$MOS

Canada’s TSX opened higher Friday, helped by mining shares, while a surprise drop in U.S. jobs raised doubts about a September Fed hike. Lundin Gold reported higher Q2 revenue and Sun Life Financial posted higher profit. Lundin shares rose to $37.14 and Sun Life fell to $80.98. Nutrien and Mosaic discussed fertilizer-demand risks; Nutrien slid to $90.47.

S&P Global Ratings downgraded Mosaic Co.’s outlook to negative from stable while keeping its BBB issuer credit rating. It expects funds from operations to debt below 20% in 2026. It projects adjusted EBITDA around $1.6B in 2026 vs $2.6B in 2025, citing high sulfur and ammonia costs, weaker phosphate margins, and negative discretionary cash flow of $400M to $500M.

MOSAIC CO (MOS) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.2 3 performancedataq22026-ex992.htm EX-99.2 - PERFORMANCE DATA Document Exhibit 99.2 The Mosaic Company Selected Calendar Quarter Financial Information (Unaudited) Q3 2024 Q4 2024 Q1 2025 Q2 2025 Q3 2025 Q4 2025 Q1 2026 Q2 2026 Consolidated data (in millions, except per sha

Investing.com says the U.S.-Iran conflict and a Strait of Hormuz blockade have disrupted fertilizer supply, tightening urea markets. It cites Iran exporting about 8M tonnes of urea annually and notes higher gas prices. CF Industries fell 3.51% on the ceasefire pause; it, Nutrien, and Mosaic are discussed with valuation and upside figures.

The Mosaic Company (MOS) is set to report Q2 2026 earnings on Aug. 4 after market close. Analysts expect diluted EPS of $0.11, down from $0.51 a year earlier, and forecast full-year EPS of $0.83 for 2026 and $1.83 for 2027. MOS has missed EPS estimates in 3 of 4 quarters. The stock is rated mostly Hold, with a mean price target of $26.11.

Freedom Broker upgraded Mosaic (MOS) to Buy from Sell on June 17 and raised its price target to $32 from $24, citing a potential recovery in sulfur supply after the U.S.-Iran agreement. It expects normalized sulfur supply to improve Mosaic’s margins. Separately, BMO cut its target to $31 from $35 but kept an Outperform rating, citing mixed near-term sentiment from sulfur and phosphate margin volatility.

Bank of America analysts warn of “runaway price risk” in spot sulfur amid global supply-chain disruptions. They cite about 50% of seaborne sulfur behind the Hormuz chokepoint and ~15% trapped in Kazakhstan due to export-logistics blockades, plus China sulfuric-acid export bans and a 3–4mn tonne Russian export shortfall. Spot sulfur is ~$1,200/mt vs <$200/mt normally, with demand destruction not yet sufficient.

BMO Capital has revised its price target for The Mosaic Company (MOS) to $31, down from $35, while reiterating an Outperform rating. This adjustment follows a trend of several other financial institutions also lowering their price targets for Mosaic, including Berenberg, Scotiabank, Barclays, Wells Fargo, UBS, and JPMorgan, indicating prevailing concerns across the analyst community. Despite the lowered target, BMO Capital's sustained "Outperform" rating suggests continued confidence in the company's performance potential.

With long-term Treasury yields surpassing 5%, capital is shifting from growth stocks to cyclical sectors like energy and fertilizer producers. This article highlights two hard asset stocks under $40, CNX Resources (CNX) and Mosaic (MOS), that are well-positioned to benefit from this rotation. CNX offers strong free cash flow and a low valuation despite natural gas price risks, while Mosaic, a play on fertilizer demand, faces raw material cost challenges but has potential for significant upside if commodity prices normalize.

Mosaic Company recently updated investors on its quarterly figures and guidance, emphasizing the impact of volatile fertilizer markets on its revenue and margins. The company, a vertically integrated producer of phosphate and potash fertilizers, links its earnings to global grain prices and farmer profitability. For US investors, Mosaic offers exposure to agricultural cycles, but its performance is also subject to commodity price volatility, currency fluctuations, and regulatory changes.