Agribusiness Sector Rebounds, MOO ETF Shows Strong Performance
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 3 days ago
0mins
Should l Buy NTR?
Source: CNBC
- Agribusiness Recovery: The agribusiness sector is rebounding in 2026, with the MOO ETF up 17% year-to-date, indicating strong market demand and investor confidence, reflecting a comprehensive recovery in the food production value chain.
- Technical Reversal Signals: The MOO ETF exhibits characteristics of a technical reversal on the 10-year weekly chart, having cleared major moving averages, suggesting a change in long-term trends, making it a strategic time for investors to add positions on pullbacks.
- Nutrien Stock Breakout: Canadian agricultural company Nutrien, trading on the NYSE, has recently broken out to new 52-week highs, forming a rounded bottom breakout pattern that indicates strong upward momentum and a favorable long-term investment outlook.
- Risk and Reward Assessment: While Nutrien may face downside risks back to the $64 area, its breakout pattern and sector rotation suggest significant upside potential, with target prices ranging from the low $80s to around $110.
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Analyst Views on NTR
Wall Street analysts forecast NTR stock price to fall
15 Analyst Rating
6 Buy
8 Hold
1 Sell
Moderate Buy
Current: 70.430
Low
58.00
Averages
66.08
High
76.00
Current: 70.430
Low
58.00
Averages
66.08
High
76.00
About NTR
Nutrien Ltd. is a global provider of crop inputs and services. The Company operates a network of production, distribution and ag retail facilities. The Company’s segments include Nutrien Ag Solutions (Retail), Potash, Nitrogen and Phosphate. Its downstream Retail segment distributes crop nutrients, crop protection products, seed and merchandise, and provides agronomic application services and solutions, including the services offered through Nutrien Financial. The Retail segment also manufactures and distributes proprietary products and provides services directly to farmers through a network of retail locations in North America, South America and Australia. Its upstream Potash, Nitrogen and Phosphate segments are differentiated by the chemical nutrient contained in the products that each segment produces and are supported by midstream activities, which include the global sales, freight, transportation and distribution of its products.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Consumer Spending Data Focus: This week's highlight will be the Personal Consumption Expenditures (PCE) report on Friday, which will provide insights into consumer spending in December and inflation trends, especially following last week's unexpected slowdown in the Consumer Price Index (CPI).
- Corporate Earnings in Spotlight: Walmart (WMT) is set to release its fourth-quarter earnings on Thursday, marking the first report under new CEO John Furner, making it a key indicator of consumer spending that the market is eagerly anticipating.
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Agribusiness Sector Rebounds, MOO ETF Shows Strong Performance
- Agribusiness Recovery: The agribusiness sector is rebounding in 2026, with the MOO ETF up 17% year-to-date, indicating strong market demand and investor confidence, reflecting a comprehensive recovery in the food production value chain.
- Technical Reversal Signals: The MOO ETF exhibits characteristics of a technical reversal on the 10-year weekly chart, having cleared major moving averages, suggesting a change in long-term trends, making it a strategic time for investors to add positions on pullbacks.
- Nutrien Stock Breakout: Canadian agricultural company Nutrien, trading on the NYSE, has recently broken out to new 52-week highs, forming a rounded bottom breakout pattern that indicates strong upward momentum and a favorable long-term investment outlook.
- Risk and Reward Assessment: While Nutrien may face downside risks back to the $64 area, its breakout pattern and sector rotation suggest significant upside potential, with target prices ranging from the low $80s to around $110.
See More
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- Nitrogen Market Outlook: While nitrogen prices remain firm due to seasonality and geopolitical risks in the Middle East, Scotiabank anticipates that rising global supply and the potential for renewed Chinese exports will pressure prices and margins in the second half of the year, urging caution among investors.
- Potash Market Tightness: The potash market appears tight in the near term, supported by low inventories in Brazil and ongoing restocking in Southeast Asia; however, Scotiabank warns that new production capacity and slowing demand growth could lead to oversupply by late 2026, limiting upside for prices and equities.
