Barclays raised the firm’s price target on Nutrien (NTR) to $80 from $70 and keeps an Equal Weight rating on the shares. The firm says the U.S. and Israel strikes on Iran have potential to bolster nitrogen pricing for at least the first half of 2026, providing further upside for North American producers. Potash should be fairly stable while phosphate will face higher ammonia input costs, the analyst tells investors in a research note.
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