Get all premium features to the best stock analysis tool

With roughly one-third of global fertilizer seaborne trade passing through the Strait of Hormuz, the Middle East conflict has severely disrupted agricultural supply chains. Most fertilizer and agriculture stocks carry Hold Quant Ratings, reflecting weakness in key factors such as growth, valuation, profitability, and earnings revisions. This analysis focuses on companies on the industrial side of agriculture, including a potash producer and a food ingredient and feedstock processor.

Intrepid Potash, Inc. is the only dedicated U.S.-based potash producer, offering unique domestic exposure but facing significant scale and volatility risks. IPI's fundamentals remain weak: limited revenue growth, sub-5% operating margins, no dividend, and high valuation at 30-50x+ P/E versus peers at 9-14x. Momentum and geopolitical factors have driven recent stock surges, but long-term prospects are constrained by commodity exposure, execution risks, and lack of sustained profitability.

IPI posts Q4 adjusted profit as revenue jumps 36%, driven by strong Trio and potash performance, while the company outlines its 2026 production outlook.

Intrepid Potash, Inc. (IPI) Q4 2025 Earnings Call Transcript

Does Intrepid Potash (IPI) have what it takes to be a top stock pick for momentum investors? Let's find out.

CANONSBURG, Pa., March 4, 2026 /PRNewswire/ -- Publication of an updated Technical Report Summary ("TRS") by Intrepid Potash, Inc. (NYSE:IPI) has confirmed the long-term viability of the White Silver Lithium Project, which will recover 5,000 tons per year of battery-grade lithium carbonate from an industrial brine by-product stream at Intrepid's Potash facility in Wendover, Utah.

DENVER--(BUSINESS WIRE)--Intrepid Potash, Inc. (NYSE:IPI) ("Intrepid", the "Company", "we", "us" and "our") today reports its financial results for the fourth quarter and full year ("FY") 2025. Fourth Quarter and FY 2025 Highlights & Management Commentary In 2025, we experienced steady demand for our fertilizer products underscored by record Trio® sales volumes, solid unit economics, and increasing pricing throughout the year, with our key financial highlights including: Total sales of $75.