Analysts expect Nutrien to report Q1 2026 revenue of $5.36 billion and EPS of $0.48, while the stock’s current price of $75.83 remains below the $80.00 average target. Investors are primarily tracking the performance of the Nutrien Ag Solutions retail segment, where revenue is projected to rise 11.3% to $3.44 billion as a key gauge of global farm demand.
This focus comes amid a surge in nitrogen prices driven by Middle East gas disruptions, which significantly benefits North American producers’ margins. Furthermore, the company continues to highlight its operational efficiency, having already exceeded its annual $200 million cost-reduction target ahead of schedule.