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Cf Industries Holdings (CF): analyst forecast and price target
Analyst consensus
Hold4 Buy8 Hold3 Sell
Ratings of 15 analysts in the last 3 months12-month forecast
Based on 15 price targets given in the last 3 months, the average target is $124, the highest $162, the lowest $106. The average is +2.7% from the last price of $121.
Analyst ratings 20
| Analyst | Firm | Price target | Rating | Upside | Action | Date | Move vs SPY | |
|---|---|---|---|---|---|---|---|---|
| Benjamin Theurer★★★★★★★★★★#2287 · hits 52% · avg +4.8% | Barclays | $135 | Buy | +11.7% | Reiterated | 16.10.26on TipRanks 05:15 | +2.0% | ↗ |
| Joel Jackson★★★★★★★★★★#1004 · hits 59% · avg +10.5% | BMO Capital | $135 | Buy | +11.7% | Assigned | 06.10.26on TipRanks 08:00 | −0.5%next day −1.1% · 5 days +1.2% | ↗ |
| Andrew Wong CFA★★★★★★★★★★#1270 · hits 52% · avg +10.8% | RBC Capital | $115 | Hold | −4.8% | Reiterated | 05.10.26on TipRanks Oct 6 21:45 | +0.2%next day −0.5% · 5 days −1.7% | ↗ |
| Mazahir Mammadli★★★★★★★★★★#9219 · hits 33% · avg −2.8% | Rothschild & Co Redburn | $98.00 → $110+12.2% | Hold | −9.0% | Upgrade | 28.09.26on TipRanks 05:00 | +1.5%next day +0.4% · 5 days −0.8% | ↗ |
| James Hooper★★★★★★★★★★#3378 · hits 74% · avg +8.1% | Bernstein | $162 | Buy | +34.1% | Initiated | 25.09.26on TipRanks 05:25 | −3.7%next day +1.5% · 5 days +0.5% | ↗ |
| Vincent Andrews★★★★★★★★★★#3768 · hits 62% · avg +2.7% | Morgan Stanley | $115 | Hold | −4.8% | Reiterated | 21.09.26on TipRanks 08:25 | −5.0%next day −2.2% · 5 days −5.3% | ↗ |
| AI xAi Agricultural InputsxAI Grok-3 | TipRanks - xAI | $155 → $153−1.3% | Buy | +26.6% | Reiterated | 19.09.26on TipRanks Sep 18 23:05 | — | |
| AI DeepSeek Agricultural InputsDeepSeek R1-0528 | TipRanks - DeepSeek | $156 → $154−1.3% | Buy | +27.4% | Reiterated | 19.09.26on TipRanks Sep 18 23:05 | — | |
| AI OpenAI Agricultural InputsOpenAI 5.2 | TipRanks - OpenAI | $153 → $151−1.3% | Buy | +24.9% | Reiterated | 19.09.26on TipRanks Sep 18 23:05 | — | |
| AI Anthropic Agricultural InputsAnthropic Opus-4.5 | TipRanks - Anthropic | $148 → $147−0.7% | Hold | +21.6% | Reiterated | 19.09.26on TipRanks Sep 18 23:05 | — | |
| AI Google Agricultural InputsGemini 2.5Pro | TipRanks - Google | $155 → $153−1.3% | Buy | +26.6% | Reiterated | 19.09.26on TipRanks Sep 18 23:05 | — | |
| AI PerPlexity Agricultural InputsPerPlexity SonarPro | TipRanks - PerPlexity | $157 → $155−1.3% | Buy | +28.3% | Reiterated | 19.09.26on TipRanks Sep 18 23:05 | — | |
| Unknown Analyst | KeyBanc | $115 | Sell | −4.8% | Initiated | 11.09.26on TipRanks Sep 10 23:05 | −2.4%next day −0.9% · 5 days −3.9% | ↗ |
| Vitaly Kononov★★★★★★★★★★#6574 · hits 36% · avg +5.4% | Freedom Capital Markets | $147 → $133−9.5% | Hold | +10.1% | Downgrade | 26.08.26on TipRanks 11:45 | −1.2%next day −0.6% · 5 days +10.9% | ↗ |
| Jeffrey Zekauskas★★★★★★★★★★#2991 · hits 53% · avg +3.3% | J.P. Morgan | $115 | Hold | −4.8% | Reiterated | 12.08.26on TipRanks 07:55 | +1.6%next day −3.2% · 5 days +0.1% | ↗ |
| Benjamin Theurer★★★★★★★★★★#2287 · hits 52% · avg +4.8% | Barclays | $135 | Buy | +11.7% | Reiterated | 11.08.26on TipRanks 04:45 | −2.7%next day +1.6% · 5 days +2.6% | ↗ |
| Ben Isaacson★★★★★★★★★★#2733 · hits 49% · avg +6.0% | Scotiabank | $125 → $130+4.0% | Buy | +7.6% | Reiterated | 10.08.26on TipRanks 08:01 | +6.3%next day −2.7% · 5 days −2.5% | ↗ |
| Andrew Wong CFA★★★★★★★★★★#1270 · hits 52% · avg +10.8% | RBC Capital | $115 | Hold | −4.8% | Assigned | 10.08.26on TipRanks 07:25 | +6.3%next day −2.7% · 5 days −2.5% | ↗ |
| Matthew DeYoe★★★★★★★★★★#2749 · hits 62% · avg +7.2% | Bank of America Securities | $106 | Sell | −12.3% | Reiterated | 07.08.26on TipRanks 11:17 | −2.6%next day +6.3% · 5 days +3.6% | ↗ |
