Core Viewpoint - The article discusses the investment positions held by the author in specific companies, indicating a long position in YARIY and BAYZF, which may suggest a positive outlook on these stocks [1]. Group 1 - The author has a beneficial long position in the shares of YARIY and BAYZF, either through stock ownership, options, or other derivatives [1]. - The article expresses the author's personal opinions and is not receiving compensation for it, aside from Seeking Alpha [1]. Group 2 - The article emphasizes that it should not be considered financial advice, as the author is not a licensed financial advisor [2]. - Investors are encouraged to conduct their own due diligence and research prior to making any investment decisions [2]. - The article highlights the risks associated with short-term trading, options trading, and futures trading, which may not be suitable for all investors [2].

Core Viewpoint - Analysts expect CF Industries to report quarterly earnings of $2.50 per share, reflecting a year-over-year increase of 32.3%, with revenues projected at $1.79 billion, up 17.3% from the previous year [1] Earnings Estimates - Changes in earnings estimates are crucial for predicting investor reactions, with empirical studies showing a strong relationship between earnings estimate revisions and short-term stock performance [2] Key Metrics Forecast - Analysts project 'Net Sales- Ammonia' at $570.71 million, indicating a year-over-year change of -0.2% [4] - 'Net Sales- Granular Urea' is expected to reach $423.03 million, reflecting a change of +21.6% from the prior year [4] - 'Net Sales- UAN (urea ammonium nitrate)' is forecasted at $560.37 million, suggesting a year-over-year increase of +50.6% [4] Sales Volume Estimates - 'Sales volume by product - Ammonia' is estimated at 1165 thousand tons, down from 1240 thousand tons year-over-year [5] - 'Sales volume by product - Granular Urea' is projected at 1022 thousand tons, up from 1002 thousand tons in the same quarter last year [6] - 'Sales volume by product - UAN' is expected to reach 1694 thousand tons, compared to 1613 thousand tons year-over-year [6] Average Selling Price - The average selling price per ton of 'Granular Urea' is estimated at $412.49, up from $347.00 a year ago [7] - The average selling price per ton of 'Ammonia' is projected at $485.54, compared to $461.00 in the same quarter last year [7] Other Sales Volume - 'Sales volume by product - Other Sales volume' is expected to be 581 thousand tons, compared to 535 thousand tons year-over-year [8] - 'Sales volume by product - AN (ammonium nitrate)' is projected at 244 thousand tons, down from 357 thousand tons in the same quarter last year [8] Stock Performance - Over the past month, shares of CF have returned +8.7%, while the Zacks S&P 500 composite has changed by -2% [9] - CF currently holds a Zacks Rank 3 (Hold), indicating that its performance may align with the overall market in the near future [9]

Core Viewpoint - Nutrien is expected to report quarterly earnings of $0.87 per share, reflecting a significant increase of 180.7% year-over-year, with revenues projected at $5.21 billion, a 2.5% increase compared to the previous year [1]. Earnings Estimates - The consensus EPS estimate has been revised downward by 2.8% in the last 30 days, indicating a reassessment by analysts [2]. - Changes in earnings estimates are crucial for predicting investor reactions, as empirical studies show a strong correlation between earnings estimate revisions and short-term stock performance [3]. Revenue Projections - The consensus estimate for 'Sales- Retail (Nutrient Ag Solutions)- Total' is $3.21 billion, indicating a year-over-year change of +1.1% [5]. - 'Sales- Potash' is expected to reach $804.40 million, suggesting a year-over-year increase of +37% [5]. - Analysts predict 'Sales- Nitrogen' will be approximately $1.09 billion, reflecting a decrease of -7.6% from the prior-year quarter [5]. - 'Sales- Phosphate' is projected at $513.52 million, indicating a +9% change from the previous year [6]. Sales Volumes - 'Potash - Sales volumes - Total' is expected to be 2877 thousand tons, up from 2758 thousand tons reported in the same quarter last year [6]. - 'Nitrogen - Sales volumes - Total' is projected at 2668 thousand tons, down from 2914 thousand tons in the same quarter last year [7]. - 'Phosphate - Sales volumes - Total' is estimated at 663 thousand tons, compared to 608 thousand tons reported in the same quarter last year [8]. - 'Potash - Sales volumes - North America' is expected to be 790 thousand tons, an increase from 718 thousand tons year-over-year [9]. Average Selling Prices - The average selling price for 'Phosphate - Industrial and feed' is forecasted to be $714 per tonne, down from $812 per tonne in the same quarter last year [7]. - The average selling price for 'Phosphate - Total' is expected to be $574 per tonne, compared to $671 per tonne reported in the same quarter last year [8]. Market Performance - Over the past month, Nutrien's shares have increased by +10.4%, while the Zacks S&P 500 composite has decreased by -0.3% [11]. - Nutrien currently holds a Zacks Rank 1 (Strong Buy), indicating potential outperformance in the near future [11].

