CF Industries' stock rose 3.30% as it reached a 20-day high amid a challenging market environment where both the Nasdaq-100 and S&P 500 fell by 1.32%.
The company maintains its forecast of producing 10 million tons of ammonia by 2025, driven by tight global nitrogen supply and low inventories, which are expected to ensure robust demand across North America, India, and Brazil. Additionally, CF Industries reported a 6% earnings beat in Q3, with high ammonia network utilization, further solidifying its leadership in the nitrogen fertilizer market. Analysts have raised price targets to $95, indicating potential for the stock to break long-term resistance.
This positive outlook on production and earnings reflects CF Industries' strong position in the market, suggesting that the company is well-prepared to capitalize on increasing demand for nitrogen fertilizers, which could lead to further stock appreciation.
Wall Street analysts forecast CF stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for CF is 91.60 USD with a low forecast of 78.00 USD and a high forecast of 110.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
11 Analyst Rating
Wall Street analysts forecast CF stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for CF is 91.60 USD with a low forecast of 78.00 USD and a high forecast of 110.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
3 Buy
7 Hold
1 Sell
Hold
Current: 94.030
Low
78.00
Averages
91.60
High
110.00
Current: 94.030
Low
78.00
Averages
91.60
High
110.00
BofA
Underperform
downgrade
$83 -> $78
2026-01-08
Reason
BofA
Price Target
$83 -> $78
AI Analysis
2026-01-08
downgrade
Underperform
Reason
BofA lowered the firm's price target on CF Industries to $78 from $83 and keeps an Underperform rating on the shares. The firm is updating its price targets for Chemicals under its coverage, the analyst tells investors. Commodities face another year of growing oversupply, specialties continue to manage an inconsistent backdrop, and agriculture presents a more mixed setup, the firm adds. BofA highlights that there are areas for optimism, with several possible catalysts for the stocks including PMI indicators shifting positive, rate cuts, and potential capacity rationalization in China. The firm cautions, however, that these catalysts are too new to rely on.
Mizuho
Neutral
downgrade
$92 -> $88
2025-12-18
Reason
Mizuho
Price Target
$92 -> $88
2025-12-18
downgrade
Neutral
Reason
Mizuho lowered the firm's price target on CF Industries to $88 from $92 and keeps a Neutral rating on the shares as part of its 2026 outlook for the chemicals, agriculture and packaging sector. China's increased exports are weighing on most basic chemical markets, the analyst tells investors in a research note. Mizuho believes the March quarter is set to begin as weak as the December quarter ended for most companies.
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RBC Capital
Sector Perform
downgrade
$95 -> $90
2025-12-10
Reason
RBC Capital
Price Target
$95 -> $90
2025-12-10
downgrade
Sector Perform
Reason
RBC Capital lowered the firm's price target on CF Industries to $90 from $95 and keeps a Sector Perform rating on the shares as part of a broader research note previewing 2026 for Fertilizers names. The firm sees steady ag/fertilizer fundamentals in 2026, with a constructive ag backdrop, solid demand, and limited new supply, but also believes that the stock is "fairly valued" despites its "solid" cash generation, the analyst tells investors in a research note.
CIBC
Hamir Patel
Neutral
initiated
$87
2025-12-02
Reason
CIBC
Hamir Patel
Price Target
$87
2025-12-02
initiated
Neutral
Reason
CIBC analyst Hamir Patel initiated coverage of CF Industries with a Neutral rating and $87 price target.
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.
