Is NTR a good stock to buy? We came across a bullish thesis on Nutrien Ltd. on X.com by @MoneyShow. In this article, we will summarize the bulls’ thesis on NTR. Nutrien Ltd.’s share was trading at $67.28 as of June 8th. NTR’s trailing and forward P/E were 13.69 and 11.68 respectively according to Yahoo Finance.
Nutrien Ltd. provides crop inputs and services. The company operates through four segments: Retail, Potash, Nitrogen, and Phosphate. NTR is emerging as a key beneficiary of rising global fertilizer prices as geopolitical tensions surrounding the Iran conflict tighten supply chains across key agricultural inputs, driving a constructive outlook for nitrogen producers.
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The Middle East plays a critical role in global fertilizer trade, exporting significant volumes of urea and ammonia, while nearly one third of global fertilizer flows transit through the Strait of Hormuz, making the region highly sensitive to disruption risks.
As concerns over shipping routes and regional stability intensify, fertilizer prices have moved higher, providing a direct pricing tailwind for Nutrien’s core nitrogen and potash businesses. This strength is further reinforced by seasonal demand dynamics, with the onset of the spring planting season supporting incremental volume absorption at elevated price levels.
Broker sentiment has also turned more positive, with Jefferies upgrading Nutrien to Buy, highlighting improving fertilizer pricing conditions and assigning a price target that implies approximately 21.5 percent upside from current levels. The combination of structurally constrained supply and cyclical agricultural demand positions Nutrien to benefit from both margin expansion and stronger cash flow generation.
While broader commodity markets remain sensitive to energy-driven volatility, fertilizer markets are increasingly decoupled due to food security imperatives, supporting resilient demand even in uncertain macro conditions. Overall Nutrien is positioned to capture sustained pricing strength, improved earnings visibility, and potential multiple expansion as investors reassess the durability of its earnings power in a tightening global supply environment.
Previously, we covered a bullish thesis on Corteva, Inc. (CTVA) by Business Model Mastery in May 2025, which highlighted the company’s intellectual property moat, biologicals growth, and integrated digital agriculture ecosystem. CTVA’s stock price has appreciated by approximately 22.75% since our coverage. @MoneyShow shares a similar view but emphasizes on Nutrien Ltd.’s (NTR) exposure to rising fertilizer prices, supply disruptions, and improving agricultural market fundamentals.
Nutrien Ltd. is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 43 hedge fund portfolios held NTR at the end of the first quarter which was 36 in the previous quarter. While we acknowledge the risk and potential of NTR as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than NTR and that has 10,000% upside potential, check out our report about this cheapest AI stock.
Disclosure: None.
