Key Takeaways
- Agriculture stocks posted a mixed week with 10 of 19 tracked names declining, as fertilizer producers diverged sharply: CF Industries surged 7.03% on tight global nitrogen supply while Nutrien partially recovered (+4.97%) after last week's earnings-driven selloff.
- John Deere extended its recent equipment-sector pressure, declining 2.41% to $561.83 — its second consecutive weekly loss — while AGCO slipped 3.18% to $113.28 and Lindsay Corp fell 3.69% to $105.33 despite no fresh negative news flow.
- Local Bounti reversed its prior-week −22.43% plunge with a sharp +21.29% rebound to $1.88, accompanying Q1 2026 results showing 15% revenue growth and 35% adjusted EBITDA improvement as the network reached full utilisation.
- Bayer AG recovered 1.78% to EUR 37.71 as Bayer Crop Science reported 17.9% EBITDA growth in Q1 2026 with soybean seed and traits sales doubling — arresting three consecutive weeks of declines.
- FMC Corporation bounced 4.73% to $14.17 from last week's 9.46% decline, offering a partial technical recovery after the India commercial business sale announcement; Biotalys extended its gains with a further +5.93% to EUR 2.86.
Agriculture Stocks: Weekly Performance Overview (May 11 – 18, 2026)
| Company | Exchange (Ticker) | Opening Price | Closing Price | Weekly Change | Key Company Latest News |
|---|---|---|---|---|---|
| John Deere | NYSE (DE) | $575.71 | $561.83 | -2.41% | — |
| Corteva | NYSE (CTVA) | $81.26 | $82.21 | +1.17% | Corteva Confirms Indianapolis HQ for New Corteva and Johnston, Iowa for Vylor Ahead of Q4 2026 Separation |
| FMC | NYSE (FMC) | $13.53 | $14.17 | +4.73% | — |
| UPL | NSE/BSE (UPL) | ₹641.10 | ₹628.00 | -2.04% | — |
| Nutrien Corp | NYSE/TSX (NTR) | CAD 93.79 | CAD 98.45 | +4.97% | — |
| CNH Industrial | NYSE (CNHI) | $10.63 | $10.43 | -1.88% | — |
| Bayer AG | ETR (BAYN) | EUR 37.05 | EUR 37.71 | +1.78% | Bayer Crop Science Reports 17.9% EBITDA Growth in Q1 2026 as Soybean Seed and Traits Sales Double |
| AGCO Corporation | NYSE (AGCO) | $117.00 | $113.28 | -3.18% | — |
| Kubota Corp | TYO (6326) | JPY 2853 | JPY 2818 | -1.23% | — |
| Biotalys N.V. | EBR (BTLS) | EUR 2.70 | EUR 2.86 | +5.93% | — |
| ADM | NYSE (ADM) | $78.14 | $80.40 | +2.89% | — |
| The Mosaic Company | NYSE (MOS) | $21.95 | $21.76 | -0.87% | — |
| CF Industries | NYSE (CF) | $117.01 | $125.24 | +7.03% | — |
| DuPont de Nemours Inc. | NYSE (DD) | $49.79 | $49.31 | -0.96% | — |
| Farmland Partners Inc. | NYSE (FPI) | $10.56 | $10.16 | -3.79% | — |
| Lindsay Corp | NYSE (LNN) | $109.36 | $105.33 | -3.69% | — |
| Local Bounti | NYSE (LOCL) | $1.55 | $1.88 | +21.29% | Local Bounti Reports 15% Revenue Growth in Q1 2026 and 35% Adjusted EBITDA Improvement as Network Reaches Full Utilisation |
| Bunge Global SA | NYSE (BG) | $125.00 | $122.45 | -2.04% | — |
| HydroFarm Holdings | NASDAQ (HYFM) | $1.03 | $1.00 | -2.91% | Hydrofarm Holdings Group Reports Q1 2026 Results Amid Ongoing Restructuring |
All prices sourced from public market data. Week of May 11–18, 2026.
Agriculture stocks posted a mixed week for the period ending May 18, with 9 of 19 tracked names closing higher as fertilizer producers diverged sharply and small-cap CEA names whipsawed again. The macro backdrop was shaped by urea's 5.39% recovery to $577/T and DAP's 4.62% climb to $792.50/T on India's landmark 1.35 million-ton procurement — for the full nutrient picture, see the iGrowNews fertilizer prices weekly update. Agricultural commodity markets were mixed: wheat extended its rally (+3.03%) on bearish USDA WASDE supply signals while corn slipped 1.68% and soft commodities continued their multi-week corrections — full detail in the iGrowNews agricultural commodities weekly update.
Fertilizer Stocks: CF Industries Leads; Nutrien Partially Recovers
CF Industries (NYSE: CF) posted the week's largest gain among fertilizer names, surging 7.03% to $125.24 from an opening of $117.01 — extending its role as the most reactive nitrogen proxy in the tracked universe. No new company-specific news was attached to the move; the advance likely reflects the constructive read-through from urea's recovery to $577/T and ongoing Strait of Hormuz supply constraints, which Goldman Sachs and World Bank analysts have warned could push the global fertilizer price index more than 30% higher year-on-year if disruptions persist through end of Q2 2026.
