CF Industries to Present at BofA 2026 Global Agriculture Conference

Written by Emily J. Thompson, Senior Investment Analyst

Source: Businesswire

Updated: 2 days ago

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CF+0.53%

Should l Buy CF?

Source: Businesswire

Conference Announcement: CF Industries will present at the BofA 2026 Global Agriculture and Materials Conference on February 25, 2026, at 9:45 AM ET, showcasing its strategic direction in the agriculture sector, which is expected to attract investor interest.
Live Webcast: Investors can access the live conference webcast through the Investor Relations section of the company's website, with a replay available for 180 days post-event, ensuring that those unable to attend live can still access critical information.
Company Mission: CF Industries is committed to providing clean energy sustainably to meet global needs, emphasizing safe and reliable operations and environmental stewardship, showcasing its leadership in decarbonizing the ammonia production network to promote low-carbon hydrogen and nitrogen products.
Global Infrastructure: The company's manufacturing complexes in the U.S., Canada, and the U.K., along with an unparalleled storage, transportation, and distribution network in North America, underpin its strategy to accelerate the global transition to clean energy, highlighting its unique competitive advantages.

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Analyst Views on CF

Wall Street analysts forecast CF stock price to fall

11 Analyst Rating

3 Buy

7 Hold

1 Sell

Hold

Current: 94.160

Low

78.00

Averages

91.60

High

110.00

Current: 94.160

Low

78.00

Averages

91.60

High

110.00

Rothschild & Co Redburn

Neutral -> Sell

downgrade

$72

2026-02-04

Reason

Rothschild & Co Redburn

Price Target

$72

AI Analysis

2026-02-04

downgrade

Neutral -> Sell

Reason

Rothschild & Co Redburn downgraded CF Industries to Sell from Neutral with a $72 price target. The firm expects "normalizing" fertilizer prices to erode CF's profitability. The company's losses will not be offset by falling natural gas costs, the analyst tells investors in a research note. Rothschild believes the low-cost producers like CF are most adversely affected in a flattening cost-curve environment.

Scotiabank

Sector Perform -> Hold

downgrade

$90 -> $82

2026-02-02

Reason

Scotiabank

Price Target

$90 -> $82

2026-02-02

downgrade

Sector Perform -> Hold

Reason

Scotiabank lowered the firm's price target on CF Industries to $82 from $90 and keeps a Sector Perform rating on the shares. The firm sees several reasons to be cautious on fertilizers following the spring, the analyst tells investors. Scotiabank notes CF Industries is moving closer to Sell territory.

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About CF

CF Industries Holdings, Inc. is a global manufacturer of hydrogen and nitrogen products. The Company is focused on decarbonizing its ammonia production network to enable low-carbon hydrogen and nitrogen products for energy, fertilizer, emissions abatement and other industrial activities. The Company's segments include Ammonia, Granular Urea, UAN, AN and Other. Ammonia segment produces anhydrous ammonia (ammonia), which is the base product that it manufactures (containing 82% nitrogen and 18% hydrogen). Granular Urea segment produces granular urea, which contains 46% nitrogen. UAN segment produces urea ammonium nitrate solution (UAN). AN segment produces ammonium nitrate (AN). Other segment primarily includes products, such as diesel exhaust fluid (DEF), urea liquor and nitric acid. Its manufacturing complexes in the United States, Canada, and the United Kingdom, a storage, transportation and distribution network in North America, and logistics capabilities enable a global reach.

About the author

Emily J. Thompson

Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.

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