3 Essential Fertilizer Stocks to Include in Your Portfolio for 2026
Fertilizer Industry Recovery: The fertilizer industry rebounded in 2025 after a challenging 2024 marked by price declines due to oversupply and weak demand, with improved prices boosting revenues and margins despite ongoing challenges from high input costs.
Farmer Economics and Demand: While farm income is projected to rise, farmers face increased fertilizer prices and lower crop prices, which may lead to reduced fertilizer applications and softer demand, despite expectations of higher planted acres and strong agricultural demand.
Key Players to Watch: Notable fertilizer companies such as Nutrien, Yara International, and Intrepid Potash are highlighted for their strong earnings growth prospects and strategic initiatives aimed at improving profitability and cash flow.
Market Outlook: The overall fundamentals in agriculture remain positive, with expectations of sustained food demand globally, suggesting potential investment opportunities in fundamentally strong fertilizer stocks as the market stabilizes.
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Gold and Silver Aren't the Sole Hot Commodities: Explore Agricultural Stocks.
Focus on Soft Commodities: The article emphasizes the importance of paying attention to soft commodities, which are often overshadowed by the rally in hard commodities like gold and silver.
Market Dynamics: It suggests that the current market dynamics warrant a closer look at soft commodities, as they may present significant investment opportunities.
Nutrien Ltd. to Release Q4 2025 Results on February 18
- Earnings Release Schedule: Nutrien Ltd. plans to announce its fourth quarter 2025 financial results after market close on February 18, providing investors with critical performance data and future outlook.
- Conference Call Details: The company will host a conference call on February 19 at 10:00 a.m. EST to discuss the results and outlook, with investors able to join by dialing 1-800-990-2777 or 1-416-855-9085.
- Webcast Access: The conference call will be available via webcast on Nutrien's Investor Events page, with the link accessible for 12 months post-call, ensuring investors can retrieve information at their convenience.
- Company Overview: Nutrien is a leading global provider of crop inputs and services, focusing on investments that enhance business advantages and meet growers' needs, thereby creating long-term value.
