Fertilizers and Agricultural Chemicals

CF Industries

Bank of America Raises CF Industries Price Target to $106 as Earnings Beat Expectations

Scotiabank Raises CF Industries' EPS Forecast for FY2027

Goldman Sachs Raises CF Industries Target Price

CF Industries released FY2026 Q1 earnings on May 6 After-Market EST, actual revenue USD 1.986 B (forecast USD 1.859 B), actual EPS USD 3.98 (forecast USD 2.7319)

CF Industries reports Q1 2026 net income of $615 million

Nitrogen Fertilizer Producers CF Industries and Nutrien Report Stronger Quarterly Earnings

CF Industries to Release FY2026 Q1 Earnings on May 6 After-Market EST, Forecast Revenue USD 1.853 B, EPS USD 2.7031

USDA Seeks Permit Related to CF Industries Ammonia Plant

Texas Teachers Retirement System Sells Off CF Industries Holdings Stock

Mizuho Analyst Maintains Sell Rating on CF Industries Holdings

Barclays Raises CF Industries Target Price to $130

RBC Raises CF Industries' Target Price to $125

CF Industries Holdings Sees Significant Decline in Short Position

CF Industries Reaches Settlement, Ends Ammonium Nitrate Agreement

CF Industries Expected to Produce 9.5 Million Tons of Ammonia in 2026 and Launch a $2 Billion Stock Repurchase Program

CF Industries released FY2025 annual earnings on February 18 After-Market (EST), actual revenue USD 0 (forecast USD 6.962 B), actual EPS USD 0 (forecast USD 8.7885)

CF Industries released FY2025 Q4 earnings on February 18 After-Market EST, actual revenue USD 1.872 B (forecast USD 1.785 B), actual EPS USD 2.59 (forecast USD 2.3458)

CF Industries reports Q4 net income of USD 404 million

CF Industries to Release FY2025 Q4 Earnings on February 18 After-Market (EST), Forecast Revenue USD 1.785 B, EPS USD 2.3469

CF Industries Starts Low-Carbon Fertilizer Supply Chain Pilot Project

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$100 invested in CF Industries Holdings 10 years ago would be worth $428.34 today, reflecting an average annual return of 16.56%. The company has outperformed the market by 3.12% annually, with a current market capitalization of $19.37 billion.

benzinga_article

$100 Invested In CF Industries Holdings 10 Years Ago Would Be Worth This Much Today

CF Industries Holdings (CF) reported stronger than expected quarterly earnings, benefiting from a tight global nitrogen fertilizer market. The stock has seen a 32.31% return over three months and a 166.05% return over five years. However, it is currently viewed as slightly overvalued at $125.24 compared to a fair value of $120.95. Investors are cautioned about potential overestimation of future earnings due to market conditions. The P/E ratio of 10.9x is below the fair ratio of 15.3x, indicating possible mispricing.

Simplywall

A Look At CF Industries (CF) Valuation After Strong Earnings And Nitrogen Market Momentum

CF Industries Holdings Inc. (CF) shares rose 2.26% to $125.24 on a weak trading day for the market, outperforming competitors like Mosaic Co. and Westlake Corp. The stock's rise ended a two-day losing streak but remains 11.78% below its 52-week high of $141.96. Trading volume was 2.8 million, below the 50-day average of 5.1 million.

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CF Industries Holdings Inc. Stock Outperforms Competitors On Strong Trading Day

CF Industries Holdings (CF) is currently priced at $122.97, showing a 45.1% return over the past year. A Discounted Cash Flow (DCF) analysis suggests the stock is undervalued by 45.6%, with an estimated intrinsic value of $225.84 per share. Additionally, the company's P/E ratio of 10.75x is significantly below the industry average of 23.95x, indicating further undervaluation. Investors are encouraged to consider different valuation narratives to assess future performance and fair value estimates, which range from $85 to $126.

Is It Too Late To Reassess CF Industries (CF) After Its Strong 2025 Rally?

CF Industries Holdings Inc. (CF) shares fell 2.02% to $122.97 on Thursday, underperforming in a generally positive market where the S&P 500 rose 0.77%. This marks the second consecutive day of losses for CF, which is now 13.38% below its 52-week high of $141.96. Competitors like Mosaic Co. (MOS) and Westlake Corp. (WLK) also saw declines, but less severe. Trading volume for CF was 2.3 million, significantly below its 50-day average of 5.2 million.

CF Industries Holdings Inc. Stock Underperforms Thursday When Compared To Competitors

Bank of America has raised its price target for CF Industries (NYSE:CF) from $103.00 to $106.00, indicating a potential downside of 13.99% from the current stock price. Various analysts have provided mixed ratings, with two giving a Strong Buy, four a Buy, nine a Hold, and three a Sell. CF Industries reported strong earnings, exceeding estimates with $3.98 EPS and $1.99 billion in revenue. The stock opened at $123.25, with a market cap of $18.93 billion and a PE ratio of 11.08.

