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CF Industries Holdings, Inc.CFNYSE
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Analyst Sentiment

Analysts are neutral — opinion is divided on direction.

Consensus Rating
Hold
16 analysts·Moderate coverage
38%
Rating Distribution
Strong Buy
00%
Buy
638%
Hold
850%
Sell
213%
Strong Sell
00%

Analyst ratings reflect Wall Street opinion, not guarantees. Historical accuracy varies by firm and sector.

Price Target Expectations

Current price is 11% above analyst consensus — modest downside expected.

Bear Case
$72.00
-24%
Consensus
$84.17
-11%
Bull Case
$90.00
+-5%
Price Range16 analysts
Low
Consensus
High
$72.00
$90.00
Current Target
Current Price
$94.66
Above Target
$10.49

Price targets are 12-month forecasts. Actual results depend on earnings, market conditions, and sector trends.

Earnings & Revenue Estimates

2026E$7.48(9 analysts)
P/E11x
Current: 11.1x
Actual
Estimate
Range (Low–High)
Stock Alarm Pro
Forward Growth Estimates (YoY)
FY2027
Rev-4.43%
EPS-16.41%
FY2028
Rev-1.90%
EPS+8.40%
FY2029
Rev-4.90%
EPS-21.89%

Earnings Surprises

Beat rate:67%(8/12 quarters)
Avg surprise:+5.7%
Beat
Miss
Inline
Estimate
Based on reported EPS vs consensus estimate.

Recent Analyst Actions

Feb 4, 2026Redburn Partners
CF Industries downgraded to Sell from Neutral at Rothschild & Co Redburn
Target:$72.00
-22.2%from $92.50
Feb 2, 2026Scotiabank
CF Industries price target lowered to $82 from $90 at Scotiabank
Target:$82.00
-8.3%from $89.40
Jan 12, 2026UBS
CF Industries price target lowered to $86 from $91 at UBS
Target:$86.00
+4.3%from $82.43
Dec 18, 2025Mizuho Securities
CF Industries price target lowered to $88 from $92 at Mizuho
Target:$88.00
+11.4%from $79.01
Dec 10, 2025RBC Capital
CF Industries price target lowered to $90 from $95 at RBC Capital
Target:$90.00
+18.7%from $75.84
Dec 2, 2025CIBC
CF Industries initiated with a Neutral at CIBC
Target:$87.00
+10.3%from $78.88
Nov 10, 2025Scotiabank
CF Industries price target raised to $90 from $82 at Scotiabank
Target:$90.00
+9.0%from $82.58
Oct 9, 2025Mizuho Securities
CF Industries price target raised to $100 from $97 at Mizuho
Target:$100.00
+10.3%from $90.69
Oct 6, 2025UBS
CF Industries price target lowered to $96 from $101 at UBS
Target:$96.00
+5.5%from $91.02
Jul 14, 2025RBC Capital
CF Industries price target raised to $100 from $90 at RBC Capital
Target:$100.00
+2.7%from $97.41
Jun 26, 2025Morgan Stanley
CF Industries price target raised to $95 from $80 at Morgan Stanley
Target:$95.00
+3.9%from $91.40
Jun 25, 2025Wells Fargo
CF Industries price target raised to $105 from $98 at Wells Fargo
Target:$105.00
+14.9%from $91.40
Apr 22, 2025Barclays
CF Industries price target lowered to $87 from $95 at Barclays
Target:$87.00
+15.2%from $75.54
Mar 5, 2025Barclays
CF Industries price target lowered to $95 from $100 at Barclays
Target:$95.00
+24.5%from $76.31
Nov 8, 2024Piper Sandler
CF Industries (CF) PT Raised to $79 at Piper Sandler
Target:$79.00
-5.6%from $83.71
Oct 22, 2024Piper Sandler
Piper Sandler Reiterates Underweight Rating on CF Industries (CF)
Target:$77.00
-8.1%from $83.76
Oct 18, 2024Redburn Partners
CF Industries initiated with a Neutral at Redburn Atlantic
Target:$77.00
-10.2%from $85.78
Oct 16, 2024Bank of America Securities
BofA Securities Downgrades CF Industries (CF) to Underperform
Target:$83.00
-2.4%from $85.07
Oct 9, 2024Mizuho Securities
CF Industries price target raised to $93 from $76 at Mizuho
Target:$93.00
+7.1%from $86.81
Aug 16, 2024Barclays
Barclays Upgrades CF Industries (CF) to Overweight
Target:$90.00
+11.8%from $80.48
Aug 9, 2024BMO Capital
CF Industries (CF) PT Raised to $100 at BMO Capital
Target:$100.00
+25.7%from $79.53
Jul 23, 2024Barclays
CF Industries price target lowered to $80 from $85 at Barclays
Target:$80.00
+12.1%from $71.39
Jun 11, 2024Piper Sandler
CF Industries price target lowered to $73 from $75 at Piper Sandler
Target:$73.00
-7.2%from $78.67
May 13, 2024Stifel Nicolaus
CF Industries (CF) PT Lowered to $73 at Stifel
Target:$73.00
-1.7%from $74.25
May 7, 2024Piper Sandler
CF Industries (CF) PT Lowered to $75 at Piper Sandler
Target:$75.00
+0.0%from $74.99

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