Mosaic downgraded to Sell from Hold at Freedom Capital

Freedom Capital downgraded Mosaic (MOS) to Sell from Hold with a price target of $24, down from $30. The firm says the Middle East conflict has created a “bifurcated shock” in the fertilizer market. The conflict will compress Mosaic’s margins as input costs surge without a corresponding rise in realized product prices, the analyst tells investors in a research note. Freedom says that unlike the company’s nitrogen-heavy peers that benefit from the energy volatility, Mosaic’s profitability is expected to trough in mid-2026 before stabilizing.