Nutrien Ltd. provides crop inputs and services. The company operates through Retail, Potash, Nitrogen, and Phosphate segments. The Retail segment distributes crop nutrients, crop protection products, seeds, and merchandise products. The Potash segment provides granular and standard potash products. The Nitrogen segment offers ammonia, urea, urea ammonium nitrate, industrial grade ammonium nitrate, and ammonium sulfate. The Phosphate segment provides solid fertilizer, liquid fertilizer, and industrial and feed products. In addition, it provides services directly to growers through a network of farm centers in North America, South America, and Australia. The company was incorporated in 2017 and is headquartered in Saskatoon, Canada.

Компания Nutrien Ltd. демонстрирует смешанную фундаментальную картину. С одной стороны, мультипликатор P/E на уровне 32.85 значительно превышает медиану отрасли, что может указывать на переоцененность акций. В то же время, EPS и EPS-прогноз выше медианных значений, что позитивно сказывается на оценке. Тем не менее, показатели рентабельности, такие как ROE и ROA, значительно ниже медианных значений, что говорит о слабой эффективности использования капитала. Долговая нагрузка остается на уровне медианы, что в целом не вызывает беспокойств, но текущие коэффициенты (current_ratio и quick_ratio) ниже медианы, что может вызвать вопросы по ликвидности. Дивиденды также отсутствуют, что является негативным фактором для инвесторов, ориентированных на доходность. В целом, компания демонстрирует сильные результаты по выручке, однако низкие показатели маржи и прибыли указывают на высокие операционные расходы. Таким образом, общий фундаментальный анализ указывает на необходимость осторожного подхода к инвестициям в акции Nutrien Ltd.

Nutrien Ltd.

CF Industries (CF) shares rallied 13.2% in the last trading session to close at $136. This move can be attributable to notable volume with a higher number of shares being traded than in a typical session. This compares to the stock's 23.9% gain over the past four weeks.
CF’s rally reflects the surge in nitrogen fertilizer prices amid supply disruptions stemming from the war in the Middle East. Urea prices have shot up amid supply concerns following the closure of the Strait of Hormuz, a critical supply corridor, by Iran.
This fertilizer maker is expected to post quarterly earnings of $2.12 per share in its upcoming report, which represents a year-over-year change of +14.6%. Revenues are expected to be $1.74 billion, up 4.7% from the year-ago quarter.
Earnings and revenue growth expectations certainly give a good sense of the potential strength in a stock, but empirical research shows that trends in earnings estimate revisions are strongly correlated with near-term stock price movements.
For CF, the consensus EPS estimate for the quarter has been revised 9.1% higher over the last 30 days to the current level. And a positive trend in earnings estimate revision usually translates into price appreciation. So, make sure to keep an eye on CF going forward to see if this recent jump can turn into more strength down the road.
The stock currently carries a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>>
CF is a member of the Zacks Fertilizers industry. One other stock in the same industry, Nutrien (NTR), finished the last trading session 5.8% higher at $83.94. NTR has returned 8.5% over the past month.
For Nutrien, the consensus EPS estimate for the upcoming report has remained unchanged over the past month at $0.49. This represents a change of +345.5% from what the company reported a year ago. Nutrien currently has a Zacks Rank of #3 (Hold).
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CF (CF) Surges 13.2%: Is This an Indication of Further Gains?

Nutrien (NTR) shares ended the last trading session 5.8% higher at $83.94. The jump came on an impressive volume with a higher-than-average number of shares changing hands in the session. This compares to the stock's 8.5% gain over the past four weeks.
NTR’s shares rallied after Jefferies reportedly upgraded it to “Buy” from “Hold” and raised its price target to $96 from $74 amid a spike in fertilizer prices driven by the war in the Middle East.
This producer of potash and other fertilizers is expected to post quarterly earnings of $0.49 per share in its upcoming report, which represents a year-over-year change of +345.5%. Revenues are expected to be $5.32 billion, up 4.4% from the year-ago quarter.
While earnings and revenue growth expectations are important in evaluating the potential strength in a stock, empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
For Nutrien, the consensus EPS estimate for the quarter has remained unchanged over the last 30 days. And a stock's price usually doesn't keep moving higher in the absence of any trend in earnings estimate revisions. So, make sure to keep an eye on NTR going forward to see if this recent jump can turn into more strength down the road.
The stock currently carries a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>>
Nutrien is a member of the Zacks Fertilizers industry. One other stock in the same industry, CF Industries (CF), finished the last trading session 13.2% higher at $136. CF has returned 23.9% over the past month.
CF's consensus EPS estimate for the upcoming report has changed +9.1% over the past month to $2.12. Compared to the company's year-ago EPS, this represents a change of +14.6%. CF currently boasts a Zacks Rank of #3 (Hold).
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Nutrien (NTR) Soars 5.8%: Is Further Upside Left in the Stock?

