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ICICL

ICL Group Ltd

$ICL·$6.6B·Agricultural Inputs·Basic Materials
$5.17+3.0%YTD-10.2%1Y-20.7%
Price updated 9h ago·X counts updated 2d ago
ICICL
$ICLICL Group Ltd
$5.17+2.99%3 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $ICL on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

3X posts · last 7 days
Sep 12Sep 27

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $ICL — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding up for a moveAI verdict · as of 2026-09-29

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

ICL Group is down 13% YTD at 12% of range but Q2 revenue grew 17% and operating margin held at 13% — the potash overhang is masking real fundamentals.

ICL Group is a $6.6B-cap Israeli specialty-fertilizer and potash producer whose fundamentals continue to compound despite the potash-price overhang.

  • Down 13% year to date and 21% over the last twelve months, at 12% of its 52-week range and 8% below the 200-day moving average.
  • Q2 revenue $2.14B grew 17% year over year at 31% gross margin and 13% operating margin, EPS $0.11 and $93M of free cash flow.
  • Q1 revenue $2.02B grew 14% year over year — the growth trajectory is durable.
  • Trailing P/E 27 and free-cash-flow yield 4% — reasonable multiples for a diversified specialty-fertilizer name.
  • Debt-to-equity 0.52 and beta 1.00 — moderate leverage with market-like volatility.
  • Three straight beats of 0-10% surprise magnitude — steady beat cadence.
  • Rating upgraded to Buy.
  • Analyst-covered next-year consensus is $0.42 EPS on $8.03B revenue.

November 11 earnings (est. $0.12 EPS) will show whether the operational trajectory continues and whether specialty-fertilizer margin lifts further.

What to watch: November 11 print — realized potash and specialty prices, operating margin trend, and any updated commentary on 2027 volume plans and Belarus-fertilizer-deal dynamics.

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

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Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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

No material change from last week — US natural gas feedstock advantage sustains nitrogen producers vs.

What this means for $ICL

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

Top industry ETF

$MOOVanEck Agribusiness ETF
+12.2%YTD
+12.0%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$8.0B$7.9B – $8.2B$0.42$0.41 – $0.433
FY27$8.3B$8.1B – $8.4B$0.44$0.43 – $0.453
FY28$8.5B$8.4B – $8.7B$0.48$0.47 – $0.501

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.1.1×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.19%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.-5.0%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.-5.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

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
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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
+ 22 other (18 6-Ks · 3 13Gs · 1 SD) in window

Recent news

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

Why ICL Group (ICL) is a Great Dividend Stock Right Nowzacks.com·9d agoReviewing ICL Group (NYSE:ICL) & FUCHS (OTCMKTS:FUPBY)defenseworld.net·12d agoICL Group (ICL) Upgraded to Buy: Here's Whyzacks.com·14d agoWhy ICL Group (ICL) is a Top Dividend Stock for Your Portfoliozacks.com·27d agoWestaim (OTCMKTS:WEDXF) & ICL Group (NYSE:ICL) Critical Reviewdefenseworld.net·37d 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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