path-071239420.html

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Mosaic Company (The) Price History

27.03.2026 - MOS Stock was down 5.0%

• The decline in Mosaic Co. (MOS) stock price is linked to the changing global wheat outlook due to rising fertilizer expenses.
• Farmers reducing wheat cultivation and transitioning to other crops could negatively impact the demand for fertilizer products from companies such as Mosaic Co.
• MOS shares lagging behind competitors and broader market indices indicate concerns about the company's financial performance and future earnings potential.
• Despite being undervalued based on valuations, market sentiment appears more influenced by current challenges in the fertilizer sector, including increased input costs and changing crop dynamics.

10.03.2026 - MOS Stock was down 5.2%

• Mosaic's decision to idle two phosphate facilities in Brazil as part of a cost reduction strategy, leading to a decrease in annual phosphate production by one million tons, likely contributed to investor concerns about future earnings potential.
• The workforce reductions and tighter fertilizer markets resulting from the idling of facilities could have raised doubts about the company's growth prospects, leading to a sell-off of MOS shares.
• Negative corporate insider sentiment, as highlighted by increased selling activity of CF shares and the announcement of plans to close Brazilian fertilizer assets, might have further dampened investor confidence in Mosaic's near-term performance.
• The bearish movement of MOS shares, despite a positive trading day for the broader market, underscores the specific challenges and uncertainties facing Mosaic in the current market environment.

10.03.2026 - MOS Stock was down 5.1%

• Mosaic's decision to idle its Araxá Mining and Chemical Complex and suspend mining operations at the Patrocínio Complex in Brazil to streamline operations and improve cost efficiency has led to concerns among investors about the company's future profitability and production capacity.
• Investor sentiment towards Mosaic was further dampened by the downgrade from UBS analyst Lucas Beaumont, who pointed to declining phosphate profitability, increased input costs, and disruptions in the Middle East affecting margin recovery.
• The announcement of a pre-tax charge of $350 million to $400 million in Q1 2026 due to asset impairments and the anticipated workforce reductions as part of the cost reduction strategy has created uncertainties about Mosaic's financial performance in the near term.
• While the potential sale of the Arax assets and the company's restructuring efforts may be necessary to adapt to changing market conditions, the short-term financial implications appear to have outweighed the long-term strategic benefits for investors, contributing to the bearish movement in the stock price.

02.03.2026 - MOS Stock was up 5.2%

• MOS stock experienced a bullish movement today.
• The downgrades from UBS and Bank of America due to margin pressure and oversupply risks initially caused some uncertainty in the market.
• However, positive outlooks on fertilizer demand, cost-reduction initiatives, and strategic investments have likely reassured investors, leading to the bullish movement.
• The new investment from Assenagon Asset Management S.A. also signals confidence in MOS's long-term prospects despite the current challenges.

09.03.2026 - MOS Stock was down 5.1%

• An acquisition of a significant stake in Mosaic might have initially boosted investor confidence, but the overall market sentiment turned bearish.
• Despite Mosaic's declaration of a quarterly dividend and undervaluation according to an analysis, the negative impact of missing EPS and revenue estimates likely weighed on the stock.
• Challenging global industry conditions mentioned by a company, including weaker margins in grains and decreased agronomy sales volumes, may have had a spillover effect on Mosaic's performance.
• The overall uncertainty and caution advised by analysts regarding another company's stock in volatile agricultural markets could have contributed to a broader negative sentiment impacting Mosaic's share price today.

24.02.2026 - MOS Stock was up 5.1%

• Despite contending with softer fertilizer demand, weaker sales volumes, and rising input costs, Mosaic Company's stock displayed an optimistic trend, surpassing competitors and concluding a three-day decline.
• Mosaic Company reported a net loss for fiscal Q4 2025 due to significant one-time charges, resulting in a stock price decrease. Nevertheless, analysts uphold a "Moderate Buy" consensus with a favorable mean price target, suggesting a potential 29.2% upside.
• Concerns regarding disruptions in global fertilizer supply chains, including recent occurrences like an attack on Iran, are fueling apprehensions about agricultural yields and potential rises in food prices, impacting the fertilizer sector's overall mood.
• Mosaic's outlook underscores the cyclical characteristic of the fertilizer industry and the significance of operational stability, with expected enhancements in phosphate production and constrained global inventories seen as possible pillars for the company's stock in the future.

