Latest news with #MOS
Yahoo
25-06-2025
- Business
- Yahoo
Mosaic Company Stock: Is MOS Outperforming the Materials Sector?
Tampa, Florida-based The Mosaic Company (MOS) produces and markets concentrated phosphate and potash crop nutrients. Valued at a market cap of $11.3 billion, the company plays a critical role in the agricultural supply chain by helping farmers increase crop yields and food production. Companies worth $10 billion or more are typically classified as 'large-cap stocks,' and MOS fits the label perfectly, with its market cap exceeding this threshold, underscoring its size, influence, and dominance within the agricultural inputs industry. The company's key strength lies in its vertically integrated operations across the phosphate and potash value chains, allowing it to control production costs and ensure supply reliability. It also stands out for its product innovation, offering specialized fertilizers like MicroEssentials that combine multiple nutrients into a single granule for improved crop performance. Super Micro Computer Just Struck a Deal with Ericsson. Should You Buy SMCI Stock Here? CEO Jensen Huang Just Sold Nvidia Stock. Should You? Broadcom Just Got a New Street-High Price Target. Should You Buy AVGO Stock Here? Stop Missing Market Moves: Get the FREE Barchart Brief – your midday dose of stock movers, trending sectors, and actionable trade ideas, delivered right to your inbox. Sign Up Now! This fertiliser manufacturing company is currently trading 5.7% below its 52-week high of $37.69, reached on Jun. 4. MOS has rallied 28.6% over the past three months, considerably outpacing the Materials Select Sector SPDR Fund's (XLB) 1.3% rise during the same time frame. In the longer term, MOS has surged 22.1% over the past 52 weeks, outperforming XLB's 2.4% drop over the same time frame. Moreover, on a YTD basis, shares of MOS are up 44.6%, compared to XLB's 4.2% return. To confirm its bullish trend, MOS has been trading above its 200-day and 50-day moving averages since mid-April. On May 6, MOS delivered mixed Q1 earnings results, and its shares surged 3.7% in the following trading session. The company posted revenue of $2.6 billion, down 2.2% from the year-ago quarter and 1.9% below the consensus estimates. The shortfall was primarily driven by lower potash segment sales, largely fueled by a decline in selling prices. Nonetheless, on the brighter side, while its adjusted earnings dropped 24.6% year-over-year to $0.49 per share due to a decline in adjusted EBITDA, the figure still surpassed the analyst estimates by a notable margin of 25.6%. Significant improvements in operational efficiency and ongoing cost-reduction efforts led to its bottom-line beat. Additionally, MOS raised its fiscal 2025 potash production forecast to a range of 9 to 9.4 million tonnes, aiming to capitalize on strong global demand and favorable market pricing. Mosaic Company's outperformance looks pronounced when compared to its rival, Nutrien Ltd. (NTR), which gained 12.9% over the past 52 weeks and 32.8% on a YTD basis. Looking at MOS' recent outperformance, analysts remain moderately optimistic about its prospects. The stock has a consensus rating of "Moderate Buy' from the 16 analysts covering it, and the mean price target of $38.38 suggests an 8% premium to its current price levels. On the date of publication, Neharika Jain did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
23-06-2025
- Business
- Yahoo
How Is CF Industries' Stock Performance Compared to Other Basic Materials Stocks?