Group 1 - Bion Environmental Technologies, Inc. is a leader in advanced organic fertilizers derived from manure and organic waste, focusing on sustainable agricultural solutions [1][3] - The company’s patented Ammonia Recovery System (ARS) converts ammonia from biogas into high-value organic nitrogen fertilizers, addressing environmental pollution and enhancing the economics of organic farming [3] - Bion's business model aligns with global trends towards circular economy practices and low-carbon agriculture, positioning the company favorably in the market [3] Group 2 - The recent podcast featuring Craig Scott, Bion's CEO, highlights the company's innovative approach and acknowledges the speculative nature of its business while emphasizing progress made [2][3] - Hackett Advisors, which published the Agricultural Smart Money Insiders Report, provides commodity market analysis and has featured Bion without compensation, indicating a growing interest in the company's market potential [2]

HOUSTON, Feb. 11, 2026 (GLOBE NEWSWIRE) -- Itafos Inc. (TSX-V: IFOS) (OTCQX: ITFS) (the “Company”) today announces its preliminary, unaudited Q4 2025 operational highlights and guidance for 2026. CEO Commentary “2025 marked another exceptional year for Itafos. Operating in a safe manner is our first priority, and I am proud to report that the Company had no reportable environmental releases and a Total Recordable Incident Frequency Rate (“TRIFR”) of 0.56, down from 0.86 in 2024”, said David Delaney, Chief E ...

Company Overview - CF Industries Holdings, Inc. has a market cap of $14.4 billion and is a global manufacturer of hydrogen and nitrogen-based products, serving various markets including energy, fertilizer, emissions abatement, and industrial sectors across North America, Europe, and other regions. Key products include ammonia, urea, urea ammonium nitrate, and ammonium nitrate [1] Stock Performance - Over the past 52 weeks, CF stock has risen by 10.1%, underperforming the S&P 500 Index, which gained nearly 14%. However, on a year-to-date basis, CF shares have increased by 19.8%, significantly outperforming the S&P 500's 1.3% return [2] - The stock has also lagged behind the State Street Materials Select Sector SPDR ETF, which gained 16.8% over the same period [3] Recent Financial Results - Following the Q3 2025 results released on November 5, shares of CF Industries fell by 4.2%. Investors were concerned about higher cost pressures, particularly the increase in realized natural gas costs from $2.10 per MMBtu a year earlier to $2.96 per MMBtu. Additionally, sales volumes declined year-over-year to 4.5 million tons from 4.8 million tons, raising concerns about near-term volume momentum, despite net sales growing to $1.66 billion [5] Earnings Expectations - For the fiscal year ending December 2025, analysts expect CF's EPS to grow by 32.2% year-over-year to $8.91. The company has a promising earnings surprise history, having beaten consensus estimates in the last four quarters. Among 19 analysts covering the stock, the consensus rating is a "Hold," with four "Strong Buy" ratings, 13 "Holds," one "Moderate Sell," and one "Strong Sell" [6] Analyst Ratings and Price Targets - On January 30, Joshua Spector of UBS maintained a "Hold" rating on CF Industries Holdings with a price target of $86. The stock is currently trading above the mean price target of $90.11, while the highest price target of $110 implies a potential upside of 18.5% from current levels [8]

HOUSTON, Feb. 09, 2026 (GLOBE NEWSWIRE) -- Itafos Inc. (TSX-V: IFOS) (OTCQX: ITFS) (“Itafos” or the “Company”) is pleased to announce that, further to its news release on January 27, 2026, it has filed the National Instrument 43-101 – Standards of Disclosure for Mineral Projects (“NI 43-101”) technical report to support the updated preliminary economic assessment (“PEA”) for the Arraias phosphate project, a phosphate mine project located in Tocantins, Brazil. The technical report, entitled “NI 43-101 Techni ...

