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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
120.500
Open
113.320
VWAP
117.71
Vol
6.38M
Mkt Cap
18.46B
Low
112.500
Amount
751.61M
EV/EBITDA(TTM)
6.43
Total Shares
153.67M
EV
21.08B
EV/OCF(TTM)
7.66
P/S(TTM)
2.52
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)
2026-03-11
10:00:00
Oracle and Others See Notable Stock Gains
select
2026-03-09 (ET)
2026-03-09
10:00:00
Live Nation and Other Liquid Option Stocks Gain
select
2026-03-06 (ET)
2026-03-06
10:00:00
CF Industries Gains $6.30 to $117.08
select
2026-03-04 (ET)
2026-03-04
16:20:00
U.S. Service Sector Expansion Boosts Stocks
select
2026-03-04
13:40:00
Justice Department Investigates Fertilizer Producers for Price Collusion
select
2026-03-04
13:30:00
DOJ Probing U.S. Fertilizer Market for Price Fixing
select
2026-03-03 (ET)
2026-03-03
10:00:00
Best Buy Stock Rises $3.94 to $65.53
select
2026-03-02 (ET)
2026-03-02
10:00:00
Northrop Grumman Stock Rises by $31.38
select

News

CNBC
4.0
08:01 AMCNBC
Oil Prices Surge Amid Trade Tensions and Geopolitical Strains
  • Oil Price Surge: Despite the International Energy Agency's agreement to release a record 400 million barrels of oil, Brent crude prices surged past $100 per barrel on Thursday, indicating a strong market reaction to supply constraints that could lead to higher energy costs for consumers and businesses.
  • U.S. Strategic Petroleum Reserve: The U.S. announced it would tap 172 million barrels from its Strategic Petroleum Reserve to help lower energy costs; however, this measure failed to stabilize market volatility, reflecting the complexity and uncertainty of the global energy landscape.
  • Escalating Trade War: The U.S. government launched trade probes into over a dozen countries, targeting the EU, China, and Mexico, aiming to replace reciprocal tariffs ruled illegal by the Supreme Court, which could further escalate global trade tensions and impact international market confidence.
  • Middle East Conflict Impact: The ongoing war in Iran poses risks to AI infrastructure development in the Middle East, with experts warning that attacks on data centers have already caused outages in banking and consumer services, highlighting the geopolitical risks threatening technology investments.
CNBC
4.0
04:01 AMCNBC
Strait of Hormuz Conflict Threatens Global Food Prices
  • Rising Energy and Food Costs: The conflict in the Strait of Hormuz disrupts energy and fertilizer shipments, with the International Food Policy Research Institute warning that this could reignite global food inflation just as retail food prices had returned to historical levels in many countries.
  • Short-term Risks for Gulf Countries: Gulf Cooperation Council nations like Qatar, Bahrain, and Saudi Arabia heavily rely on maritime imports through the Strait of Hormuz, and if shipping remains constrained, they may need to reroute supplies through more expensive alternatives, leading to immediate spikes in food prices.
  • Vulnerability of Sub-Saharan Africa: Research indicates that over 90% of fertilizers consumed in Sub-Saharan Africa are imported, and the sensitivity of farmers to fertilizer shortages could lead to lower yields of staple crops like maize, thereby increasing food prices and impacting the poorest and most densely populated regions.
  • Pressure on Asian Agricultural Economies: Major agricultural economies such as India, Bangladesh, and Thailand are heavily dependent on imported fertilizers from the Gulf, and sustained disruptions could drive up costs for farmers during critical planting seasons, further straining the food supply chain.
CNBC
4.0
02:03 AMCNBC
IEA Releases Record 400 Million Barrels of Oil Amid Middle East Conflict
  • Historic Oil Release: The International Energy Agency's decision to release 400 million barrels of oil marks the largest reserve release in history, aimed at alleviating the pressure of rising global energy costs due to the Middle East conflict.
  • U.S. Strategic Reserve Tapping: The U.S. will tap 172 million barrels from its Strategic Petroleum Reserve; however, market reactions remain negative, with crude prices rising over 4% on Wednesday, indicating concerns over supply chain security.
  • Strait of Hormuz Closure Impact: The closure of the Strait of Hormuz not only disrupts oil transport but also affects over one-third of global fertilizer shipments, raising the risk of increased agricultural costs and food inflation, thereby impacting global food supply chains.
  • Escalating Trade Tensions: The Trump administration has initiated trade probes into over a dozen countries to replace tariffs deemed illegal by the Supreme Court, further exacerbating global market uncertainty, particularly against the backdrop of energy volatility and tightening supply chains.
seekingalpha
4.5
01:11 AMseekingalpha
Middle East War Disrupts Fertilizer Market
  • Stock Performance Surge: On Wednesday, Mosaic and CF Industries surged by 10.1% and 9.1%, respectively, ranking among the top three gainers on the S&P 500, reflecting market sensitivity to fertilizer supply disruptions.
