In this article, we will discuss: 11 Biggest Agriculture Stocks to Buy in 2026.
On March 27, Reuters reported that at a White House event, US President Donald Trump told farm equipment manufacturers to lower costs while outlining support measures for struggling farmers. Trump, citing key manufacturers, said: “I want these companies to give it to you in the form of lower tractor and equipment costs.” His comments came as farmers faced tight margins, high input costs, and low commodity prices for the fourth consecutive year. The administration intends to provide $12 billion in aid and may seek more from Congress, while more than 50 farm groups advocated for extra funding.
Trump also proposed policy changes, such as expanding biofuel blending standards and directing the Small Business Administration to expand loan guarantees for farmers and suppliers. Officials plan to counteract rising fertilizer and diesel costs due to the Iran conflict and trade disruptions. Agricultural economists said that, although aid is beneficial in the short term, it does not cover losses of over $30 billion. Rural voters, who make up around one-fifth of the electorate, largely supported Trump in 2024, showing the sector’s political importance.
With that said, here are the 11 Biggest Agriculture Stocks to Buy in 2026.
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Our Methodology
We used screeners to identify the biggest agriculture stocks and limited our final selection to companies that have recently reported noteworthy developments likely to impact investor sentiment. These stocks are also popular among analysts and elite hedge funds.
Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 498.7% since May 2014, beating its benchmark by 303 percentage points (see more details here).
11. Intrepid Potash, Inc. (NYSE:IPI)
On April 2, 2026, Intrepid Potash, Inc. (NYSE:IPI) reported that it had sold the majority of its Intrepid South Ranch assets to HydroSource Logistics for $70 million, which included an $8 million deposit received in December 2025. The deal includes 21,793 acres of fee land, 27,858 acres under federal grazing leases, water rights, and other properties associated with its oilfield solutions business. According to CEO Kevin Crutchfield, the sale is part of a strategy to sell non-core assets and redeploy funds into core fertilizer activities.
Intrepid Potash, Inc. announced fourth-quarter and full-year 2025 results, with Q4 sales of $75.9 million and adjusted net income of $6.5 million, and full-year sales of $298.3 million and net income of $11.2 million. CEO Kevin Crutchfield said that the firm reported an adjusted EBITDA of $63.1 million for 2025, with $83.5 million in cash and no debt, noting solid Trio® demand and favorable fertilizer prices.
Intrepid Potash, Inc. is a diversified mineral company that supplies potassium, magnesium, sulfur, salt, and water to customers in agriculture, animal feed, and the oil and gas industry.
10. The Scotts Miracle-Gro Company (NYSE:SMG)
On April 2, 2026, The Scotts Miracle-Gro Company (NYSE:SMG) reiterated its fiscal 2026 guidance, stating that the Iran War’s global commodity implications will not affect its full-year outlook. By March 28, 2026, the corporation had secured over 80% of its commodity needs and sourced roughly 90% of the cost of products domestically, including nearly all urea under existing contracts. CEO Jim Hagedorn stated that the corporation aims to achieve gross margin recovery and growth plans without supply interruptions while managing commodity swings.
The Scotts Miracle-Gro Company reported increased consumer involvement and expects the trend to continue into the fiscal third quarter. The company’s debt-to-EBITDA leverage ratio fell below 4x at the conclusion of the fiscal second quarter. Management anticipates U.S. consumer net sales to increase by a low single-digit percentage, with an adjusted gross margin of at least 32%.
The Scotts Miracle-Gro Company manufactures, markets, and sells lawn and garden care products, as well as indoor and hydroponic growing solutions. The company’s products and services include lawn care, gardening and landscaping, hydroponic hardware and growing environments, lighting, controls, and marketing agreements.
9. FMC Corporation (NYSE:FMC)
On March 24, 2026, Citi analyst Patrick Cunningham increased FMC Corporation (NYSE:FMC)’s price objective to $15 from $14 while keeping a Neutral rating. Citi reported higher fertilizer and energy prices as a result of the Middle East crisis, but noted that near-term agriculture cycle implications are manageable, with planting decisions only marginally influenced.
FMC Corporation reported 2025 earnings and outlined 2026 targets, announcing a strategic evaluation that includes a potential company sale, as well as a goal of improving the balance sheet by $1 billion in debt reduction. The firm’s CEO, Pierre Brondeau, said that the company will focus on improving its core portfolio, managing the post-patent transition of Rynaxypyr®, and developing new active ingredients. The corporation forecasted 2026 sales of $3.60 billion to $3.80 billion and adjusted EBITDA of $670 million to $730 million, citing pricing pressure, with first-quarter EBITDA of $45 million to $55 million due to tariff and cost headwinds.
