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CF (CF) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
(Bloomberg) -- As the costs of Donald Trump’s Iran war and higher tariffs pile up on farmers, US Senate candidates in Iowa and Nebraska are stoking populist anger by seizing on long-simmering grievances against giant agricultural companies.Most Read from BloombergUS Intercepts Iran Attack on Bases, Puncturing Days of CalmSK Hynix Profit Disappoints, Spending Soars to $31 BillionApple Set to Make Big Smart Home Push With Siri AI at CenterNvidia’s $750 Billion in Deals Reignite Circular AI FearsCh
Mosaic (MOS) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Mosaic (MOS) is back in focus after management scheduled its second quarter 2026 earnings release for August 4, followed by an investor conference call on August 5 to discuss the results. See our latest analysis for Mosaic. Mosaic’s recent 7 day share price return of 11.57% comes after a weaker patch, with the 90 day share price return down 6.83% and the 1 year total shareholder return down 32.86%. Short term momentum is improving while longer term performance remains under pressure as the...
As Mosaic prepares to report its second-quarter earnings next month, Wall Street expects the company to post a double-digit drop in profit.
Mosaic stock has pulled back sharply over the past three years, and both its Discounted Cash Flow (DCF) intrinsic value estimate and market multiples currently point to a price that looks cheap relative to those fundamentals. The share price has declined 33.7% over the past three years, which puts extra focus on whether the current level reflects temporary pressure or a reset in expectations. The recent US Department of Agriculture commitment of US$500 million to expand fertilizer production...
USDA funding could accelerate select fertilizer projects as farmers face elevated input costs and weak crop prices.
Flywire and The Mosaic have been highlighted as Zacks Bull and Bear of the Day
Shares of The Mosaic Company push multi-year lows amid a cyclical downturn.
The Mosaic Company (NYSE:MOS) is included among the 10 Dividend Stocks With Low Payout Ratios and Strong Upside Potential. On June 17, Freedom Broker double upgraded The Mosaic Company (NYSE:MOS) to Buy from Sell. It raised a stock’s price target to $32 from $24. The analyst said sulfur costs surged and phosphate gross margins came […]
CF Industries is riding strong nitrogen fertilizer demand and higher prices, but rising natural gas costs are lifting production expenses.
Mosaic (NYSE:MOS) is positioned to benefit from a multi-year China U.S. agricultural trade agreement that ramps up U.S. farm goods purchases through 2028. The deal is expected to support higher fertilizer demand from U.S. growers supplying China, with Mosaic exposed through its phosphate and potash product portfolio. Recent analyst upgrades point to a potential recovery in phosphate margins for Mosaic, after a period of margin pressure across the fertilizer industry. Mosaic is a major...
Mosaic (MOS) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
CF's robust cash flows, backed by strong operations and nitrogen market tailwinds, are powering growth investments and shareholder returns.
Earlier this month, The Mosaic Company reported first-quarter 2026 results showing sales of US$2,998 million but a net loss of US$257.6 million, reversing a profit a year earlier, and issued updated production and pricing guidance for its key potash and phosphate segments. A particularly important development was Mosaic’s decision to withdraw full-year 2026 phosphate production guidance as it reassesses operating rates amid shifting raw material markets, highlighting increased uncertainty...
Long bonds are doing something they have not done in years: pricing real risk. With the 10-year Treasury at 4.67% and the 20- and 30-year already above 5%, capital is rotating out of duration-sensitive growth and into companies that actually make stuff out of the ground. That backdrop favors value cyclicals: energy producers, miners, and ... The 30-Year Treasury Just Crossed 5%. Here Are 2 Hard Asset Stocks Under $40 Built for What Comes Next
Download the Complete Report Here Brazil Potash Corp. (GRO) FEED Award and Equity Raise Improve Autazes Financing Visibility; 1Q26 Execution Supports Continued Project De-Risking. Valuation Remains Attractive. Key Takeaways: FEED award moves Autazes toward lender-ready execution planning, with Wood and Promon strengthening technical credibility and Brazilian delivery capability. The $63.3 million equity raise materially improves […]
Mosaic (MOS) will likely generate higher free cash flow in 2027 as phosphate margins and operations
The S&P 500 Index ($SPX ) (SPY ) today is up +0.18%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.58%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.60%. June E-mini S&P futures (ESM26 ) are up +0.12%, and June E-mini Nasdaq futures...
The Mosaic Co (MOS) reports record phosphate sales and strategic cost management amid rising raw material prices.
Mosaic (NYSE:MOS) executives said the company is cutting costs, curtailing some phosphate production and reducing capital spending as geopolitical disruptions drive raw material shortages and pressure fertilizer industry margins. On the company’s first-quarter 2026 earnings call, President and Chie
The S&P 500 Index ($SPX ) (SPY ) on Monday closed up +0.19%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.19%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +0.29%. June E-mini S&P futures (ESM26 ) rose +0.18%, and June E-mini Nasdaq futures...
Bruce M. Bodine: Good morning, and thank you for joining our call. The business climate is challenging, but it is allowing The Mosaic Company to differentiate itself by benefiting from our significant advantages and optimizing our capital. Geopolitical events are driving volatility throughout the global phosphate supply chain.
The S&P 500 Index ($SPX ) (SPY ) today is up +0.25%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.05%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.17%. June E-mini S&P futures (ESM26 ) are up +0.29%, and June E-mini Nasdaq futures...
Mosaic misses Q1 earnings estimates as higher raw material costs pressure margins, though sales rise 14% on stronger fertilizer prices.
The headline numbers for Mosaic (MOS) give insight into how the company performed in the quarter ended March 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Investors may be wondering whether Mosaic's current share price reflects its underlying worth, or whether the stock is being priced too pessimistically at the moment. Mosaic recently closed at US$22.19, with the share price down 3.4% over the past week and down 30.6% over the past year. These moves can influence how the market views both its risk profile and its potential reward. Recent commentary around fertilizer demand, crop pricing, and investor sentiment toward materials stocks has been...
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