5 Biggest Agriculture Stocks to Buy in 2026

4. The Mosaic Company (NYSE:MOS)

On March 26, 2026, UBS analyst Lucas Beaumont lowered The Mosaic Company (NYSE:MOS) to Neutral from Buy, reducing the price objective to $27 from $33. UBS reported declining phosphate profitability as a result of rising sulfur and ammonia input costs, Middle East disruptions, and low production efficiency gains, which hinder margin recovery.

The Mosaic Company (NYSE:MOS) reported full-year and fourth-quarter 2025 results, with net income of $541 million and adjusted EBITDA of $2.4 billion for the whole year, and a fourth-quarter net loss of $519 million and adjusted EBITDA of $505 million. CEO Bruce Bodine said that the company strengthened assets, increased efficiency, and divested non-core operations. Fertilizer divisions showed mixed results, with phosphate output at 1.7 million tonnes in Q4 and potash production at 8.8 million tonnes by 2025. The company raised operating earnings by 16% to $277 million, while Mosaic Biosciences’ revenue more than doubled to $68 million, with plans to expand further in 2026.

The Mosaic Company (NYSE:MOS) produces and markets concentrated phosphate and potash crop nutrients. It operates through three segments: phosphates, potash, and Mosaic Fertilizantes.