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CF Overview

-
$
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
122.400
Open
115.640
VWAP
119.64
Vol
1.46M
Mkt Cap
17.81B
Low
115.680
Amount
174.47M
EV/EBITDA(TTM)
6.71
Total Shares
153.62M
EV
21.98B
EV/OCF(TTM)
7.99
P/S(TTM)
2.66
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.
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Events Timeline

(ET)
2026-04-07
10:00:00
UnitedHealth Stock Rises $21.81 to $303.17
select
2026-04-02 (ET)
2026-04-02
10:00:00
LyondellBasell and Others See Notable Gains This Morning
select

News

CNBC
2.0
04-20CNBC
Midday Market Moves: Notable Stock Fluctuations
  • Stanley Black & Decker Surge: Stanley Black & Decker's stock rose over 4% after the company stated that recent changes to Section 232 tariffs would not materially impact its full-year forecast, indicating strong confidence in its financial outlook.
  • Fermi Stock Plunge: Shares of energy infrastructure developer Fermi fell more than 22% following the resignation of CFO Miles Everson and the recent departure of CEO Toby Neugebauer, raising concerns about the company's leadership stability and future direction.
  • Biogen's Strategic Move: Biogen's stock increased nearly 3% after agreeing to pay $850 million for exclusive rights to sell felzartamab in China, which underscores its strategic expansion in the immune-related disease treatment market.
  • Fertilizer Stocks Fluctuate: Fertilizer stocks experienced volatility as CF Industries rose nearly 2% due to ongoing shipping disruptions in the Strait of Hormuz, while Dow and LyondellBasell Industries also saw gains of about 4% and 2%, respectively, reflecting market reactions to supply chain challenges.
seekingalpha
2.0
04-18seekingalpha
Iran Opens Strait of Hormuz, Fertilizer Stocks Plummet
  • Fertilizer Stocks Plummet: Fertilizer stocks faced a sharp decline on Friday as Iran declared the Strait of Hormuz 'completely open' to commercial vessels, with CF Industries and Nutrien dropping 9.6% and 5.2% respectively, marking their lowest levels since early March and indicating a rapid unwinding of the supply-risk premium.
  • Market Performance Rankings: CF Industries leads the sector with a year-to-date performance of 61.25%, followed by Intrepid Potash at 41.65% and FMC at 26.75%, reflecting a lingering market confidence in the fertilizer industry despite the easing of supply risks.
  • Other Company Performances: CVR Partners, Itafos, and Corteva reported year-to-date gains between 21% and 23%, demonstrating relative resilience in a declining market and indicating their competitive strength within the sector.
  • Shifting Market Sentiment: With the opening of the Strait of Hormuz, fertilizer prices have plunged, leading to a shift in market sentiment towards pessimism, particularly as Mosaic only fell 0.6%, suggesting cautious investor sentiment regarding its future outlook.
seekingalpha
4.5
04-18seekingalpha
Iran Reopens Strait of Hormuz, Fertilizer Prices Plummet
  • Fertilizer Price Drop: Fertilizer prices plummeted sharply on Friday after Iran's foreign minister announced the reopening of the Strait of Hormuz, with urea prices falling approximately 18% from a peak of $780/ton earlier this week to $640/ton, directly impacting farmers' planting costs.
  • Major Companies Affected: CF Industries and Nutrien saw their stock prices drop by 9.6% and 5.2%, respectively, marking their lowest closing prices since early March, while Mosaic's decline was only 0.6%, reflecting market pessimism regarding fertilizer supply prospects.
  • Slow Transportation Recovery: Although the Strait of Hormuz is open to all commercial traffic, the number of vessels passing through remains minimal, with fresh cargoes expected to take over a month to reach the U.S., delaying market recovery.
  • Impact on Spring Planting Season: For farmers in the early stages of the spring planting season, the drop in fertilizer prices will help reduce production costs; however, the delay in cargo arrivals means they may not benefit immediately in the short term.
Yahoo Finance
2.0
04-17Yahoo Finance
Dow Inc. Shares Plunge 10% Amid Market Rally
  • Significant Stock Drop: Dow Inc. (DOW) shares fell approximately 10% on Friday, correlating with Iran's announcement that the Strait of Hormuz is open, which alleviated concerns over supply disruptions, leading to poor performance in chemical commodity stocks.
  • Weak Industry Performance: Similar to Dow, shares of LyondellBasell Industries (LYB) and CF Industries (CF) dropped 12% and 9%, respectively, indicating the vulnerability of chemical and energy stocks amidst a market rally, reflecting investor concerns over future supply chain stability.
  • Chemical Market Dynamics: The Middle East is the largest exporter of commodity chemicals globally, and while the reopening of the Strait of Hormuz may ease supply shocks, analysts expect that due to ongoing low liquid natural gas production, the global market will remain undersupplied, keeping prices elevated in the near term.
