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Mosaic Company (The) ($MOS) Stock Forecast: Down 5.3% Today

Morpher AI identified a bearish signal. The stock price may continue to fall based on the momentum of the negative news.

What is Mosaic Company (The)?

The Mosaic Company (MOS) is a leading producer and marketer of concentrated phosphate and potash crop nutrients. The company plays a crucial role in the agricultural chemicals sector, providing essential products for global food production.

Why is Mosaic Company (The) going down?

MOS stock is down 5.3% on Jan 16, 2026 19:01

  • MOS stock experienced a strong bearish movement today, dropping 6%.
  • The bearish trend can be attributed to weaker-than-expected preliminary Q4 2025 sales volumes, driven by a significant slump in North American fertilizer demand and challenges in Brazil.
  • Analysts have cited market challenges like oversupply, increased exports from China, poor grower economics, and early winter weather as factors contributing to the decline in MOS stock.
  • Despite the current challenges, there is optimism for a demand recovery in 2026, with growers expected to replenish nutrients, government support payments anticipated, and tighter phosphate markets along with China's export restrictions potentially bolstering the market sentiment in the future.

MOS Price Chart

MOS Technical Analysis

MOS News

The Mosaic Company (MOS) Releases Preliminary Financial Results for Q4 and Full Year 2025

The Mosaic Company (MOS) has released its preliminary financial and operational results for the fourth quarter and full year ending December 31, 2025. This early announcement offers a glimpse into the company's performance, with detailed financial figures to follow. The release underscores Mosaic's commitment to transparency for investors assessing its financial health and future prospects.

https://www.gurufocus.com/news/4115349/the-mosaic-company-mos-releases-preliminary-financial-results-for-q4-and-full-year-2025

0 Missing News Article Image The Mosaic Company (MOS) Releases Preliminary Financial Results for Q4 and Full Year 2025

Wolfe Research Adjusts Price Target on Mosaic Company to $38 From $41, Maintains Outperform Rating

Wolfe Research has revised its price target for The Mosaic Company (MOS) to $38, down from $41, while reiterating an Outperform rating on the stock. This adjustment reflects a moderated outlook but maintains a positive stance on the company's performance in the agricultural chemicals sector. The article also touches upon recent quarterly sales volumes and a series of other analyst adjustments for Mosaic.

https://www.marketscreener.com/news/wolfe-research-adjusts-price-target-on-mosaic-company-to-38-from-41-maintains-outperform-rating-ce7e58ded08df524

1 News Article Image Wolfe Research Adjusts Price Target on Mosaic Company to $38 From $41, Maintains Outperform Rating

Mosaic Company (MOS) Expects Q4 Phosphate Sales of ~1.3M Tonnes and Potash Sales of ~2.2M Tonnes Amid Market Challenges

Mosaic Company expects fourth-quarter phosphate sales of around 1.3 million tonnes and potash sales of approximately 2.2 million tonnes, reflecting current weakness in the fertilizer market. Despite short-term cash flow pressures and production adjustments due to weaker demand, the company anticipates global phosphate and potash shipments to reach record levels in 2026, indicating potential for future growth. Analysts have a moderate buy rating with an average 1-year price target of $34.69 for MOS stock, though some have recently lowered their price targets citing market challenges like oversupply and increased exports from China.

https://intellectia.ai/news/stock/mosaic-company-mos-expects-q4-phosphate-sales-of-13m-tonnes-and-potash-sales-of-22m-tonnes-amid-market-challenges

2 News Article Image Mosaic Company (MOS) Expects Q4 Phosphate Sales of ~1.3M Tonnes and Potash Sales of ~2.2M Tonnes Amid Market Challenges

Mosaic reports weak Q4 2025 fertilizer demand amid market challenges

The Mosaic Company (NYSE:MOS) experienced significantly lower fertilizer demand in North America during Q4 2025, with reduced phosphate and potash sales volumes due to poor grower economics and early winter weather. Operations in Brazil were also affected by credit constraints and increased competition. Despite these challenges, Mosaic maintains a low P/E ratio, adequate liquidity, and a consistent dividend, with expectations for improved demand in 2026 and China's extended phosphate export restrictions possibly bolstering the market.

https://www.investing.com/news/company-news/mosaic-reports-weak-q4-2025-fertilizer-demand-amid-market-challenges-93CH-4451639

