Analyst Price Targets — CF
| Date | Analyst | Firm | Target | Price @ Post | Source | Headline |
|---|---|---|---|---|---|---|
| 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 |
| April 8, 2026 11:58 am | Vincent Andrews | Morgan Stanley | $135.00 | $126.16 | TheFly | CF Industries price target raised to $135 from $95 at Morgan Stanley |
| February 24, 2026 12:55 pm | Joshua Spector | UBS | $97.00 | $95.45 | TheFly | CF Industries price target raised to $97 from $86 at UBS |
| February 23, 2026 2:27 pm | — | Scotiabank | $85.00 | $95.79 | TheFly | CF Industries price target raised to $85 from $82 at Scotiabank |
| February 20, 2026 3:21 pm | — | CIBC | $100.00 | $96.27 | TheFly | CF Industries price target raised to $100 from $96 at CIBC |
| February 20, 2026 12:29 pm | — | Goldman Sachs | $103.00 | $99.46 | TheFly | CF Industries price target raised to $103 from $90 at Goldman Sachs |
| February 19, 2026 12:18 pm | Edlain Rodriguez | Mizuho Securities | $95.00 | $95.81 | TheFly | CF Industries price target raised to $95 from $88 at Mizuho |
| February 4, 2026 10:07 am | — | Redburn Partners | $72.00 | $92.50 | TheFly | CF Industries downgraded to Sell from Neutral at Rothschild & Co Redburn |
| February 2, 2026 3:33 pm | — | Scotiabank | $82.00 | $89.40 | TheFly | CF Industries price target lowered to $82 from $90 at Scotiabank |
Latest News for CF
Favorable demand in major markets and higher fertilizer prices should enable the Zacks Fertilizers industry to thrive and support NTR, CF and YARIY stocks.
Fertilizer prices have soared to their highest level in nearly three years, largely due to the ongoing conflicts in the Middle East.
CF Industries and Mosaic ride strong fertilizer demand, but diverging earnings trends, costs and returns highlight key differences investors should watch.
CF Industries remains a strong buy, with durable cost advantages from U.S. natural gas and geopolitical disruptions supporting elevated margins. CF's forward GAAP P/E of 9.25 is 45.6% below the sector median, despite four years of superior earnings and a 56% YTD gain. Share buybacks and production growth have reduced share count by 57% since 2010 while increasing nitrogen output by 36%, compounding shareholder value.
CF Industries was doing well financially even before the U.S. conflict with Iran. The company enjoys margin advantages because of its access to U.S. natural gas.
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