Nutrien

NTR

Market cap $32B

As 2025 winds down, tech investors are facing a familiar mix of excitement and anxiety. With AI stock valuations at historic highs, the question heading into 2026 is no longer whether AI is transformative—but whether the market has gotten ahead of itself.

After a 2024 slump, fertilizer prices rebounded in 2025, lifting margins. NTR, YARIY and IPI face higher costs but solid demand into 2026.

NTR shares jump 40% YTD as strong global fertilizer demand, a higher potash outlook and rising cash flow fuel investor confidence.

NTR completes $600M sale of its Profertil stake, advancing portfolio realignment and bolstering capital moves from growth to buybacks and debt cuts.

SASKATOON, Saskatchewan--(BUSINESS WIRE)--Nutrien Ltd. (TSX and NYSE: NTR) announced today that it has completed the sale of its 50 percent equity position in Argentina-based nitrogen producer Profertil S.A. (Profertil) to Adecoagro S.A. and Asociacion de Cooperativas Argentinas Coop Ltda through a joint acquisition. Total proceeds from the sale on a pre-tax basis are approximately US$600 million. “Closing the sale of our equity stake in Profertil demonstrates continued progress towards simplif.

Nutrien (NTR) reported earnings 30 days ago. What's next for the stock?

NTR jumps as strong fertilizer demand, record potash sales and cost cuts fuel its outlook for 2025 growth.

Nutrien Ltd. is rated a Strong Buy, driven by robust nitrogen and potash demand, tight inventories, and favorable global trade dynamics. NTR's vertically integrated model and swift pivot to international potash sales underpin margin expansion and operational resilience. Potential divestiture of the underperforming phosphate segment could unlock value and fund strategic growth, notably a $1B US potash terminal.

NTR is riding strong fertilizer demand, cost cuts, and strategic deals despite pressure from rising input costs.

NTR's sharp Q3 expense cuts boost profitability and Retail margins, underscoring how cost discipline is strengthening its resilience in a mixed market.