CF Industries Holdings Analyst Insights and Price Targets

CF Industries Holdings' recent analyst ratings show 10 analysts with a variety of opinions, from bullish to bearish. In the past 30 days, 1 analyst was somewhat bullish, and 4 were indifferent. The average 12-month price target is $98.2, up 6.97% from the previous average. Analysts have raised their ratings and price targets for CF Industries Holdings, with some seeing potential for growth.

Analysts have shown a mix of opinions regarding CF Industries Holdings, with 10 analysts sharing their insights over the past three months. While the sentiment is varied, there is a notable shift towards optimism, as indicated by the recent analyst ratings and price targets.

In the past 30 days, 4 analysts were indifferent, and 1 was somewhat bullish, with no analysts being bearish. The average 12-month price target has increased by 6.97% to $98.2, up from the previous average of $91.80. This upward trend reflects analysts' positive outlook on the company's future performance [3].

Benjamin Theurer from Barclays upgraded CF Industries (NYSE:CF) to Overweight from Equal Weight, citing strong market fundamentals, the start-up of low-carbon ammonia production, and share buybacks as key drivers. Theurer raised the 2026 adjusted earnings before interest, taxes, depreciation, and amortization forecast by nearly 10% and lifted the price target to $100 from $95 [1].

Wells Fargo also raised its price target on CF Industries to $108.00 from $101.00, maintaining an Overweight rating. The investment bank noted that the company's second-quarter results were impacted by unplanned turnarounds and higher SG&A costs, which they expect to reverse in the second half of the year. Wells Fargo highlighted the company's clean energy project pipeline and strong free cash flow as key factors driving the price target increase [2].

The mixed sentiment among analysts is reflected in the variety of ratings and price targets. While some analysts maintain a neutral stance, others have raised their ratings and price targets, indicating their belief in the company's growth potential. This shift towards optimism is driven by positive market fundamentals, strong revenue growth, and the company's focus on low-carbon technologies.

CF Industries Holdings is a leading producer and distributor of nitrogen, primarily used in fertilizers. The company's market capitalization, revenue growth, and net margin are above industry averages, indicating strong financial performance. However, the company faces challenges in managing its debt levels, with a high debt-to-equity ratio of 0.67.

Analysts' ratings and price targets provide valuable insights into the market's perception of CF Industries Holdings. While the sentiment is mixed, the upward trend in price targets and the shift towards optimism suggest that investors may be increasingly confident in the company's future prospects. As always, investors should consider these ratings alongside other financial indicators to make informed investment decisions.

References:
[1] https://seekingalpha.com/news/4484884-barclays-upgrades-cf-industries-corteva-on-strong-results-latam-growth-potential
[2] https://www.investing.com/news/analyst-ratings/cf-industries-stock-price-target-raised-to-108-by-wells-fargo-93CH-4182143
[3] https://www.benzinga.com/insights/analyst-ratings/25/08/47087025/10-analysts-assess-cf-industries-holdings-what-you-need-to-know