Agri Stock Boom: Why Agriculture Shares Are Surging and 5 Top Picks for 2025

Fresh momentum is building in the agriculture sector, and “agri stock” searches are surging as investors look for shelter from market volatility. Over the past two weeks the iGrow Agri Index—an equal-weighted basket of 20 U.S.–listed farming and input companies—has climbed 4.8 %, easily outpacing the S&P 500’s 1.3 % gain during the same period. Three forces are driving the move: 1. Fertilizer rebound Global fertilizer makers that were punished by last year’s commodity sell-off are rebounding on signs of tighter potash and phosphate supply. Mosaic (MOS) is up 3.3 % since Sept. 8, while Corteva (CTVA) has added 3.2 % on an analyst upgrade citing “pricing power into 2026”. CF Industries (CF) has rallied 6 % as natural-gas feedstock costs fall in the U.S., widening global ammonia margins. 2. Machinery orders surprise to the upside Channel checks point to stronger North American equipment orders ahead of the 2026 planting season. Deere & Company (DE) told dealers last week that it expects “mid-single-digit unit growth” next fiscal year, up from flat guidance in May. MarketBeat’s screen of high-momentum agriculture stocks now shows Deere, Ingersoll Rand and Bloom Energy at the top of institutional buy lists. 3. Record U.S. export outlook The U.S. Department of Agriculture lifted its FY 2025 farm-export forecast by $0.5 billion to $170.5 billion, the second-highest figure on record, citing stronger oilseed and livestock demand in Asia. Rising farm cash receipts translate into healthier balance sheets for seed, chemical and equipment suppliers. Hot agri stocks to watch • Nutrien (NTR): The world’s largest potash producer has broken a five-month downtrend; technicians see room to the $70 resistance zone if spot potash reaches $400/mt. • Bunge Global (BG): Fresh off its merger with Viterra, Bunge gains scale in grain origination just as Black Sea export volatility resurfaces. • Deere & Company (DE): Trading at 14× forward earnings vs. its 10-year average of 17×, Deere offers both growth and multiple-expansion potential. • Gladstone Land (LAND): The farmland REIT yields 3.4 % and benefits from inflation-linked lease escalators; water-rights optionality is an under-appreciated kicker. Risks on the horizon A sharp reversal in crop prices, particularly corn and soybeans, could temper farm purchasing power. Investors should also watch for further consolidation—rumors swirl that Corteva could target biological-inputs specialist Marrone Bio for its cereal portfolio. Finally, higher-for-longer interest rates keep a lid on highly leveraged small-cap agri plays; stick with balance-sheet strength. SEO takeaway For readers searching phrases like “best agri stock now,” “top agriculture stocks 2025,” and “agri share price outlook,” the sector’s improving fundamentals, supportive export data and relative value argue for keeping agri stocks on the radar. A diversified basket covering fertilizers, machinery and farmland REITs offers the cleanest way to harvest the coming growth cycle while managing commodity-price risk. Keep monitoring weekly WASDE updates and fall harvest reports; they will set the tone for agri stock performance into year-end.