The Mosaic Company (MOS) is listed among the 15 Dividend Growth Stocks with the Highest Growth Rates. Morgan Stanley raised MOS’s price target to $35 from $33, citing a positive outlook on potash for 2026 with prices expected to rise due to tight global market conditions.

However, Mosaic reported a drop in fertilizer demand in North America in the fourth quarter, impacting sales and cash flow. Farmer budget cuts and early winter limited product application, particularly affecting phosphate sales. Q4 phosphate sales were below forecast at 1.3 million tonnes, while potash sales were also lower than expected.

Challenges in Brazil, including tighter credit conditions and competition, led to lower demand and margins for Mosaic. Sales volumes for 2025 remained flat year over year at around 9 million tonnes, reflecting market downturn. Full Q4 results are expected on February 24 for Mosaic.

Mosaic is a key producer and marketer of crop nutrients, specializing in concentrated phosphate and potash products. While MOS may offer investment potential, other AI stocks could provide greater upside with less downside risk. For an undervalued AI stock poised to benefit from current trends, check out the free report on the best short-term AI stock.

Read more at Yahoo Finance: Morgan Stanley Raises Mosaic (MOS) Target as Potash Outlook Improves for 2026