Analysts Weigh in on Cf Industries Holdings and MP Materials with Neutral Ratings.

Analysts at J.P. Morgan have maintained neutral ratings for Cf Industries Holdings (CF) and MP Materials (MP). Jeffrey Zekauskas from J.P. Morgan has a Hold rating on CF with a $87.00 price target, while Bill Peterson has a Hold rating on MP with a $75.00 price target. Both analysts have a 55.4% and 45.7% success rate, respectively. The overall consensus for CF is Moderate Buy with a $94.85 average price target, while MP has a Moderate Buy consensus with a $73.36 price target.

Analysts at J.P. Morgan have maintained neutral ratings for CF Industries Holdings (CF) and MP Materials (MP). Jeffrey Zekauskas from J.P. Morgan has a Hold rating on CF with a $87.00 price target, while Bill Peterson has a Hold rating on MP with a $75.00 price target. Both analysts have a 55.4% and 45.7% success rate, respectively.

The overall consensus for CF is Moderate Buy with a $94.85 average price target, while MP has a Moderate Buy consensus with a $73.36 price target.

CF Industries' stock recently traded up 2.1%, reaching $82.58, with a market capitalization of $14.00 billion and a price-to-earnings ratio of 10.78. The company has announced a $2.00 billion share buyback program, indicating that its board believes the stock is currently undervalued [1].

CF Industries (NYSE:CF - Free Report) had its price target cut by Wells Fargo & Company from $108.00 to $101.00 in a research note issued to investors on Monday, Benzinga reports. They currently have an overweight rating on the basic materials company's stock. Several other equities research analysts also recently weighed in on the stock. UBS Group decreased their target price on shares of CF Industries from $103.00 to $101.00 and set a "neutral" rating for the company in a research note on Thursday, August 7th. Morgan Stanley set a $95.00 price objective on shares of CF Industries and gave the company an "equal weight" rating in a research report on Thursday, June 26th. JPMorgan Chase & Co. raised shares of CF Industries from an "underweight" rating to a "neutral" rating and increased their target price for the company from $75.00 to $92.00 in a report on Tuesday, July 29th. Wall Street Zen cut shares of CF Industries from a "buy" rating to a "hold" rating in a report on Saturday, August 9th. Finally, Oppenheimer cut shares of CF Industries from an "outperform" rating to a "market perform" rating in a research note on Tuesday, April 22nd. One analyst has rated the stock with a sell rating, eleven have given a hold rating, three have given a buy rating and one has assigned a strong buy rating to the company's stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of "Hold" and a consensus target price of $95.00 [1].

Investing.com - CFRA downgraded MP Materials (NYSE:MP) from Strong Buy to Buy while simultaneously raising its price target to $88.00 from $68.00. The stock, currently trading at $75.06, has shown remarkable momentum with a 567% return over the past year and is trading near its 52-week high of $79.36, according to InvestingPro data. The research firm increased its 12-month target by $20, applying an EV/EBITDA multiple of 23.0x to its new pro forma EBITDA estimate of $850 million, up from the previous estimate of $650 million. CFRA now expects MP Materials to achieve this higher EBITDA level by 2028 or 2029, citing increased confidence following the company’s Q2 earnings conference call [2].

References
[1] https://www.marketbeat.com/instant-alerts/wells-fargo-company-cuts-cf-industries-nysecf-price-target-to-10100-2025-08-11/
[2] https://www.investing.com/news/analyst-ratings/cfra-raises-mp-materials-stock-price-target-to-88-on-higher-ebitda-outlook-93CH-4183372