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CF Industries (CF) has an average rating of hold and mean price target of $129.54, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $105.82, Change: $+0.22, Percent Change: +0.21%
CF Industries (CF) is positioned for strong cash generation in 2026 as it continues to benefit from high nitrogen prices driven by the supply disruption caused by the Iran war, RBC Capital Markets said in a note Friday.Nitrogen prices are likely to remain inflated, even after the Strait of Hormuz reopens, and could start to normalize in 2027, the investment firm said. This is expected to drive the company's free cash flow generation to $2.5 billion this year, and potentially push share buybacks throughout 2026, RBC added.The nitrogen market's current conditions also present an improved return profile for the company's Blue Point low-carbon ammonia joint venture in Louisiana, which is expected to enter construction phase this year, the firm said.RBC has a sector perform rating on CF Industries, with a $125 price target.Shares of CF Industries were up 6.8% in Monday trading.Price: $122.82, Change: $+7.80, Percent Change: +6.78%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We raise our 12-month target by $21 to $122, based on an EV/EBITDA of 7x our 2027 EBITDA estimate (rolled forward from 7.9x our 2026 EBITDA estimate). We raise our 2026 EPS view to $13.31 from $9.13 and 2027's to $9.20 from $7.33. Consensus EBITDA estimates for 2026 were revised 70% higher to $4.25B, up from $2.5B in March, implying 40% Y/Y growth driven by significant price increases across ammonia, urea, UAN, and AN due to conflicts in Iran and Ukraine. Our Hold rating reflects this favorable set up that is now priced into shares. CF trades at 5x 2026 EBITDA, well below its 10-year median of 8.7x, suggesting the market views current earnings as a cyclical peak. The multiple expands to 8x on lower 2027 estimates, indicating investors are already discounting normalization. Our 31% Y/Y EPS decline for 2027 anticipates margin pressure as elevated prices could introduce demand destruction and trigger global capacity additions. Our 7x target multiple balances today's trough valuation against cycle-end risks.
CF Industries Holdings (CF) has an average rating of Hold and mean price target of $122.67, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $118.74, Change: $+0.06, Percent Change: +0.05%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:CF Industries delivered strong Q1 results with EPS of $3.98 versus $1.85 in the prior year and above the $2.66 consensus, while adjusted EBITDA rose 53% to $983M, beating $774M consensus. Net sales increased 19% to $1.99B, exceeding $1.86B consensus, as robust pricing across all segments offset lower volumes from the Yazoo City outage. Exceptional operational execution with 99% ammonia capacity utilization and strategic positioning in a constrained global nitrogen market support the investment thesis. Management projects full-year 2026 gross ammonia production of ~9.5M tons, with Yazoo City resumption not expected until late Q4 2026. We expect the tight global supply-demand balance to persist given Middle East conflict disruptions affecting 50%-60% of regional capacity and LNG supply constraints impacting import-dependent regions. CF's low-carbon initiatives, including the Blue Point joint venture and Yazoo City CCS project, provide structural advantages for long-term value creation.
CF Industries (CF) has an average rating of hold and mean price target of $122.06, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $123.37, Change: $-0.26, Percent Change: -0.21%