  • Impact on Plastics Business: With over half of Dow's business reliant on plastic production, and plastic prices having risen 24% since the onset of the war, the company faces heightened risks amid supply chain changes, particularly against the backdrop of fluctuating energy prices.
CNBC
2.0
04-17CNBC
Energy Stocks Plummet While Travel Stocks Rally
  • Energy Stocks Plummet: Energy stocks fell sharply as oil prices dropped over 12% after Iran opened the Strait of Hormuz during the ceasefire between Israel and Lebanon, with APA Corporation down more than 9% and Valero Energy falling over 8.5%, negatively impacting overall confidence in the energy sector.
  • Travel Stocks Rally: Following Iran's announcement to open the Strait of Hormuz for commercial shipping, Royal Caribbean surged 9.7%, United Airlines jumped over 9%, and Expedia gained 5%, reflecting optimistic market sentiment regarding travel recovery.
  • Critical Metals Surge: Greenland's government approved the transfer of a 50.5% interest in Tanbreez Mining to Critical Metals, increasing its stake in the rare earths mine to 92.5%, which propelled the company's shares up over 40%, highlighting the strategic importance of rare earth resources.
  • Netflix Disappoints: Streaming giant Netflix saw its stock drop 9% as it projected second-quarter earnings of 78 cents per share, missing the 84 cents forecast by analysts, compounded by co-founder Reed Hastings' announcement to leave the board in June, further dampening investor confidence.
CNBC
8.0
04-17CNBC
Israel and Lebanon Reach Historic Ceasefire Agreement
  • Historic Ceasefire Agreement: Israel and Lebanon have reached a 10-day ceasefire agreement in Washington, marking the first meaningful talks between the two nations since 1983, potentially paving the way for a broader peace agreement in the Middle East.
  • Positive Market Reaction: Israel's central bank governor noted that markets are responding positively to the latest peace developments, with major markets holding near record highs, reflecting investor optimism for stability in the region despite ongoing geopolitical uncertainties.
  • U.S. Diplomatic Efforts: President Trump plans to invite Israeli Prime Minister Netanyahu and Lebanese President Aoun for talks, further advancing the improvement of relations between the two countries and highlighting the U.S.'s active role in the Middle East peace process.
  • Impact of Iranian Situation: Trump mentioned that the war in Iran is progressing well and is expected to end soon, a statement that could influence regional security dynamics and market reactions, prompting investors to monitor future military and diplomatic developments.
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
Scotiabank
Sector Perform
maintain
$85 -> $115
AI Analysis
2026-04-20
New
Reason
Scotiabank
Price Target
$85 -> $115
AI Analysis
2026-04-20
New
maintain
Sector Perform
Reason
Scotiabank raised the firm's price target on CF Industries to $115 from $85 and keeps a Sector Perform rating on the shares. The firm is updating its price targets for Global Fertilizer stocks under its coverage, the analyst tells investors. The firm sees CF Industries as fairly valued and prefers to be short for Iran war unwind.
Barclays
NULL
to
Overweight
maintain
$120 -> $130
2026-04-17
New
Reason
Barclays
Price Target
$120 -> $130
2026-04-17
New
maintain
NULL
to
Overweight
Reason
Barclays raised the firm's price target on CF Industries to $130 from $120 and keeps an Overweight rating on the shares ahead of the Q1 report. The firm cites the company's higher near-term free cash flow generation for the target boost. The Iran war continues to impact nitrogen and sulfur pricing, benefiting the former in Q2 and impacting phosphate margins from the latter due to higher freight costs, 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 12.99, compared to its 5-year average forward P/E of 10.21. 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
10.21
Current PE
12.99
Overvalued PE
13.57
Undervalued PE
6.86

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
6.35
Current EV/EBITDA
5.87
Overvalued EV/EBITDA
7.86
Undervalued EV/EBITDA
4.84

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
2.12
Current PS
2.55
Overvalued PS
2.53
Undervalued PS
1.71

Financials

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Whales Holding CF

T
The Burney Company
Holding
CF
+8.92%
3M Return
E
EARNEST Partners, LLC
Holding
CF
+8.20%
3M Return
C
C.S. McKee, L.P.
Holding
CF
+7.30%
3M Return
P
PTE Allianz Polska SA
Holding
CF
+6.26%
3M Return
Q
Quantex AG
Holding
CF
+4.34%
3M Return
F
Fairholme Capital Management, L.L.C.
Holding
CF
+2.84%
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 120.835 USD — it has increased 4.22

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 21 2026.

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

Today CF has the market capitalization of 17.81B USD.