In this article, we discuss the 7 Best Potash Stocks to Buy According to Analysts.
Amid the recent geopolitical developments, the global potash market remains in a state of flux. In particular, the U.S. potash market is undergoing a challenging environment following President Donald Trump’s decision to impose a 35% tariff on Canadian imports, effective August 1, 2025. Following this, concerns have risen over fentanyl trafficking across the border, causing uncertainty about the tariff’s impact on potassium fertilizers, including potash. While goods under the U.S.-Mexico-Canada Agreement (USMCA) remain unaffected by the tariff implications, and the tariff’s scope is still under negotiation, uncertainty about the future of potash trade looms.
Meanwhile, Canada continues to dominate the potash production market, responsible for over 50% of U.S. imports. Canada has exported roughly 4.9 million metric tons of potash to the U.S. in the first five months of 2025 alone. Looking ahead, the global demand for potash is projected to grow substantially, driven by rising living standards and changing diets. BHP, one of the major potash players, projects a 70% surge in demand by 2050.
With this backdrop, let’s move on to our list of the 7 Best Potash Stocks to Buy According to Analysts.
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Our Methodology
To curate our list of the 7 Best Potash Stocks to Buy According to Analysts, we used the Finviz screener to extract potash companies. We assessed analyst sentiment across the list and chose the stocks based on their upside potential. The list is in ascending order based on the respective stocks’ upside potential. We also considered the hedge fund sentiment across these stocks using Insider Monkey’s hedge fund database, which tracks over 1,000 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 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).
7. Nutrien Ltd. (NYSE:NTR)
Number of Hedge Fund Holders: 32
Upside Potential: 8.79%
With upside potential and strong hedge fund interest, Nutrien Ltd. (NYSE:NTR) is included in our list of the 7 Best Potash Stocks to Buy According to Analysts.
On July 23, 2025, UBS raised its price target for Nutrien Ltd. (NYSE:NTR) from $56 to $64, maintaining a ‘Neutral’ rating. This price revision comes amid expectations of medium-term declines in Nitrogen, Phosphorus, and Potassium (NPK) fertilizer prices.
Previously, on July 17, Wells Fargo also increased its price target for Nutrien Ltd. (NYSE:NTR) to $62, reflecting optimism surrounding the company’s Q2 results. However, the analyst advised caution due to the company’s share price year-to-date rally.
Meanwhile, Oppenheimer expressed the most bullish stance. The analyst, who increased the price target to $63 on May 13, 2025, raised the target again to $65 on July 15. The company, having missed expectations in Q1 due to weather-driven volume shifts, is expected to report a stronger Q2 performance, driving the analyst’s optimism.
While Nutrien Ltd. (NYSE:NTR)’s short-term outlook remains mixed among analysts, it is projected to have a strong long-term outlook.
Operating through its Nutrien Ag Solutions, Potash, Nitrogen, and Phosphate segments, Nutrien Ltd. (NYSE:NTR) manufactures potash, nitrogen, and phosphate products for agricultural, industrial, and feed market segments. It is included in our list of the best potash stocks.
6. The Mosaic Company (NYSE:MOS)
Number of Hedge Fund Holders: 48
Upside Potential: 9.93%
The Mosaic Company (NYSE:MOS) is included in our list of the 7 Best Potash Stocks to Buy According to Analysts.
On July 16, 2025, The Mosaic Company (NYSE:MOS) announced the launch of its new $84 million blending, storage, and distribution plant in Palmeirante, Brazil. This facility is expected to boost annual processing capacity to 1 million tons, enhancing the company’s presence in the growing MATOPIBA agricultural region in Brazil.
With this launch, The Mosaic Company (NYSE:MOS) projects margins of $30-$40 per ton, with an internal rate of return (IRR) above 20%. This facility reinforces the company’s long-term plan of growing its distribution sales from under 8 million tons in 2024 to 13-14 million by 2030.
Following the launch, on July 23, 2025, UBS upgraded The Mosaic Company (NYSE:MOS) from ‘Neutral’ to ‘Buy,’ with a $45 price target. The analyst expressed confidence in the company’s future growth trajectory, with its ongoing strategic efforts.
Operating in the United States, Brazil, China, Canada, Paraguay, Argentina, Japan, Colombia, India, Australia, Peru, Mexico, and internationally, The Mosaic Company (NYSE:MOS) produces concentrated phosphate and potash crop nutrients.