CF Industries Holdings, Inc. CF gains on healthy nitrogen fertilizer demand in major markets and higher nitrogen prices amid headwinds from higher natural gas costs.
CF Industries, which is among the prominent players in the fertilizer space along with Nutrien Ltd. NTR, The Mosaic Company MOS and Intrepid Potash, Inc. IPI, is capitalizing on the growing global demand for nitrogen fertilizers, driven by strong agricultural activity. After pandemic-related challenges, industrial demand for nitrogen has recovered.
Global nitrogen requirement is expected to remain strong in the near future due to recovering industrial demand and farmer economics. High levels of corn-planted acres in the United States should drive the demand for nitrogen. Demand in North America is expected to be fueled by favorable farm economics. CF Industries is also seeing strong demand for urea from Brazil and India. Brazil and India are expected to remain the largest importers of urea globally, driven by higher domestic demand.
Higher nitrogen prices have also contributed to a boost in CF Industries’ revenues. In the fourth quarter, net sales rose roughly 23% year over year to roughly $1.87 billion. The average selling prices for most of the company’s core products increased compared to the prior year, driven by supply disruptions and strong global nitrogen demand. Looking ahead, CF should continue to benefit from favorable pricing trends.
CF Industries continues to focus on enhancing shareholder value by utilizing its strong cash flow. Net cash provided by operating activities was $539 million in the fourth quarter, up nearly 28.3% year over year. CF Industries repurchased 4.1 million shares for $340 million in the fourth quarter, and also bought back 16.6 million shares for $1.34 billion during 2025. It returned $1.7 billion to its shareholders in 2025. The company completed the $3 billion share repurchase program in October 2025. It started a new $2 billion share repurchase program effective through 2029, with $1.7 billion remaining at the end of 2025.
The company, however, faces headwinds from higher natural gas prices, a key feedstock for nitrogen fertilizer. It saw a notable rise in natural gas costs during 2025. The average cost of natural gas increased to $3.20 per MMBtu (million metric British thermal unit) in the fourth quarter from $2.43 per MMBtu a year ago. The same for 2025 increased to $3.31 per MMBtu from $2.40 per MMBtu in the year-ago period, leading to a higher cost of sales. Natural gas prices shot up in Europe and Asia due to constrained supply availability. Higher gas costs are expected to weigh on CF’s margins.
CF, in its fourth-quarter call, said that the global nitrogen outlook remains positive in the near term, supported by strong demand and tight supply. India and Brazil will remain the world’s largest importers of urea, driving robust consumption, while inventories remain below historical averages.
Another prominent fertilizer maker, Nutrien, expects potash sales volumes to be 14.1–14.8 million tons in 2026, in line with the company’s global shipment estimates. Nitrogen sales volumes are forecast at 9.2–9.7 million tons, factoring in no additional production from the Trinidad and New Madrid facility. Phosphate sales volumes are expected to be 2.4–2.6 million tons, supported by operational improvement actions.
Mosaic expects potash sales volumes for the first quarter of 2026 to be between 2 million tons and 2.2 million tons. MOS forecasts phosphate sales volumes to be 1.7-1.9 million tons for the first quarter.
Intrepid Potash saw a 15% increase in potash sales volumes to 62,000 tons in the third quarter. The solid increase in Intrepid Potash’s sales volumes was driven by a rise in production. IPI expects solid fertilizer demand driven by an improvement in the agriculture market and strong potash market fundamentals. IPI is slated to report fourth-quarter results on March 4.
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CF Industries Benefits From Strong Nitrogen Demand and Higher Prices

