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Nutrien recently benefited from improving agricultural demand, firmer fertilizer pricing conditions and a continued push on cost management and operational efficiency across its business.
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The company is also investing in optimizing production assets, expanding its retail platform and growing its presence in Brazil to support long-term competitiveness.
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With this backdrop of disciplined cost control and international expansion, we will now examine how these developments shape Nutrien’s investment narrative.
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For Nutrien, you really have to believe in the long-term need for reliable fertilizer supply and the company’s role as a scale, low cost producer. Recent news of firmer agricultural demand, improving fertilizer pricing and a sharper focus on cost efficiency reinforces the near term catalysts that were already in play: volume recovery in core nutrients, better margins and continued progress in optimizing production assets. The strong share price recovery in 2025 suggests some of this is now reflected in expectations, but it also underlines that the market is rewarding Nutrien’s operational discipline and push into higher growth regions like Brazil. At the same time, the biggest risks feel more balanced than before, with the key swing factors now centered on fertilizer price volatility, execution on expansion and the company’s elevated debt levels.
However, one risk in particular may matter more than many investors realize. Nutrien’s shares have been on the rise but are still potentially undervalued by 8%. Find out what it’s worth.
Nine fair value estimates from the Simply Wall St Community span roughly US$64 to US$112 per share, underscoring how differently people see Nutrien’s prospects. Set that against the current focus on cost control and global expansion and you start to see how sentiment around fertilizer prices and balance sheet risk could pull expectations in very different directions.
Explore 9 other fair value estimates on Nutrien – why the stock might be worth 34% less than the current price!
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