Northbrook, Illinois-based CF Industries Holdings, Inc. (CF) manufactures and sells hydrogen and nitrogen products for energy, fertilizer, emissions abatement, and other industrial activities. Valued at a market cap of $17 billion, the company also offers diesel exhaust fluid, urea liquor, nitric acid, and aqua ammonia products. Companies worth $10 billion or more are typically classified as 'large-cap stocks,' and CF fits the label perfectly, with its market cap exceeding this threshold, underscoring its size, influence, and dominance within the agricultural inputs industry. The company's vertically integrated operations, with strategically located plants and extensive storage and distribution infrastructure, allow it to serve both agricultural and industrial customers reliably. Beyond fertilizers, it is also emerging as a leader in clean energy solutions, investing heavily in low-carbon and green ammonia, positioning itself to play a major role in the global energy transition. Robotaxis, Powell and Other Key Things to Watch this Week Is Quantum Computing (QUBT) Stock a Buy on This Bold Technological Breakthrough? The 7 Signs Your Stock Is A Buyout Target Get exclusive insights with the FREE Barchart Brief newsletter. Subscribe now for quick, incisive midday market analysis you won't find anywhere else. This nitrogenous fertilizer manufacturing company is currently trading 3.9% below its 52-week high of $104.45, reached on Jun. 16. CF has surged 30.5% over the past three months, considerably outpacing the iShares U.S. Basic Materials ETF's (IYM) marginal uptick during the same time frame. In the longer term, CF has rallied 35.4% over the past 52 weeks, considerably outperforming IYM's 4% decline over the same time frame. Moreover, on a YTD basis, shares of CF are up 17.6%, compared to IYM's 4.8% return. To confirm its bullish trend, CF has been trading above its 200-day moving average since early May, and has remained above its 50-day moving average since late April. On May 7, CF reported strong Q1 results, prompting its share price to close up marginally in the following trading session. The company's revenue grew 13.1% year-over-year to $1.7 billion, surpassing the consensus estimates by a notable 9.2%. Moreover, due to a solid 660 basis-points expansion in its gross profit margin, its net income per share of $1.85 improved 79.6% from the year-ago quarter and exceeded the forecasted figure by 25.9%. Its adjusted EBITDA reached $644 million, up 40.3% from the same period last year. This strong performance was supported by a favourable global nitrogen environment, with solid agricultural and industrial demand, coupled with higher average selling prices across most of CF's key products. CF has outpaced its rival, The Mosaic Company's (MOS) 31.1% rise over the past 52 weeks. However, it has lagged behind MOS' 47.8% uptick on a YTD basis. Despite CF's recent outperformance, analysts remain cautious about its prospects. The stock has a consensus rating of "Hold' from the 16 analysts covering it. As of writing, the company is trading above both its mean price target of $85.87 and its Street-high price target of $100. On the date of publication, Neharika Jain did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on Sign in to access your portfolio
Yahoo
11-06-2025
- Business
- Yahoo
Jim Cramer on The Mosaic Company (MOS): 'A Real Tough One to Understand'
We recently published a list of . In this article, we are going to take a look at where The Mosaic Company (NYSE:MOS) stands against other stocks that Jim Cramer discusses. During the episode, Cramer mentioned The Mosaic Company (NYSE:MOS) and said: 'There's no real theme to the other stocks on the list… Then there are two one-offs, Roblox and Mosaic… Here's a real tough one to understand, Mosaic. It's a fertilizer company. Now this one's an oddity. It's entirely possible that people are playing a theme of China food shortages. And that's one, by the way that, I'm not seeing. I think what it really is is farmers are flush, and that means they're capable of buying tons of fertilizer, which doesn't cost that much anyway.' Mosaic (NYSE:MOS) produces and markets phosphate and potash-based crop nutrients, animal feed ingredients, and industrial products. Additionally, it offers blended fertilizers, biological complements, and related services. On May 20, Cramer recommended not buying the stock as he said: 'This weekend, when I was at Total Wine & More up there in Norwalk, I was shocked. Someone came to me and said, what do you think about Mosaic? I said, well, you know what, I think it's just, it's killer. It's killer. But it is hype, it is just like a parabolic move. If I come in now, I think I am too late…. I'm going to have to say, [don't buy, don't buy] because it's just up too much. It's up too much. I'm sorry.' Overall, MOS ranks 13th on our list of stocks that Jim Cramer discusses. While we acknowledge the potential of MOS as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey.