3 Missing News Article Image Mosaic reports weak Q4 2025 fertilizer demand amid market challenges

Mosaic stock falls after weak Q4 sales amid fertilizer demand slump

Mosaic Company (NYSE:MOS) stock dropped 6% after reporting weaker-than-expected preliminary Q4 2025 sales volumes, driven by a significant slump in North American fertilizer demand and challenges in Brazil. Despite the poor Q4 performance, the company anticipates a demand recovery in 2026 due to growers replenishing nutrients and government support payments, coupled with tighter phosphate markets and China's export restrictions.

https://www.investing.com/news/stock-market-news/mosaic-stock-falls-after-weak-q4-sales-amid-fertilizer-demand-slump-93CH-4451727

4 Missing News Article Image Mosaic stock falls after weak Q4 sales amid fertilizer demand slump

Mosaic Company (The) Price History

02.00.2026 - MOS Stock was up 3.3%

  • Gaining attention from value investors and dividend hunters, being considered a potential sleeper buy due to its global footprint and essential product.
  • Contracts signed to supply potash to customers in China for 2026 at a reference price point have positively impacted investor sentiment.
  • The decision to sell its New Mexico potash mine for $30 million allows Mosaic to streamline its operations and focus on its Saskatchewan production.
  • Institutional investors, including Shilanski & Associates Inc., have been adjusting their holdings in Mosaic, contributing to a mixed analyst rating but resulting in a "Moderate Buy" consensus with an average price target of $31.73.

30.09.2025 - MOS Stock was down 5.1%

  • The bearish movement in MOS stock today could be attributed to investors' concerns about weaker phosphate volumes despite potential gains from higher prices and cost-cutting measures.
  • The market may have reacted negatively to the anticipation of the upcoming Q3 earnings report, with uncertainties surrounding the company's ability to offset the challenges in phosphate volumes.
  • Despite efforts to improve profitability through cost reductions, the overall sentiment towards MOS stock might have been dampened by the prevailing headwinds in the phosphate market.

10.09.2025 - MOS Stock was down 8.4%

  • The short interest in Mosaic Co has decreased by 4.96%.
  • Mosaic Company's shares saw a decline following the release of preliminary segment volumes for the third quarter of fiscal 2025.
  • Despite the increase in silver-equivalent production by First Majestic and the milestone achieved by B2Gold at the Goose Mine, Mosaic's stock did not benefit.
  • Teck Resources' operational challenges and adjustments in output forecast may have contributed to the negative sentiment affecting the mining sector, thereby impacting Mosaic's stock price negatively.

10.09.2025 - MOS Stock was down 14.0%

  • The decline in MOS stock coincided with the release of preliminary segment volumes for the third quarter of fiscal 2025, disappointing investors.
  • First Majestic (AG) and B2Gold (BTG) saw robust performance in production, potentially drawing attention away from Mosaic and contributing to its stock decline.
  • Teck Resources' operational issues and forecast adjustments in major mines may have prompted concerns about the mining sector as a whole, impacting MOS stock negatively.
  • Rio Tinto's significant investment in the West Angelas Sustaining Project could have suggested heightened competition or industry dynamics, further influencing the bearish outlook on Mosaic Company.

08.00.2026 - MOS Stock was up 6.7%

  • MOS stock experienced a strong bullish movement today, likely driven by positive market sentiment and upcoming earnings expectations.
  • The announcement of Corteva's Q4 2025 performance and the anticipation of a live webcast could have positively influenced investor confidence in the agricultural sector, benefiting companies like MOS.
  • Despite challenges in the fertilizer industry, such as the fertilizer downcycle and geopolitical factors affecting Nutrien, MOS seems to be resilient, as indicated by the increased institutional holdings and analyst ratings.
  • The overall positive outlook for fertilizer stocks, as highlighted in discussions about the best fertilizer stocks to research, might have contributed to the bullish movement in MOS today.

14.00.2026 - MOS Stock was up 6.1%

  • A price target adjustment to $35.00 from $33.00 by Morgan Stanley, among other analysts' positive outlook, has likely contributed to the bullish momentum of MOS stock.
  • The strategic decision to sell the Carlsbad potash operation for $30 million and focus solely on Saskatchewan production could be seen as a positive move by investors, potentially increasing the company's long-term profitability.
  • Despite underperforming its competitors on Tuesday, MOS stock still managed to gain 1.91%, indicating resilience and potential growth amidst market challenges.
  • Analysts highlighting Mosaic's recovery potential due to ongoing demand for its products, along with compelling dividend yields, might have further fueled investor confidence in the company's future prospects.

