Intrepid Potash, Inc. (IPI)

Intrepid Potash's stock price increased by 28.5% since January 1, 2025, trading at approximately $28.1750 as of October 26, 2025. In July 2025, the stock was trading near its 52-week high of $39.01. The company announced its second-quarter 2025 results on August 6, 2025, reporting $0.45 EPS, significantly topping analysts' estimates of $0.17, and announced the date for its third-quarter 2025 earnings release as November 5, 2025. In August 2025, an analyst downgraded Intrepid Potash to a "Sell" rating due to revised EPS and production forecasts, and as of October 27, 2025, the consensus analyst rating for IPI is "Strong Sell" with a 12-month price target of $23.00. There was significant insider selling activity in May and July 2025. In October 2025, articles highlighted Intrepid Potash as a U.S. potash producer with a "fortress balance sheet and a solid future."

Demand for Intrepid Potash's products is influenced by agricultural seasonality, with increased demand typically seen before spring planting seasons. Historically, the fertilizer sector has shown a trend of moving higher from August to December. Global demand for fertilizers is also driven by factors such as low grain inventories, anticipation of higher grain prices, and global food security concerns. Off-season conditions and factors like declining palm oil prices can lead to weaker fertilizer demand.

Intrepid Potash, Inc. is a leading U.S.-based producer and marketer of potash and related specialty fertilizer products, operating within the Basic Materials sector. Its primary business revolves around potassium chloride, also known as muriate of potash (MOP), a crucial nutrient for agricultural applications. In addition to MOP, Intrepid Potash produces Trio®, a specialty fertilizer, magnesium chloride, and sodium chloride (salt). The company also provides water products and oilfield solutions, utilizing solution mining, solar evaporation, and conventional underground mining techniques.

Intrepid Potash, Inc. is headquartered in Denver, Colorado, with principal operating sites and mines located in the Western U.S., specifically in Carlsbad, New Mexico; Moab, Utah; and Wendover, Utah. The company's logistics network facilitates distribution to domestic agricultural regions across the Midwest and supports export channels to Canada, Latin America, and parts of Asia.

Intrepid Potash's reputation has been primarily discussed in the context of its financial performance and market position. The company has been recognized as the only U.S. producer of muriate of potash, and news in October 2025 highlighted the company's "fortress balance sheet" and "solid future." Some analyses have presented Intrepid Potash as a potentially undervalued stock with growth potential. However, there have also been less favorable assessments, such as an analyst downgrade to a "Sell" rating in August 2025 and a "Strong Sell" consensus rating from analysts as of October 2025.

Intrepid Potash, Inc. has a mixed ownership structure comprising institutional, retail, and individual investors. Institutional investors hold a significant portion of the company's stock, with major shareholders including BlackRock, Inc., Dimensional Fund Advisors Lp, and Vanguard Group Inc. Insiders own approximately 19.44% of the company's stock, with Robert P. Jornayvaz III being the largest individual shareholder. The general public holds around 20% to 33.62% ownership.