Core Viewpoint - The Mosaic Company (MOS) has experienced underperformance in the market over the past year, but shows potential for growth in the current fiscal year with expected earnings growth. Group 1: Company Overview - The Mosaic Company, based in Tampa, Florida, specializes in manufacturing and distributing concentrated phosphate and potash crop nutrients, with a market cap of $8.7 billion [1] - The company operates mines producing key agricultural products such as diammonium phosphate, monoammonium phosphate, and ammoniated phosphate, and also manufactures phosphate-based animal feed additives under the Biofos and Nexfos brands [1] Group 2: Market Performance - Over the past year, MOS shares have declined by 3.8%, while the S&P 500 Index has increased by nearly 14.3% [2] - In 2026, MOS stock has risen by 14.2%, outperforming the S&P 500's 1.4% increase on a year-to-date basis [2] - Compared to the VanEck Agribusiness ETF (MOO), which gained about 14.5% over the past year, MOS has outperformed the ETF's 10.3% gains year-to-date [3] Group 3: Factors Influencing Performance - The underperformance of MOS is attributed to a 20% decline in North American phosphate shipments in Q4 and weak potash demand due to economic pressures on growers and early winter weather [5] Group 4: Earnings Expectations - For the fiscal year ending December 2025, analysts project MOS' earnings per share (EPS) to grow by 28.3% to $2.54 on a diluted basis [6] - The company's earnings surprise history is mixed, with two beats and two misses in the last four quarters [6] Group 5: Analyst Ratings and Price Targets - Among 18 analysts covering MOS stock, the consensus rating is a "Moderate Buy," consisting of seven "Strong Buy" ratings and 11 "Holds" [6] - The mean price target for MOS is $32.12, indicating a 16.8% premium to current price levels, while the highest price target of $38 suggests a potential upside of 38.2% [8]

Core Viewpoint - The Mosaic Company (MOS) is expected to report significant earnings growth in its upcoming fiscal third-quarter results, with analysts projecting a profit increase compared to the previous year [2][3]. Company Overview - The Mosaic Company, based in Tampa, Florida, specializes in manufacturing and distributing concentrated phosphate and potash crop nutrients, with a market cap of $9.5 billion [1]. - The company operates mines producing key agricultural products, including diammonium phosphate and ammoniated phosphate, and also manufactures phosphate-based animal feed additives [1]. Earnings Expectations - Analysts anticipate MOS will report a profit of $0.98 per share on a diluted basis for the fiscal third quarter of 2025, representing a 188.2% increase from $0.34 per share in the same quarter last year [2]. - For the full fiscal year, EPS is expected to be $2.93, a 48% increase from $1.98 in fiscal 2024, but is projected to decline by 6.8% to $2.73 in fiscal 2026 [3]. Stock Performance - Over the past 52 weeks, MOS stock has increased by 12.2%, underperforming the S&P 500 Index's 16.9% gains but outperforming the Materials Select Sector SPDR Fund's 5.9% losses [4]. - Following the Q2 results announcement on August 5, where adjusted EPS of $0.51 missed expectations, MOS shares fell more than 13% in the subsequent trading session [5]. Analyst Ratings - The consensus opinion on MOS stock is moderately bullish, with a "Moderate Buy" rating. Out of 17 analysts, nine recommend a "Strong Buy" and eight suggest a "Hold" [6]. - The average analyst price target for MOS is $38.38, indicating a potential upside of 28% from current levels [6].