Mosaic: There's More Value Here Than The Market Sees (Rating Upgrade)

The Mosaic Company is upgraded to Strong Buy, with valuation and asset quality offering compelling risk-reward amid macro headwinds. Despite Q1 losses and cost pressures from Middle East conflict, MOS is proactively cutting costs, deferring CAPEX, and maintaining financial flexibility. Significant upside exists from the Ma'aden stake and the Uberaba rare earths project, with potential for further value unlocks from capital reallocation.

Seeking Alpha • Jul 16, 2026

MOSAIC ANNOUNCES SECOND QUARTER 2026 EARNINGS RESULTS DATES

TAMPA, Fla., July 15, 2026 /PRNewswire/ -- The Mosaic Company (NYSE: MOS) plans to release second quarter 2026 earnings results on Tuesday, August 4th, following the close of trading on the New York Stock Exchange.

PRNewsWire • Jul 15, 2026

Jim Cramer says these 'Pavlovian trades' are the stocks that benefit when oil spikes

CNBC's Jim Cramer said investors have gravitated toward a familiar group of stocks as oil prices climb. Cramer highlighted Valero, Dow, Mosaic, Walmart and TJX as some of his top picks.

CNBC • Jul 13, 2026

Lower Lows In Mosaic Company On Trade Announcement

The Mosaic Company remains a Buy, offering compelling value and a 4.16% dividend yield despite recent price weakness and sector headwinds. Temporary suspension of duties on Moroccan phosphate increases competition, but U.S. policy is likely to revert, supporting MOS's long-term positioning. MOS's valuation is attractive, with high grades in P/E, EV/Sales, Price/Book, and dividend yield, though recent earnings disappointed on EPS.

Seeking Alpha • Jul 3, 2026

Fertilizer Prices Mostly Withstood the Iran War Shock. Stocks to Watch.

Prices for urea, essential fertilizer for global agriculture, returned to near prewar levels before the U.S. and Iran announced their peace accord.

Barrons • Jun 18, 2026

Intrepid Potash Announces Appointment of Jason Tremblay as Chief Financial Officer

DENVER--(BUSINESS WIRE)--Intrepid Potash, Inc. (“Intrepid”, “the Company”, “we”, “us”, or “our”) (NYSE:IPI) today announced the appointment of Jason Tremblay as Chief Financial Officer, effective June 15, 2026. Mr. Tremblay brings nearly three decades of leadership experience across finance, strategy, operations, and business transformation within the mining, agriculture, and crop nutrition industries. Mr. Tremblay joins Intrepid from The Mosaic Company (NYSE: MOS), where he most recently serve.

Business Wire • Jun 15, 2026

Why Fertilizer Stocks Didn't Sell Off on Iran Peace Deal Announcement

CF Industries, Nutrien and Mosaic stocks were down on Monday following the news of a deal that would wind down the Iran war.

Barrons • Jun 15, 2026

Mosaic (MOS) Down 5% Since Last Earnings Report: Can It Rebound?

Mosaic (MOS) reported earnings 30 days ago. What's next for the stock?

Zacks Investment Research • Jun 10, 2026

Mosaic: Dividend Yield Nears 5-Year Peak Amid High Earnings Uncertainties

Mosaic Company is navigating a fertilizer cycle trough with high input costs and significant earnings uncertainty, judging by its FQ1 2026 earnings update. MOS reported a 14.4% YoY revenue increase to $3.0B, but EPS dropped ~90% YoY to $0.05. Dividend yield, currently around 3.91%, is near a peak level in at least five years.

Seeking Alpha • May 28, 2026

Mosaic: A Buy On Recent Share Price Dip And Positive External Fundamentals (Rating Upgrade)

Mosaic Company (MOS) is rated a buy as current fertilizer shortages and lower demand create a near-term buying opportunity ahead of expected market normalization. MOS faces several weak quarters potentially, due to reduced potash and phosphate demand, but I anticipate a rebound as fertilizer supplies recover and planting activity resumes. Despite a Q1 net loss of $258 million and ongoing profitability challenges, MOS maintains manageable debt and interest expenses, supporting long-term viability.

Seeking Alpha • May 27, 2026