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Investing.com - Jefferies has reduced its price target on Nutrien (NYSE:NTR) to $61.00 from $66.00 while maintaining a Hold rating on the stock. According to InvestingPro data, analyst targets for Nutrien range from $52 to $76, with the stock currently trading near $55.71.
The fertilizer company reported second-quarter earnings per share of $2.65, exceeding consensus estimates by $0.23 and surpassing Jefferies’ forecast by $0.17.
Nutrien has increased its potash sales volume forecast by 1.4% to 14.2 million tonnes at the midpoint, citing outperformance in first-half 2025 shipments, particularly during summer fill uptake, and strong global trends in the current quarter.
Jefferies notes that fertilizers likely remain tight in the near term, particularly in phosphate and nitrogen segments, creating a supportive environment for the company’s core business.
The firm cautions that weaker farmer economics, high fertilizer prices, and an uncertain macroeconomic environment could potentially weigh on farmer demand in the second half of 2025 through the first half of 2026.
In other recent news, Nutrien Ltd. reported its second-quarter 2025 earnings, showcasing a significant earnings per share (EPS) beat. The company reported an EPS of $2.65, surpassing the forecast of $2.39, which indicates a surprise of 10.88%. Despite this positive earnings result, Nutrien’s revenue did not meet expectations, coming in at $10.44 billion compared to the anticipated $10.55 billion. These recent developments highlight the mixed financial performance of the company. Additionally, there were no updates regarding mergers or acquisitions. Analyst firms have not released any upgrades or downgrades following this earnings report. Investors continue to monitor Nutrien’s financial health and market performance closely.
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