CF Industries Holdings, Inc. remains a 'buy' despite a 67% YTD rally. As a low-cost North American producer, CF maintains a significant competitive advantage over European and Asian peers currently struggling with exponentially higher natural gas costs. The company generated $2.75 billion in operating cash flow in 2025, enabling the completion of a $3 billion buyback and the authorization of another $2 billion.
CF Industries Holdings, Inc. (NYSE: CF - Get Free Report) has been given an average recommendation of "Hold" by the nineteen research firms that are covering the company, Marketbeat.com reports. Two research analysts have rated the stock with a sell rating, thirteen have given a hold rating, three have assigned a buy rating and one has
The world's largest producer of ammonia, CF Industries ( NYSE:CF ) shares hit an all-time high this week, up 67.6% year-to-date as escalating Middle East conflict tightened global nitrogen supply and sent fertilizer prices surging.
CF (CF) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions could translate into further price increase in the near term.
CF's stock has surged 37% in 3 months as strong nitrogen demand, higher prices and aggressive buybacks lift sales and shareholder returns.
CF Industries rides strong nitrogen demand and higher prices, lifting sales and cash flow, even as rising natural gas costs pressure margins.
CF Industries Holdings, Inc. (CF) Presents at Bank of America 2026 Global Agriculture and Materials Conference Transcript
CF Industries valuation is challenging due to unpredictable nitrogen fertilizer and natural gas prices. CF's low-cost structure provides a durable competitive edge in volatile commodity cycles. Geopolitical factors, including China's export controls and India's subsidies, significantly influence CF's market dynamics.
CF Industries: The Valuation Disconnect Is Still Too Big To Ignore
CF Industries posts Q4 beat as higher nitrogen prices lift EPS and sales, despite lower volumes and rising gas costs, with a strong demand outlook.
The headline numbers for CF (CF) give insight into how the company performed in the quarter ended December 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
CF Industries (CF) came out with quarterly earnings of $2.99 per share, beating the Zacks Consensus Estimate of $2.5 per share. This compares to earnings of $1.89 per share a year ago.