Analyst Vincent Andrews from Morgan Stanley maintained a Hold rating on Mosaic Co (MOS – Research Report) and keeping the price target at $30.00.
Vincent Andrews has given his Hold rating due to a combination of factors related to Mosaic Co’s financial projections and market conditions. The adjustments in EBITDA and EPS estimates for the upcoming years reflect a cautious outlook, with slight downward revisions for 2025 and 2026, though 2027 shows an improvement. These revisions are based on updated phosphate and potash volume forecasts, which have been aligned with the company’s recent guidance.
Additionally, the anticipated opening of the Palmeirante facility and its impact on Mosaic Fertilizantes volumes has been considered, with expectations for a significant increase in 2026 and 2027. The updated pricing data for the first quarter also plays a role in the revised estimates. Overall, the Hold rating suggests a balanced view, recognizing both the potential and the challenges facing Mosaic Co in the near future.
In another report released yesterday, Piper Sandler also maintained a Hold rating on the stock with a $30.00 price target.