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Principal Financial

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH INT NON CUM PFD QQ

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '5'

BANK OF AMERICA CORPORATION 7.25% NON-CUM PERP CONV PFD SER L

BANK OF AMERICA CORPORATION 5.875%NON CUM DEP SHS REP1/1000TH SER HH

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '2'

BANK OF AMERICA CORPORATION 5% DEP SHS REPR 1/1000TH NON CUM PFD LL

BANK OF AMERICA CORPORATION DEP SHARES REP 1/1000TH PERP PFD SER 'E'

BANK OF AMERICA CORPORATION INCOME CAPITAL OBLIG NTS DUE 15/12/2066

BANK OF AMERICA CORPORATION 4.375% DP SH RP 1/1000TH IN NON CU PF NN

BANK OF AMERICA CORPORATION DEP SH REP 1/1200TH PRF SER 1 USD25

BANK OF AMERICA CORPORATION 5.375%DEP SHS REP 1/1000TH NON CUM SR KK

BANK OF AMERICA CORPORATION 6%NON CUM DEP SHS EACH REP 1/1000 SER GG

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200 PFD SER 4 USD25

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH NON CUM PFD SER SS

BANK OF AMERICA CORPORATION 4.125%DEP SH REP 1/1000 PFD SER PP USD25

Bank of America Corp

Bank of America Forecasts Strong Price Appreciation for CF Industries (NYSE:CF) Stock

CF Industries Holdings Inc. (CF) shares fell 3.75% to $125.50 on Wednesday, breaking a two-day winning streak. This decline occurred during a mixed trading session, with the S&P 500 rising 0.58% and the Dow Jones falling 0.14%. CF's stock is currently 11.59% below its 52-week high of $141.96. In comparison, Mosaic Co. (MOS) rose 1.74%, while Westlake Corp. (WLK) dropped 4.42%. Trading volume was 3.0 million, below the 50-day average of 5.2 million.

CF Industries Holdings Inc. Stock Underperforms Wednesday When Compared To Competitors

Yesterday's closing, CF Industries' stock price rose by 4.75%, closing at $130.39, with a trading volume of approximately $459 million, showing significant capital inflow. The MACD daily line established a bullish signal above the zero axis, combined with a nearly 5% single-day increase, indicating that buying power is accelerating. A strong phase pattern has begun to take shape. The amplitude between the intraday highs and lows is moderate, with bulls steadily pushing up rather than making sharp moves, indicating high quality in the trend. Overall, the upward momentum of the leading fertilizer sector is gradually being released. On the news front, the ongoing global inflationary pressure is one of the core logics behind CF Industries' recent strength. In April, the U.S. CPI rose by 3.8% year-on-year, reaching a three-year high, with energy and food prices leading the increase. Oil prices breaking above $104 directly raised the upstream costs of fertilizer production, while rising agricultural product prices boosted the willingness of downstream growers to purchase fertilizers. Under the logic of the "price increase chain," the profitability of fertilizer companies is being revalued by the market. Additionally, ongoing geopolitical conflicts continue to disrupt the global food supply chain, and the uncertainty in the Middle East further strengthens the defensive attributes of the agricultural input sector. From a technical perspective, $130 is an important round number and psychological price level, which has successfully been surpassed. A bullish arrangement of short-term moving averages is forming, and if subsequent trading volume maintains a moderate increase, the conditions for upward expansion are quite sufficient. The fertilizer sector's position in the inflation trading theme has been elevated, and other targets within the sector are also showing signs of capital inflow, with the linkage effect strengthening

Technical Forecast

Pre-market trend | CF Industries (CF) surged nearly 5% on 5/12, is the fertilizer leader gearing up for a breakthrough?

CF Industries Stock: Is Wall Street Bullish or Bearish?

Barchart Option

CF Industries Stock: Is Wall Street Bullish or Bearish?

CF Industries(CF.US)

$100 Invested In CF Industries Holdings 10 Years Ago Would Be Worth This Much Today

A Look At CF Industries (CF) Valuation After Strong Earnings And Nitrogen Market Momentum

CF Industries Holdings Inc. Stock Outperforms Competitors On Strong Trading Day

Is It Too Late To Reassess CF Industries (CF) After Its Strong 2025 Rally?

CF Industries Holdings Inc. Stock Underperforms Thursday When Compared To Competitors

Bank of America Forecasts Strong Price Appreciation for CF Industries (NYSE:CF) Stock

CF Industries Holdings Inc. Stock Underperforms Wednesday When Compared To Competitors

Pre-market trend | CF Industries (CF) surged nearly 5% on 5/12, is the fertilizer leader gearing up for a breakthrough?

CF Industries Stock: Is Wall Street Bullish or Bearish?