TickerTalks
Browse all tickers →
TickerTalks›$NTR
NTNTR

Nutrien Ltd.

$NTR·$35B·Agricultural Inputs·Basic Materials
$71.18-1.1%YTD+15.1%1Y+23.3%
Price updated 1h ago·X counts updated 2d ago
NTNTR
$NTRNutrien Ltd.
$71.18-1.11%54 posts0.9×
AI analysisFundamentalsVoices on X
Loading…

On X

The complete picture of $NTR 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.

54X posts · last 7 days
Sep 11Sep 27
Chatter Meter
0.9×
QuietNormal · 1×Loud

How loud $NTR's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data7 posts analyzed · as of 2026-09-10

Nutrien posts highlight the cancellation of 1.09 million shares for roughly $106.7 million, a break above red diagonal resistance, and renewed fertilizer flow strength. Sentiment leans constructive though posters note it is no longer cheap versus a few years ago.

Read what X is saying about $NTR

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
Free, forever. No credit card.

AI verdictAI analysisGenerated by AI from underlying data

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

Proven numbersCooling offAI verdict · as of 2026-09-29

Catching its breath after a run — could pick back up or fade from here.

Fertilizer major is up 16% year to date but faced a headline hit from Trump's Belarus fertilizer-deal comments, with an Investor Day on November 30 to reset the story.

Nutrien is a $34.7B-cap potash, nitrogen, and crop-inputs giant that has been re-rating on tighter fertilizer supply and better price realization.

  • Up 16% year to date and 25% over the last twelve months, sitting 59% of the way up its 52-week range with essentially flat positioning versus the 50-day.
  • Q1 revenue $6.05B grew 19% year over year with 8% operating margin and negative $1.1B free cash flow — normal seasonal spring working-capital swing.
  • Trailing P/E 14, EV/EBITDA 7.2, and free-cash-flow yield 7% — reasonable multiples for the mid-cycle setup.
  • Recent headline risk: reported potential Belarus fertilizer purchase deal put pressure on North American potash producers; the stock and CF Industries both slipped on it.
  • Announced cancellation of 1.09M shares for $107M and set a November 30 Investor Day, both of which help set up the next re-rating window.

The November 4 print and the November 30 Investor Day together will define the fertilizer-cycle read into 2027.

Agrees with X sentimentThe X sample notes the share cancellation, the technical break above resistance, and the constructive-but-not-cheap framing — that lines up with the fundamental picture.

What to watch: November 4 print for potash and nitrogen realized prices and cash-flow trajectory, followed by the November 30 Investor Day for medium-term capital-return and volume plans.

On the calendar: 2026-11-04 — Q3 earnings; 2026-11-30 Investor Day

Read the AI verdict on $NTR

  • 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
Free, forever. No credit card.

What it does

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

World's largest potash producer and a major nitrogen supplier, also operating an agricultural retail network across North America.

Industry overviewAI analysisGenerated by AI from underlying data

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

Agricultural Inputs · Basic Materials

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

What this means for $NTR

Partial — World's largest potash producer and a major nitrogen supplier, also operating an agricultural retail network across North America.

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
13.6How 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
6.6%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
14.1%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
7.0%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
1.2Same 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
9.5%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
31.2%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
0.6Total 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$2.61$2.70-3.3%
Q1 2026May 6, 2026$0.51$0.48+6.3%
Q4 2025Feb 18, 2026$0.83$0.87-4.6%
Q3 2025Nov 5, 2025$0.97$0.93+4.3%
Next earningsWed, Nov 4·consensus EPS $0.92

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$6.0B+18.5%27.2%8.4%$0.27$-1.1B
Q4 FY25$5.3B+5.1%35.4%14.4%$1.20$2.2B
Q3 FY25$6.0B+12.3%32.7%14.6%$0.94$-933.8M
Q2 FY25$10.4B+2.8%30.4%17.1%$2.51$2.1B

Forward consensus

5-year forecast · up to 13 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$27.2B$26.3B – $28.0B$4.86$4.49 – $5.1712
FY27$27.0B$26.4B – $27.9B$4.88$4.12 – $5.6913
FY28$26.7B$25.4B – $30.3B$4.49$3.60 – $5.699
FY29$28.0B$26.9B – $30.2B$4.40$4.19 – $4.864
FY30$28.5B$27.5B – $30.8B$4.38$4.17 – $4.844

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.1.6×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.59%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.-0.6%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.+2.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 479.3M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.9% 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.β1.085-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.

SEC filings

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

No material 8-K / SC 13D / S-3 / 424B5 filings in the last 180 days.

+ 18 other (10 6-Ks · 3 11-Ks · 2 13Gs · 2 SUPPLs) in window

Recent news

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

Nutrien's Shares Rise 26% in a Year: What's Behind the Upside?zacks.com·5d agoNutrien to Host Investor Day on November 30businesswire.com·7d agoPotash producers slide after Trump touts Belarus purchase dealproactiveinvestors.com·8d agoFertilizer Deal With Belarus Is In the Works, Says Trump. CF Industries and Nutrien Stocks Fall.barrons.com·9d agoTidal Investments LLC Sells 14,326 Shares of Nutrien Ltd. $NTRdefenseworld.net·12d ago

More in Agricultural Inputs

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$MOS$CF$CTVA$IPI$ICL
Voices on X · last 7 days

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

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

PrivacyTermsSupport