Mosaic Company, US61945C1036

CIBC cuts target for Mosaic Company stock from USD 25.00 to USD 22.00

Published on 10/24/2026 at 21:20 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Mosaic reports on November 3, 2026. Mosaic Company stock closed at USD 17.84 on October 23, 2026, up 3.30 percent on the NYSE after the close.

Analyst target and reporting date

CIBC cut its Mosaic target from USD 25.00 to USD 22.00 on October 23, 2026.
Second-quarter 2026 net sales fell 6.00 percent to USD 2,824.1 million.
Mosaic Company stock closed at USD 17.84 on the NYSE on October 23, 2026, up 3.30 percent from USD 17.27.
Mosaic scheduled third-quarter 2026 results for November 3, 2026.

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On October 23, 2026, CIBC analyst Hamir Patel cut the price target for The Mosaic Company from USD 25.00 to USD 22.00 while keeping a Neutral rating, as Markets Insider reported. Mosaic Company stock closed at USD 17.84 on the NYSE on October 23, 2026 at 4:00 p.m. ET, up 3.30 percent from the prior close of USD 17.27.

Second-quarter pressure remains visible

Mosaic's second-quarter 2026 net sales fell 6.00 percent year over year to USD 2,824.1 million from USD 3,005.7 million, according to Zacks. Adjusted earnings per share fell 74.50 percent to USD 0.13 from USD 0.51, although the figure exceeded the USD 0.09 consensus estimate.

The same quarter produced a GAAP net loss of USD 273 million, compared with net income of USD 411 million in the year-ago quarter. Operating cash flow fell to USD 167.4 million from USD 609.5 million, while capital spending reached USD 320.3 million.

Price position on October 23

The NYSE close of USD 17.84 stood 5.00 percent above Mosaic's 52-week low of USD 16.99 and 44.68 percent below its high of USD 32.25. Trading volume reached 16,531,529 shares, giving the session a concrete measure of participation.

Valuation and next date

Mosaic's market capitalization was USD 5.7 billion on October 23, 2026, and its price-to-earnings ratio was 93.89. The company scheduled third-quarter 2026 results for November 3, 2026, after the NYSE close, with a conference call set for November 4 at 11:00 a.m. ET, according to The Mosaic Company.

Comparison with peers

On October 23, 2026, Mosaic posted a 3.30 percent daily gain, a 93.89 price-to-earnings ratio and USD 5.7 billion in market capitalization. Nutrien (NYSE, USD) gained 0.94 percent, with a 14.12 price-to-earnings ratio and USD 33.3 billion in market capitalization. CF Industries (NYSE, USD) gained 1.79 percent, with an 8.95 price-to-earnings ratio and USD 18.3 billion in market capitalization.

The next market marker

For Mosaic, the November 3 results date now sits alongside a lower USD 22.00 CIBC target and weaker second-quarter sales. The upcoming release will provide the next dated test of volumes, fertilizer pricing and cash generation.