(0:20) - Finding The New FANG stocks
(6:30) - Tracey’s Top Stock Picks To Keep On Your Watchlist
(24:10) - Episode Roundup: UNP, CHRW, NTR, LEA, XOM
Welcome to Episode #476 of the Zacks Market Edge Podcast.
Every week, host and Zacks stock strategist, Tracey Ryniec, will be joined by guests to discuss the hottest investing topics in stocks, bonds, and ETFs and how it impacts your life.
There’s a new sheriff on Wall Street and it isn’t technology.
HALO investing has burst onto the scene. No, those letters are not company names. It means “Hard Assets, Low Obsolescence.”
H-A-L-O.
What is HALO Investing?
It’s an investment strategy used to avoid investing in companies that might see AI disruption. Investors want to buy companies that make or own hard assets and where AI cannot replace it.
The “hard assets” may be land, or a railroad. It may be a gold mine or an oil rig.
Low Obsolescence is a little more difficult to define. But if the AI can’t replace it, then it’s in the “low” category.
For example, Union Pacific was incorporated in 1862 and has survived depressions, recessions, world wars, and pandemics. AI may make a railroad more efficient and employees more productive, but it will never replace the train or the rails.
You could say UNP fits into the category of “low obsolescence.”
5 HALO Stocks for 2026
1. Union Pacific Corp. (UNP)
Union Pacific is an American railroad which was incorporated by Abraham Lincoln in 1862. It’s no longer a big growth stock but earnings are expected to rise 6.9% in 2026 and 7.5% in 2027.
Shares of Union Pacific are up 15% year-to-date and are near 5-year highs. Union Pacific has a forward price-to-earnings (P/E) ratio of 21.2. A P/E ratio under 15 is considered a value. It also pays a dividend, yielding 2.1%.
Should a railroad like Union Pacific be on your HALO short list?
2. CH Robinson Worldwide, Inc. (CHRW)
CH Robinson Worldwide is a logistics and trucking company. The freight industry has seen tough times in the last few years, but CH Robinson’s earnings are expected to jump 15.9% in both 2026 and 2027.
Shares of CH Robinson rose 76.2% over the last year to 5-year highs. It pays a dividend, currently yielding 1.4%. CH Robinson isn’t cheap. It has a forward P/E of 30.
Insiders are buying at CH Robinson. Should HALO investors buy too?
3. Nutrien Ltd. (NTR)
Nutrien is a fertilizer manufacturer and agribusiness company headquartered in Canada. Nothing says “hard assets” like a commodity like fertilizers.
Earnings estimates have been revised higher in the last week for 2026. Nutrien is expected to grow earnings by 5.3%. Shares of Nutrien have been on the move higher, however. Over the last year, Nutrien was up 39.4%, to a 3-year high.
Nutrien is a value stock, with a forward P/E of 15. It pays a dividend, currently yielding 3%.
Fertilizers aren’t yet back in favor. Should investors put a fertilizer company like Nutrien on their HALO short list anyway?
4. Lear Corp. (LEA)
Lear Corp. makes seating and electrical systems for the automotive industry. After two tough years, earnings are expected to rebound by 11.2% in 2026 and another 17.8% in 2027.
Shares of Lear are already on the move higher. Lear is up 13.1% year-to-date and has jumped 38.2% over the last year.
Lear is dirt cheap. It has a forward P/E of just 9.3. A P/E ratio under 10 usually indicates a company is a deep value. Lear also pays a dividend, currently yielding 2.3%.
Should auto industry companies like Lear be on your 2026 HALO list?
5. Exxon Mobil Corp. (XOM)
Exxon Mobil Corp. is one of the largest integrated oil companies in the United States. Shares of Exxon Mobil are up 21.7% year-to-date even though the earnings outlook is terrible.
Exxon Mobil’s earnings declined in 2023, 2024, and 2025 and are expected to decline again in 2026 by 3.6%. But analysts aren’t completely gloomy. In 2027, earnings are forecast to jump 21.8%.
Exxon Mobil is trading at new all-time highs even as earnings decline which means it’s not a cheap stock. It’s forward P/E is 22.4 with a PEG ratio of 15.6. A PEG measure P/E divided by growth. A low PEG ratio symbolizes a company may have growth but also be a value. A PEG above 10 is considered very high.
Exxon Mobil is shareholder friendly. It pays a dividend currently yielding 2.7%.
Should HALO investors put an oil company like Exxon Mobil on their 2026 short list?
What Else Should You Know About HALO Investing?
Tune into this week’s podcast to find out.
[In full disclosure, Tracey owns CHRW in Zacks Insider Trader portfolio.]
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Exxon Mobil Corporation (XOM) : Free Stock Analysis Report
Union Pacific Corporation (UNP) : Free Stock Analysis Report
Lear Corporation (LEA) : Free Stock Analysis Report
Nutrien Ltd. (NTR) : Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

