Nutrien Raises Potash Guidance After Q2 2025 Beat

Nutrien Ltd. (NYSE:NTR), the world's leading potash producer, reported strong Q2 2025 results with adjusted earnings of $2.65 per share, surpassing Wall Street expectations. The company achieved record Potash sales volumes and increased Nitrogen operating rates, resulting in significant segment EBITDA gains, largely driven by robust North American demand during a strong corn planting season. Despite slightly missing revenue forecasts with $10.44 billion, Nutrien raised its full-year Potash sales volume guidance. Its shares have risen about 32.1% year-to-date, outpacing the S&P 500, but remain 7-9% below their 52-week high. TD Securities increased its price target while maintaining a Buy rating, reflecting continued analyst optimism. Investors are closely monitoring management's commentary and future guidance for signs of sustained growth.