The Globe and Mail reports in its Tuesday, May 12, edition that Scotia Capital analyst Ben Isaacson continues to rate Nutrien "sector perform." The Globe's David Leeder writes in the Eye On Equities column that Mr. Isaacson gave his share target a $5 boost to $80 (all figures U.S.). Analysts on average target the shares at $84.38. Mr. Isaacson says in a note: "We're warming up to Nutrien, despite downside risk to N [nitrogen] prices near-term, as well as regional challenges to grower economics. Over the past six months, we've seen four positive changes to the Nutrien story. First, significant company-based (controllable) improvements by the leadership team, such as capital allocation story/execution, portfolio high-grading, and better operating rates. Second, we're also seeing significant market-based (non-controllable) improvements. Not only is N now structurally higher for at least 3/4/5 years, but there is now also much greater asymmetric N price risk to the upside, going forward. Third, we could see more stable K demand growth over the coming quarters, as the P [phosphate] market looks stuck in the mud. Fourth, we like the company's mid-May confidence on its '26 Retail guide."