Morgan Stanley raises Nutrien's target price to $93 amid market gains
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Oct 25 2024
0mins
Should l Buy NTR?
Source: Benzinga
Nutrien Ltd. shares fell by 7.90% and hit a 20-day low during regular trading.
Morgan Stanley has raised its target price for Nutrien Ltd. to $93.00, up from the previous target of $77.00. This adjustment reflects a positive outlook on Nutrien's performance and potential growth in the market, despite the stock's recent decline. The increase in target price indicates confidence in the company's future prospects.
This target price increase may help stabilize Nutrien's stock as it navigates through current market conditions, especially with broader market indices like the Nasdaq-100 and S&P 500 showing significant gains.
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Analyst Views on NTR
Wall Street analysts forecast NTR stock price to fall
15 Analyst Rating
6 Buy
8 Hold
1 Sell
Moderate Buy
Current: 74.880
Low
58.00
Averages
66.08
High
76.00
Current: 74.880
Low
58.00
Averages
66.08
High
76.00
About NTR
Nutrien Ltd. is a global provider of crop inputs and services. The Company operates a network of production, distribution and ag retail facilities. The Company’s segments include Nutrien Ag Solutions (Retail), Potash, Nitrogen and Phosphate. Its downstream Retail segment distributes crop nutrients, crop protection products, seed and merchandise, and provides agronomic application services and solutions, including the services offered through Nutrien Financial. The Retail segment also manufactures and distributes proprietary products and provides services directly to farmers through a network of retail locations in North America, South America and Australia. Its upstream Potash, Nitrogen and Phosphate segments are differentiated by the chemical nutrient contained in the products that each segment produces and are supported by midstream activities, which include the global sales, freight, transportation and distribution of its products.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Conference Call Details: The company will host a conference call on May 7, 2026, at 10:00 a.m. EDT to discuss the earnings results, with investors able to participate by dialing 1-800-990-2777 or 1-416-855-9085 using conference ID: 89180, ensuring transparency of information.
- Webcast Access: Investors can access the webcast of the conference call via Nutrien's Investor Events page, with the link remaining active for 12 months post-call, enhancing interaction and information sharing with investors.
- Company Background: Nutrien is a leading global provider of crop inputs and services, focusing on efficiently serving growers' needs through a world-class production and distribution network, emphasizing long-term value creation and stakeholder relationship maintenance.
See More
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- Stock Price Volatility: Shares of CF Industries plummeted nearly 6% on Wednesday, marking its worst single-day performance in about eight months, closing at a low not seen since late March, reflecting market concerns over its future profitability.
- Analyst Rating Changes: Morgan Stanley raised its price target for CF from $95 to $135, indicating over 7% upside potential from current levels; however, the broader analyst community remains cautious, with 15 out of 21 analysts rating it as 'Hold'.
- Financial Health: Despite market pressures, CF Industries exceeded analyst expectations in Q4 2025 for both earnings per share and revenue, with the CEO noting a 35% increase in nitrogen production per share over the past five years, positioning the company well in a tightening global market.
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- Morgan Stanley's Target Price Increase: Morgan Stanley has raised its target price for Nutrien Ltd. to $93.00.
- Previous Target Price: The previous target price was set at $77.00.
See More
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- Company Announcement: Nutrien Ltd. has raised its price target for RBC to $85, up from the previous target of $80.
- Market Impact: This adjustment reflects a positive outlook on Nutrien's performance and potential growth in the market.
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- Chemical Sector Damaged: In the Samara region, a drone assault in Togliatti resulted in at least one industrial employee being injured, with eyewitness reports indicating large fires near two major chemical enterprises, demonstrating Ukraine's ongoing strategy to degrade Russia's fertilizer and synthetic rubber production capabilities.
- Air Transport Affected: The chaos caused by the attacks forced a temporary suspension of operations at Samara airport, exacerbating transportation and logistics issues in the region and raising concerns about the safety of commercial shipping lanes.
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Company Update: Nutrien Ltd has announced a cut in its sales forecast for the year.
