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CF Overview

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$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
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Intellectia

Loading chart...

High
137.310
Open
135.910
VWAP
131.19
Vol
7.05M
Mkt Cap
19.95B
Low
126.430
Amount
925.44M
EV/EBITDA(TTM)
7.36
Total Shares
153.62M
EV
24.12B
EV/OCF(TTM)
8.76
P/S(TTM)
2.97
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.
Show More

Events Timeline

(ET)
2026-03-18
16:20:00
Major Averages Decline Amid Middle East Conflict
select
2026-03-18
12:00:00
Major Averages Decline Again Amid Geopolitical Risks
select

News

Fool
8.5
02:06 AMFool
Investment Protection Strategies Amid Persian Gulf Conflict
  • Oil and Gas Stock Opportunities: Amid the ongoing conflict in the Persian Gulf, companies like Devon Energy and Diamondback Energy, focused on U.S. oil production, present attractive investment options due to rising oil prices, especially considering pre-conflict price levels, making them ideal for risk management.
  • Refining Sector Benefits: With the 3-2-1 crack spread soaring from $20 at the start of the year to $54, refining companies like Valero Energy and PBF Energy are set to benefit from this trend, provided that demand for transportation products does not suffer due to high prices.
  • LNG Supply Gap: The International Energy Agency notes that 34% of global crude oil trade and 20% of LNG trade pass through the Strait of Hormuz, with companies like Woodside Energy and Cheniere Energy positioned to fill the supply gap created by the blockade, particularly for Asian markets.
  • Shipping and Fertilizer Sector Outlook: Flex LNG is poised to benefit from increased LNG shipping demand, while CF Industries, as a U.S.-focused fertilizer producer, will leverage its manufacturing facilities in the West and U.S. gas supply to fill the global fertilizer flow gap.
NASDAQ.COM
7.5
02:04 AMNASDAQ.COM
Oil and Gas Sector Benefits from Supply Chain Disruptions
  • Supply Chain Impact: Ongoing conflicts in the Persian Gulf are likely to benefit oil, LNG, refining, shipping, and fertilizer companies, particularly U.S. producers and exporters, who are expected to outperform due to supply chain shifts.
  • Widening Crack Spread: The 3-2-1 crack spread has surged from under $20 at the start of the year to over $54, which is advantageous for refiners like Valero Energy and PBF Energy, who are likely to continue outperforming the market in a high-price environment.
  • LNG Supply Gap Filling: Companies like Woodside Energy, Cheniere Energy, and Equinor are positioned to fill the LNG supply gap created by the Strait blockade, with Cheniere expanding its export capacity expected to ramp up production imminently.
  • Fertilizer Producers Benefit: Approximately one-third of global seaborne fertilizer flows through the Strait of Hormuz, and U.S.-focused CF Industries will benefit from its manufacturing facilities in the West and access to domestic gas supplies, enhancing its market competitiveness.
CNBC
4.5
02:01 AMCNBC
Trump Signs Executive Order Amid Iran Conflict Hopes
  • Market Rally: Wall Street experienced a significant rally on Tuesday due to renewed optimism regarding a potential resolution to the U.S.-Iran conflict, with all three major indexes posting their best day since May; the Dow surged over 1,100 points, the S&P 500 rose 2.91% to 6,528.52, and the Nasdaq Composite climbed 3.83% to 21,590.63, indicating strong investor sentiment.
  • Trump's Upcoming Address: The White House announced that President Trump will deliver an important address regarding Iran on Wednesday at 9 p.m. ET, which is expected to further influence market sentiment, especially as he indicated that U.S. military forces might leave Iran in “two to three weeks,” potentially sustaining the current optimism.
  • Oil Price Fluctuations: Brent crude prices remained elevated following Iran's attack on a Kuwaiti oil tanker near Dubai, with partial closures of the Strait of Hormuz impacting global supply chains, particularly in the oil sector, highlighting the ongoing geopolitical risks affecting energy markets.
  • Tech Stock Movements: OpenAI announced it closed a record-breaking funding round, valuing the company at $852 billion with $122 billion in committed capital, reflecting strong investor interest in the AI sector, while Oracle began layoffs in response to plummeting stock prices, illustrating the uncertainty within the tech industry amid current market conditions.
CNBC
4.5
03-31CNBC
Market Reaction: Anticipation of U.S.-Iran War Ending
  • Market Rally: The S&P 500 and Nasdaq Composite surged by 2.91% and 3.83%, respectively, amid hopes for an end to the U.S.-Iran conflict, indicating potential for future economic recovery as investors anticipate peace.
  • Interest Rate Decline: With the war's conclusion, the yield on the 10-year Treasury is expected to drop significantly, which will lower borrowing costs and alleviate inflationary pressures stemming from rising fertilizer and energy prices due to the conflict.
  • Growth Stock Resurgence: High-growth stocks like Nvidia and Marvell saw gains of 5.5% and nearly 13%, respectively, suggesting that investors will refocus on these companies' fundamentals without the distraction of geopolitical tensions.
  • Big Bank Stocks Rally: The end of the war is likely to revive trading activity on Wall Street, with major financial stocks like Goldman Sachs and Morgan Stanley rising nearly 5% and 4%, respectively, reflecting optimism about future merger and acquisition activities.
CNBC
5.0
03-31CNBC
Unilever Enforces Hiring Freeze Amid Middle East Conflict
  • Hiring Freeze: Unilever has announced an immediate hiring freeze across all levels globally due to 'significant challenges' posed by the Middle East conflict, expected to last at least three months, reflecting the company's response to an uncertain external environment.
  • Employee Base: With 96,000 employees operating in 190 countries, covering core business groups such as beauty & wellbeing, personal care, home care, and food, the hiring pause may hinder the company's ability to expand its workforce and adapt to market demands.
  • Cost-Saving Initiatives: Unilever committed to €800 million (approximately $918 million) in cost savings in 2024, planning to cut 7,500 office-based roles; by the end of 2025, it had achieved €670 million in savings and expects an additional €130 million in 2026, with the hiring freeze potentially impacting these plans.
  • Market Impact: The Middle East conflict has driven oil prices above $100 per barrel, leading to widespread inflationary pressures; rising retail and food prices may result from this situation, and the hiring freeze could be a strategic move to navigate the uncertainties and rising costs in the market.
CNBC
4.0
03-31CNBC
Iran War Intensifies Global Shortages of Tungsten and Other Commodities
  • Tungsten Price Surge: Tungsten prices exceeded $3,000 last week, marking over a 50% increase for the month, indicating strong demand in the defense sector despite significant inventory shortages due to the Iran war.
  • Rising Sulfuric Acid Prices: Sulfuric acid prices in Africa have risen at least 30% since the onset of the war, while China's sulfur prices increased by approximately 13% from early March, reflecting ongoing demand pressures that could lead to severe supply shocks.
  • Helium Supply Tightness: Helium prices have roughly doubled since the Iran war began, particularly after missile attacks on a key industrial center in Qatar, complicating the restoration of global helium supplies and exacerbating market tightness.
  • Global Commodity Market Turmoil: The supply chain disruptions caused by the Iran war present new challenges for global markets, prompting companies to diversify their supply sources while China ramps up stockpiling plans, highlighting concerns over future supply uncertainties.
Wall Street analysts forecast CF stock price to rise
11 Analyst Rating
Wall Street analysts forecast CF stock price to rise
2 Buy
7 Hold
2 Sell
Hold
Current: 0.000
sliders
Low
72.00
Averages
87.55
High
100.00
Current: 0.000
sliders
Low
72.00
Averages
87.55
High
100.00
Mizuho
Edlain Rodriguez
Underperform
maintain
$100 -> $105
AI Analysis
2026-03-31
New
Reason
Mizuho
Edlain Rodriguez
Price Target
$100 -> $105
AI Analysis
2026-03-31
New
maintain
Underperform
Reason
Mizuho analyst Edlain Rodriguez raised the firm's price target on CF Industries to $105 from $100 and keeps an Underperform rating on the shares.
UBS
Neutral
maintain
$97 -> $140
2026-03-26
Reason
UBS
Price Target
$97 -> $140
2026-03-26
maintain
Neutral
Reason
UBS raised the firm's price target on CF Industries to $140 from $97 and keeps a Neutral rating on the shares. The firm sees scope for further upside in nitrogen pricing/earnings with the current industry disruption more severe than what is reflected in gas/nitrogen pricing at present depending on the duration, the analyst tells investors in a research note.
Unlock Full Analyst Thesis, Get the complete breakdown of rating reason for CF
Unlock Now