Group 1: Company Overview - Brazil Potash Corp. aims to become Brazil's largest potash fertilizer mining company, presenting a unique investment opportunity in a market traditionally reliant on imports [1] - The Autazes project has a mining capacity of 2.4 million tons, which could supply approximately 17% of Brazil's current potash demand, challenging foreign importers [2] Group 2: Business Strategy - The company employs an import-substitution strategy, leveraging the Autazes project's strategic positioning to offer potash at approximately half the cost of imported alternatives, ensuring a comfortable margin [3] - With an estimated 43 times shorter delivery time, the project provides significant supply chain flexibility for Brazilian farmers, leading to 91% of planned annual production secured through binding agreements [4] Group 3: Financial Outlook - Currently in the pre-revenue stage, the company is focused on securing construction financing and advancing infrastructure development, backed by an experienced executive team [5] - The current market cap of $135 million may undervalue the company, with management projecting a steady annual EBITDA of $1 billion at full production, indicating potential for share rerating if project execution is successful [6]

Core Viewpoint - CF Industries Holdings, Inc. is a significant player in the agricultural fertilizer industry, providing essential nutrients to enhance crop yields and competing with major companies like Nutrien and Mosaic [1] Group 1: Stock Performance - Scotiabank set a price target of $82 for CF Industries, while the stock was trading at $89.40, approximately 8.28% above the target [2] - The current stock price is $89.34, reflecting a decrease of 4.17% or $3.89 from previous levels, with fluctuations between $88.78 and $92.14 on the same day [2][5] - Over the past year, CF Industries' stock has experienced significant volatility, reaching a high of $104.45 and a low of $67.34 [4] Group 2: Financials and Dividends - CF Industries announced a quarterly dividend of $0.50 per share, payable on February 27, 2026, to shareholders recorded by February 13, 2026, indicating a commitment to returning value to shareholders [3][5] - The company's market capitalization is approximately $14.47 billion, with a trading volume of 929,009 shares on the NYSE [3][5] Group 3: Upcoming Financial Results - The company is scheduled to release its fourth quarter and full year 2025 financial results on February 18, 2026, after market close, followed by a conference call to discuss these results [4]

Core Viewpoint - The Mosaic Company (MOS) has experienced underperformance in the market over the past year, but shows potential for growth in the current fiscal year with expected earnings growth. Group 1: Company Overview - The Mosaic Company, based in Tampa, Florida, specializes in manufacturing and distributing concentrated phosphate and potash crop nutrients, with a market cap of $8.7 billion [1] - The company operates mines producing key agricultural products such as diammonium phosphate, monoammonium phosphate, and ammoniated phosphate, and also manufactures phosphate-based animal feed additives under the Biofos and Nexfos brands [1] Group 2: Market Performance - Over the past year, MOS shares have declined by 3.8%, while the S&P 500 Index has increased by nearly 14.3% [2] - In 2026, MOS stock has risen by 14.2%, outperforming the S&P 500's 1.4% increase on a year-to-date basis [2] - Compared to the VanEck Agribusiness ETF (MOO), which gained about 14.5% over the past year, MOS has outperformed the ETF's 10.3% gains year-to-date [3] Group 3: Factors Influencing Performance - The underperformance of MOS is attributed to a 20% decline in North American phosphate shipments in Q4 and weak potash demand due to economic pressures on growers and early winter weather [5] Group 4: Earnings Expectations - For the fiscal year ending December 2025, analysts project MOS' earnings per share (EPS) to grow by 28.3% to $2.54 on a diluted basis [6] - The company's earnings surprise history is mixed, with two beats and two misses in the last four quarters [6] Group 5: Analyst Ratings and Price Targets - Among 18 analysts covering MOS stock, the consensus rating is a "Moderate Buy," consisting of seven "Strong Buy" ratings and 11 "Holds" [6] - The mean price target for MOS is $32.12, indicating a 16.8% premium to current price levels, while the highest price target of $38 suggests a potential upside of 38.2% [8]