Should I Buy NTR? NTR 2026 Analysis

Should You Buy Nutrien Ltd (NTR) Today? Analysis, Price Targets, and 2026 Outlook.

Conclusion

Hold

Latest Price

71.130

1 Day change

-0.66%

52 Week Range

73.060

Analysis Updated At

2026/01/26

Nutrien Ltd. (NTR) is not a strong buy for a beginner investor with a long-term focus at the moment. While the company has shown impressive financial growth in Q3 2025 and has positive technical indicators, the mixed analyst ratings, hedge fund selling, and lack of strong immediate catalysts suggest holding off on a purchase until further clarity emerges after the Q4 earnings release on February 18, 2026.

Technical Analysis

The technical indicators for NTR are currently bullish. The MACD is positive and expanding, the RSI is neutral at 79.568, and the moving averages (SMA_5 > SMA_20 > SMA_200) indicate a strong upward trend. Key resistance levels are at R1: 69.716 and R2: 72.513, with the stock trading near these levels.

Options Data

Bearish

Open Interest Put-Call Ratio

Bearish

Option Volume Put-Call Ratio

Technical Summary

Sell

Buy

Positive Catalysts

Strong Q3 2025 financial performance with revenue up 12.32% YoY, net income up 2477.78% YoY, and EPS up 2300.00% YoY.
Bullish technical indicators and SwingMax signal from 2026-01-13 with a 15.42% price increase since then.
Positive sentiment from RBC Capital, which raised its price target to $75 and maintained an Outperform rating.

Neutral/Negative Catalysts

Hedge funds are selling, with a 116.85% increase in selling over the last quarter.
Mixed analyst ratings with some firms lowering price targets due to concerns about oversupply and weaker crop prices.
Stock trend analysis suggests a potential short-term decline (-2.62% in the next day, -3.86% in the next month).

Financial Performance

Nutrien Ltd. reported strong Q3 2025 financials, with revenue increasing to $6.007 billion (up 12.32% YoY), net income rising to $464 million (up 2477.78% YoY), EPS increasing to $0.96 (up 2300.00% YoY), and gross margin improving to 32.7% (up 16.58% YoY).

Growth

Profitability

Efficiency

Analyst Ratings and Price Target Trends

Analyst ratings are mixed. RBC Capital raised its price target to $75 and maintained an Outperform rating, citing strong operations and constructive market fundamentals. However, Mizuho and BofA remain cautious, citing oversupply concerns and weaker crop prices, with price targets of $68 and $64, respectively. The average sentiment is neutral to slightly positive.

15 Analyst Rating

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 USD and a high forecast of 76 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.

6 Buy

8 Hold

1 Sell

Moderate Buy

Current: 71.600

Low

Averages

66.08

High

Current: 71.600

Low

Averages

66.08

High

Oppenheimer

Outperform

maintain

$64 -> $76

AI Analysis

2026-01-27

New

Reason

Oppenheimer

Price Target

$64 -> $76

AI Analysis

2026-01-27

New

maintain

Outperform

Reason

Oppenheimer raised the firm's price target on Nutrien to $76 from $64 and keeps an Outperform rating on the shares. On whole, the firm believes the agriculture sector is positioned for another challenging year, with pockets of stabilization and company specific catalysts driving stock performance. Oppenheimer sees consolidation, affordability, and innovation as key themes, with machinery positioned for cycle transition, inputs demand driven by customer value perception, and ingredients becoming a more interesting pocket of the coverage, looking for a catalyst.

RBC Capital

Outperform

maintain

$70 -> $75

2026-01-20

Reason

RBC Capital

Price Target

$70 -> $75

2026-01-20

maintain

Outperform

Reason

RBC Capital raised the firm's price target on Nutrien to $75 from $70 and keeps an Outperform rating on the shares ahead of its Q4 results. The firm sees strong operations and a constructive market environment in 2026, with constructive fundamentals in ag, nitrogen and potash that support solid cash flows, the analyst tells investors in a research note. RBC adds that it expects Nutrien to remain very focused on operational improvements, particularly around cost and capital efficiency, with particular attention on non-core assets.

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NTR Should I Buy

NTR Should I Buy

Should You Buy Nutrien Ltd (NTR) Today? Analysis, Price Targets, and 2026 Outlook.

Technical Analysis

Options Data

Technical Summary

Positive Catalysts

Neutral/Negative Catalysts

Financial Performance

Growth

Profitability

Efficiency

Analyst Ratings and Price Target Trends

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