9 stories mentioning MOS
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Mosaic (MOS) has an average rating of overweight and mean price target of $26.37, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $23.52, Change: $+0.90, Percent Change: +3.98%
Mosaic (MOS) has an average rating of overweight and mean price target of $27.29, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $22.92, Change: $+0.53, Percent Change: +2.37%
Mosaic (MOS) shares rose 2.8% in Wednesday trading after RBC upgraded the stock to outperform from sector perform and lowered the price target to $27 from $28.Intraday volume topped 8.09 million shares, compared with the daily average of almost 9.89 million.Price: $23.02, Change: $+0.63, Percent Change: +2.79%
Mosaic (MOS) has an average rating of overweight and mean price target of $27.29, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)
Mosaic (MOS) has an average rating of Hold and mean price target of $27.35, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $21.63, Change: $-0.16, Percent Change: -0.73%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lower our 12-month target by $5 to $23, on an EV/EBITDA of 6x our 2026 EBITDA estimate (from 6.3x), in line with shares' three-year average forward multiple. We lower our 2026 EPS to $1.41 from $1.83 and 2027's to $2.20 from $2.39. We reiterate our Hold opinion. MOS is curtailing phosphate production given sulfur and ammonia cost headwinds, while releasing higher-priced inventory to manage cash flow. This strategy drove phosphate EBITDA down 58% Y/Y in Q1, though potash segment strength (EBITDA +15% Y/Y) provides a partial offset. Management is also reducing capex to preserve liquidity during this period of margin compression. While management remains optimistic on long-term demand fundamentals and expects fertilizer prices to eventually rise to cover inflated input costs, the timing of input cost normalization remains uncertain given persistent geopolitical supply shocks. At 6x 2026 EBITDA, in line with historical averages and reflecting our reduced earnings outlook, shares appear fairly valued.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:MOS reported a Q1 net loss of $258M vs. $238M income prior year, with adjusted EPS of $0.05 (-90% Y/Y) missing the $0.22 consensus and adjusted EBITDA of $416M (-24% Y/Y) was below the $432M consensus. Results included $323M in notable items, primarily $442M in charges from idling Brazilian operations. In our view, shares are likely to react negatively to the Q1 miss and reduced capex guidance, suggesting the company is curtailing production in a volatile environment. Management withdrew full-year phosphate production guidance and reduced 2026 capex guidance to $1.25B while announcing $50M in cost savings. Volatile conditions with elevated raw material costs compressed margins, particularly in Phosphate where sulfur costs surged above $1,200 per tonne despite 27% volume growth. Potash delivered improved results with 15% EBITDA growth to $275M on 19% higher realized prices. We expect continued pressure from raw material cost inflation and production curtailments beginning in May.
Mosaic (MOS) first-quarter earnings fell more than expected year over year, while the fertilizer company withdrew its full-year phosphate production guidance due to recent raw material market dynamics.Adjusted earnings came in at $0.05 a share for the March quarter, down from $0.49 the year before and trailing the FactSet-polled consensus of $0.24. Sales climbed to nearly $3 billion from $2.62 billion, topping the Street's view for $2.93 billion."Business conditions were volatile in the first quarter," Chief Executive Bruce Bodine said in a statement. "We responded by curtailing uneconomic production, carefully managing working capital and using our market access to meet customer demand."The stock fell 6.7% in the most recent premarket activity.Mosaic withdrew its phosphate production guidance for 2026 as sulfur reached record prices due to limited availability. In February, it expected production to be at or more than 7 million tonnes for the year. The company said it is reviewing its operating plan for the rest of the year, and has taken initial measures to partially curb production at Louisiana and Bartow and scale back additional output in Brazil."As we look to the rest of the year, we are prepared to take additional actions to ensure we navigate effectively for the short term while preserving our ability to benefit when market dynamics improve," according to Bodine.Potash sales amounted to $667 million in the first quarter, up from $570 million in the prior-year period, while sales volume ticked up to 2.2 million tonnes from 2.1 million tonnes. The firm continues to project potash production of roughly 9 million tonnes for the ongoing year.Phosphate sales improved to $1.4 billion from $1.1 billion last year, buoyed by robust international demand, while sales volume increased to 1.9 million tonnes from 1.5 million tonnes. Mosaic fertilizantes sales inclined to $937 million from $934 million, while sales volume decreased to 1.6 million tonnes from 1.8 million tonnes.For the current quarter, Mosaic anticipates phosphate sales volume to be in a range of 1.4 million tonnes to 1.7 million tonnes and potash sales volume to be in between 1.9 million tonnes to 2.1 million tonnes.Capital expenditures for the full year are now pegged at about $1.25 billion, down from its prior forecast of $1.5 billion, reflecting an optimized project portfolio, as well as the deferral of spending on less time-sensitive projects to the future.
The benchmark US stock measures were pointing lower before the opening bell Monday as the US rejected Iran's response to its proposal to end their war in the Middle East, while traders await key inflation data later in the week.The S&P 500 and the Nasdaq edged down 0.1% each in premarket activity, while the Dow Jones Industrial Average was slightly in the red. The indexes finished Friday trading in the green, with the S&P 500 and the Nasdaq logging new closing highs.Iran formally sent a response to the latest US peace proposal, outlining its own demands and leaving key gaps between the two sides, The Wall Street Journal reported Sunday. Tehran's response didn't resolve Washington's demand for commitments on its nuclear program and stockpile of highly enriched uranium, according to the report."I have just read the response from Iran's so-called 'representatives,'" President Donald Trump said in a social media post on Sunday. "I don't like it - totally unacceptable!"Iran has reportedly insisted on compensation for war damages, control over the crucial Strait of Hormuz, lifting all sanctions on it and the release of frozen assets.Israeli Prime Minister Benjamin Netanyahu reportedly said in a recent interview with CBS that the war with Iran is not over. "There is still enrichment sites that have to be dismantled, there's still proxies that Iran supports, there are ballistic missiles that they still want to produce ... there's work to be done," Netanyahu said.West Texas Intermediate crude oil increased 2.5% to $97.79 a barrel before the open, while Brent advanced 2.4% to $103.72.Treasury yields were trending upwards in premarket action, with the two-year rate rising 2.9 basis points to 3.92% and the 10-year rate gaining 2.6 basis points to 4.39%.The consumer price index for April is scheduled to be released on Tuesday, followed by data on wholesale prices for the same month on Wednesday. Last month's retail sales report is due on Thursday.Last week, government data showed that the US economy added more jobs than expected in April, while the unemployment rate remained unchanged.For the Federal Reserve, the hiring momentum further shifts the focus to inflation, keeping it on the sidelines for now, "and raising the possibility of future rate hikes," Stifel Chief Economist Lindsey Piegza said in a report e-mailed toon Friday.Consumer sentiment continued to fall in May as cost pressures tied to the Middle East conflict sent the measure tumbling to fresh lows, a survey by the University of Michigan showed Friday.Monday's thin economic calendar has the existing home sales report for April at 10 am ET.Constellation Energy (CEG), Circle Internet (CRCL), Fox (FOX, FOXA), Mosaic (MOS) and Monday.com (MNDY) are slated to report their latest financial results before the bell, among others.Shares of Micron Technology (MU) rose 2.6% pre-bell after closing Friday's trading session up 16%. Hims & Hers Health (HIMS) added 4.5% after the stock closed 10% higher in the previous session. Intel (INTC) climbed 5.5%.Gold declined 1.3% to $4,671 per troy ounce, while bitcoin slipped 0.5% to $81,015.