Goldman Sachs Remains Bullish on The Mosaic Company (MOS) Following Q3 2025 Results

Core Insights - The Mosaic Company (NYSE:MOS) has garnered significant hedge fund interest, making it one of the top 12 commodity stocks to consider for investment [1] - Goldman Sachs maintains a "Buy" rating on The Mosaic Company but has reduced its price target from $37 to $33 following the company's Q3 2025 results [2] - The company reported a substantial increase in net income for Q3, rising to $411 million from $122 million year-over-year, and adjusted EBITDA increased to $806 million from $448 million [3] Financial Performance - The Mosaic Company's Q3 performance showed a significant turnaround, with net income reaching $411 million, a notable increase from $122 million in the same quarter of the previous year [3] - Adjusted EBITDA for the quarter rose to $806 million, up from $448 million, driven by strong realizations and effective cost control [3] - The company experienced higher inventory levels and pricing, leading to an increase of over $400 million in working capital, while operating cash flow was reported at $229 million [4] Future Outlook - The Mosaic Company aims to achieve $250 million in cost savings by 2026, having already recorded $150 million in initial reductions [5] - The company expresses confidence in its resilience in Brazil despite credit challenges, with expectations of improved asset health in phosphate operations supporting stable production levels in 2026 [5] Company Overview - The Mosaic Company is a producer of phosphate and potash crop nutrients, serving customers across North and South America as well as international markets [6]