What is NTR stock price target for 2026?

WallStSmart's 12-month price target for Nutrien Ltd is $79.98, representing 7.9% upside from the current price of $74.13.

What is NTR stock forecast?

Nutrien Ltd forecast includes bull, base, and bear case scenarios from 2026 through 2030. Revenue and EPS projections are derived from analyst consensus and conservative extrapolation with growth deceleration for outer years.

Is NTR undervalued based on price targets?

Our DCF intrinsic value for Nutrien Ltd is $95.42, against a current price of $74.13. The margin of safety is 23.42%.

NTR

Nutrien Ltd

NYSE: NTR · BASIC MATERIALS · AGRICULTURAL INPUTS

$74.13

+1.67% today

Updated 2026-04-29

Market cap

$35.67B

P/E ratio

15.91

P/S ratio

1.38x

EPS (TTM)

$4.66

Dividend yield

2.99%

52W range

$52 – $85

Volume

3.8M

Market cap

$35.67B

P/E ratio

15.91

P/S ratio

1.38x

EPS (TTM)

$4.66

Dividend yield

2.99%

52W range

$52 – $85

Volume

3.8M

Nutrien Ltd (NTR) Financial Forecast & Price Target 2030

Research-backed projections from analyst consensus, management guidance, and sector analysis.

Price target summary

Current

$74.13

Consensus

$74.18

+0.07%

2030 Target

—

DCF

$95.42

+23.42% MoS

Current price

$74.13

Analyst consensus

$74.18

+0.07%

2030 Target

—

Intrinsic (DCF)

$95.42

+23.42% MoS

22 analysts:

8 Buy9 Hold2 Sell

Management guidance

Nutrien provided 2026 guidance at February 2026 earnings of $26.4B revenue (1.74% growth vs 2025). Management did not provide explicit multi-year revenue targets through 2030 in available disclosures. Company is focused on potash and nitrogen market strength, with strategic share buyback authorization signaling confidence in mid-term cash generation.

Sources: Management guidance, analyst consensus, sector analysishigh confidence

Revenue & price projection

Actual revenue Projected revenue Base case Bull to bear range

Bull case (2030)

$1,162.24

—

Base case (2030)

$694.32

—

Bear case (2030)

$467.91

—

Financial forecast — research-backed

Metric	2023	2024	2025	2026 (E)	2028 (E)	2029 (E)
Revenue	$29.1B	$26.0B	$27.4B	$26.4B	$27.2B	$28.1B
Revenue growth	—	-10.6%	5.3%	1.7%	2.1%	3.3%
EPS	$4.36	$3.50	$4.56	$4.81	$5.15	$5.58
P/S ratio	—	—	—	12.0x	12.0x	12.0x
Implied price	—	—	—	$656.59	$671.68	$694.32

Catalysts & risks

Growth catalysts

+ Potash and nitrogen market strength driving EBITDA upside in 2026-2027 (Jefferies, BMO upgrades March 2026)

+ Middle East geopolitical disruptions tightening global fertilizer supply and supporting pricing power

+ Share buyback program commenced post-TSX approval (March 2026) supporting EPS accretion

+ Agricultural macro tailwinds from global food security demand and crop acreage expansion

Key risks

- Fertilizer price normalization if geopolitical tensions ease or supply chain stabilizes

- Agricultural commodity price weakness reducing farmer spending on inputs

- Regulatory/antitrust scrutiny (Justice Department probe announced March 2026 for possible price collusion among fertilizer firms)

- Cyclicality of potash and nitrogen markets with commodity price exposure

- UBS downgrade to Sell (March 2026) citing market maturation concerns

Methodology

Nutrien Ltd's forward estimates are derived from AI-powered research synthesis combining analyst consensus from 22 Wall Street analysts, management guidance from the latest earnings call, and sector growth forecasts from industry research. Revenue and EPS projections use analyst consensus where available and conservative extrapolation with growth deceleration for outer years. Price targets are calculated using a tiered Price-to-Sales (P/S) methodology, where the P/S multiple is determined by the projected revenue growth rate.

WallStSmart proprietary research model · Not financial advice · Past performance is not indicative of future results · Last researched: April 7, 2026.