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Nutrien Executing Well Across Key Priorities, RBC Capital Markets Says

Nutrien (NTR) continues to execute well across its key priorities, supported by operational improvements, accelerated share buybacks, and a constructive agricultural backdrop, RBC Capital Markets said in a note Monday.RBC noted potash mining automation is keeping cash costs below $60 per tonne, while Nutrien trimmed 2026 capital expenditure guidance to $1.95 billion to $2.05 billion from the prior $2.0 billion to $2.1 billion.The bank said Nutrien accelerated share repurchases to approximately $75 million per month in Q3 of 2026, up from about $50 million earlier in the year, and expects to maintain that pace through the year.RBC lowered its 2026 adjusted earnings before interest, taxes, depreciation, and amortization estimate for Nutrien to $6.4 billion from $6.6 billion, and reduced nitrogen realized prices following summer fill levels that came in below expectations.RBC reiterated an outperform rating on the stock and $85 price target.Price: $65.43, Change: $+1.01, Percent Change: +1.56%

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Research

BNP Paribas Upgrades Nutrien to Outperform From Neutral, Adjusts PT to CA$112.99 From CA$99.26

Nutrien (NTR) has an average rating of overweight and mean price target of CA$109.29, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://finwires.com/en/contact)

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Wire

Nutrien Shares Fall After Jefferies Downgrade

Nutrien (NTR) shares were down over 2% in Thursday trading after Jefferies downgraded the stock to hold from buy.Trading volume stood at more than 1.2 million shares, against a daily average of roughly 2.9 million.Price: $66.93, Change: $-1.41, Percent Change: -2.06%

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Research

Jefferies Downgrades Nutrien to Hold From Buy

Nutrien (NTR) has an average rating of overweight and mean price target of CA$109.11, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://finwires.com/en/contact)

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Wire

Nutrien Shares Rise After Scotiabank Upgrade

Nutrien (NTR) shares rose 4.6% in Tuesday afternoon trading after Scotiabank upgraded the stock to sector outperform from sector perform and raised the price target to 113.89 Canadian dollars ($80.19) from CA$113.10.Trading volume stood at about 3.9 million shares, compared with a daily average of nearly 3 million.Price: $63.42, Change: $+2.79, Percent Change: +4.60%

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Research

Scotiabank Upgrades Nutrien to Sector Outperform From Sector Perform, Adjusts PT to CA$113.89 From CA$113.10

Nutrien (NTR) has an average rating of overweight and mean price target of CA$112.54, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://finwires.com/en/contact)

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Research

Berenberg Downgrades Nutrien to Hold From Buy, Raises Price Target to $65 From $61

Nutrien (NTR) has an average rating of overweight and mean price target of $82.19, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://finwires.com/en/contact)

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Wire

Nutrien Supported by Strong Execution, Fertilizer Fundamentals, RBC Says

Nutrien (NTR) is expected to benefit from solid agriculture demand, higher nitrogen prices, strong cash flow, possible asset sales, and continued share buybacks, RBC Capital Markets said.The investment firm said in a Friday note that Nutrien is executing well and should generate strong free cash flow in 2026 and 2027, helped in the near-term by higher nitrogen prices. The company's retail business remains on track for growth in 2026 as planted acreage stays high and demand improves for products that help crop yields.RBC expects nitrogen prices to stay high even after the Strait of Hormuz reopens, as fertilizer markets may take time to return to normal, according to the note.Potash demand remains steady, though there is some risk later in 2026 if farmers shift spending because nitrogen and phosphate prices remain high.RBC maintained its outperform rating and $85 price target.Shares of Nutrien were up 4.3% in Monday trading.Price: $71.26, Change: $+2.93, Percent Change: +4.29%

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Research

Research Alert: CFRA Maintains Sell Rating On Shares Of Nutrien

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Our 12-month target price is $60 (raised from $56), valuing NTR at 4.2x our 2026 EBITDA estimate of $6.86 billion, below its three-year average forward EV/EBITDA of 6.9x and a discount to peers. We raise our 2026 EPS view by $0.77 to $5.83 and our 2027 EPS by $0.59 to $5.28. We think NTR's current performance benefits from temporary factors, including supply disruptions and unprecedented government support for financially distressed farmers. However, we expect these tailwinds to normalize over the medium term as new global capacity comes online and agricultural support programs moderate. Following Q1 results, NTR expressed a constructive view for potash and nitrogen. However, phosphate operations face significant margin pressure from elevated sulfur and ammonia costs. The duration and outcome of the ongoing Middle East conflict create major uncertainty for supply and pricing, while also putting upward pressure on commodity costs, in our view.

