# Mizuho cuts Mosaic stock price target on margin pressures

> Mizuho lowered its price target on Mosaic to $20 from $22 and kept a Neutral rating. The company reported third-quarter adjusted EBITDA of $324 million, down 60% year over year and below consensus, with adjusted EPS of negative $0.19. Management expects phosphate production to remain curtailed.

- Date: 2026-11-04 · published 2026-11-04T15:11:34.410Z
- Category: market · region US · magnitude low
- Page: https://feedsoft.ai/events/79971-mizuho-cuts-mosaic-stock-price-target-on-margin-pressures
- Commodities: [DAP](https://feedsoft.ai/c/DAP.md)

## Why it matters

The analyst cut reflects margin squeeze from rising input costs and scarce sulfur, which limits phosphate output. This is a equity-focused note with limited direct impact on physical fertilizer or feed ingredient prices.

## Read by commodity

- DAP: bullish ▲

## Sources

- investing.com: https://www.investing.com/news/analyst-ratings/mizuho-cuts-mosaic-stock-price-target-on-margin-pressures-93CH-4998709

---
Data from Feedsoft AI (https://feedsoft.ai/). For information only; not investment advice.