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Investor Insights

This summary was created by AI, based on 51 opinions in the last 12 months.

The experts have mixed opinions about Nutrien Ltd. Some believe that it is currently unperformed and forming a base, and that commodity prices are affecting its stock performance. However, others see the long-term potential in the agriculture industry given the world's increasing population. They also mention the company's cost advantage and strong retail operations. The stock has experienced recent weakness, but some experts view it as a good entry point. Overall, there is uncertainty about the stock's future due to factors such as commodity price fluctuations and global supply issues.

Consensus
Mixed
Valuation
Fair Value
PARTIAL BUY
Nutrien Ltd.

Weakness in potash prices, but demand starting to improve, especially in Brazil. Don't focus just on potash, remember its retail segment is the largest in the US with about 22% market share. Decent opportunity to add exposure.

agriculture
WAIT
Nutrien Ltd.

Commodity index hasn't done well either, and NTR is somewhat correlated with that. Unperformed, but now forming a base. Not seeing a strong impetus for stock to increase. Commodities are taking a backseat to tech and growth.

Longer term, will be a fantastic play as fertilizer demand grows. But not now.

agriculture
BUY
Nutrien Ltd.

As the world urbanizes, there's less farmland. This name will benefit as the population grows in the decades ahead. On the cheap side. Missing earnings. Correcting from the Covid runup. Likes the value here and the risk/return. One of his bigger positions.

agriculture
DON'T BUY
Nutrien Ltd.

Large cost advantage due to Canadian base in potash. Big issue is volatility in a cyclical stock because of pricing of potash and nitrogen, which fluctuates a lot. Supply/demand is out of balance all the time. Volatility outweighs the story. Supply coming on globally, especially with BHP.

agriculture
WATCH
Nutrien Ltd.

Close to a bottom, but too early still before an upturn. Swing factor for earnings will be commodity price for potash, and he doesn't see this coming back to sustained supply/demand balance in the medium term. BHP's new production will add ~10% more supply, keeping prices under pressure.

agriculture
WAIT
Nutrien Ltd.

Long term, there's secular growth in the agriculture industry. Less arable land around the world, so farmers need more inputs for the land. Stock's fallen since 2022, 200-day MA has turned, and stock's below that. Commodity prices, such as for corn and soybeans, have fallen; not conducive to farmers spending on crops.

Commodities are super-cyclical, tend to move in 10-year cycles. Watch and wait for the turnaround.

agriculture
TOP PICK
Nutrien Ltd.

Chart's downtrend has changed with the low being put in, and that's a place for him to hang his hat. Declining arable land around the world forces farmers to be more productive and use inputs. China and India are always looking for a decent supply for food. Yield is 4.3%.

Start your holding now for the next 4-5 years.

(Analysts’ price target is $80.80)
agriculture
BUY
Nutrien Ltd.

He just added more shares. Are still consolidating and have great vertical integration. Valuation is cheap, are buying back shares and are generating free cash flow. Though commodity prices are flat or bottoming, ag remains a good long-term story.

agriculture
DON'T BUY
Nutrien Ltd.

Recent downtrend not good for investors. Doesn't appear to have a bottom on the stock price. Would not invest at this time. Wait for stock to reach bottom. 

agriculture
TRADE
Nutrien Ltd.

At depressed prices you could sell put options at a $60 price if looking to buy the stock below $60. In general the option market is now bigger than the stock market in the U.S. Banks go out and start buying medium and long term call options in depressed names and build their positions.

agriculture
DON'T BUY
Nutrien Ltd.

Long-term horizon. Very few providers. You're basing your investment decision on, in very simple terms, whether farmers are going to be using the product or not. If you get a year where there's no demand, you have to wait another year.

Supply/demand can swing wildly, as with any commodity. Too volatile for him, like catching a falling knife.

agriculture
SELL
Nutrien Ltd.
Bought at $71, trading at $61.

We don't know what's going to happen to potash production in Russia or Belarus. Don't know what the weather's going to be next year, or corn or soy prices. He doesn't want to buy something that depends on all those things.

The narrative of "you have to feed the world" is a great story. When he entered the business, there was a big call on Massey Ferguson. Massey went bankrupt. The story just doesn't work as a business.

agriculture
WEAK BUY
Nutrien Ltd.

Stays away when a fluctuating commodity price will impact earnings too much. Yet she owns this one. Half of its business is agricultural retail, which supports the dividend. This segment will increase with global population growth. 

Potash prices are stabilizing, without either positive or negative catalysts on the horizon. Not a bad entry point. Yield is 4.5%.

agriculture
DON'T BUY
Nutrien Ltd.

She sold it. Shares now are where they were when they merged. She misjudged the cyclicality of the fertilizer industry. Prices spiked after Russia invaded Ukraine, but farmers cut back spending on fertilizer because of the high price, so prices have collapsed. Also, BHP will produce a lot of potash in years to come.

agriculture
WATCH
Nutrien Ltd.

Doesn't own, but watches. Recently beat on EPS. Concerning miss on Q2 revenue. Under pressure over last 3 years, despite rallies. Downward trend. Risk/reward just not there. Analysts see 24% upside, but she'd wait to see a turnaround.

Well diversified, but too volatile for her.

agriculture
Showing 1 to 15 of 349 entries

Nutrien Ltd.(NTR-T) Rating

Ranking : 5 out of 5

Bullish - Buy Signals / Votes : 20

Neutral - Hold Signals / Votes : 4

Bearish - Sell Signals / Votes : 14

Total Signals / Votes : 38

Stockchase rating for Nutrien Ltd. is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Nutrien Ltd.(NTR-T) Frequently Asked Questions

What is Nutrien Ltd. stock symbol?

Nutrien Ltd. is a Canadian stock, trading under the symbol NTR-T on the Toronto Stock Exchange (NTR-CT). It is usually referred to as TSX:NTR or NTR-T

Is Nutrien Ltd. a buy or a sell?

In the last year, 38 stock analysts published opinions about NTR-T. 20 analysts recommended to BUY the stock. 14 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Nutrien Ltd..

Is Nutrien Ltd. a good investment or a top pick?

Nutrien Ltd. was recommended as a Top Pick by on . Read the latest stock experts ratings for Nutrien Ltd..

Why is Nutrien Ltd. stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is Nutrien Ltd. worth watching?

38 stock analysts on Stockchase covered Nutrien Ltd. In the last year. It is a trending stock that is worth watching.

What is Nutrien Ltd. stock price?

On 2024-12-13, Nutrien Ltd. (NTR-T) stock closed at a price of $68.63.