MOS The Mosaic Company Loading... : Bullish and Bearish Analyst Opinions
From MOS earnings callsLoading chart...
Top Calls
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15:00
Aug 05
Aug 05
Management strikes a cautiously resilient tone: acknowledging a difficult market with curtailed production, but emphasizing cost control, a strong balance sheet, and positioning for a future recovery. The outlook is mixed, with clear near-term headwinds from high sulfur costs and curtailments, offset by confidence in a demand recovery and a strong balance sheet.
HIGH
15:00
May 11
May 11
Management's tone is bearish due to high sulfur and ammonia costs, forcing curtailments and capex cuts despite strong Q1 phosphate volumes.
HIGH
16:00
Feb 25
Feb 25
Management's tone is cautious and conservative, emphasizing a difficult Q4, margin compression from high sulfur costs, and a decision to idle low-margin Brazilian operations. While they see a demand recovery, the near-term outlook is challenged, with a $250 million EBITDA headwind expected in Q1 2026.
HIGH
About MOS Analyst Coverage
Buzzberg tracks MOS (The Mosaic Company) across 1 sources. 0 bullish vs 0 bearish calls from 2 analysts. Sentiment: evenly split. 3 total trade ideas tracked. Latest voices: Bruce Bodine, Bruce Brodine.