HALO Stocks are the Must-Own Stocks of 2026

On Feb. 18, 2026, U.S. President Donald Trump signed a landmark executive order invoking the Defense Production Act (DPA) to secure the domestic supply of elemental phosphorus and glyphosate-based herbicides. Citing these materials as essential to "national security and military readiness," the order targets to reduce the United States' heavy reliance on foreign imports—specifically from China—for these critical industrial and agricultural inputs.
This move puts an immediate spotlight on the few domestic players capable of scaling production, most notably Bayer AG BAYRY, which operates the only elemental phosphorus mine in the United States, as well as agricultural giants like Corteva Agriscience CTVA and fertilizer giants like The Mosaic Company MOS. Consequently, exchange-traded funds (ETFs) with heavy weightings in these companies and other industry leaders might see a surge in the days ahead.
Strategic Reshoring Boosting U.S. Industrial Resilience
The motivation behind signing this order is a mix of economic protectionism and defense strategy. Elemental phosphorus is a "choke point" material. It is required for everything from incendiary devices and flares to advanced semiconductors and lithium-ion batteries. Currently, since China dominates global production of this element, the U.S. defense industrial base is vulnerable to supply chain weaponization.
By invoking the DPA, the administration can provide direct loans and purchase guarantees to ensure the "corporate viability" of domestic producers. This creates a massive tailwind for companies like Bayer, which can now expand its Idaho mining operations under a federal safety net. Furthermore, by declaring glyphosate (the active ingredient in Roundup) a national security asset, the government effectively signals a push for regulatory relief and tariff protection against cheaper imports, benefiting domestic innovators like Corteva and FMC Corp. FMC as well as fertilizer leaders like Nutrien Ltd. NTR.
ETFs in the Spotlight
Investors looking to capture the benefits of this "America First" industrial mandate may consider monitoring the following ETFs, which bridge the gap between materials mining and agricultural technology.
iShares MSCI Agriculture Producers ETF VEGI
This fund, with net assets worth $108.7 million, offers exposure to 128 companies that produce fertilizers and agricultural chemicals, farm machinery, and packaged foods and meats. CTVA holds the second position in this fund, with 9.33% weightage, while NTR holds the third position, with 6.14% weightage.
VEGI has surged 19.5% over the past year. The fund charges 39 basis points (bps) as fees. It traded at a volume of 0.05 million shares in the last trading session.
VanEck Agribusiness ETF MOO
This fund, with net assets worth $954.1 million, offers exposure to 57 companies involved in agri-chemicals, animal health and fertilizers, seeds and traits, from farm/irrigation equipment and farm machinery, aquaculture and fishing, livestock, cultivation and plantations (including grain, oil palms, sugar cane, tobacco leaf, grapevines, etc.), and trading of agricultural products. BAYRY holds the second position in this fund, with 7.45% weightage, while CTVA holds the fourth position, with 6.43% weightage. NTR holds the fifth position, with 4.79% weightage.
MOO has soared 24% over the past year. The fund charges 55 bps as fees. It traded at a volume of 0.13 million shares in the last trading session.
First Trust Materials AlphaDEX ETF FXZ
This fund, with net assets worth $332.7 million, offers exposure to 37 stocks that may generate positive alpha relative to traditional passive style indices through the use of the AlphaDEX screening methodology. MOS holds the fifth position in this fund, with 4.79% weightage.
FXZ has soared 30% over the past year. The fund charges 64 bps as fees. It traded at a volume of 0.04 million shares in the last trading session.
Global X AgTech & Food Innovation ETF KROP
This fund, with net assets worth $6.50 million, offers exposure to 30 companies involved in the provision of agricultural technologies related to precision agriculture, agricultural robots and automation, controlled environment agriculture (e.g., vertical farming, hydroponics), and agricultural biotechnology, as well as those involved in food innovation activities related to protein/dairy alternatives and food waste reduction. FMC holds the tenth position in this fund, with 4.16% weightage.
KROP has gained 13.9% over the past year. The fund charges 50 bps as fees. It traded at a volume of 0.001 million shares in the last trading session.
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iShares MSCI Agriculture Producers ETF (VEGI): ETF Research Reports
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

