The Globe and Mail reports in its Tuesday edition that Scotia Capital analyst Ben Isaacson is sticking with his "sector perform" call on Nutrien. The Globe's David Leeder writes in the Eye On Equities column that Mr. Isaacson's share target climbed $8 to $70 (all figures U.S.). Analysts on average target the shares at $68.64. Mr. Isaacson says in a note: "We see several reasons to be cautious on the ferts post-spring, although the price/margin starting point for the debate looks higher than previously thought, particularly for N+K. In other words, we're revising '26 higher, but with little enthusiasm to chase stocks past spring. First, merchant ammonia outages are winding down, new export supply is ramping concurrently and Trinidad has not skipped a beat. Also, China could offer significant urea exports this summer -- when global demand is weakest. That said, Iran remains the No. 1 wildcard, near-term. Second, we're calling a P stripping margin bottom, as the market balance should tighten when demand recovers/normalizes. This is further supported by downside price risk to ammonia/sulphur. ... We think Nutrien is now fairly valued, where idiosyncratic positive catalysts could be offset by 2H N+K margin compression."