Target Price Adjustment: UBS has raised the target price for Nutrien's stock from $63 to $67.
See More
Nutrien Announces Q1 2026 Earnings Release Plans
- Earnings Release Schedule: Nutrien Ltd. announced plans to release its Q1 2026 results after market close on May 6, 2026, which is expected to provide critical financial data and future outlook, aiding investors in assessing the company's financial health.
- Conference Call Details: The company will host a conference call on May 7, 2026, at 10:00 a.m. EDT to discuss the earnings results, with investors able to participate by dialing 1-800-990-2777 or 1-416-855-9085 using conference ID: 89180, ensuring transparency of information.
- Webcast Access: Investors can access the webcast of the conference call via Nutrien's Investor Events page, with the link remaining active for 12 months post-call, enhancing interaction and information sharing with investors.
- Company Background: Nutrien is a leading global provider of crop inputs and services, focusing on efficiently serving growers' needs through a world-class production and distribution network, emphasizing long-term value creation and stakeholder relationship maintenance.
See More
CF Industries Faces Erosion of Cost Advantage Amid Ceasefire
- Cost Advantage Erosion: The normalization of gas exports from the Gulf region due to the U.S.-Iran ceasefire could erode CF Industries' competitive edge as a low-cost nitrogen fertilizer producer, narrowing profit margins as global energy prices decline.
- Stock Price Volatility: Shares of CF Industries plummeted nearly 6% on Wednesday, marking its worst single-day performance in about eight months, closing at a low not seen since late March, reflecting market concerns over its future profitability.
- Analyst Rating Changes: Morgan Stanley raised its price target for CF from $95 to $135, indicating over 7% upside potential from current levels; however, the broader analyst community remains cautious, with 15 out of 21 analysts rating it as 'Hold'.
- Financial Health: Despite market pressures, CF Industries exceeded analyst expectations in Q4 2025 for both earnings per share and revenue, with the CEO noting a 35% increase in nitrogen production per share over the past five years, positioning the company well in a tightening global market.
See More
NUTRIEN LTD: MORGAN STANLEY INCREASES TARGET PRICE TO $93.00, UP FROM $77.00
- Morgan Stanley's Target Price Increase: Morgan Stanley has raised its target price for Nutrien Ltd. to $93.00.
- Previous Target Price: The previous target price was set at $77.00.
See More
NUTRIEN LTD: RBC Increases Target Price from $80 to $85
- Company Announcement: Nutrien Ltd. has raised its price target for RBC to $85, up from the previous target of $80.
- Market Impact: This adjustment reflects a positive outlook on Nutrien's performance and potential growth in the market.
See More
Ukrainian Drone Strikes Hit Southern Russia's Infrastructure
- Infrastructure Under Attack: Ukrainian drone and missile strikes targeted critical industrial and maritime infrastructure in southern Russia, resulting in at least one fatality and multiple injuries, highlighting a direct threat to Russia's key logistics and chemical sectors.
- Port Logistics Disrupted: In Taganrog, a missile strike caused extensive damage to commercial infrastructure, specifically targeting a logistics company's warehouse, leading to a fire that necessitated emergency evacuations and further impacting the region's grain and industrial material exports.
- Chemical Sector Damaged: In the Samara region, a drone assault in Togliatti resulted in at least one industrial employee being injured, with eyewitness reports indicating large fires near two major chemical enterprises, demonstrating Ukraine's ongoing strategy to degrade Russia's fertilizer and synthetic rubber production capabilities.
- Air Transport Affected: The chaos caused by the attacks forced a temporary suspension of operations at Samara airport, exacerbating transportation and logistics issues in the region and raising concerns about the safety of commercial shipping lanes.
See More
NUTRIEN LTD: UBS Downgrades to Sell from Neutral; Increases Target Price to $67 from $63
Company Update: Nutrien Ltd has announced a cut in its sales forecast for the year.
Target Price Adjustment: UBS has raised the target price for Nutrien's stock from $63 to $67.
See More