ETFs in Spotlight as Trump Moves to Mobilize Defense Production Act

(RTTNews) - Nutrien Ltd. (NTR) revealed a profit for its fourth quarter that Increases, from the same period last year
The company's bottom line came in at $571 million, or $1.18 per share. This compares with $113 million, or $0.23 per share, last year.
Excluding items, Nutrien Ltd. reported adjusted earnings of $403 million or $0.83 per share for the period.
The company's revenue for the period rose 5.3% to $5.34 billion from $5.07 billion last year.
Nutrien Ltd. earnings at a glance (GAAP) :
-Earnings: $571 Mln. vs. $113 Mln. last year. -EPS: $1.18 vs. $0.23 last year. -Revenue: $5.34 Bln vs. $5.07 Bln last year.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Nutrien Ltd. Reveals Advance In Q4 Profit

The following companies are expected to report earnings after hours on 02/18/2026. Visit our Earnings Calendar for a full list of expected earnings releases.
Booking Holdings Inc. (BKNG)is reporting for the quarter ending December 31, 2025. The internet company's consensus earnings per share forecast from the 9 analysts that follow the stock is $48.23. This value represents a 16.08% increase compared to the same quarter last year. In the past year BKNG has beat the expectations every quarter. The highest one was in the 3rd calendar quarter where they beat the consensus by 3.6%. Zacks Investment Research reports that the 2025 Price to Earnings ratio for BKNG is 18.21 vs. an industry ratio of -0.70, implying that they will have a higher earnings growth than their competitors in the same industry.
CRH PLC (CRH)is reporting for the quarter ending December 31, 2025. The building company's consensus earnings per share forecast from the 4 analysts that follow the stock is $1.52. This value represents a 6.29% increase compared to the same quarter last year. Zacks Investment Research reports that the 2025 Price to Earnings ratio for CRH is 21.95 vs. an industry ratio of 21.30, implying that they will have a higher earnings growth than their competitors in the same industry.
DoorDash, Inc. (DASH)is reporting for the quarter ending December 31, 2025. The internet services company's consensus earnings per share forecast from the 13 analysts that follow the stock is $0.58. This value represents a 75.76% increase compared to the same quarter last year. Zacks Investment Research reports that the 2025 Price to Earnings ratio for DASH is 73.13 vs. an industry ratio of -0.40, implying that they will have a higher earnings growth than their competitors in the same industry.
Carvana Co. (CVNA)is reporting for the quarter ending December 31, 2025. The internet company's consensus earnings per share forecast from the 8 analysts that follow the stock is $1.13. This value represents a 101.79% increase compared to the same quarter last year. CVNA missed the consensus earnings per share in the 3rd calendar quarter of 2025 by -22.56%. Zacks Investment Research reports that the 2025 Price to Earnings ratio for CVNA is 68.54 vs. an industry ratio of -0.70, implying that they will have a higher earnings growth than their competitors in the same industry.
Occidental Petroleum Corporation (OXY)is reporting for the quarter ending December 31, 2025. The oil company's consensus earnings per share forecast from the 8 analysts that follow the stock is $0.19. This value represents a 76.25% decrease compared to the same quarter last year. In the past year OXY has beat the expectations every quarter. The highest one was in the 3rd calendar quarter where they beat the consensus by 33.33%. Zacks Investment Research reports that the 2025 Price to Earnings ratio for OXY is 21.77 vs. an industry ratio of 13.50, implying that they will have a higher earnings growth than their competitors in the same industry.
Kinross Gold Corporation (KGC)is reporting for the quarter ending December 31, 2025. The gold mining company's consensus earnings per share forecast from the 7 analysts that follow the stock is $0.55. This value represents a 175.00% increase compared to the same quarter last year. KGC missed the consensus earnings per share in the 4th calendar quarter of 2024 by -13.04%. Zacks Investment Research reports that the 2025 Price to Earnings ratio for KGC is 19.86 vs. an industry ratio of -12.60, implying that they will have a higher earnings growth than their competitors in the same industry.
Nutrien Ltd. (NTR)is reporting for the quarter ending December 31, 2025. The fertilizers company's consensus earnings per share forecast from the 5 analysts that follow the stock is $0.82. This value represents a 192.86% increase compared to the same quarter last year. Zacks Investment Research reports that the 2025 Price to Earnings ratio for NTR is 16.06 vs. an industry ratio of 14.20, implying that they will have a higher earnings growth than their competitors in the same industry.
Texas Pacific Land Corporation (TPL)is reporting for the quarter ending December 31, 2025. The alternative energy company's consensus earnings per share forecast from the 1 analyst that follows the stock is $1.73. This value represents a 1.17% increase compared to the same quarter last year. In the past year TPL Zacks Investment Research reports that the 2025 Price to Earnings ratio for TPL is 61.62 vs. an industry ratio of -15.90, implying that they will have a higher earnings growth than their competitors in the same industry.
Edison International (EIX)is reporting for the quarter ending December 31, 2025. The electric power utilities company's consensus earnings per share forecast from the 5 analysts that follow the stock is $1.47. This value represents a 40.00% increase compared to the same quarter last year. EIX missed the consensus earnings per share in the 4th calendar quarter of 2024 by -2.78%. Zacks Investment Research reports that the 2025 Price to Earnings ratio for EIX is 11.63 vs. an industry ratio of 27.30.
American Water Works (AWK)is reporting for the quarter ending December 31, 2025. The water supply company's consensus earnings per share forecast from the 6 analysts that follow the stock is $1.28. This value represents a 4.92% increase compared to the same quarter last year. AWK missed the consensus earnings per share in the 2nd calendar quarter of 2025 by -0.67%. Zacks Investment Research reports that the 2025 Price to Earnings ratio for AWK is 23.30 vs. an industry ratio of 23.60.
Pan American Silver Corp. (PAAS)is reporting for the quarter ending December 31, 2025. The mining company's consensus earnings per share forecast from the 9 analysts that follow the stock is $0.90. This value represents a 157.14% increase compared to the same quarter last year. PAAS missed the consensus earnings per share in the 3rd calendar quarter of 2025 by -2.04%. Zacks Investment Research reports that the 2025 Price to Earnings ratio for PAAS is 25.27 vs. an industry ratio of -59.10, implying that they will have a higher earnings growth than their competitors in the same industry.
Royal Gold, Inc. (RGLD)is reporting for the quarter ending December 31, 2025. The gold mining company's consensus earnings per share forecast from the 2 analysts that follow the stock is $2.68. This value represents a 64.42% increase compared to the same quarter last year. RGLD missed the consensus earnings per share in the 3rd calendar quarter of 2025 by -10.43%. Zacks Investment Research reports that the 2025 Price to Earnings ratio for RGLD is 34.37 vs. an industry ratio of -12.60, implying that they will have a higher earnings growth than their competitors in the same industry.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