Yahoo
09-06-2025
- Business
- Yahoo
Jim Cramer on The Mosaic Company (MOS): 'A Real Tough One to Understand'
We recently published a list of . In this article, we are going to take a look at where The Mosaic Company (NYSE:MOS) stands against other stocks that Jim Cramer discusses. During the episode, Cramer mentioned The Mosaic Company (NYSE:MOS) and said: 'There's no real theme to the other stocks on the list… Then there are two one-offs, Roblox and Mosaic… Here's a real tough one to understand, Mosaic. It's a fertilizer company. Now this one's an oddity. It's entirely possible that people are playing a theme of China food shortages. And that's one, by the way that, I'm not seeing. I think what it really is is farmers are flush, and that means they're capable of buying tons of fertilizer, which doesn't cost that much anyway.' Mosaic (NYSE:MOS) produces and markets phosphate and potash-based crop nutrients, animal feed ingredients, and industrial products. Additionally, it offers blended fertilizers, biological complements, and related services. On May 20, Cramer recommended not buying the stock as he said: 'This weekend, when I was at Total Wine & More up there in Norwalk, I was shocked. Someone came to me and said, what do you think about Mosaic? I said, well, you know what, I think it's just, it's killer. It's killer. But it is hype, it is just like a parabolic move. If I come in now, I think I am too late…. I'm going to have to say, [don't buy, don't buy] because it's just up too much. It's up too much. I'm sorry.' Overall, MOS ranks 13th on our list of stocks that Jim Cramer discusses. While we acknowledge the potential of MOS as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey.
Hindustan Times
04-06-2025
- Business
- Hindustan Times
Jr ministers carp about their seniors, Sena ministers crib to Shinde about Ajit
MUMBAI: Junior ministers or ministers of state (MOS) in the Mahayuti government have sought the intervention of chief minister Devendra Fadnavis in the matter of delegation of powers by the cabinet ministers of their departments to clear files, hold hearings and other policy-related decisions. The state cabinet has six MOSes—three from the BJP, two from the Shiv Sena and one from the NCP—while the remaining 36 are cabinet ministers. The BJP's MOSes have written to the CM both independently and jointly for his intervention. Their gripe is that despite being sworn in seven months ago, the cabinet ministers have not delegated powers to them, and they have been left with trifling jobs such as receiving memorandums and giving replies to the questions during assembly sessions. 'Junior ministers like Madhuri Misal and Meghana Bordikar have written to the CM,' said a senior BJP leader. 'The departments they represent are mostly headed by Shiv Sena leaders who have not delegated any powers. For instance, as MOS of the urban development department, powers to hold hearings on town planning and policies related to some urban local bodies are expected to be delegated but Sena ministers have not done it so far.' The leader said that the MOSes had written such letters to Fadnavis in the past as well. 'The CM has assured the junior ministers that he will look into the matter at the earliest,' he said. 'The decision is likely to happen before the monsoon session, which begins on June 30.' The BJP leader added that this sort of thing happened in almost all coalition governments, but the tussle had intensified this time. 'The Sena ministers, particularly, have not delegated powers to their MOSes,' he said. 'Ministers of state from the Shiv Sena, on the other hand, have been given powers by the BJP ministers of their departments. For instance, minister of state for home Yogesh Kadam, a Sena leader, has been given specific powers by CM Fadnavis, who heads the department. Similarly, another Sena MOS, Ashish Jaiswal, has been given some powers by deputy chief minister Ajit Pawar in the finance department.' When questioned, Jaiswal said, 'The MOSes who have capabilities get powers.' According to Sena leaders, there is a lot for junior ministers to do in their departments if they have the capability and know how to use their powers. 'Jaiswal and Kadam have been working efficiently and have played a key role in the decisions and policies of their respective departments,' said a Sena leader. Meanwhile, senior ministers in the Mahayuti too have similar issues. A recent review meeting convened by deputy chief minister Eknath Shinde to assess the performance of Shiv Sena-led departments before the local body polls turned into a litany of complaints against NCP leader and finance minister Ajit Pawar. The Sena ministers complained that the discretionary powers held by Ajit were being used to deprive their departments of budgetary funds. Shinde, however, assured his ministers that he would raise the issue with Ajit and chief minister Devendra Fadnavis.
