Quant ratings roundup as fertilizer stocks rally on Middle East supply fears

Fertilizer stocks have rallied in recent sessions [https://seekingalpha.com/news/4564109-cf-industries-hits-record-high-topping-s-and-p-500-for-second-straight-day-on-war-fueled] as escalating Middle East tensions raise concerns about disruptions to global supplies of nitrogen-based crop nutrients.

Producers including CF Industries (CF [https://seekingalpha.com/symbol/CF]), Nutrien (NTR [https://seekingalpha.com/symbol/NTR]) and Mosaic (MOS [https://seekingalpha.com/symbol/MOS]) have climbed as traders price in tighter availability of urea and ammonia, key inputs widely used in corn and other crop production.

The sector is particularly sensitive to geopolitical shocks because a significant share of exports originates from regions exposed to conflict [https://seekingalpha.com/news/4563536-cf-industries-mosaic-top-s-and-p-leaderboard-as-iran-war-sends-fertilizer-prices-soaring]. Nearly half of global urea exports and about 30% of ammonia shipments come from countries vulnerable to Middle East disruptions, raising supply concerns just as the Northern Hemisphere spring planting season begins.

At the same time, rising natural gas prices in Europe, a key feedstock for nitrogen fertilizer production are widening the cost advantage for U.S. producers.

AGAINST THIS BACKDROP, HERE ARE THE TOP FERTILIZER STOCKS ALONG WITH THEIR QUANT RATINGS AND 5-DAY PERFORMANCE:

* Intrepid Potash (IPI [https://seekingalpha.com/symbol/IPI]): Quant Rating – Strong Buy [https://seekingalpha.com/symbol/IPI/ratings/quant-ratings] | 5-Day Perf: 3.97%
* CF Industries (CF [https://seekingalpha.com/symbol/CF]): Quant Rating – Hold [https://seekingalpha.com/symbol/CF/ratings/quant-ratings] | 5-Day Perf: 11.46%
* Yara International ASA (YARIY [https://seekingalpha.com/symbol/YARIY]): Quant Rating – Hold [https://seekingalpha.com/symbol/YARIY/ratings/quant-ratings] | 5-Day Perf: 12.65%
* K+S Aktiengesellschaft (KPLUY [https://seekingalpha.com/symbol/KPLUY]): Quant Rating – Hold [https://seekingalpha.com/symbol/KPLUY/ratings/quant-ratings] | 5-Day Perf: 15.70%
* Nutrien (NTR [https://seekingalpha.com/symbol/NTR]): Quant Rating – Hold [https://seekingalpha.com/symbol/NTR/ratings/quant-ratings] | 5-Day Perf: 9.12%
* Brazil Potash (GRO [https://seekingalpha.com/symbol/GRO]): Quant Rating – Hold [https://seekingalpha.com/symbol/GRO/ratings/quant-ratings] | 5-Day Perf: 10.86%
* Corteva (CTVA [https://seekingalpha.com/symbol/CTVA]): Quant Rating – Hold [https://seekingalpha.com/symbol/CTVA/ratings/quant-ratings] | 5-Day Perf: 3.30%
* The Scotts Miracle-Gro (SMG [https://seekingalpha.com/symbol/SMG]): Quant Rating – Hold [https://seekingalpha.com/symbol/SMG/ratings/quant-ratings] | 5-Day Perf: -4.21%
* The Mosaic Company (MOS [https://seekingalpha.com/symbol/MOS]): Quant Rating – Hold [https://seekingalpha.com/symbol/MOS/ratings/quant-ratings] | 5-Day Perf: 15.75%
* ICL Group (ICL [https://seekingalpha.com/symbol/ICL]): Quant Rating – Hold [https://seekingalpha.com/symbol/ICL/ratings/quant-ratings] | 5-Day Perf: 2.86%
* FMC Corp (FMC [https://seekingalpha.com/symbol/FMC]): Quant Rating – Sell [https://seekingalpha.com/symbol/FMC/ratings/quant-ratings] | 5-Day Perf: 4.47%
* Bioceres Crop Solutions (BIOX [https://seekingalpha.com/symbol/BIOX]): Quant Rating – Strong Sell [https://seekingalpha.com/symbol/BIOX/ratings/quant-ratings] | 5-Day Perf: 0.09%

MORE ON CF INDUSTRIES

* CF Industries Holdings, Inc. (CF) Presents at Bank of America 2026 Global Agriculture and Materials Conference Transcript [https://seekingalpha.com/article/4874659-cf-industries-holdings-inc-cf-presents-at-bank-of-america-2026-global-agriculture-and]
* CF Industries: Fertilizer Politics Cuts Both Ways [https://seekingalpha.com/article/4873381-cf-industries-stock-fertilizer-politics-cuts-both-ways]
* CF Industries: The Valuation Disconnect Is Still Too Big To Ignore [https://seekingalpha.com/article/4873302-cf-industries-the-valuation-disconnect-is-still-too-big-to-ignore]
* CF Industries hits record high, topping S&P 500 for second straight day on war-fueled surge [https://seekingalpha.com/news/4564109-cf-industries-hits-record-high-topping-s-and-p-500-for-second-straight-day-on-war-fueled]
* CF Industries, Mosaic top S&P leaderboard as Iran war sends fertilizer prices soaring [https://seekingalpha.com/news/4563536-cf-industries-mosaic-top-s-and-p-leaderboard-as-iran-war-sends-fertilizer-prices-soaring]