Meisheng's stock price has increased nearly 30% this year, with improved performance and industry prosperity being the main driving forces

The China Business Network reports that as of the close on February 11, 2026, Mosaic Company (MOS.N) closed at $31.14, up 3.40% for the day, with a year-to-date increase of 29.28%, and a total market capitalization of approximately $9.885 billion. Its sustained stock price rise is primarily driven by the following factors:

Performance and Operating Conditions

The company’s performance in the third quarter of fiscal year 2025 (ended September 30) was strong, with revenue of $9.079 billion, up 9.29% year-over-year, and net profit of $1.094 billion, a significant increase compared to the previous year. Institutional forecasts indicate that earnings per share for the third quarter grew by 205.88% year-over-year, and net profit estimates increased by 205.89%, supporting the stock price with improved fundamentals.

Industry Policies and Environment

In early February 2026, the US Manufacturing PMI rose to 52.6, returning to expansion territory, indicating an improvement in the traditional manufacturing sector. As a leading global producer of phosphate and potash fertilizers, Mosaic benefits from the rebound in agricultural demand and increased capital expenditure expectations in manufacturing. During the same period, the soft commodities sector (such as fertilizers and agricultural product processing) strengthened overall, with companies like CF Industries Holdings (CF.US) experiencing annual gains exceeding 15%, creating sector resonance.

Funding and Technical Aspects

After the Dow Jones Industrial Average broke through 50,000 points in January 2026, capital shifted from high-valuation tech stocks to traditional sectors, further boosting the agricultural supplies sector. Mosaic’s current trailing twelve months (TTM) price-to-earnings ratio is 8.07, and its price-to-book ratio is 0.77, both below industry averages, highlighting valuation attractiveness. On February 10, the stock price broke through a 60-day high, with technical patterns indicating a double-bottom breakout, moving averages showing a bullish alignment, and short-term momentum strengthening.

Institutional Views

Morgan Stanley raised Mosaic’s target price from $33 to $35 in January 2026, maintaining a “Hold” rating. Currently, 17 institutions have an average target price of $31.78, suggesting upside potential from the February 11 close. Trading volume in the past week (February 5–10) significantly increased, totaling $4.146 billion, indicating active capital participation.

In summary, Mosaic’s stock price increase results from improved performance, sector prosperity, capital rotation, and valuation recovery.

The above information is compiled from publicly available sources and does not constitute investment advice.