CF Industries is rated Buy, reflecting ongoing undervaluation despite recent gains driven by Middle East conflict disruptions. CF's Q1 outperformance stemmed from higher fertilizer prices due to curtailed Middle East supply, but this boost is likely temporary. Strong balance sheet, $2.04 billion in cash and equivalents, and substantial buyback authorization position CF for resilience and capital returns.
CF rides on strong nitrogen demand and supply disruptions as Q1 sales jump 19% and adjusted earnings beat estimates.
The headline numbers for CF (CF) give insight into how the company performed in the quarter ended March 2026, 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 $2.89 per share, beating the Zacks Consensus Estimate of $2.43 per share. This compares to earnings of $1.85 per share a year ago.
CF stock heads into Q1 earnings with rising estimates, strong nitrogen demand and pricing tailwinds.
ERO is expected to have posted strong Q1 earnings growth, but softer production, higher costs and seasonal headwinds may have tempered early-year momentum.
CF (CF) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Here is how CF Industries (CF) and Dow Inc. (DOW) have performed compared to their sector so far this year.
CF, LTH and VFC made it to the Zacks Rank #1 (Strong Buy) value stocks list on April 27th, 2026.
FET, NVDA, TXN, DOW and CF have been added to the Zacks Rank #1 (Strong Buy) List on April 27th, 2026.
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.