After-Hours Earnings Report for February 18, 2026 : BKNG, CRH, DASH, CVNA, OXY, KGC, NTR, TPL, EIX, AWK, PAAS, RGLD

Booking Holdings BKNG is scheduled to report its fourth-quarter 2025 results on Feb. 18.
For the fourth quarter, the Zacks Consensus Estimate for revenues is pegged at $6.11 billion, suggesting growth of 11.73% from the year-ago quarter’s reported figure.
The consensus mark for earnings is pegged at $48.23 per share, indicating growth of 16.08% from the year-ago quarter’s reported number. The consensus mark has increased by 5 cents in the past 30 days.
The company’s earnings beat estimates in each of the trailing four quarters, the average being 18.21%.
Booking Holdings Inc. Price and EPS Surprise
Let’s see how things have shaped up for the upcoming announcement.
Key Factors to Note for BKNG
Booking Holdings is expected to have entered the fourth quarter of 2025 with strengthening operational momentum as strategic initiatives across loyalty and multi-vertical expansion gained traction. The Genius loyalty program is expected to have continued demonstrating robust engagement, with travellers in Levels 2 and 3 accounting for an increasing share of room nights while exhibiting higher conversion rates and stronger repeat booking behavior. The direct channel mix, which reached the mid-60% range, is expected to have delivered meaningful marketing efficiency gains, reducing customer acquisition costs across core markets.
The Connected Trip vision is expected to have gained further momentum during the quarter as multi-vertical booking behavior accelerated. Flight tickets and attractions had been growing substantially faster than accommodation bookings, with Connected Trip transactions growing in the mid-20% range. The merchant payments business, representing approximately 68% of total gross bookings, is expected to have continued expanding while generating incremental revenue and contribution margin.
However, fourth-quarter results are expected to reflect significant deceleration in growth as the booking window normalizsation reverses earlier pull-forward effects. Room night growth was anticipated between 4% and 6%, representing substantial moderation. The U.S. market is expected to have shown continued softness in pricing power, with constant currency average daily rates remaining roughly flat and length of stay declining year -over -year, suggesting persistent consumer spending caution. Revenue growth projected between 10% and 12% is expected to have faced dilution from an increasing mix of lower-margin flight and attractions bookings, pressuring overall take rates and margin expansion despite the transformation program savings.
What Our Model Says for BKNG Stock
Per the Zacks model, the combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat.
Booking Holdings currently has an Earnings ESP of +1.01% and a Zacks Rank #3. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
Other Stocks to Consider
Here are some other stocks in the Zacks worth considering, as our model shows that these, too, have the right combination of elements to beat on earnings this season.
Nutrien NTR has an Earnings ESP of +8.21% and presently sports a Zacks Rank #1. You can see the complete list of today’s Zacks #1 Rank stocks here.
Nutrien is set to report its upcoming results on Feb. 18. The Zacks Consensus Estimate for the fourth-quarter earnings is pegged at 87 cents per share, unchanged over the past 30 days. Estimates for Nutrien’s EPS for the fourth quarter indicate a year-over-year increase of 180.65%.
Analog Devices ADI is set to report its upcoming results on Feb. 18. The stock has an Earnings ESP of +1.57% and presently carries a Zacks Rank #2.
The Zacks Consensus Estimate for Analog Devices’ upcoming earnings is pegged at $2.3 per share and has increased by a penny over the past 30 days. The consensus estimate for Analog Devices’ EPS for the fiscal first quarter implies a year-over-year increase of approximately 41.1%.
Moody’s MCO is set to report its upcoming results on Feb. 18. The stock has an Earnings ESP of +0.83% and presently carries a Zacks Rank #2.
The Zacks Consensus Estimate for Moody’s fourth-quarter earnings is pegged at $3.46 per share, which has been revised upward by 5 cents over the past 30 days. Estimates for Moody’s fourth-quarter EPS indicate year-over-year growth of 32.06%.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

