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Research Alert: CFRA Reiterates Sell Opinion On Shares Of Nutrien Ltd.
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Research Alert: CFRA Reiterates Sell Opinion On Shares Of Nutrien Ltd.
Nov 7, 2025 10:18 AM

01:05 PM EST, 11/07/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:

We maintain our 12-month target of $50, 5.7x our 2026 EBITDA estimate, below its three-year average forward EV/EBITDA of 6.6x and a discount to peers at a 6.0x average. We lower our 2025 EPS view by $0.01 to $4.60, raise 2026 EPS by $0.35 to $4.49, and start 2027 EPS at $4.23. While Nutrien ( NTR ) has delivered a strong operational turnaround in 2025 with robust sales growth and margin recovery, we believe current performance is unsustainable due to mounting structural industry headwinds. Results are supported by temporary factors including supply disruptions and unprecedented government support for distressed farmers, which are expected to normalize over the medium term as new global capacity comes online and emergency programs wind down. Beyond this cyclical normalization, the fertilizer industry faces longer-term transformation pressures from precision agriculture adoption, emerging biofertilizer competition, and labor market disruptions that collectively threaten traditional demand patterns and pricing power.

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