Goldman Sachs Remains Bullish on The Mosaic Company (MOS) Following Q3 2025 Results

With significant hedge fund interest, The Mosaic Company (NYSE:MOS) secures a spot on our list of the 12 best commodity stocks to buy right now.

On November 12, 2025, The Fly reported that Goldman Sachs reiterated its “Buy” rating on The Mosaic Company (NYSE:MOS) but lowered its price target from $37 to $33. The investment firm cited the company’s Q3 performance, marked by positive results from Fertilizantes and reduced Phosphate sales volume guidance.

Earlier, on November 5, The Mosaic Company (NYSE:MOS) reported its Q3 results. The quarter marked a significant turnaround, with net income rising to $411 million from $122 million in the same quarter previous year. Meanwhile, adjusted EBITDA rose to $806 million from $448 million. This robust improvement was driven by strong realizations and effective cost control, according to management.

However, The Mosaic Company (NYSE:MOS) noted higher inventory levels and pricing, resulting in an increase of over $400 million in working capital. At the same time, the company’s operating cash flow reached $229 million. The management believes liquidity control remains its key focus.

Looking ahead, The Mosaic Company (NYSE:MOS) looks to capitalize on its cost-savings trajectory. The company remains confident about achieving $250 million in savings by 2026, having already recorded $150 million in initial reductions. Furthermore, it expects resilience to continue in Brazil amid credit challenges, with improving asset health in phosphate operations expected to support more stable production levels in 2026.

The Mosaic Company (NYSE:MOS) is a producer of phosphate and potash crop nutrients, supplying customers across North and South America and international markets.

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