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MOMOS

The Mosaic Company

$MOS·$7.7B·Agricultural Inputs·Basic Materials
$25.80+4.1%1Y-25.4%
Mentions · last 7 days
2026-08-26: 24 posts2026-08-27: 46 posts2026-08-28: 28 posts2026-08-29: 10 posts2026-08-30: 25 posts2026-08-31: 36 posts2026-09-01: 43 posts247
Price updated 1h ago·X counts updated 4h ago
MOMOS
$MOSThe Mosaic Company
$25.80+4.12%247 posts
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $MOS, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersStalledAI verdict · as of 2026-09-01

The move has stalled — likely just drifts unless something new shows up.

Fertilizer producer with revenue down 6% and GAAP losses, refinancing $2B of debt into higher coupons.

The Mosaic Company produces potash and phosphate fertilizers, and the business has stalled while the balance sheet was reworked at higher rates.

  • Q2 revenue is $2.824B with year-over-year change of -6.0%, and Q4 declined -7.5% while Q1 and Q3 grew +14.4% and +22.8% — the pattern is choppy with no clear direction.
  • GAAP EPS was negative in the two most recent quarters (-$0.86 and -$0.79), while adjusted EPS beat narrowly in the latest print ($0.13 vs $0.121) after two clear misses.
  • The company closed a $2.0 billion senior notes offering on August 17 at coupons of 5.350% to 5.900%, using proceeds to redeem roughly $537M of lower-coupon notes including 4.05% paper due 2027.
  • The stock is -27.5% over twelve months at a $7.71B market cap, the quarterly dividend was held at $0.22, and BlackRock bought 24,751,481 shares in late August.

The Q3 print on November 3 needs potash and phosphate pricing to firm — refinancing 4% debt into 5.5-5.9% coupons raises the interest burden, so the operating recovery now has a higher bar to clear.

Differs from X sentimentX chatter for '$MOS' is almost entirely about a Solana DeFi rewards token of the same name — buybacks, burns and reward distributions — with the only equity mention being a note that lower oil prices are bearish for fertilizers, so there is effectively no crowd view on this company.

What to watch: Potash and phosphate pricing direction, higher interest expense from the refinancing, and whether GAAP losses reverse.

On the calendar: 2026-11-03 Q3 2026 earnings

ticker collision crypto

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Mixed sentiment⚠15 posts analyzed · as of 2026-09-01 · top-engagement diverged

MOS chatter is dominated by two unrelated stories that don't converge into a clear stance. The larger thread is a Solana-based Mosaic Finance memecoin, where holders talk up buyback-and-burn mechanics, over $100K in revenue since launch and roughly 2% of supply retired, but the token itself is +130% then -43% in 48 hours. A smaller fertilizer-Mosaic thread flags that lower oil prices are bearish for CF, MOS and NTR, offsetting a green day for the group. Sentiment reads split rather than directional.

Read the AI verdict + X sentiment for $MOS

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Mosaic is one of the world's largest producers and distributors of concentrated phosphate and potash fertilizers.

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 · Basic Materials

Crop price cycles (corn, soy, wheat) drive agricultural input and equipment demand; fertilizer pricing has normalized from post-Ukraine spike peaks. Precision agriculture adoption (GPS planting, AI-driven yield optimization) is the structural demand driver for capital equipment.

What this means for $MOS

Partial — consumer discretionary / retail performance tracks consumer spending trends; Operating on a global scale via its various subsidiaries, The Mosaic Company spe.

Top industry ETF

$MOOVanEck Agribusiness ETF
+11.6%YTD
+18.2%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 $0.09

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

5-year forecast · up to 14 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$12.1B$11.4B – $13.7B$0.61$0.26 – $1.0013
FY27$12.7B$11.7B – $13.6B$1.55$0.68 – $2.5014
FY28$12.7B$11.3B – $15.8B$1.97$0.89 – $3.2114
FY29$13.6B$12.2B – $15.8B$2.87$2.47 – $3.478
FY30$11.9B$10.6B – $13.8B$2.82$2.43 – $3.4112

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.1.2×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.29%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.+10.3%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.+1.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 316.0M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.9% 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.β0.825-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.

Recent transactions

SellAug 19Walter F. PrecourtSVP - Chief Admin Officer23.0K sh$509K
+ 22 other (11 awards · 11 exempts) in window

See when $MOS insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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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-KDebt-obligation accelerationAug 288-K — Item 2.04: Debt-obligation acceleration
AI summary

The Mosaic Company announced redemption of approximately $537.2M in aggregate principal of long-term debt: $304.9M of 4.05% Senior Notes due 2027, $124.1M of 5.375% Senior Notes due 2028, and $108.2M of 7.30% Debentures due 2028, all scheduled to be called on September 28, 2026 at par plus accrued interest. The redemptions will be funded with cash on hand and are subject to standard notice and defeasance provisions under each indenture. This deleveraging move eliminates near- and medium-term debt maturities and reduces annual interest expense by an estimated ~$24M. The action signals Mosaic’s confidence in its balance sheet and is credit-positive, though it depletes a significant portion of the company’s liquidity.

8-KMaterial debt obligationAug 178-K — Item 2.03: Material debt obligation · Item 8.01: Other event
AI summary

The Mosaic Company closed a $2.0 billion senior notes offering on August 17, 2026: $1.0B at 5.350% due 2031, $500M at 5.650% due 2034, and $500M at 5.900% due 2036, generating net proceeds of approximately $1,983.3 million. Proceeds are earmarked to fund concurrent tender offers for up to $1.4B of older debt (2027, 2028, 2029, and 2030 maturities). This is a material debt liability management transaction that extends Mosaic's maturity profile while locking in current market rates.

424B5Prospectus supplement (offering)Aug 12424B5
AI summary

The Mosaic Company filed a 424B5 prospectus supplement confirming the pricing of its $2.0 billion senior notes offering: 2031 Notes priced at 99.987% (underwriting discount 0.600%), 2034 Notes at 99.713% (0.625%), and 2036 Notes at 99.664% (0.650%) of face value, with settlement on or about August 17, 2026. Joint book-runners include Citigroup, BofA Securities, J.P. Morgan, and Wells Fargo. This confirms the pricing and terms of Mosaic's debt refinancing yielding net proceeds of approximately $1,983.3M.

424B5Prospectus supplement (offering)Aug 10424B5
8-KPress release / Reg FDJun 158-K — Item 7.01: Press release / Reg FD
8-KShareholder voteMay 298-K — Item 5.07: Shareholder vote
8-KMaterial impairmentApr 88-K — Item 2.06: Material impairment
+ 17 other (5 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 QUARTERLY DIVIDEND OF $0.22 PER SHAREprnewswire.com·6d agoBlackRock Inc. Buys Shares of 24,751,481 The Mosaic Company $MOSdefenseworld.net·9d agoMOS Launches Enzyme-Based Residue Management Productzacks.com·12d agoMosaic Biosciences Launches New Product to Accelerate Crop Residue Breakdown and Improve Spring Field Readinessprnewswire.com·17d agoMosaic Announces Final Results of Offers to Purchase for Cash Certain of its Outstanding Debt Securitiesprnewswire.com·17d ago

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