Nutrien's Shares Rally 36% YTD: What's Driving the Stock?
NTR shares jump 36% YTD as strong fertilizer demand, cost cuts and strategic growth fuel investor optimism.
Nutrien: The Case For A 100% Gain Within 3 Years
Nutrien peaked in 2022 during a strong agribusiness cycle, with high margins, bullish crop prices, and strong fundamentals that supported a stock price above $120. Today, fundamentals have weakened, but the company still generates value, with a 6.7% earnings yield and potential upside if positive surprises emerge. Valuation could justify a 100% gain if EPS rises to $15 and the market re-rates the stock with a higher multiple, especially given share buybacks.
Nutrien Stock Rises 24% in 3 Months: What's Driving the Rally?
Nutrien rides on fertilizer demand, cost cuts and acquisitions, with shares jumping 23.7% in three months.
Nutrien (NTR) Up 10.1% Since Last Earnings Report: Can It Continue?
Nutrien (NTR) reported earnings 30 days ago. What's next for the stock?
NTR Stock Hits 52-Week High: What's Driving Its Performance?
Nutrien hits a 52-week high as strong fertilizer demand, cost cuts and strategic growth initiatives drive momentum.
Nutrien Ltd. (NTR) BMO 2025 Farm to Market Conference (Transcript)
Nutrien Ltd. (NYSE:NTR ) BMO 2025 Farm to Market Conference May 15, 2025 11:00 AM ET Company Participants Mark Thompson - EVP, Chief Commercial Officer & CFO Conference Call Participants Joel Jackson - BMO Capital Markets Joel Jackson All right.
Nutrien's Earnings and Revenues Lag Estimates in Q1, Down Y/Y
NTR's Q1 net earnings and adjusted EBITDA fall due to lower potash net selling prices in North America, higher phosphate expenses and reduced retail earnings.
Nutrien Ltd. (NTR) Q1 2025 Earnings Conference Call Transcript
Nutrien Ltd. (NYSE:NTR ) Q1 2025 Earnings Conference Call May 8, 2025 10:00 AM ET Company Participants Jeff Holzman - VP, IR Ken Seitz - President, CEO & Director Mark Thompson - EVP, Chief Commercial Officer & CFO Jeff Tarsi - SVP, Retail North America Jason Newton - Head Economist Chris Reynolds - EVP and Chief Commercial Officer Conference Call Participants Joel Jackson - BMO Capital Markets Andrew Wong - RBC Capital Markets Vincent Andrews - Morgan Stanley Richard Garchitorena - Wells Fargo Ben Isaacson - Scotiabank Chris Parkinson - Wolfe Research Steve Byrne - Bank of America Edlain Rodriguez - Mizuho Hamir Patel - CIBC Capital Markets Duffy Fischer - Goldman Sachs Jeffrey Zekauskas - JPMorgan Steve Hansen - Raymond James Ben Theurer - Barclays Lucas Beaumont - UBS Operator Greetings and welcome to Nutrien's 2025 First Quarter Earnings Call.
Nutrien Q1 2025: A Rough Start, But The Year Isn't Lost
Nutrien Ltd.'s Q1 2025 results missed estimates, with weak performance across segments, but management maintained full-year guidance, expecting demand to pick up in Q2 and Q3. Retail EBITDA fell 40% due to weather delays, while potash and nitrogen segments saw declines despite strong volumes and pricing, respectively. Management emphasized cost discipline, achieving $200 million in savings, completing acquisitions, and repurchasing shares, reflecting confidence in long-term value.
Nutrien Q1 2025 Earnings: Expect More Near-Term Pressure (Rating Downgrade)
Nutrien's Q1 2025 results do not change the long-term thesis, but investors might need to adjust their near-term expectations. Lower net selling prices in conjunction with cost pressures are likely to continue to put pressure on margins in the coming months. Based on current expectations about the rest of 2025, the recent share price rally appears to have been premature.
Nutrien (NTR) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates
While the top- and bottom-line numbers for Nutrien (NTR) give a sense of how the business performed in the quarter ended March 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Nutrien (NTR) Q1 Earnings and Revenues Miss Estimates
Nutrien (NTR) came out with quarterly earnings of $0.11 per share, missing the Zacks Consensus Estimate of $0.33 per share. This compares to earnings of $0.46 per share a year ago.
