In this article, we will take a look at the 5 Biggest Agriculture Stocks to Buy in 2026. For a deeper discussion and an extended list, please see the 11 Biggest Agriculture Stocks to Buy in 2026.
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 (NYSE:ADM) 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 (NYSE:ADM) 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 (NYSE:MOS) 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 (NYSE:MOS) 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. (NYSE:CF)’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. (NYSE:CF) 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. (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.
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. (NYSE:CTVA) 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. (NYSE:CTVA) provides seed and crop protection products. It focuses on agriculture and food supply. It operates through two segments: seed and crop protection.
While we acknowledge the potential of CTVA to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than CTVA and that has 100x upside potential, check out our report about the cheapest AI stock.
READ NEXT: 20 Best Performing Stocks in 2025 and 12 Best Food Stocks to Buy in 2026.
Disclosure: None. Insider Monkey focuses on uncovering the best investment ideas of hedge funds and insiders. Please subscribe to our free daily e-newsletter to get the latest investment ideas from hedge funds’ investor letters by entering your email address below.
Hedge Fund Resource Center