Nutrien

NTR · TORONTO

$69.03−$0.41 (−0.59%)TodayMarket closed · Oct 20, 4:05 PM ET

Prev close $69.44

NTR analyst rating

HoldConsensus of 18 analysts over the last 12 months. 50% rate it a buy.

Strong buy0
Buy9
Hold8
Underperform0
Sell1

12-month price target · 19 analysts

Average $57.48 (−16.7% downside)

Low: $45.42
Now: $69.03
High: $67.45

Upgrades and downgrades

The latest rating actions, newest first

NTR analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
RBC Capital	Sep 18, 2026	Maintains	Outperform	$85.00	36%
Keybanc	Sep 11, 2026	Initiates	Sector Weight	—	30%
Barclays	Aug 11, 2026	Maintains	Overweight	$81.00 → $78.00	48%
Barclays	Jul 27, 2026	Maintains	Overweight	$85.00 → $81.00	48%
Oppenheimer	Jul 23, 2026	Maintains	Outperform	$82.00 → $80.00	55%
Jefferies	Jul 16, 2026	Downgrade	Buy → Hold	$96.00 → $63.00	57%
Mizuho	Jul 14, 2026	Maintains	Neutral	$77.00 → $75.00	71%
Morgan Stanley	Jul 7, 2026	Maintains	Overweight	$93.00 → $81.00	84%
Scotiabank	Jun 30, 2026	Upgrade	Sector Perform → Sector Outperform	$80.00	37%
Oppenheimer	May 12, 2026	Maintains	Outperform	$80.00 → $82.00	55%

The case for and against

Updated Jul 7, 2026

Bull case

Nutrien is the world's largest fertilizer producer and ag input retailer, formed through the merger of Agrium and PotashCorp in 2018. With its dominant position in the potash market, steady demand and moderate supply growth, and a focus on operational improvements and efficiency, the company is positioned for long-term success. Additionally, Nutrien's commitment to sustainability and diversity, with its target of 30% women on the board and promotion of responsible farming practices, adds to its appeal as a long-term investment.

Bear case

Nutrien is a world leader in fertilizer production and ag input retail, with a solid balance sheet and growing free cash flows. Despite a strong market position, ongoing concerns about weakening demand and lower prices could negatively impact the company's earnings and organic growth projections. While Nutrien's carbon management program could potentially generate additional revenue through carbon credits and support sustainable farming practices, its success may be limited by market factors and regulatory risks.

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.