TSE:NTR

Nutrien Ltd. (NTR.TO)

93.63
-2.26 (2.36%)
as of Jun 5, 2026, 8:00:00 pm Market Open.
778 watching
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Investor Insights
star iconJun 6, 2026, 12:00 am

This summary was created by AI, based on 24 opinions in the last 12 months.

Nutrien Ltd. (NTR-T) has garnered attention from various analysts, and while opinions vary, there is a general consensus on its potential for long-term growth. Despite facing temporary pressures from geopolitical factors and commodity price fluctuations, many experts highlight its dominance in the North American fertilizer market and robust dividend sustainability supported by its retail business. The overall sentiment suggests that current dips present favorable buying opportunities, with some analysts anticipating uptrends in fertilizer prices and positive EPS growth. A few express concerns regarding near-term supply constraints, yet the long-term outlook remains optimistic, bolstered by the need for fertilizers in global agriculture. As commodity prices show signs of stabilizing, Nutrien's operational strategies and market position appear to contribute positively to its growth trajectory.

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Consensus
Buy
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Valuation
Fair Value
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Similar
ADM
SELL ON STRENGTH
Last quarter, they massively lifted guidance. Was expecting $4.5B up to $6B. China restricting exports also raised prices. 63% EPS growth and the stock is still not expensive and has a decent dividend. It is cyclical however. Take some money off if it is a large holding.
DON'T BUY
On the balance sheet, 60% is nothing but goodwill, and this concerns him. Cost pressures such as natural gas put pressure on the stock. Global warming suggests farmers want fertilizer to increase production to offset effects of the weather. In the next bear market, balance sheets and the quality of book values will make the difference between survival and wipeout.
PAST TOP PICK
(A Top Pick Feb 10/21, Up 27%) A movement in fertilizer prices due to nitrogen plant shut downs in Europe and there are logistics issues due to hurricane Ida. Government sanctions on Belarus has kept prices up for fertilizers. If higher price action continues, should rebalance.
BUY
Steady cashflow, strong balance sheet, management adapts to fast-changing ag market. Outperformed TSX since last summer. Long-term, helps arable land efficiencies. Opportunities in China and India will lead to higher demand. A name to own. Makes sense for growth investors.
BUY ON WEAKNESS
He has liked it for a while now He took a little bit off the table recently but still has a pretty decent position. He is looking at it as a position to pick up more of a position on weakness.
PAST TOP PICK
(A Top Pick Jul 24/20, Up 86%) Was a name they purchased in 2016 before the merger. You get mining and extraction of potash but also the full cycle to retail. People will continue to eat and countries are thinking about food security. A name that you will see more volatility but it is normal and important to have some agriculture exposure.
BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The company will report earnings today. Currently trading at 15x earnings. Contract prices have risen but it depends whether farmers are still comfortable at higher prices. Has beaten estimates in the past four quarters. Unlock Premium - Try 5i Free

BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The company has benefitted from the merger between Potash and Agrium and there has been synergy. More cyclical than expected. However the market share, valuation, growth potential and market cap makes it the best bet in the sector. Strong earnings growth is expected and results were strong last quarter. Unlock Premium - Try 5i Free

HOLD
One of the biggest fertilizer producer in the world. Long term agriculture should see decent growth. There is a lot of potash. Has done some mergers in recent years. Prices have finally rallied from the bottom. The stock has gone from below $30s to up to mid $70s. Likes the area but would be cautious at these levels. There might be better opportunities.
BUY ON WEAKNESS
They recently increased their potash output. They've done a good job streamlining operations. They are worth watching, but he's cautious, because there is low-cost production coming out of eastern Europe. Enter on a pullback at $60. He used to own this, but not now.
BUY
Allan Tong’s Discover Picks NTR stocks are currently hitting all-time highs right below $80. There’s a little more upside that the street sees with a price target of $80.67, though I predict the low-$80s is more likely. Cyclical stocks are trades, not long-term holds, so there’s wiggle room to earn a 5-8% return if you’re nimble. Of course, buying on dip is a good idea, but a dip is less likely on a name with such momentum. NTR stocks are up nearly 8% in the past month. Bottom line: be nimble, Jack. Read 3 Hot TSX Stocks for our full analysis.
TOP PICK
Canada's second-biggest mining company. Cyclical backdrop is excellent. Demand is skyrocketing for its products. Geographic diversification reduces reliance on the NA harvest season. Below mid-cycle valuation. Technical breakout 2 days ago. The stars are aligning for this one. Yield is 2.94%. (Analysts’ price target is $81.27)
BUY ON WEAKNESS
It is a core holding for him. It has had a great run. On a long term basis, it has not done incredibly well. He was surprised at the change of CEO after the last earnings call. That argues for a bit of a catalyst at driving it. The shares are not particularly attractive at these levels. It is a stock that will bounce around, but over the long term is likely to rise.
BUY
In early stages of a commodity supercycle. Agricultural is part of this. They do fertilizers and retail stores. Will continue to benefit. It is a good one that will participate with the metal and energy stocks.
BUY
Performing well recently. It responds well when grains go up in price. Seasonality starts around June 23 and can go till October. Sweet spot is from late September to October. If the market moves higher, NTR can do quite well here.
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