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ICICL

ICL Group Ltd

$ICL·$6.9B·Agricultural Inputs·Basic Materials
$5.55+3.0%1Y-9.3%
Mentions · last 7 days
2026-08-08: 0 posts2026-08-09: 1 posts2026-08-10: 1 posts2026-08-11: 0 posts2026-08-12: 0 posts2026-08-13: 3 posts2026-08-14: 0 posts50%
Price updated 18h ago·X counts updated 16h ago
ICICL
$ICLICL Group Ltd
$5.55+2.97%5 posts0%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $ICL, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-08-14

The move is getting stronger, with heavier trading behind it.

ICL Group beat Q2 and revenue growing +16% YoY — the potash/specialty-chemicals cycle is finally turning after a rough year.

ICL Group is the Israeli-based global potash + specialty chemicals major (fertilizers, phosphates, industrial products). $6.9B mcap, price $5.39, t12m -11.5%, sitting at 29% of the 52-week range — recovery-mode entry point.

What's happening:

  • Q2 2026 (8/5) EPS $0.12 vs $0.11 est (+9.1%), the fourth straight beat (+9.1%, +10.0%, 0%, +11.1%).
  • Revenue Q2 $2.14B (+16.5% YoY), Q1 $2.02B (+14.5%), Q4-25 $1.70B (+6.2%), Q3-25 $1.85B (+5.7%) — revenue growth clearly re-accelerating from H2 2025 into 2026.
  • Analyst estimates FY26 rev $7.9B growing to $8.4B by FY28, EPS $0.41 → $0.48 — mid-single-digit compounder.
  • 6/17 Form 3: NEW 10%+ beneficial owner filed — a meaningful accumulation signal for further follow-up.
  • INSIDER GRANTS: Kilstein A-Award $3.7M and Alperovitz A-Award $9.2M on 8/4 — very large RSU grants signal management confidence.
  • 26.6x TTM P/E is stretched relative to peers; on FY27 estimates the multiple is ~13x — more reasonable.
  • D/E 0.52, ROE 4.3%, FCF yield 3.8%.
  • 8/8 ICL Group Q2 earnings call highlights.
  • 8/5 Zacks: 'Surpasses Q2 Earnings and Revenue Estimates'.
  • No X sentiment sample.

What you're watching: Q3 print 11/11 (continued revenue-growth reacceleration), 10%+ owner identity in follow-up 13D/G, and continued executive-compensation grants signaling.

What to watch: Q3 print 11/11 (revenue reacceleration), 10%+ owner identity, and continued executive-compensation grants.

On the calendar: 2026-11-11 — Q3 earnings

no sentiment

Read the AI verdict + X sentiment for $ICL

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Israel-based specialty minerals company producing potash, phosphates, and specialty fertilizers plus flame retardants and food additives.

Industry overviewAI analysisGenerated by AI from underlying data

Where Agricultural Inputs sits in its cycle right now — and what that implies for $ICL.

Agricultural Inputs · Basic Materials

Industry quiet this week — the single member (PURR) is a digital asset holding company building a crypto treasury around the Hyperliquid HYPE token, entirely disconnected from agricultural inputs fundamentals. No relevant agricultural macro driver is active for this industry's composition.

Top industry ETF

$MOOVanEck Agribusiness ETF
+11.6%YTD
+10.9%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
26.6How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
4.5%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
10.2%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
3.8%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.9Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
4.3%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
30.4%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.5Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 5, 2026$0.12$0.11+9.1%
Q1 2026May 13, 2026$0.11$0.10+10.0%
Q4 2025Feb 18, 2026$0.09$0.090.0%
Q3 2025Nov 12, 2025$0.10$0.09+11.1%
Next earningsWed, Nov 11·consensus EPS $0.12

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$2.1B+16.5%31.1%12.5%$0.11$93.0M
Q1 FY26$2.0B+14.5%30.9%11.6%$0.10$45.0M
Q4 FY25$1.7B+6.2%27.5%5.8%$-0.06$25.0M
Q3 FY25$1.9B+5.7%32.6%12.4%$0.09$128.0M

Forward consensus

3-year forecast · up to 3 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$7.9B$7.8B – $8.0B$0.41$0.41 – $0.413
FY27$8.1B$8.1B – $8.2B$0.43$0.43 – $0.443
FY28$8.4B$8.3B – $8.5B$0.48$0.47 – $0.491

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.36%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+6.2%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+1.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 723.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.1% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.985-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

No open-market buys or sells in the last 180 days.

+ 2 other (2 awards) in window

See when $ICL insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsJun 173
AI summary

A new 10%+ beneficial owner filed a Form 3 initial statement of ownership for ICL (ICL) dated 2026-06-17. The filing reports initial beneficial ownership of shares, representing approximately a 10%+ stake of outstanding shares. Form 3 is required within 10 days of crossing the 10% ownership threshold and is an administrative disclosure. This indicates significant insider or institutional accumulation and may precede further Schedule 13D/G activity.

3New insider — initial holdingsJun 13
3New insider — initial holdingsMar 303
3New insider — initial holdingsMar 303
3New insider — initial holdingsMar 303
3New insider — initial holdingsMar 303
3New insider — initial holdingsMar 303
3New insider — initial holdingsMar 303
+ 45 other (22 6-Ks · 19 3s · 3 13Gs · 1 20-F) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

ICL Group Q2 Earnings Call Highlightsmarketbeat.com·7d agoAmundi Buys 370,457 Shares of ICL Group Ltd. $ICLdefenseworld.net·9d agoICL Group Ltd (ICL) Q2 2026 Earnings Call Transcriptseekingalpha.com·10d agoICL Group (ICL) Surpasses Q2 Earnings and Revenue Estimateszacks.com·10d agoICL Reports Second Quarter 2026 Resultsgurufocus.com·10d ago

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Voices on X · last 7 days

No standout posts about $ICL on X in the last 7 days.

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