Mosaic: This Sell-Off Is A Classic Contrarian Opportunity

Mosaic Company (MOS) is rated a Buy after a sharp selloff, with bullish catalysts expected to drive a rebound. Rising sulfur costs and weak Q4 demand pressured MOS earnings, but fixed-cost absorption and Chinese export restrictions could offset margin risks. Management targets over 7 million tonnes phosphate production in FY2026, aiming to lower conversion costs below $100/tonne and buffer EBITDA headwinds.