BKNG Gears Up to Report Q4 Earnings: What's in Store for the Stock?

Investors in Nutrien Ltd (Symbol: NTR) saw new options become available today, for the April 17th expiration. One of the key data points that goes into the price an option buyer is willing to pay, is the time value, so with 70 days until expiration the newly available contracts represent a possible opportunity for sellers of puts or calls to achieve a higher premium than would be available for the contracts with a closer expiration. At Stock Options Channel, our YieldBoost formula has looked up and down the NTR options chain for the new April 17th contracts and identified one put and one call contract of particular interest.
The put contract at the $67.50 strike price has a current bid of $1.60. If an investor was to sell-to-open that put contract, they are committing to purchase the stock at $67.50, but will also collect the premium, putting the cost basis of the shares at $65.90 (before broker commissions). To an investor already interested in purchasing shares of NTR, that could represent an attractive alternative to paying $68.17/share today.
Because the $67.50 strike represents an approximate 1% discount to the current trading price of the stock (in other words it is out-of-the-money by that percentage), there is also the possibility that the put contract would expire worthless. The current analytical data (including greeks and implied greeks) suggest the current odds of that happening are 57%. Stock Options Channel will track those odds over time to see how they change, publishing a chart of those numbers on our website under the contract detail page for this contract. Should the contract expire worthless, the premium would represent a 2.37% return on the cash commitment, or 12.37% annualized — at Stock Options Channel we call this the YieldBoost.
Below is a chart showing the trailing twelve month trading history for Nutrien Ltd, and highlighting in green where the $67.50 strike is located relative to that history:
Turning to the calls side of the option chain, the call contract at the $70.00 strike price has a current bid of $1.40. If an investor was to purchase shares of NTR stock at the current price level of $68.17/share, and then sell-to-open that call contract as a "covered call," they are committing to sell the stock at $70.00. Considering the call seller will also collect the premium, that would drive a total return (excluding dividends, if any) of 4.74% if the stock gets called away at the April 17th expiration (before broker commissions). Of course, a lot of upside could potentially be left on the table if NTR shares really soar, which is why looking at the trailing twelve month trading history for Nutrien Ltd, as well as studying the business fundamentals becomes important. Below is a chart showing NTR's trailing twelve month trading history, with the $70.00 strike highlighted in red:
Considering the fact that the $70.00 strike represents an approximate 3% premium to the current trading price of the stock (in other words it is out-of-the-money by that percentage), there is also the possibility that the covered call contract would expire worthless, in which case the investor would keep both their shares of stock and the premium collected. The current analytical data (including greeks and implied greeks) suggest the current odds of that happening are 53%. On our website under the contract detail page for this contract, Stock Options Channel will track those odds over time to see how they change and publish a chart of those numbers (the trading history of the option contract will also be charted). Should the covered call contract expire worthless, the premium would represent a 2.05% boost of extra return to the investor, or 10.71% annualized, which we refer to as the YieldBoost.
The implied volatility in the put contract example, as well as the call contract example, are both approximately 35%.
Meanwhile, we calculate the actual trailing twelve month volatility (considering the last 251 trading day closing values as well as today's price of $68.17) to be 30%. For more put and call options contract ideas worth looking at, visit StockOptionsChannel.com.
Also see:
Institutional Holders of CAS
PH Historical PE Ratio
SIGI Dividend History
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

