The Mosaic Company (MOS) earnings on May 11, 2026
More The Mosaic Company earnings
Prior outlook: Pessimistic Outcome: Partial
The stock dropped initially after earnings but recovered to finish the day higher. The market ultimately viewed the results favorably.
MOS price around the earnings
22.48
Change: +3.2%
2026-05-13, 00:00 UTC
- Price: green if it ends above the starting price; red if it ends below
- Start of the measured window
- End of the measured window
- Market open
- No trading (market closed)
- Starting price
Prior thesis
Prior outlook: Pessimistic Outcome: Partial
- Thesis published
Oversold near support, but negative momentum persists.
Following recent Q1 results that showed margin pressure, MOS experienced a price decline and now appears oversold near support. However, negative momentum persists, and analysts have mixed views.
Context analyzed before publication
- Summary
- Oversold near support, but negative momentum persists.
- Playbook
- Given the mixed contexts and negative momentum, the scenario suggests waiting for a confirmed upward trend or improved analyst sentiment before considering an investment in MOS.
- Trend
- Post-earnings selloff complete; oversold, but momentum negative.
Analysts
Drivers
-
Analysts
Positive
Despite recent downgrades, the average analyst target for MOS points to an optimistic scenario, with some maintaining positive ratings.
Evidence
- Analyst consensus
- Hold
- Consensus average (1-5)
- 2.55
- Analysts covering the stock
- 19
- Average price target
- 29.64
- Lowest price target
- 24
- Highest price target
- 40
- Upside to price target
- 35.5%
- Revenue growth
- 5.6%
- Forward EPS
- 2.31
- Trailing EPS
- 1.7
- Analyst moves in the last 60 days
- 6
- Strong buy: 2
- Buy: 5
- Hold: 11
- Sell: 1
- Strong sell: 1
- Strong buy
- 2
- Buy
- 5
- Hold
- 11
- Sell
- 1
- Strong sell
- 1
- April 30, 2026 · CIBC: Maintains rating (Neutral → Neutral)
- April 21, 2026 · Wells Fargo: Maintains rating (Equal-Weight → Equal-Weight)
- April 20, 2026 · Scotiabank: Maintains rating (Sector Outperform → Sector Outperform)
- March 26, 2026 · UBS: Downgrades rating (Buy → Neutral)
- March 20, 2026 · B of A Securities: Downgrades rating (Buy → Neutral)
- March 17, 2026 · CIBC: Maintains rating (Neutral → Neutral)
News and sentiment
Evidence
Sentiment
- Sentiment
- Constructive
- Mention volume
- Low
- Normalized volume
- 33%
News
Sources (7)
- Mosaic Posts Mixed Q1 On Fertilizer Margin Pressure — Benzinga
- Dow Edges Higher; Mosaic Shares Fall After Q1 Results — Benzinga
- Mosaic Q1 Adj. EPS $0.05 Misses $0.24 Estimate, Sales $2.998B Beat $2.897B Estimate — Benzinga
- Mosaic, Constellation Energy And 3 Stocks To Watch Heading Into Monday — Benzinga
- How To Earn $500 A Month From Mosaic Stock Ahead Of Q1 Earnings — Benzinga
- CIBC Maintains Neutral on Mosaic, Lowers Price Target to $27 — Benzinga
- Wells Fargo Maintains Equal-Weight on Mosaic, Lowers Price Target to $25 — Benzinga
Technicals
Drivers
-
Technical
Negative
MOS shows strong negative momentum in its recent price action, significantly underperforming the market and market review near support levels.
Evidence
- Average true range (ATR)
- 3.8%
- Distance to 52-week high
- -42.8%
- 14-day change (14d)
- -10.8%
- 30-day change
- -12.5%
- 30-day relative strength
- -29.0%
- Benchmark change
- +16.5%
- Nearest support
- 21.18
- Nearest resistance
- 27.13
- Volume accumulation ratio
- 0.9
Trends
Evidence
- Average earnings surprise
- -10.8%
- February 24, 2026: actual EPS 0.22 vs estimate 0.44 (surprise -50.5%)
- November 4, 2025: actual EPS 1.29 vs estimate 1.02 (surprise +26.0%)
- August 5, 2025: actual EPS 0.51 vs estimate 0.72 (surprise -28.9%)
- May 6, 2025: actual EPS 0.49 vs estimate 0.45 (surprise +10.1%)
Expected move
Drivers
-
Past earnings
Negative
MOS reported mixed Q1 results with margin pressure, leading to a price drop. Historically, the company has shown inconsistent earnings performance.
There is no implied-move data available for this event.
Reactions over its last 19 earnings
- Median move
- 4.7%
- 75th percentile move
- 7.2%
- 90th percentile move
- 9.2%
- Up / down moves
- 10 / 9
- Average up move
- +4.0%
- Average down move
- -6.4%
Monitoring and close
What The Mosaic Company reported
There is no monitoring data available for this event.
Pre-market second reading after the results
There is no second reading available for this event.
How the stock reacted
- Outcome
- Partial
- Consolidated
- +2.8%
- Max favorable move (MFE)
- 2.2%
- Max adverse move (MAE)
- 3.5%