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Mizuho Sees Continued Pressure on Mosaic (MOS) as Chemical Markets Stay Soft

The Mosaic Company (NYSE:MOS) is included among the 15 Dividend Stocks with Low Payout Ratios and Strong Upside.

On December 18, Mizuho analyst Edlain Rodriguez lowered the price target on The Mosaic Company (NYSE:MOS) to $28 from $31 and kept a Neutral rating. The move came as part of the firm’s 2026 outlook for chemicals, agriculture, and packaging. Mizuho pointed to higher exports from China, which are weighing on most basic chemical markets. The firm also expects the March quarter to open as weakly as the December quarter closed for many companies in the group.

A few days later, on December 22, The Mosaic Company (NYSE:MOS) announced a definitive agreement to sell Mosaic Potash Carlsbad, Inc. The deal includes the mine’s operations, assets, and liabilities in Carlsbad, New Mexico. The buyer is International Minerals Carlsbad, and the total value of the transaction is $30 million. The agreement calls for an initial cash payment of $20M at closing, subject to customary adjustments. The remaining $10 million will be paid in three equal annual installments starting in 2029.

International Minerals Carlsbad will also assume responsibility for the asset retirement obligations tied to the Carlsbad operations. Mosaic expects the transaction to close in the first half of 2026 and plans to record a non-cash asset impairment in the fourth quarter of 2025.

Mosaic Executive Vice President, Operations, Karen Swager, made the following statement:

“This transaction is a win for all parties. We are pleased that International Minerals Carlsbad will provide continuity for our Carlsbad employees at the site, and that Mosaic has taken another step to focus on core assets. Our potash production is now entirely focused on our operations in Saskatchewan, Canada which are expected to continue to generate strong returns.”

As part of the sale, International Minerals Carlsbad will take over Mosaic’s potash and water business in New Mexico, along with related intellectual property. That includes the K-Mag and Dynamate brands.

The Mosaic Company (NYSE:MOS) remains one of the world’s largest producers and marketers of phosphate and potash fertilizers. The company continues to focus on supplying essential crop nutrients to global agricultural markets.

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 AI stock that is more promising than MOS and that has a 100x upside potential, check out our report about the cheapest AI stock.

READ NEXT: 13 Highest Paying Monthly Dividend Stocks to Buy and 10 Best Debt Free Dividend Stocks to Buy Now.

Disclosure: None.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

Dr. Inan Dogan

Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

A few years from now, you’ll wish you’d owned this stock.

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Dr. Inan Dogan

Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

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