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Research

Research Alert: CFRA Maintains Sell Rating On Shares Of Nutrien

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Our 12-month target price is CAD82 (raised from CAD77), valuing NTR at 4.2x our 2026 EBITDA estimate of USD6.86 billion, below its three-year average forward EV/EBITDA of 6.9x and a discount to peers. We raise our 2026 EPS view by USD0.77 to USD5.83 and our 2027 EPS by USD0.59 to USD5.28. We think NTR's current performance benefits from temporary factors, including supply disruptions and unprecedented government support for financially distressed farmers. However, we expect these tailwinds to normalize over the medium term as new global capacity comes online and agricultural support programs moderate. Following Q1 results, NTR expressed a constructive view for potash and nitrogen. However, phosphate operations face significant margin pressure from elevated sulfur and ammonia costs. The duration and outcome of the ongoing Middle East conflict create major uncertainty for supply and pricing, while also putting upward pressure on commodity costs, in our view.

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Research

Research Alert: Nutrien: Pricing Strength Helps Offset Volume Headwinds, Q1 Eps Beats Estimates

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Nutrien delivered robust Q1 results with adjusted EPS of $0.51 significantly outperforming the prior year's $0.11, while adjusted EBITDA increased 30% to $1.11B. Sales rose 19% to $6.05B, supported by record potash volumes of 3.51M tonnes and higher fertilizer benchmarks across all segments. Potash delivered exceptional performance with record sales volumes and improved pricing power, generating adjusted EBITDA of $578M on higher net selling prices of $264/tonne. Management reaffirmed all 2026 guidance ranges, including Retail adjusted EBITDA of $1.75-$1.95B and potash sales volumes of 14.1-14.8M tonnes. Retail operations demonstrated resilience with adjusted EBITDA surging 135% to $108M despite ongoing farm sector financial stress, while Nitrogen benefited from stronger global benchmarks though production volumes declined due to facility shutdowns. The company returned $409M to shareholders through dividends and share repurchases.

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Research

Research Alert: Nutrien: Pricing Strength Helps Offset Volume Headwinds, Q1 Eps Beats Estimates

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Nutrien delivered robust Q1 results with adjusted EPS of $0.51 significantly outperforming the prior year's $0.11, while adjusted EBITDA increased 30% to $1.11B. Sales rose 19% to $6.05B, supported by record potash volumes of 3.51M tonnes and higher fertilizer benchmarks across all segments. Potash delivered exceptional performance with record sales volumes and improved pricing power, generating adjusted EBITDA of $578M on higher net selling prices of $264/tonne. Management reaffirmed all 2026 guidance ranges, including Retail adjusted EBITDA of $1.75-$1.95B and potash sales volumes of 14.1-14.8M tonnes. Retail operations demonstrated resilience with adjusted EBITDA surging 135% to $108M despite ongoing farm sector financial stress, while Nitrogen benefited from stronger global benchmarks though production volumes declined due to facility shutdowns. The company returned $409M to shareholders through dividends and share repurchases.

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Research

Nutrien Upgraded to Outperform at Raymond James

Nutrien Ltd. (NTR.TO, NTR) was upgraded to Outperform from Market Perform at Raymond James.Analyst Steve Hansen raised his price target on shares of the Canadian fertilizer company to US$90 from US$74.Hansen said his improved outlook on Nutrient is based upon: "1) early-stage signs of improving crop price fundamentals; 2) rising NPK prices, including recent fly-ups in Nitrogen & Phosphate stemming from the US-Iran war; and 3) commensurate increases to our forecasts.""While rising input costs (sulphur, fuel) and strained grower affordability represent competing near-term headwinds, we believe the net effect of these cross-currents will be higher durable earnings and FCF," the analyst said in a note to clients.

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Wire

Nutrien Could Benefit From Rising Risk of Market Tightness, BofA Says

Nutrien (NTR) could benefit from rising risk of market tightness into H2 and 2027 as the Strait of Hormuz remains closed, BofA Securities said in a note Thursday."There is a narrow window for global fertilizer trade to normalize before keybuying periods in India and Brazil begin, and a prolonged Strait of Hormuz (SOH) blockade increasingly risks missing that window," the report said.The note said there is upside risk to fertilizer price forecast in H2 and 2027 grain markets should buyers get shorted on product."To be clear, we are not there yet, but the risk is growing, and Nutrien shares still trade at pre-conflict levels," the report said, adding that this creates an opportunity for investors looking for conflict exposure.BofA upgraded Nutrien to buy from neutral with a price target of $82.Price: $75.38, Change: $+1.25, Percent Change: +1.69%

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Research

BofA Securities Upgrades Nutrien to Buy From Neutral, Price Target is $82

Nutrien (NTR) has an average rating of overweight and mean price target of $81.73, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://finwires.com/en/contact)Price: $75.53, Change: $+1.40, Percent Change: +1.89%

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