  • Transport Disruptions: The ongoing Middle East war has largely halted commercial traffic through the Strait of Hormuz, affecting over a third of global fertilizer trade, coinciding with the critical spring planting season for farmers in the Northern Hemisphere.
  • Price Surge Trend: According to data from The Fertilizer Institute, the price of urea fertilizer imports in the U.S. jumped 30% between the weeks ending February 27 and March 6, following the onset of the war, which will further elevate agricultural costs and impact crop yields.
  • Food Price Risk: Wolfe Research chief economist Stephanie Roth highlighted that fertilizer shortages could lead to increased agricultural costs, posing a potential negative impact on food prices, especially as farmers may reduce application rates during the spring planting period.
CNBC
2.0
03-11CNBC
Hormuz Strait Conflict May Drive Up Food Prices
  • Fertilizer Supply Risks: The conflict in the Hormuz Strait disrupts over one-third of global fertilizer trade, impacting supply chains and potentially affecting crop fertilization just before spring planting, which could reduce yields.
  • Inflationary Pressures: Analysts estimate that fertilizer shortages could raise U.S. food-at-home inflation by approximately 2 percentage points, exacerbating the ongoing price pressures consumers face in food, housing, and energy.
  • Surging Fertilizer Prices: In just a few weeks following the onset of the war, the price of urea fertilizer imports in the U.S. surged by 30%, directly increasing production costs for farmers and likely leading to higher food prices for consumers.
  • Global Ripple Effects: Many countries, particularly India and several African economies, heavily rely on fertilizer imports from the Gulf region, meaning disruptions could have widespread economic impacts, affecting agricultural output and household expenses.
Benzinga
4.5
03-11Benzinga
Gold Bull Run May Be Ending as Funds Shift to Grains
  • Gold Price Decline: Gold is trading around $5,185 per ounce, down about 1% from the previous day, indicating a weakening demand in the market that may signal the end of the bull run.
  • Limited Geopolitical Impact: Despite the Iran war being considered one of the biggest geopolitical events in decades, gold has failed to rally, with analyst Wyckoff suggesting that the market's lack of response to bullish news indicates that the bulls may be exhausted.
  • Funds Shifting to Grains: Wyckoff noted that speculative and hedge fund money appears to be rotating into grain markets, with corn, soybeans, and wheat prices trending higher since January, highlighting their relative attractiveness compared to gold.
  • Fertilizer Prices Surge: The ongoing Iran conflict has caused urea prices in New Orleans to surge over 30%, which may lead farmers to reduce corn planting in favor of soybeans, potentially tightening grain supply and driving prices higher later this year.
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
Barclays
Benjamin Theurer
Overweight
maintain
$100 -> $120
AI Analysis
2026-03-03
Reason
Barclays
Benjamin Theurer
Price Target
$100 -> $120
AI Analysis
2026-03-03
maintain
Overweight
Reason
Barclays analyst Benjamin Theurer raised the firm's price target on CF Industries to $120 from $100 and keeps an Overweight rating on the shares. The firm says the U.S. and Israel strikes on Iran have potential to bolster nitrogen pricing for at least the first half of 2026, providing further upside for North American producers. Potash should be fairly stable while phosphate will face higher ammonia input costs, the analyst tells investors in a research note.
UBS
Joshua Spector
Neutral
maintain
$86 -> $97
2026-02-24
Reason
UBS
Joshua Spector
Price Target
$86 -> $97
2026-02-24
maintain
Neutral
Reason
UBS analyst Joshua Spector raised the firm's price target on CF Industries to $97 from $86 and keeps a Neutral rating on the shares. Near-term upside is being offset by medium-term downside risks, 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 10.02. 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
10.02
Current PE
9.43
Overvalued PE
13.34
Undervalued PE
6.70

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
7.92
Undervalued EV/EBITDA
4.88

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
2.09
Current PS
1.85
Overvalued PS
2.50
Undervalued PS
1.69

Financials

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Whales Holding CF

E
EARNEST Partners, LLC
Holding
CF
+9.66%
3M Return
Q
Quantex AG
Holding
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+8.22%
3M Return
P
PTE Allianz Polska SA
Holding
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+6.30%
3M Return
F
Fairholme Capital Management, L.L.C.
Holding
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+5.91%
3M Return
T
The Burney Company
Holding
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+4.15%
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C.S. McKee, L.P.
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Frequently Asked Questions

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

The current price of CF is 120.13 USD — it has increased 9.16

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 March 12 2026.

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

Today CF has the market capitalization of 18.46B USD.