Get alerts: Mosaic, CF Industries, and Nutrien are the three Fertilizer stocks to watch today, according to MarketBeat’s stock screener tool. Fertilizer stocks are shares of companies that manufacture, distribute, or supply agricultural nutrients (e.g., nitrogen, phosphate, potash) used to boost crop yields. Investors treat them as cyclical, commodity-linked plays whose performance depends on crop prices and planting demand, feedstock and energy costs, and weather, trade policy, and environmental/regulato ...

TAMPA, FL / ACCESS Newswire / December 19, 2025 / The Mosaic Company (NYSE:MOS) announced today that its Board of Directors declared a quarterly dividend of $0.22 per share on the Company's common stock. The dividend will be paid on March 19, 2026, to stockholders of record at the close of business on March 9, 2026. ...

TAMPA, FL / ACCESS Newswire / December 17, 2025 / The Mosaic Company (NYSE:MOS) today provided an update on the tragic incident that led to the loss of an employee following a ground fall at its Esterhazy K3 site. "Our thoughts are with the individual's loved ones and all those affected by this tragedy", said Bruce Bodine, CEO of The Mosaic Company. ...

Tampa, Florida-based The Mosaic Company (MOS) produces and markets concentrated phosphate and potash crop nutrients in North America and internationally. With a market cap of $7.9 billion, Mosaic operates through Phosphates, Potash, and Mosaic Fertilizantes segments. Companies worth between $2 billion and $10 billion are generally described as "mid-cap stocks." Mosaic fits right into that category, with its market cap exceeding this threshold, reflecting its substantial size and influence in the agricultu ...

Mosaic Co. (NYSE:MOS) fell 0.043% to $23.45 in after-hours trading on Tuesday.Check out the current price of MOS stock here.The stock of the global producer and distributor of potash and phosphate fertilizer fell 5.63% to close at $23.46 on Tuesday.Brazil Phosphate Production HaltedMosaic announced on Tuesday that it has begun steps to idle single super phosphate production, the first commercial mineral fertilizer made at its Fospar and Araxá facilities in Brazil, citing a sharp rise in sulfur prices. The c ...

Shares of Mosaic (MOS), Nutrien (NTR), CF Industries (CF), and Intrepid Potash (IPI) are under pressure on Monday after the U.S. announced it would remove sanctions on Belarusian potash fertilizers. According to Bloomberg, special envoy John Coale said President Trump ordered the sanctions lifted, effective immediately. More restrictions might be eased as U.S.-Belarus relations normalize, Coale added. Announcement follows Trump’s push to rebuild ties with Belarusian President Alexander Lukashenko, the publ ...

I rate Mosaic Inc. (NYSE: MOS ) as a Buy, though with a word of caution regarding its sluggish growth. I expect 29% upside over the next 12 months, based on revenues growing at 4%, net profit margin at 9% andAnalyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in MOS over the next 72 hours. I wrote this article myself ...

TAMPA, FL / ACCESS Newswire / December 16, 2025 / Due to the recent sharp increase in sulfur prices, The Mosaic Company (NYSE:MOS) has started activities to idle single super phosphate (SSP) production at its Fospar and Araxá facilities in Brazil. Mosaic has also suspended future purchases of sulfur. Mosaic may review these decisions after 30 days. Mosaic is committed to its mission of helping the world grow the food it needs while maintaining competitiveness in global markets. Mosaic's operations in Brazil ...

公司股价表现与市场反应 - 美盛公司股价在周五连续第二日上涨，涨幅达4.05%，收于每股26.21美元，投资者在周初因分析师下调目标价导致股价下跌后进行逢低买入 [1] - 此前，RBC将美盛公司股票目标价从30美元下调至27美元，原因是预期明年化肥供应将走弱 [2] - 与此同时，Zacks Research将美盛公司的评级从“强力卖出”上调至“持有” [3] 公司财务业绩 - 公司第三季度净利润同比大幅增长237%，达到4.11亿美元，去年同期仅为1.22亿美元，主要得益于对价值约19亿美元的Ma‘aden股份按市值计价的3.08亿美元未实现收益 [4] - 第三季度净销售额同比增长25%，达到35亿美元，去年同期为28亿美元，增长得益于其化肥、磷酸盐和钾肥部门销售额的全面增长 [5] - 公司将于12月18日向截至12月4日登记在册的普通股股东支付每股0.22美元的现金股息 [4] 业务部门前景与挑战 - RBC指出，价格疲软和投入成本降低预计将对磷酸盐业务部门构成挑战，而美盛公司目前正在对该部门进行改进 [3]

文章核心观点 - 人工智能是当今时代最大的投资机遇 但AI的发展正面临严重的能源危机 这为能源基础设施领域创造了巨大的投资机会 [1][2] - 一家鲜为人知的公司整合了AI能源需求、特朗普关税政策推动的制造业回流、美国液化天然气出口激增以及核能基础设施等多个关键趋势 被描述为极具潜力的“后门”投资标的 [3][5][6][14] - 该公司财务稳健 无负债且持有大量现金 估值低廉 并已吸引部分对冲基金的关注 [8][9][10] AI的能源需求与危机 - AI是史上最耗电的技术 驱动大型语言模型的数据中心耗电量堪比一座小型城市 [2] - AI的快速发展正在将全球电网推向崩溃边缘 电力需求激增导致电网紧张、电价上涨 [1][2] - OpenAI创始人Sam Altman警告 AI的未来取决于能源突破 埃隆·马斯克更预测明年AI将面临电力短缺 [2] 被推荐公司的业务定位 - 公司并非芯片制造商或云平台 而是拥有关键能源基础设施资产 定位为满足AI能源激增需求的“收费亭”运营商 [3][4] - 公司业务横跨石油、天然气、可再生燃料和工业基础设施 是全球少数能执行大型复杂EPC项目的企业之一 [7] - 公司在美国液化天然气出口领域扮演关键角色 将受益于特朗普“美国优先”能源政策带来的行业爆发 [5][7] - 公司在美国下一代电力战略中处于核心位置 拥有关键的核能基础设施资产 [7][14] 公司的财务与估值状况 - 公司完全无负债 且持有大量现金 现金储备相当于其近三分之一的总市值 [8] - 剔除现金和投资后 公司交易市盈率低于7倍 [10] - 公司还持有另一家热门AI公司的巨额股权 为投资者提供了间接接触多个AI增长引擎的机会 [9] 宏观趋势与催化剂 - AI基础设施超级周期正在形成 [14] - 特朗普时代的关税政策正在推动制造业回流美国 公司将率先承接相关设施的重建、改造和再工程业务 [5][14] - 美国液化天然气出口预计将激增 [14] - 核能作为清洁、可靠能源的未来地位日益凸显 [14]