NTR April 17th Options Begin Trading

CF Industries Holdings, Inc. CF is benefiting from healthy nitrogen fertilizer demand in major markets and higher nitrogen prices amid headwinds from higher natural gas costs.
CF Industries, which is among the prominent players in the fertilizer space along with Nutrien Ltd. NTR, The Mosaic Company MOS and Intrepid Potash, Inc. IPI, is capitalizing on the growing global demand for nitrogen fertilizers, driven by strong agricultural activity. After pandemic-related challenges, industrial demand for nitrogen has recovered.
Global nitrogen requirement is expected to remain strong in the near future due to recovering industrial demand and farmer economics. High levels of corn-planted acres in the United States should drive the demand for nitrogen. Demand in North America is expected to be fueled by favorable farm economics. CF Industries is also seeing strong demand for urea from Brazil and India. Demand for urea is likely to remain strong in Brazil on higher corn plantings and in India, driven by low inventory levels.
Higher nitrogen prices have also contributed to a boost in CF Industries’ revenues. In the third quarter, net sales rose roughly 21% year over year to roughly $1.66 billion. Average selling prices increased year over year, driven by strong global nitrogen demand, supply disruptions due to geopolitical issues, and higher global energy costs. Looking ahead, CF should continue to benefit from favorable pricing trends.
CF Industries continues to focus on enhancing shareholder value by utilizing its strong cash flow. Net cash provided by operating activities was $1.06 billion in the third quarter, up around 14% year over year. CF returned $445 million to shareholders in the third quarter and around $1.3 billion in the first nine months of 2025. The company completed the $3 billion share repurchase program in October 2025. It started a new $2 billion share repurchase program effective through 2029.
The company, however, faces headwinds from higher natural gas prices, a key feedstock for nitrogen fertilizer. It has seen a notable rise in natural gas costs during the first nine months of 2025. The average cost of natural gas increased to $2.96 per MMBtu (million metric British thermal unit) in the third quarter from $2.10 per MMBtu a year ago. The same for the first nine months increased to $3.34 per MMBtu from $2.38 per MMBtu in the year-ago period. Natural gas prices have shot up in Europe and Asia due to constrained supply availability. Higher gas costs are expected to weigh on CF’s margins.
CF, in its third-quarter call, said that the global nitrogen outlook remains positive, supported by strong demand and tight supply. India, Brazil, and North America are driving robust fertilizer consumption, while inventories remain below average despite resumed Chinese exports. Supply constraints from high energy costs and limited gas availability continue to pressure producers in Europe and Asia.
Another prominent fertilizer maker, Nutrien expects record crop production prospects in the United States and strong demand for crop inputs. NTR raised potash sales volume guidance for 2025 to 14-14.5 million tons, driven by anticipated higher global demand.
Mosaic recently issued an update on fertilizer markets and preliminary selected fourth-quarter 2025 results. The company has been facing a challenging North American fertilizer demand due to pressure on grower economics and early winter weather. MOS sees fourth-quarter phosphate sales volumes of approximately 1.3 million tons and potash volumes of about 2.2 million tons, factoring in the challenging conditions.
Intrepid Potash saw a 15% increase in potash sales volumes to 62,000 tons in the third quarter. The solid increase in Intrepid Potash’s sales volumes was driven by a rise in production. IPI expects solid fertilizer demand driven by an improvement in the agriculture market and strong potash market fundamentals.
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