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See More
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- Increased Market Volatility: Last week, stocks in software, real estate, financial services, and logistics faced selling pressure due to concerns over AI-related disruptions, with the Nasdaq Composite falling 0.2% and a weekly loss of 2.1%, indicating market sensitivity to AI impacts.
- Consumer Spending Data Focus: This week's highlight will be the Personal Consumption Expenditures (PCE) report on Friday, which will provide insights into consumer spending in December and inflation trends, especially following last week's unexpected slowdown in the Consumer Price Index (CPI).
- Corporate Earnings in Spotlight: Walmart (WMT) is set to release its fourth-quarter earnings on Thursday, marking the first report under new CEO John Furner, making it a key indicator of consumer spending that the market is eagerly anticipating.
- Ongoing AI Impact: As AI tools' potential effects intensify across various sectors, software stocks like Salesforce (CRM) and ServiceNow (NOW) have seen significant declines, reflecting the market's heightened vigilance regarding AI disruptions, necessitating close monitoring of future industry developments.
See More
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- Agribusiness Recovery: The agribusiness sector is rebounding in 2026, with the MOO ETF up 17% year-to-date, indicating strong market demand and investor confidence, reflecting a comprehensive recovery in the food production value chain.
- Technical Reversal Signals: The MOO ETF exhibits characteristics of a technical reversal on the 10-year weekly chart, having cleared major moving averages, suggesting a change in long-term trends, making it a strategic time for investors to add positions on pullbacks.
- Nutrien Stock Breakout: Canadian agricultural company Nutrien, trading on the NYSE, has recently broken out to new 52-week highs, forming a rounded bottom breakout pattern that indicates strong upward momentum and a favorable long-term investment outlook.
- Risk and Reward Assessment: While Nutrien may face downside risks back to the $64 area, its breakout pattern and sector rotation suggest significant upside potential, with target prices ranging from the low $80s to around $110.
See More
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- Company Announcement: Nutrien Ltd has raised its price target for shares of CIBC.
- New Price Target: The new price target is set at $81, an increase from the previous target of $72.
See More
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- Phosphate Margin Recovery: Scotiabank analysts indicate that Mosaic's phosphate stripping margins have bottomed after a challenging 2025, with expectations for margin expansion as demand normalizes, particularly in Brazil and India, positioning Mosaic as one of the strongest fertilizer stories for 2026.
- Nitrogen Market Outlook: While nitrogen prices remain firm due to seasonality and geopolitical risks in the Middle East, Scotiabank anticipates that rising global supply and the potential for renewed Chinese exports will pressure prices and margins in the second half of the year, urging caution among investors.
- Potash Market Tightness: The potash market appears tight in the near term, supported by low inventories in Brazil and ongoing restocking in Southeast Asia; however, Scotiabank warns that new production capacity and slowing demand growth could lead to oversupply by late 2026, limiting upside for prices and equities.
- Cautious Industry Stance: Despite the fertilizer rally improving the earnings outlook for 2026, Scotiabank maintains a cautious stance on other fertilizer makers, downgrading CF Industries closer to a Sell rating due to expected nitrogen margin pressures, while Nutrien and Yara are deemed fairly valued with long-term supply risks.
See More
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Focus on Soft Commodities: The article emphasizes the importance of paying attention to soft commodities, which are often overshadowed by the rally in hard commodities like gold and silver.
Market Dynamics: It suggests that the current market dynamics warrant a closer look at soft commodities, as they may present significant investment opportunities.
See More
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- Earnings Release Schedule: Nutrien Ltd. plans to announce its fourth quarter 2025 financial results after market close on February 18, providing investors with critical performance data and future outlook.
- Conference Call Details: The company will host a conference call on February 19 at 10:00 a.m. EST to discuss the results and outlook, with investors able to join by dialing 1-800-990-2777 or 1-416-855-9085.
- Webcast Access: The conference call will be available via webcast on Nutrien's Investor Events page, with the link accessible for 12 months post-call, ensuring investors can retrieve information at their convenience.
- Company Overview: Nutrien is a leading global provider of crop inputs and services, focusing on investments that enhance business advantages and meet growers' needs, thereby creating long-term value.
See More