| Joel Jackson★★★★★★★★★★#1004 · hits 59% · avg +10.5% | BMO Capital | $135 | Buy | +11.7% | Reiterated | 07.08.26on TipRanks 08:07 | −2.6%next day +6.3% · 5 days +3.6% | ↗ |
| Joshua Spector★★★★★★★★★★#3207 · hits 53% · avg +3.3% | UBS | $115 → $123+7.0% | Hold | +1.8% | Reiterated | 07.08.26on TipRanks 07:15 | −2.6%next day +6.3% · 5 days +3.6% | ↗ |
| Duffy Fischer★★★★★★★★★★#1090 · hits 61% · avg +12.2% | Goldman Sachs | $115 | Hold | −4.8% | Reiterated | 05.08.26on TipRanks Aug 6 11:09 | −1.0%next day +0.2% · 5 days +2.5% | ↗ |
| Edlain Rodriguez★★★★★★★★★★#2541 · hits 65% · avg +8.5% | Mizuho Securities | — | Sell | — | Reiterated | 05.08.26on TipRanks Aug 6 10:42 | −1.0%next day +0.2% · 5 days +2.5% | ↗ |
| Hamir Patel★★★★★★★★★★#513 · hits 59% · avg +16.3% | CIBC | $128 → $129+0.8% | Hold | +6.7% | Reiterated | 24.07.26on TipRanks 10:13 | −1.4%next day −4.3% · 5 days −1.0% | ↗ |
| Michael Sison★★★★★★★★★★#11471 · hits 43% · avg −2.5% | Wells Fargo | $150 | Buy | +24.1% | Reiterated | 27.05.26on TipRanks May 28 05:35 | −2.3%next day −0.4% · 5 days −0.3% | ↗ |
| Kristen Owen★★★★★★★★★★#2678 · hits 49% · avg +6.0% | Oppenheimer | — | Hold | — | Reiterated | 06.11.25on TipRanks 09:40 | −3.2%next day +0.6% · 5 days +3.3% | ↗ |
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Every rating the collector has kept for the last 12 months, including the earlier ones of the same analyst. Latest of each analyst
Best analysts covering Cf Industries Holdings
TipRanks picks them by their record on this stock; the figures under the name are their record across all their ratings.
Most accurate
Most profitable
How the average price target moved
The average target of all analysts (their ratings of the 3 months before) on each day, the top analysts’ dashed, against the price; the site keeps this record since 1 October 2026. On 01.10.26: target $124 at a price of $115 (+7.8%); now: $124 at $121 (+2.7%).
PriceAverage targetTop analysts’ target
Recommendation trend
Strong BuyBuyHoldSell
| Rating | 05.26 | 06.26 | 07.26 | 08.26 | 09.26 | 10.26 |
|---|---|---|---|---|---|---|
| Strong Buy | 0 | 0 | 0 | 0 | 0 | 0 |
| Buy | 11 | 10 | 8 | 7 | 6 | 7 |
| Hold | 13 | 12 | 11 | 12 | 12 | 9 |
| Sell | 5 | 2 | 2 | 3 | 4 | 3 |
Earnings and sales forecast
Next report: 04.11.26 (Q3 2026, date not confirmed)
Earnings per share
Next quarter’s EPS estimate — $2.98 (from $2.29 to $3.46). Last quarter: $4.75.
Sales
Next quarter’s sales estimate — $1.8B (from $1.6B to $1.9B). Last quarter: $2.2B.
Best top-analyst consensus in the sector · Basicmaterials
About Cf Industries Holdings
- CEO: Christopher D. Bohn
- Employees: 2,900
- 2375 Waterview Drive, Northbrook, IL, 60062, US
- www.cfindustries.com
CF Industries Holdings, Inc. is a global producer and distributor of hydrogen and nitrogen-based products. These essential chemicals serve a variety of purposes worldwide, including energy generation, agricultural fertilization, environmental emissions reduction, and numerous other industrial applications. The company's core product lineup features vital nitrogen compounds such as anhydrous ammonia, granular urea, urea ammonium nitrate (UAN), and different forms of ammonium nitrate. In addition to these primary offerings, CF Industries also provides specialized chemicals like diesel exhaust fluid, urea liquor, nitric acid, and aqua ammonia, alongside complex fertilizers containing nitrogen, phosphorus, and potassium. Its diverse customer base includes agricultural cooperatives, independent fertilizer distributors, commodity traders, wholesalers, and a wide array of industrial end-users. Founded in 1946, the firm is headquartered in Deerfield, Illinois.
Data from the stock’s TipRanks forecast page, read 21 min ago. It is read again as soon as a new rating appears and at least every 8 hours. TipRanks ↗