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.
Here is how CF Industries (CF) and Carpenter Technology (CRS) have performed compared to their sector so far this year.
CF (CF) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
CF's robust cash flows, backed by strong operations and nitrogen market tailwinds, are powering growth investments and shareholder returns.
CF stock surges 59% in three months on strong nitrogen demand and pricing, but rising gas costs threaten margins.
CF (CF) reported earnings 30 days ago. What's next for the stock?
A leading global manufacturer of hydrogen and nitrogen products, CF Industries ( NYSE:CF ) has surged 59% year-to-date amid Iran-linked supply disruptions, which have tightened global nitrogen markets, with shares reaching $123.29 as of March 17.
Soaring gas prices are the most blunt and visual reminder of the war in Iran, but crude oil isn't the only commodity shipped out of the world's crucial waterway. Fertilizer inputs such as urea, potash, ammonia, and sulfur are produced all over the Persian Gulf, and an estimated 30-35% of all plant nutrients rely on the contested Strait of Hormuz for transit.
CF Industries stock has surged as fertilizer prices jump amid Middle East supply disruptions, but Mizuho says the rally may be short-lived.
CF Industries Holdings, Inc. (NYSE: CF - Get Free Report) EVP Susan Menzel sold 18,041 shares of the company's stock in a transaction dated Thursday, March 12th. The shares were sold at an average price of $136.06, for a total value of $2,454,658.46. Following the transaction, the executive vice president directly owned 55,762 shares in the
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