Valuation Metrics

The current forward P/E ratio for CF Industries Holdings Inc (CF.N) is 9.43, compared to its 5-year average forward P/E of 10.05. For a more detailed relative valuation and DCF analysis to assess CF Industries Holdings Inc's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PE
10.05
Current PE
9.43
Overvalued PE
13.38
Undervalued PE
6.71

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average EV/EBITDA
6.40
Current EV/EBITDA
6.42
Overvalued EV/EBITDA
7.93
Undervalued EV/EBITDA
4.87

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PS
2.10
Current PS
1.85
Overvalued PS
2.50
Undervalued PS
1.69

Financials

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Whales Holding CF

Q
Quantex AG
Holding
CF
+6.37%
3M Return
P
PTE Allianz Polska SA
Holding
CF
+1.97%
3M Return
F
Fairholme Capital Management, L.L.C.
Holding
CF
+1.08%
3M Return
C
C.S. McKee, L.P.
Holding
CF
-1.71%
3M Return
T
The Burney Company
Holding
CF
-2.58%
3M Return
E
Eminence Capital, LP
Holding
CF
-18.79%
3M Return

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Frequently Asked Questions

What is CF Industries Holdings Inc (CF) stock price today?

The current price of CF is 129.84 USD — it has decreased -5.64

What is CF Industries Holdings Inc (CF)'s business?

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.

What is the price predicton of CF Stock?

Wall Street analysts forecast CF stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for CF is87.55 USD with a low forecast of 72.00 USD and a high forecast of 100.00 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.

What is CF Industries Holdings Inc (CF)'s revenue for the last quarter?

CF Industries Holdings Inc revenue for the last quarter amounts to 1.87B USD, increased 22.83

What is CF Industries Holdings Inc (CF)'s earnings per share (EPS) for the last quarter?

CF Industries Holdings Inc. EPS for the last quarter amounts to 2.59 USD, increased 37.04

How many employees does CF Industries Holdings Inc (CF). have?

CF Industries Holdings Inc (CF) has 2900 emplpoyees as of April 01 2026.

What is CF Industries Holdings Inc (CF) market cap?

Today CF has the market capitalization of 19.95B USD.