TSE:NTR

Nutrien Ltd. (NTR.TO)

94.22
+0.56 (0.60%)
as of Jul 21, 2026, 8:00:00 pm Market Open.
776 watching
0
Investor Insights
star iconJul 22, 2026, 12:00 am

This summary was created by AI, based on 23 opinions in the last 12 months.

Nutrien Ltd. (NTR-T) is seen as a promising investment opportunity by various experts despite recent market fluctuations and geopolitical tensions, particularly related to the Iran war impacting fertilizer components. Many reviews suggest the stock has shown signs of recovering from past downtrends, indicating a potential turnaround. Several experts highlight the importance of its stable dividend and robust retail operations, which provide a cushion against market volatility. While concerns surrounding fluctuating fertilizer prices remain prevalent, there is an overall sentiment that Nutrien is well-positioned for long-term growth, particularly as farmer balance sheets begin to improve and global agricultural demands rise. The consensus leans towards the stock being a solid buy for patient investors looking for long-term gains in the agriculture sector.

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Consensus
Buy
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Valuation
Fair Value
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Similar
Potash, POT
BUY ON WEAKNESS
Recommends Getting tailwinds on higher fertilizer pricing. Also higher commodity prices help. Retail business is biggest strength. Demand for products will be remain strong.
HOLD
Prices moving significantly higher, raised guidance twice in last year. Inventories low, demand high. Retail business remains strong. Outlook for 2022 remains strong, blue skies. Already baked in, so be cautious about buying. A hold.
BUY
Commodity prices have been very strong. She wonders if we are at a point where we see demand destruction. Farmer incomes are strong. There has been some US Administration tension over Belarus that may keep the potash market tight. They raised guidance and beat earnings, yet the stock sold off. She still owns it in their Canadian equity portfolio and continues to like it here.
BUY
Has been following this story closely. Nitrogen and potash prices are running up. A solid demand environment for Nutrien which should support their valuation. Last quarter was great. Would continue to hold it.
BUY
Sensational quarter. Operating profit and sales above already high expectations. Really strong cashflow. Outlook for Q4 is even better. Real question is when do we get to the top of the cycle? Quality asset, but don't forget it's still a commodity. Not there yet. Will make a lot of money in 2022, a lot of which will come back to shareholders. Looking for triple digit handle before the cycle is done. Good upside from here.
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.
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