7h agoSeeking AlphaNEUTRAL 50Earnings
The Mosaic Company 2026 Q3 - Results - Earnings Call Presentation
2026-11-04. The following slide deck was published by The Mosaic Company in conjunction with their 2026 Q3 earnings call.
Archived explainer. For the current picture see today's MOS page.
Why Is THE MOSAIC CO (MOS) Stock Up Today?
By the Top Tier Newswire AI Desk · November 4, 2026 at 1:51 PM ET · reviewed against 15 wire stories
THE MOSAIC CO (MOS) is up +15.09% in the latest session. Our newswire has captured 15 stories on MOS across 8 sources in the last 36 hours, with AI sentiment reading mixed (avg 43/100).
Public view, delayed 4h. Every headline, price and sentiment read below — and this write-up itself — reaches Pro subscribers live. Public readers see it once it clears the delay.
The Mosaic Co. shares surged 15.09% to $21.20, reversing a pre-market gap down to open at $18.00. The primary driver was a wider-than-expected third-quarter net loss of $72 million, which coincided with a strategic review of the company’s asset portfolio and a settled sulfur contract expected to boost fourth-quarter free cash flow.
What Happened
The Mosaic Co. reported third-quarter 2026 revenue of $3.1 billion, which beat the analyst estimate of $3.060 billion. However, the company posted a net loss of $72 million, missing the expected adjusted EPS of $(0.02) with an actual figure of $(0.19). Raw material costs and weak fertilizer volumes squeezed margins during the period. Management stated that fourth-quarter sales volumes are expected to range from 2.3 million to 2.6 million tonnes. The company also settled a fourth-quarter sulfur contract at $615 per long ton, a move expected to positively contribute to free cash flow. Mizuho lowered its price target from $22 to $20, citing margin pressures. President Trump stated on Fox News that the U.S. is close to a fertilizer deal from Canada.
What The Data Shows
The stock opened at $18.00, a 2.3% gap down from the prior close of $18.42. It reached a session high of $21.22 at 1:45 PM ET and a low of $18.00 at 7:00 AM ET. Volume reached 9.7 million shares, which is 1.1 times the three-month daily average. The company has a market cap of $6.0 billion and a dividend yield of 4.62%. The 52-week range is $16.99 to $32.25, and the stock printed one fresh 52-week low on November 4, 2026. Over the last eight sessions, the stock moved up 3.3% from $17.84 to $18.42. Walter F. Precourt III, Senior Vice President and Chief Administrative Officer, sold shares on August 19, 2026. Representative Ro Khanna disclosed two purchases totaling between $1,001 and $15,000 each in July 2026.
What To Watch
Investors will monitor the progress of the strategic review of the asset portfolio and the impact of the settled sulfur contract on fourth-quarter free cash flow.
AI-assisted analysis composed exclusively from headlines and data on the Top Tier newswire. Public view is delayed 4 hours from real time. Not financial advice.
MOS by the numbers
Last: $21.20Session: +15.09%7 sessions: +3.25%Coverage: 15 stories / 8 sourcesAI sentiment: 43/100 (mixed)Mkt cap: $6.0B52w: $16.99 to $32.25
The headlines behind the move
11h agoThe FlyBEARISH 34Analyst
Mosaic Price Target Lowered To 20 From 22 At Mizuho
12h agoInvesting.com Analyst RatingsBEARISH 34Analyst
Mizuho cuts Mosaic stock price target on margin pressures
Mizuho cuts Mosaic stock price target on margin pressures
1d agoGuruFocusBEARISH 34Earnings
Mosaic (MOS) Reports Larger-Than-Expected Q3 Loss, Shares Underperform Amid Market Challenges
1d agoMarketWatchBEARISH 42General
Mosaic Co. stock underperforms Tuesday when compared to competitors
1d agoSeeking AlphaBEARISH 34Earnings
Mosaic posts wider-than-expected loss as fertilizer costs squeeze margins
Mosaic posts a wider Q3 loss as raw material costs and weak fertilizer volumes hit margins.
1d agoGuruFocusBEARISH 34Earnings
Mosaic Co Reports Q3 2026 Net Loss of $72 Million and $3.1 Billion Revenue, Missing Analyst Estimates
1d agoGuruFocusNEUTRAL 52Earnings
The Mosaic Co (MOS) Reports Q3 Revenue Beat Amid Losses and Mixed Market Signals
Want the next move before the crowd? The live terminal streams every headline in real time with watchlist alerts, AI sentiment, and the full data stack behind this page.Get Pro Access →
More on MOS: full news and sentiment history. Sentiment scores are AI-derived research signals, not financial advice.
Earlier MOS move explainers: 2026-11-04