Analyst Price Targets — CF
| Date | Analyst | Firm | Target | Price @ Post | Source | Headline |
|---|---|---|---|---|---|---|
| August 10, 2026 11:53 am | — | Scotiabank | $130.00 | $114.35 | TheFly | CF Industries price target raised to $130 from $125 at Scotiabank |
| August 7, 2026 11:08 am | Lucas Beaumont | UBS | $123.00 | $116.73 | StreetInsider | CF Industries (CF) PT Raised to $123 at UBS |
| July 24, 2026 2:03 pm | — | CIBC | $129.00 | $124.20 | TheFly | CF Industries price target raised to $129 from $128 at CIBC |
| July 7, 2026 9:55 am | Vincent Andrews | Morgan Stanley | $115.00 | $113.20 | TheFly | CF Industries price target lowered to $115 from $135 at Morgan Stanley |
| June 30, 2026 11:13 am | Ben Isaacson | Scotiabank | $125.00 | $105.40 | TheFly | CF Industries upgraded to Outperform from Sector Perform at Scotiabank |
| May 11, 2026 11:46 am | — | Scotiabank | $120.00 | $115.00 | TheFly | CF Industries price target raised to $120 from $115 at Scotiabank |
| April 30, 2026 2:33 pm | — | CIBC | $128.00 | $125.71 | TheFly | CF Industries price target raised to $128 from $118 at CIBC |
| April 27, 2026 9:00 am | — | Barclays | $145.00 | $120.91 | TheFly | CF Industries price target raised to $145 from $130 at Barclays |
| April 20, 2026 1:56 pm | — | Scotiabank | $115.00 | $114.98 | TheFly | CF Industries price target raised to $115 from $85 at Scotiabank |
| April 17, 2026 9:26 am | — | Barclays | $130.00 | $124.73 | TheFly | CF Industries price target raised to $130 from $120 at Barclays |
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Latest News for CF

CF Industries Holdings remains a Buy, with compelling valuation despite recent earnings misses and ongoing commodity volatility. CF advanced on the $4B Blue Point blue ammonia project, targeting 2029 start-up and significant long-term EBITDA and FCF uplift. CF's North American gas advantage and strong balance sheet underpin resilience, enabling dividend hikes, buybacks, and strategic flexibility.

CF Industries has rallied 14.6% in three months, fueled by strong nitrogen demand, higher prices, tight supply and robust shareholder returns.

Beacon Pointe Advisors LLC bought a new position in shares of CF Industries Holdings, Inc. (NYSE: CF) during the undefined quarter, according to its most recent disclosure with the SEC. The fund bought 5,162 shares of the basic materials company's stock, valued at approximately $559,000. A number of other institutional investors have also

Bon Natural Life (NASDAQ: BON - Get Free Report) and CF Industries (NYSE: CF - Get Free Report) are both materials companies, but which is the better investment? We will compare the two companies based on the strength of their risk, dividends, earnings, profitability, valuation, analyst recommendations and institutional ownership. Analyst Ratings This is a breakdown of

CF begins construction of the $3.7B Blue Point One ammonia plant, targeting 1.4M metric tons of annual capacity and 2029 production.
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