24.02.2026 - MOS Stock was up 5.3%

• On March 24, MOS stock saw a surge of 4.53%, surpassing the performance of broader market indices.
• The optimistic trend may be linked to investors recognizing potential in the company's enhanced phosphate production and the tightening of global inventories.
• Concerns about disruptions in international fertilizer supply chains, including a recent incident in Iran, likely influenced the positive investor sentiment as expectations for increased demand and prices for fertilizers emerged.
• Despite recent industry obstacles and losses, the prevailing bullish movement suggests investor confidence in MOS's future outlook and its capacity to navigate the cyclical patterns characteristic of the fertilizer market.

13.04.2026 - MOS Stock was up 5.7%

• Mosaic exhibited a bullish movement today following an upgrade by RBC Capital Markets to Outperform from Sector Perform, signaling optimism about the company's operational and margin recovery.
• The recent margin pressure faced by Mosaic was mainly due to escalating input costs, particularly sulfur, influenced by geopolitical disruptions rather than structural industry issues. Analysts view this as a temporary challenge that presents an investment opportunity.
• Despite a mix of Q1 earnings, with adjusted EPS falling short of expectations but revenue slightly surpassing them, Mosaic's stock outperformed competitors on a positive trading day, breaking a three-day downward trend. This demonstrates investor confidence in the company's future growth prospects.
• Today's overall bullish movement of Mosaic contrasts with the broader market's bearish performance, as evidenced by the S&P 500 Index decline, underscoring Mosaic's resilience and strong industry position.

13.04.2026 - MOS Stock was up 7.2%

• Mosaic (MOS) stock increased by 2.75% to $22.39, breaking a three-day losing streak.
• Analysts lowered their price targets following Mosaic's mixed Q1 earnings report, resulting in Neutral and Underweight ratings from Mizuho and JP Morgan, respectively.
• Concerns were raised by the American Soybean Association about Mosaic cutting domestic phosphate production, impacting U.S. soybean farmers facing rising costs and falling prices.
• Despite challenges, Mosaic's stock showed resilience compared to competitors on a day when the Dow Jones Industrial Average rose.

20.02.2026 - MOS Stock was down 9.3%

• Mosaic (MOS) experienced a strong bearish movement today, with its share price decreasing by 6.4%.
• Bank of America downgraded Mosaic from 'Buy' to 'Neutral' and then to 'Underperform,' citing concerns over margin pressures and potential inflation in raw materials driven by a possible war with Iran.
• The call-put ratio of 4.8 calls to 1 put indicates a higher interest in call options despite the stock's poor performance, reflecting a bearish sentiment among investors.
• The overall market sentiment towards fertilizer companies seems cautious, as seen with CF Industries' momentum spike due to the Middle East fertilizer supply shock, but with warnings of an "overdone" rally, suggesting a volatile market environment impacting MOS negatively.

14.04.2026 - MOS Stock was down 5.1%

• Mosaic Company's stock was upgraded to Outperform by RBC Capital Markets, triggering a stock price increase. However, forecasts show potential losses in 2026, creating uncertainty about the company's future performance.
• Following an unexpected loss by Mosaic Company, sentiment towards the company decreased, leading to lowered price targets. This indicates growing doubts about the company's value and profitability.
• The American Soybean Association's reaction to Mosaic's decision to reduce phosphate production emphasized the potential repercussions for soybean farmers in the U.S., intensifying challenges for the company.
• Despite difficulties faced by Mosaic, The Andersons' optimism in its ethanol business and growth prospects could have shifted investor focus, contributing to the decline in Mosaic Company's stock price.

11.04.2026 - MOS Stock was down 2.1%

• Mosaic (MOS) experienced a strong bearish movement today due to several factors:
• The company reported a Q1 loss and missed earnings expectations, primarily attributed to surging sulfuric acid prices, leading to a decision to lower production and limit capital spending.
• Analysts cutting price targets and interpreting the company's actions as a response to challenging operating conditions further contributed to the decline in stock value.
• Despite the earnings miss, Mosaic saw strong volumes in its key segments, indicating potential future performance based on fertilizer demand and commodity trends.