Nutrien Poised for Growth on Potash Pricing Strength -- Market Talk

Dow Jones

Feb 18

1430 ET - Nutrien is benefiting from higher realized fertilizer prices, especially potash, says TD Cowen's Michael Tupholme. The analyst says in a report that he expects the company to post "a third consecutive quarter of strong y/y adj. Ebitda growth (+24%)," driven largely by firmer pricing across its wholesale segments. For 4Q, he estimates adjusted Ebitda of $1.31 billion, in line with consensus, and he reiterates that he "[continues] to like NTR's medium to long‑term Retail Ebitda and fertilizer sales volume growth prospects." Tupholme notes nitrogen prices remain supported by favorable supply-demand dynamics, while potash remains the most affordable nutrient" with favorable outlook. (adriano.marchese@wsj.com)

(END) Dow Jones Newswires

February 17, 2026 14:30 ET (19:30 GMT)

At the request of the copyright holder, you need to log in to view this content

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

{"basename":"","ssrTDKData":{"titleTemplate":"%s - Tiger Brokers","title":"Tiger Brokers | Global Stocks, Options & Futures Trading App","description":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","keywords":"tiger brokers,tiger trade,tiger brokers singapore,broker online,stock trading in singapore,share trading singapore,brokerage firm singapore,trading app,stock broker singapore,stock trading platforms,trading account","social":{"ogDescription":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/news/2612623954"},"companyName":"Tiger Brokers"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2612623954\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2612623954?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-02-18 03:30","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2612623954","market":"fut","top_or_hot":-1,"title":"Nutrien Poised for Growth on Potash Pricing Strength -- Market Talk","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  1430 ET - Nutrien is benefiting from higher realized fertilizer prices, especially potash, says TD Cowen's Michael Tupholme. The analyst says in a report that he expects the company to post \"a third consecutive quarter of strong y/y adj. Ebitda growth (+24%),\" driven largely by firmer pricing across its wholesale segments. For 4Q, he estimates adjusted Ebitda of $1.31 billion, in line with consensus, and he reiterates that he \"[continues] to like NTR's medium to long‑term Retail Ebitda and fertilizer sales volume growth prospects.\" Tupholme notes nitrogen prices remain supported by favorable supply-demand dynamics, while potash remains the most affordable nutrient\" with favorable outlook. (adriano.marchese@wsj.com) \n</p>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 17, 2026 14:30 ET (19:30 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nutrien Poised for Growth on Potash Pricing Strength -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNutrien Poised for Growth on Potash Pricing Strength -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-02-18 03:30</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  1430 ET - Nutrien is benefiting from higher realized fertilizer prices, especially potash, says TD Cowen's Michael Tupholme. The analyst says in a report that he expects the company to post \"a third consecutive quarter of strong y/y adj. Ebitda growth (+24%),\" driven largely by firmer pricing across its wholesale segments. For 4Q, he estimates adjusted Ebitda of $1.31 billion, in line with consensus, and he reiterates that he \"[continues] to like NTR's medium to long‑term Retail Ebitda and fertilizer sales volume growth prospects.\" Tupholme notes nitrogen prices remain supported by favorable supply-demand dynamics, while potash remains the most affordable nutrient\" with favorable outlook. (adriano.marchese@wsj.com) \n</p>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 17, 2026 14:30 ET (19:30 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1989763427.SGD","symbol_name":"CPR Invest - Food For Generations A2 Acc SGD-H","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2612623954","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2612623954","pubTimestamp":1771356600,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"1430 ET - Nutrien is benefiting from higher realized fertilizer prices, especially potash, says TD Cowen's Michael Tupholme. The analyst says in a report that he expects the company to post \"a third consecutive quarter of strong y/y adj. Ebitda growth ,\" driven largely by firmer pricing across its wholesale segments. For 4Q, he estimates adjusted Ebitda of $1.31 billion, in line with consensus, and he reiterates that he \"[continues] to like NTR's medium to longterm Retail Ebitda and fertilizer sales volume growth prospects.\" Tupholme notes nitrogen prices remain supported by favorable supply-demand dynamics, while potash remains the most affordable nutrient\" with favorable outlook. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU1989763427.SGD":"CPR Invest - Food For Generations A2 Acc SGD-H","LU0612318385.USD":"BGF NATURAL RESOURCES \"A2\" (USD) ACC","LU0654597011.USD":"BGF NATURAL RESOURCES \"A4G\" (USD) INC","LU0385154629.USD":"贝莱德营养科学基金A2","LU0471298694.HKD":"BGF NUTRITION \"A2\" (HKD) ACC","BK4093":"化肥与农用药剂","LU2360106947.USD":"BGF NUTRITION \"A4\" (USD) INC","LU0612318971.USD":"BGF NATURAL RESOURCES \"A5G\" (USD) INC","BK4588":"碎股","LU0471298777.SGD":"Blackrock Nutrition A2 SGD-H","LU1989763690.USD":"东方汇理世代食品基金A2 Acc","LU1430597077.USD":"BGF NATURAL RESOURCES \"A\" (USD) INC","BK4585":"ETF&股票定投概念","NTR":"Nutrien Ltd."},"translate_title":"Nutrien有望因钾肥定价走强而实现增长——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NTR":0.9},"content_text":"1430 ET - Nutrien is benefiting from higher realized fertilizer prices, especially potash, says TD Cowen's Michael Tupholme. The analyst says in a report that he expects the company to post \"a third consecutive quarter of strong y/y adj. Ebitda growth (+24%),\" driven largely by firmer pricing across its wholesale segments. For 4Q, he estimates adjusted Ebitda of $1.31 billion, in line with consensus, and he reiterates that he \"[continues] to like NTR's medium to long‑term Retail Ebitda and fertilizer sales volume growth prospects.\" Tupholme notes nitrogen prices remain supported by favorable supply-demand dynamics, while potash remains the most affordable nutrient\" with favorable outlook. (adriano.marchese@wsj.com) \n\n\n  (END) Dow Jones Newswires\n\n\n  February 17, 2026 14:30 ET (19:30 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}