The Mosaic Company
$18.82-0.7%YTD-20.4%1Y-36.1%
Price updated 21h ago·X counts updated 6d ago
On X
The complete picture of $MOS on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.
240X posts · last 7 days
Chatter Meter
1×
How loud $MOS's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 51% of tracked names.
AI verdictAI analysisGenerated by AI from underlying data
TickerTalks' own read on what's driving $MOS — fundamentals, momentum, or an event — and whether it agrees with the X crowd.
What it does
Plain-English summary of the business — what they sell and how they make money.
Industry overviewAI analysisGenerated by AI from underlying data
Where Agricultural Inputs sits in its cycle right now — and what that implies for $MOS.
Agricultural Inputs
No material change from last week — US natural gas feedstock advantage sustains nitrogen producers vs.
What this means for $MOS
Partial — Mosaic is one of the world's largest producers and distributors of concentrated phosphate and potash fertilizers.
Top industry ETF
$MOOVanEck Agribusiness ETF
+12.0%YTD
+12.8%1Y
Fundamentals & catalyst
Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.
Key ratios
P/E
121.3How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.ROIC
0.2%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.Op margin
1.4%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.FCF yield
-12.3%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).P/S
0.6Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.ROE
0.4%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.Gross margin
11.5%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.D/E
0.5Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.Past earnings
QuarterReportedActualEstimateSurprise
Q2 2026Aug 4, 2026$0.13$0.12+7.7%
Q1 2026May 11, 2026$0.05$0.24-79.6%
Q4 2025Feb 24, 2026$0.22$0.48-54.2%
Q3 2025Nov 4, 2025$1.04$0.97+7.4%
Next earningsTue, Nov 3·consensus EPS $0.01
Quarterly trend
QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$2.8B-6.0%7.6%-1.3%$-0.86$-152.9M
Q1 FY26$3.0B+14.4%7.9%-12.4%$-0.79$-252.6M
Q4 FY25$2.6B-7.5%14.2%9.0%$0.55$-405.7M
Q3 FY25$3.5B+22.8%16.0%9.8%$1.30$-135.9M
Forward consensus
FYRevenueRangeEPSRangeAnalysts
FY26$12.1B$11.5B – $13.2B$0.44$0.24 – $0.7814
FY27$13.0B$11.9B – $14.0B$1.46$0.72 – $2.5714
FY28$12.8B$11.3B – $15.8B$2.02$0.96 – $4.2014
FY29$13.7B$12.2B – $16.0B$2.71$2.32 – $3.308
FY30$11.7B$10.4B – $13.6B$2.59$2.22 – $3.1512
Setup & momentum
Volume, range, and moving-average position — the technical setup driving short-term moves.
Right now
Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.1×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.3%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-17.9%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-22.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.
Float & profile
FloatHigh float · 316.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today3.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.835-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.
Insider activity
Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.
SEC filings
Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.
Recent material filings
8-KOfficer or director changeSep 258-K — Item 5.02: Officer or director change
AI summary
8-KDebt-obligation accelerationAug 288-K — Item 2.04: Debt-obligation acceleration
AI summary
8-KMaterial debt obligationAug 178-K — Item 2.03: Material debt obligation · Item 8.01: Other event
AI summary
424B5Prospectus supplement (offering)Aug 12424B5
AI summary
8-KPress release / Reg FDJun 158-K — Item 7.01: Press release / Reg FD
8-KShareholder voteMay 298-K — Item 5.07: Shareholder vote
+ 14 other (4 13Gs · 3 routine 8-Ks · 2 10-Qs · 2 earnings 8-Ks) in window
Recent news
Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.
MOSAIC ANNOUNCES THIRD QUARTER 2026 EARNINGS RESULTS DATESA Look at The Mosaic Co (MOS) After 5.0% Decline -- GF Value $28.50 vs Price $18.74The Mosaic Company (NYSE:MOS) Stock Has Average Target Price of $26.95Here Are Monday’s Top Wall Street Analyst Research Calls: Align Technology, AutoNation, Estee Lauder, Harley-Davidson, HubSpot, Microsoft, Mosaic, Ryder System, Wells Fargo & Company, and MoreGreen Circle Decarbonize Technology Limited Submits Tender Proposals for Chiller Replacement Engineering at MOS Centre and Air-Conditioning Retrofit & Operation and Maintenance at Nan Fung Centre in Hong Kong
More in Agricultural Inputs
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Voices on X · last 7 days
No standout posts about $MOS on X in the last 7 days.