5 Biggest Agriculture Stocks to Buy in 2026

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. (NYSE:NTR) 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. (NYSE:NTR) 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.