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Scotiabank Reaffirms Buy on Mosaic (MOS) Despite Sector Headwinds

The Mosaic Company (NYSE:MOS) is one of the 20 undervalued momentum stocks that are taking off. While Scotiabank has become more cautious on fertilizer stocks overall, Mosaic Co. (MOS) continues to stand out as an exception. Analyst Ben Isaacson reiterated a Buy rating on the stock, raising the price target to $42 from $34 in May and reaffirmed it again in early June. Notably, Mosaic remains the only Buy-rated name in Scotiabank’s global fertilizer coverage.

This supportive view comes despite the analyst’s broader recommendation to reduce exposure to the fertilizer sector. According to Isaacson, a combination of subdued grower sentiment, softening NPK (nitrogen, phosphate, potassium) fertilizer prices, and shifting investor sentiment has led to a more conservative outlook on the group.

A rustic farm field with a tractor spreading nitrogen-based fertilizer in the background.

In line with the changing industry dynamics, Mosaic revised its second-quarter and 2025 outlook on June 6. While the company guided phosphate prices to rise modestly in the second quarter, full-year production volume is now expected to be 7.0-7.3 million tonnes, down from the earlier expected range of 7.2-7.6 million tonnes.

On the Potash side, both prices and volumes are expected to remain stable in the second quarter and full year. Full-year production volumes guidance was kept unchanged at 9.0-9.4 million tonnes.

The Mosaic Company (NYSE:MOS) is one of the world’s leading producers and marketers of concentrated phosphate and potash crop nutrients.

While we acknowledge the potential of MOS as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

READ NEXT: Harvard University Stock Portfolio: Top 10 Stock Picks and 10 Best Tech Stocks to Buy According to Billionaires.

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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Wall Street calls this $3 stock a “Melting Ice Cube.” They said the same thing about BTI before it returned 90%.

Dr. Inan Dogan

Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

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