FMC Corporation is an agricultural sciences company that provides producers with solutions and develops pipelines for crop protection, plant health, agriculture, pest control, and turf management.
8. CNH Industrial N.V. (NYSE:CNH)
On March 31, 2026, Barclays increased CNH Industrial N.V. (NYSE:CNH)’s price objective from $11 to $12 while keeping an Overweight rating. Barclays lowered machinery sector expectations for the first quarter, citing growing input prices, competitive constraints, and fading recovery narratives in the agricultural market. The analyst flagged higher input costs as a significant risk and noted probable government support in election-year markets.
CNH Industrial N.V. released fourth-quarter and full-year 2025 results, with Q4 net income of $89 million and diluted EPS of $0.07 and total revenues of $5.16 billion, up 6%. The corporation reported full-year net income of $505 million and diluted EPS of $0.41, although full-year revenues fell 9% to $18.10 billion due to weaker equipment demand. CEO Gerrit Marx said that despite adverse conditions, the company improved operational efforts, decreased dealer inventory, and strengthened its foundation while preparing for lower demand in 2026 ahead of a projected industry recovery in 2027.
CNH Industrial N.V. is an equipment and service firm that designs, manufactures, and sells specialized machines and services for the farming and construction industries, as well as replacement parts and accessories.
7. Deere & Company (NYSE:DE)
On March 31, 2026, Barclays analyst Adam Seiden increased Deere & Company’s price objective from $530 to $640 while keeping an Overweight rating. Barclays updated its machinery sector expectations ahead of the first quarter. The analyst underlined rising input costs, competitive challenges, and fading recovery narratives in agriculture, identifying higher input costs as a key concern. It also highlighted potential government assistance in election-year markets.
Deere & Company reported first-quarter net income of $656 million, or $2.42 per share, compared to $869 million, or $3.19 per share, the previous year, while producing $9.61 billion in worldwide net sales and revenues, a 13% increase. CEO John May said that higher demand in the construction and small agriculture industries drove performance despite persisting large agriculture issues, while stronger order books drove deliveries ahead of schedule. The firm expects net income in fiscal 2026 to range between $4.5 billion and $5.0 billion, due to ongoing investment in innovation and diverse end-market exposure.
Deere & Company manufactures and distributes equipment for agriculture, construction, forestry, and turf maintenance. It operates in three segments: agriculture and turf, construction and forestry, and financial services.
6. Bunge Global SA (NYSE:BG)
On April 1, 2026, Barclays boosted Bunge Global SA (NYSE:BG)’s price objective to $145 from $135, retaining an Overweight rating. Barclays attributed the increase to projections that the EPA’s Set 2 Rule will reduce oilseed supply at refineries, boost crush margins, and shift value upstream. The analyst noted that biofuels now rely on feedstock constraints rather than demand strength.
Bunge Global SA released fourth-quarter and full-year 2025 results, with GAAP full-year diluted EPS of $4.93 and adjusted EPS of $7.57, along with Q4 GAAP EPS of $0.49 and adjusted EPS of $1.99. The firm’s CEO, Greg Heckman, said that the company accomplished outstanding execution by integrating Viterra, expanding global capabilities, and advancing growth projects while navigating geopolitical risks. In 2025, the firm generated $844 million in operating cash flow, down from $1.9 billion the previous year, while adjusted funds from operations increased to $1.73 billion from $1.68 billion.
Bunge Global SA is involved in agribusiness, including food and ingredients. It operates in five segments: agribusiness, refined and specialty oils, milling, sugar and bioenergy, and corporate and other.
5. Archer-Daniels-Midland Company (NYSE:ADM)
On April 1, 2026, Barclays analyst Benjamin Theuer increased Archer-Daniels-Midland Company (NYSE:ADM)’s price objective from $68 to $77 while maintaining an Equal Weight rating. Barclays linked the upgrade to anticipated oilseed market tightening following the EPA’s finalization of the Set 2 Rule, which may limit refinery supply, boost crush margins, and move value upstream. The analyst noted that biofuels currently rely more on feedstock than on demand conditions.
Archer-Daniels-Midland Company posted fourth-quarter EPS of $0.94 and adjusted EPS of $0.87, with full-year EPS of $2.23 and adjusted EPS of $3.43. According to CEO Juan Luciano, the corporation showed resilience in the face of fluctuating global trade conditions and uncertainty about biofuel policy in the United States. ADM anticipated an adjusted EPS of $3.60 to $4.25 in 2026, driven by a potential crush margin increase, operating savings, and better demand, while segment trends showed flat carbohydrate performance and rising nutrition growth.
Archer-Daniels-Midland Company produces oilseeds, corn, wheat, cocoa, and other agricultural commodities. It operates in four segments: Ag Services and Oilseeds, Carbohydrate Solutions, Nutrition, and Other.
