ICL Group's Performance: ICL Group shares have experienced volatility this month, but the company is up over 10% year-to-date and has a total return of 27.4% over the past year, despite longer-term three-year returns being negative.
Valuation Insights: Analysts have set a fair value of $6.74 for ICL Group, significantly higher than its recent closing price of $5.49, indicating potential undervaluation and prompting a closer examination of the company's growth prospects.
Growth Potential: The company's investments in innovative product pipelines, particularly in battery materials and specialty fertilizers, suggest opportunities for future revenue growth and improved net margins.
Risks and Considerations: Geopolitical pressures and uncertainties in phosphate markets pose risks to ICL Group's optimistic forecasts, highlighting the need for careful evaluation of investment decisions.
Wall Street analysts forecast ICL stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for ICL is 6.00 USD with a low forecast of 6.00 USD and a high forecast of 6.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
1 Analyst Rating
Wall Street analysts forecast ICL stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for ICL is 6.00 USD with a low forecast of 6.00 USD and a high forecast of 6.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
0 Buy
1 Hold
0 Sell
Hold
Current: 5.510
Low
6.00
Averages
6.00
High
6.00
Current: 5.510
Low
6.00
Averages
6.00
High
6.00
Barclays
Equal Weight
downgrade
$7 -> $6
Al Analysis
2025-11-13
Reason
Barclays
Price Target
$7 -> $6
Al Analysis
2025-11-13
downgrade
Equal Weight
Reason
Barclays lowered the firm's price target on ICL to $6 from $7 and keeps an Equal Weight rating on the shares. The firm cut targets in the agribusiness group, citing softness in Q4 due to demand deferral given high pricing. However, some of this will be offset based off a strong harvest in U.S., the analyst tells investors in a research note.
Morgan Stanley
Vincent Andrews
Equal Weight
maintain
2025-07-02
Reason
Morgan Stanley
Vincent Andrews
Price Target
2025-07-02
maintain
Equal Weight
Reason
Morgan Stanley analyst Vincent Andrews raised the firm's price target on ICL to $6.20 from $5.80 and keeps an Equal Weight rating on the shares.
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Barclays
Benjamin Theurer
Hold
Maintains
$6 → $7
2025-03-05
Reason
Barclays
Benjamin Theurer
Price Target
$6 → $7
2025-03-05
Maintains
Hold
Reason
Barclays raised the firm's price target on ICL to $7 from $6 and keeps an Equal Weight rating on the shares. After a volatile start to crop prices and agriculture input pricing, March started with a tariff dispute and increased uncertainty for U.S. farmers, the analyst tells investors in a research note. The firm remains cautious on the broader fertilizer group.
BMO Capital
Joel Jackson
Hold
Maintains
$6 → $6.5
2025-02-27
Reason
BMO Capital
Joel Jackson
Price Target
$6 → $6.5
2025-02-27
Maintains
Hold
Reason
About ICL
ICL Group Ltd, formerly known as Israel Chemicals Ltd, is an Israel-based company, which is engaged in the fertilizer and specialty chemical sectors. The Company operates in three segments: Fertilizers, Industrial Products, and Performance Products. The Fertilizers segment is engaged in the production of standard, granular, fine red and white potash from different sources, as well as in the production of phosphates, such as phosphate rock, phosphoric acid, fertilizers and animal feed addictives. The Industrial Products segment produces flame retardants, such as brominates and organ phosphorus, elemental bromine, and other chemicals. The Performance Products segment produces specialty phosphates, such as technical, food grade and electronic grade phosphoric acid, phosphate salts, food additives and wildfire safety products, as well as alumina and other chemicals.
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.