16.11.2025 - MOS Stock was down 5.5%

  • The stock of Mosaic (MOS) experienced a strong bearish movement today.
  • The unfortunate incident of a worker's death at the K3 potash mine in Saskatchewan could have led to concerns about operational disruptions and potential regulatory scrutiny, impacting investor sentiment negatively.
  • The decision to idle SSP production and halt sulfur purchases due to rising prices might have also contributed to the bearish trend, signaling potential cost pressures and operational challenges for the company.
  • The combination of operational disruptions, safety concerns, and strategic financial activities could have created uncertainty among investors, leading to the significant downward movement in Mosaic's stock price.

16.00.2026 - MOS Stock was down 5.3%

  • MOS stock experienced a strong bearish movement today, dropping 6%.
  • The bearish trend can be attributed to weaker-than-expected preliminary Q4 2025 sales volumes, driven by a significant slump in North American fertilizer demand and challenges in Brazil.
  • Analysts have cited market challenges like oversupply, increased exports from China, poor grower economics, and early winter weather as factors contributing to the decline in MOS stock.
  • Despite the current challenges, there is optimism for a demand recovery in 2026, with growers expected to replenish nutrients, government support payments anticipated, and tighter phosphate markets along with China's export restrictions potentially bolstering the market sentiment in the future.

16.00.2026 - MOS Stock was down 5.0%

  • A recent price target adjustment by research firm and the maintenance of an Outperform rating on MOS points to a positive long-term outlook despite recent market movements.
  • Challenges in Q4 2025 fertilizer demand in North America and operations in Brazil have impacted MOS's performance.
  • Expectations for improved demand in 2026 driven by factors such as grower nutrient replenishment and Chinese export restrictions may benefit MOS.
  • The decrease in North American fertilizer demand has negatively affected MOS's stock price, but the company's strategic outlook for 2026 could lead to a reversal in the future.

11.11.2025 - MOS Stock was up 6.9%

  • Despite adjustments in the price target for Mosaic, the overall sentiment remains positive with an 'Overweight' rating and a significant upside potential according to analysts.
  • The investments by Mosaic in Saskatchewan's mining workforce indicate a commitment to strengthening operations and talent pipeline, which could positively impact future production and efficiency.
  • Brazil Potash's advancements towards its 2026 construction goals and securing production commitments may have contributed to positive market sentiment, reflecting potential growth opportunities in the potash sector.
  • Neutral recommendations for Mosaic, coupled with a high one-year price target, suggest a cautious yet optimistic outlook, aligning with the bullish market movement observed today.

11.11.2025 - MOS Stock was up 6.7%

  • Mosaic (MOS) operates in the agricultural sector, specializing in potash and phosphate crop nutrients. Today, the stock showed a strong bullish movement.
  • The bullish movement in Mosaic's stock price may be linked to the positive news regarding Brazil Potash Corp's achievements and future goals. Mosaic's investment in developing Saskatchewan's mining workforce demonstrates a commitment to enhancing its operations and talent pipeline, potentially influencing its future growth prospects positively.
  • Despite a price target reduction by Barclays, analysts maintain a positive sentiment towards Mosaic, with the average target still suggesting significant upside potential. This adjustment could be a response to evolving market conditions rather than a fundamental concern with Mosaic's business.
  • Teva Pharmaceutical Industries hitting a 52-week high might signal a broader optimistic outlook in the healthcare sector, potentially boosting investor confidence in related industries like agriculture, where Mosaic is active. This general market positivity likely contributed to Mosaic's bullish stock movement today.

06.10.2025 - MOS Stock was down 5.1%

  • Despite posting strong earnings and revenue beats in Q3, Mosaic (MOS) witnessed a bearish movement in the stock.
  • The market's negative reaction could be attributed to profit-taking by investors following the recent positive performance of the stock.
  • It is possible that despite favorable financial results, there were expectations for even higher figures, triggering a sell-off.
  • The downward trend in the stock could also be influenced by overall market conditions or challenges specific to the sector, impacting investor sentiment.
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Disclaimer
Morpher is not liable for the content of the AI investment insights. Like most GPT-powered tools, these summaries may contain AI hallucinations and inaccurate information. Morpher is not presenting you with any investment advice. All investments involve risk, and the past performance of a security, industry, sector, market, or financial product does not guarantee future results or returns. Investors are fully responsible for any investment decisions they make. Such decisions should be based solely on an evaluation of their financial circumstances, investment objectives, risk tolerance, and liquidity needs. These summaries do not constitute investment advice.