NUTRIEN LTD: CIBC Increases Target Price from $72 to $81
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 2d ago
0mins
Should l Buy NTR?
Source: moomoo
- Company Announcement: Nutrien Ltd has raised its price target for shares of CIBC.
- New Price Target: The new price target is set at $81, an increase from the previous target of $72.
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Analyst Views on NTR
Wall Street analysts forecast NTR stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for NTR is 66.08 USD with a low forecast of 58.00 USD and a high forecast of 76.00 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.
15 Analyst Rating
6 Buy
8 Hold
1 Sell
Moderate Buy
Current: 67.980
Low
58.00
Averages
66.08
High
76.00
Current: 67.980
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.

- Phosphate Margin Recovery: Scotiabank analysts indicate that Mosaic's phosphate stripping margins have bottomed after a challenging 2025, with expectations for margin expansion as demand normalizes, particularly in Brazil and India, positioning Mosaic as one of the strongest fertilizer stories for 2026.
- Nitrogen Market Outlook: While nitrogen prices remain firm due to seasonality and geopolitical risks in the Middle East, Scotiabank anticipates that rising global supply and the potential for renewed Chinese exports will pressure prices and margins in the second half of the year, urging caution among investors.
- Potash Market Tightness: The potash market appears tight in the near term, supported by low inventories in Brazil and ongoing restocking in Southeast Asia; however, Scotiabank warns that new production capacity and slowing demand growth could lead to oversupply by late 2026, limiting upside for prices and equities.
- Cautious Industry Stance: Despite the fertilizer rally improving the earnings outlook for 2026, Scotiabank maintains a cautious stance on other fertilizer makers, downgrading CF Industries closer to a Sell rating due to expected nitrogen margin pressures, while Nutrien and Yara are deemed fairly valued with long-term supply risks.
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Market Dynamics: It suggests that the current market dynamics warrant a closer look at soft commodities, as they may present significant investment opportunities.
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- 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.
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- Earnings Release Schedule: Nutrien Ltd. plans to release its Q4 2025 earnings after market close on February 18, 2026, reflecting the company's latest performance in the agricultural inputs and services sector.
- Conference Call Timing: The company will hold a conference call on February 19, 2026, at 10:00 a.m. EST to discuss its results and outlook, which is expected to attract investor interest.
- Investor Access Method: Investors can join the call by dialing 1-800-990-2777 or 1-416-855-9085 and using conference ID: 93473, ensuring timely information dissemination.
- Webcast and Recording: The call will be available via webcast on Nutrien's Investor Events page, with a recording accessible post-call for up to 12 months, providing extended access for investors.
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- Earnings Estimate Increase: CF Industries maintains its 2025 ammonia production forecast at 10 million tons, with management highlighting tight global nitrogen supply and low inventories, ensuring robust demand across North America, India, and Brazil, which is expected to drive future performance growth.
- Earnings Beat: CF Industries achieved a 6% earnings beat in Q3, with ammonia network utilization reaching 97% year-to-date, demonstrating the company's strong performance in efficient production and market demand, further solidifying its leadership in the nitrogen fertilizer market.
- Carbon Capture Revenue: The company anticipates that carbon capture, sequestration, and abatement projects will contribute $150 to $200 million in annual free cash flow by 2030, indicating CF's strategic advantage in sustainability and low-carbon product sales, enhancing its market competitiveness.
- Stock Potential Analysis: Although CF Industries' stock has hovered around $80 for the past five years, with earnings estimates rising and industry fundamentals improving, analysts have raised price targets to $95, suggesting the stock could break long-term resistance and aim for $100.
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