Mosaic Faces Short-Term Setback on Production Miss…

From Financial Modeling Prep: 2025-06-06 14:55:00

Barclays reaffirmed its Overweight rating and $40 price target on Mosaic (NYSE:MOS) despite a production downgrade affecting near-term sentiment. The revision follows an unexpected announcement of lowered phosphate volume guidance for fiscal 2025, attributed to operational challenges at the Riverview facility and additional repairs at Louisiana sites.

Barclays remains confident in Mosaic’s long-term investment thesis, citing improved performance in Brazil and capitalizing on favorable foreign exchange trends. Despite the production setback causing a potential short-term dip in the stock, Barclays believes the company’s underlying fundamentals and international tailwinds justify maintaining a bullish stance.



Read more at Financial Modeling Prep:: Mosaic Faces Short-Term Setback on Production Miss…