Gold and Silver Aren't the Sole Hot Commodities: Explore Agricultural Stocks.
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 27 2026
0mins
Source: Barron's
Focus on Soft Commodities: The article emphasizes the importance of paying attention to soft commodities, which are often overshadowed by the rally in hard commodities like gold and silver.
Market Dynamics: It suggests that the current market dynamics warrant a closer look at soft commodities, as they may present significant investment opportunities.
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Analyst Views on CF
Wall Street analysts forecast CF stock price to fall
11 Analyst Rating
2 Buy
7 Hold
2 Sell
Hold
Current: 95.820
Low
72.00
Averages
87.55
High
100.00
Current: 95.820
Low
72.00
Averages
87.55
High
100.00
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.
CF Industries Reports Q4 Earnings Per Share of USD 2.59
Company Overview: FINDUS is a company that operates in the food industry, focusing on frozen food products.
Financial Performance: In Q4, FINDUS reported earnings per share (EPS) of $2.59, indicating a strong financial performance during this period.
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CF Industries Reports Q4 Sales of $1.872 Billion, Exceeding IBES Estimate of $1.781 Billion
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- Comparison with Estimates: This figure exceeds Ibes' estimate of USD 1,781 million.
See More
CF Industries Reports Q4 Net Income of $404 Million
- Q4 Net Income: Findus Industries reported a net income of USD 404 million for the fourth quarter.
- Financial Performance: The financial results indicate a strong performance for the company in the last quarter of the fiscal year.
See More
CF Industries to Announce Q4 Earnings on February 18th
- Earnings Announcement: CF Industries is set to release its Q4 earnings on February 18th after market close, with consensus EPS estimated at $2.47 and revenue expected to reach $1.78 billion, reflecting a 17.1% year-over-year growth, which will provide crucial insights into the company's financial health.
- Earnings Estimate Fluctuations: Over the past three months, EPS estimates for CF Industries have seen four upward revisions and four downward adjustments, indicating a divergence in analysts' views on the company's profitability, which could impact investor confidence and stock price volatility.
- Revenue Estimate Adjustments: Similarly, revenue estimates have experienced three upward and three downward revisions, reflecting varying market perceptions of the company's sales capabilities in the current economic climate, which may directly affect its market performance.
- Industry Dynamics: CF Industries will also present at the Goldman Sachs Industrials and Materials Conference in 2025, enhancing its visibility in the industry while monitoring Mosaic's upgrade in the fertilizer market, which could influence CF's market strategy.
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- Sales Surge: The company achieved quarterly sales of $9.611 billion, significantly surpassing the analyst consensus of $7.686 billion, reflecting strong product demand that could drive sustained growth moving forward.
- Stock Price Surge: Following the earnings report, Deere's stock price jumped 9.1% to $647.09 on Thursday, illustrating market optimism regarding the company's future performance.
- Positive Market Reaction: Despite a broader market decline, Deere's strong financial results allowed it to stand out among stocks, demonstrating resilience and attractiveness in an uncertain market environment.
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Trump Signs Executive Order to Boost Phosphorus and Glyphosate Production
- National Security Focus: Trump signed an executive order invoking the Defense Production Act to promote domestic production of phosphorus and glyphosate, emphasizing their critical importance for U.S. economic and national security, thereby ensuring stability in agricultural and defense supply chains.
- Chemical Controversy: Glyphosate has been controversial due to its alleged links to cancer, and Trump's support aligns with the withdrawal of Health Secretary Kennedy from the election, highlighting the administration's focus on agricultural policy.
- Regulatory Implementation Requirement: The order mandates Agriculture Secretary Brooke Rollins to issue regulations to increase the supply of phosphorus and glyphosate, ensuring U.S. self-sufficiency in these critical chemicals and reducing reliance on foreign sources.
- Industry Response: Monsanto stated it will comply with the order, underscoring the urgent need for U.S. farmers to access domestically produced crop protection tools like glyphosate, reflecting the policy's direct impact on the agricultural sector.
See More
CF Industries Reports Q4 Earnings Per Share of USD 2.59
Company Overview: FINDUS is a company that operates in the food industry, focusing on frozen food products.
Financial Performance: In Q4, FINDUS reported earnings per share (EPS) of $2.59, indicating a strong financial performance during this period.
See More
CF Industries Reports Q4 Sales of $1.872 Billion, Exceeding IBES Estimate of $1.781 Billion
- Q4 Sales Performance: Findus reported Q4 sales of USD 1,872 million.
- Comparison with Estimates: This figure exceeds Ibes' estimate of USD 1,781 million.
See More
CF Industries Reports Q4 Net Income of $404 Million
- Q4 Net Income: Findus Industries reported a net income of USD 404 million for the fourth quarter.
- Financial Performance: The financial results indicate a strong performance for the company in the last quarter of the fiscal year.
See More
CF Industries to Announce Q4 Earnings on February 18th
- Earnings Announcement: CF Industries is set to release its Q4 earnings on February 18th after market close, with consensus EPS estimated at $2.47 and revenue expected to reach $1.78 billion, reflecting a 17.1% year-over-year growth, which will provide crucial insights into the company's financial health.
- Earnings Estimate Fluctuations: Over the past three months, EPS estimates for CF Industries have seen four upward revisions and four downward adjustments, indicating a divergence in analysts' views on the company's profitability, which could impact investor confidence and stock price volatility.
- Revenue Estimate Adjustments: Similarly, revenue estimates have experienced three upward and three downward revisions, reflecting varying market perceptions of the company's sales capabilities in the current economic climate, which may directly affect its market performance.
- Industry Dynamics: CF Industries will also present at the Goldman Sachs Industrials and Materials Conference in 2025, enhancing its visibility in the industry while monitoring Mosaic's upgrade in the fertilizer market, which could influence CF's market strategy.
See More
Deere & Co Surpasses Q1 Earnings Expectations
- Earnings Beat: Deere & Co reported Q1 earnings of $2.42 per share, exceeding analyst expectations of $2.06, indicating robust performance and boosting investor confidence in the company's prospects.
- Sales Surge: The company achieved quarterly sales of $9.611 billion, significantly surpassing the analyst consensus of $7.686 billion, reflecting strong product demand that could drive sustained growth moving forward.
- Stock Price Surge: Following the earnings report, Deere's stock price jumped 9.1% to $647.09 on Thursday, illustrating market optimism regarding the company's future performance.
- Positive Market Reaction: Despite a broader market decline, Deere's strong financial results allowed it to stand out among stocks, demonstrating resilience and attractiveness in an uncertain market environment.
See More
Trump Signs Executive Order to Boost Phosphorus and Glyphosate Production
- National Security Focus: Trump signed an executive order invoking the Defense Production Act to promote domestic production of phosphorus and glyphosate, emphasizing their critical importance for U.S. economic and national security, thereby ensuring stability in agricultural and defense supply chains.
- Chemical Controversy: Glyphosate has been controversial due to its alleged links to cancer, and Trump's support aligns with the withdrawal of Health Secretary Kennedy from the election, highlighting the administration's focus on agricultural policy.
- Regulatory Implementation Requirement: The order mandates Agriculture Secretary Brooke Rollins to issue regulations to increase the supply of phosphorus and glyphosate, ensuring U.S. self-sufficiency in these critical chemicals and reducing reliance on foreign sources.
- Industry Response: Monsanto stated it will comply with the order, underscoring the urgent need for U.S. farmers to access domestically produced crop protection tools like glyphosate, reflecting the policy's direct impact on the agricultural sector.
See More