4. The Mosaic Company (NYSE:MOS)
On March 26, 2026, UBS analyst Lucas Beaumont lowered The Mosaic Company (NYSE:MOS) to Neutral from Buy, reducing the price objective to $27 from $33. UBS reported declining phosphate profitability as a result of rising sulfur and ammonia input costs, Middle East disruptions, and low production efficiency gains, which hinder margin recovery.
The Mosaic Company reported full-year and fourth-quarter 2025 results, with net income of $541 million and adjusted EBITDA of $2.4 billion for the whole year, and a fourth-quarter net loss of $519 million and adjusted EBITDA of $505 million. CEO Bruce Bodine said that the company strengthened assets, increased efficiency, and divested non-core operations. Fertilizer divisions showed mixed results, with phosphate output at 1.7 million tonnes in Q4 and potash production at 8.8 million tonnes by 2025. The company raised operating earnings by 16% to $277 million, while Mosaic Biosciences’ revenue more than doubled to $68 million, with plans to expand further in 2026.
The Mosaic Company produces and markets concentrated phosphate and potash crop nutrients. It operates through three segments: phosphates, potash, and Mosaic Fertilizantes.
3. CF Industries Holdings, Inc. (NYSE:CF)
On March 31, 2026, Mizuho analyst Edlain Rodriguez increased CF Industries Holdings, Inc. (NYSE:CF)’s price objective to $105 from $100 while retaining an Underperform rating.
The company announced full-year 2025 earnings of $1.46 billion, or $8.97 per diluted share, with adjusted EBITDA of $2.89 billion. The corporation reported fourth-quarter net earnings of $404 million, or $2.59 per share, and adjusted EBITDA of $821 million. CF Industries Holdings, Inc.’s net sales jumped to $7.08 billion in 2025 from $5.94 billion in 2024, primarily due to higher selling prices across all divisions. Average natural gas costs increased to $3.31 per MMBtu from $2.40. CEO Chris Bohn stated that the firm generated solid profitability due to global nitrogen demand and focused execution. The company returned $1.34 billion to shareholders through share repurchases and decreased its share count by nearly 10% in 2025.
As of April 2, 2026, the stock is up by 62.20% year-to-date.
CF Industries Holdings, Inc. manufactures and distributes nitrogen fertilizers. The company owns and runs nitrogen plants and serves agricultural and industrial customers through its distribution network.
2. Nutrien Ltd. (NYSE:NTR)
On March 26, 2026, UBS reduced Nutrien Ltd. (NYSE:NTR) to Sell from Neutral, increasing the price objective to $67 from $63. According to the analyst commentary, UBS sees downside risk because the stock’s 19% year-to-date rise reflects overly optimistic potash pricing forecasts and fails to account for anticipated supply and pricing pressures. UBS forecasts flat 2026 prices, in contrast to consensus estimates of increases, with decreases beginning in Q2.
Nutrien Ltd. reported its full-year and fourth-quarter 2025 results, with Q4 net earnings of $0.58 billion and diluted EPS of $1.18, as well as adjusted EBITDA of $1.28 billion and adjusted EPS of $0.83. The corporation posted full-year net earnings of $2.30 billion, and adjusted EBITDA was $6.05 billion, driven by higher fertilizer costs, record upstream volumes, and retail growth. CEO Ken Seitz stressed cost savings, portfolio rationalization, and excellent free cash flow generation. The firm forecasted higher fertilizer production and solid retail earnings by 2026.
Nutrien Ltd. is a crop nutrition firm that produces and distributes products for feed, industrial, and agricultural clients. It operates in four segments: retail, potash, nitrogen, and phosphate.
1. Corteva, Inc. (NYSE:CTVA)
On March 31, 2026, Argus analyst Alexandra Yates upgraded Corteva, Inc. (NYSE:CTVA)’s price objective to $91 from $80 while retaining a Buy rating. The analyst noted solid execution, demand strength, and expected margin improvement driven by cost cuts and pricing increases.
Corteva, Inc. reported fourth-quarter and full-year 2025 results, with Q4 net sales of $3.91 billion, non-GAAP operating EBITDA of $446 million, and operating EPS of $0.22. The corporation reported full-year net sales of $17.40 billion, up 3%, with GAAP income of $1.20 billion and EPS of $1.75. The company reported operating EBITDA of $3.85 billion and operating EPS of $3.34 per share, driven by seed and crop protection growth. The cash from operations totaled $3.5 billion, and free cash flow was $2.9 billion. Operating EBITDA is expected to be between $4.0 billion and $4.2 billion in 2026, with operating EPS ranging from $3.45 to $3.70.
Corteva, Inc. provides seed and crop protection products. It focuses on agriculture and food supply. It operates through two segments: seed and crop protection.
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