CF Share Price Performance
US$129.84
50.25 (63.14%)
2.7% overvalued intrinsic discount
US$126.38
Fair Value
Price US$129.84
AnalystHighTarget US$126.38
AnalystConsensusTarget US$105.63
AnalystLowTarget US$85.00
Fair ValueUS$126.38
Share Pricen/a
CF Industries Holdings, Inc. Stock Price
- 4 Narratives written by author
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CF Community Narratives
AN
Fair Value US$126.38 2.7% overvalued intrinsic discount
Low Carbon Ammonia And CCS Projects Will Support A Stronger Long Term Outlook
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AN
Fair Value US$105.63 22.9% overvalued intrinsic discount
Global Nitrogen Markets Will Suffer Amid Overvaluation Concerns
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AN
Fair Value US$85 52.8% overvalued intrinsic discount
Low Carbon Ammonia Ambitions And Gas Spreads Will Pressure Future Earnings And Margins
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Low Carbon Ammonia Ambitions And Gas Spreads Will Pressure Future Earnings And Margins
Catalysts About CF Industries Holdings CF Industries Holdings produces nitrogen based fertilizers and low carbon ammonia for agricultural and industrial customers. What are the underlying business or industry changes driving this perspective?Read more
4
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AN
US$85
52.8% overvalued intrinsic discount
Fair Value
Revenue
-5.59% p.a.
Profit Margin
12.76%
Future PE
18.27x
Price in 2029
US$105.92
Global Nitrogen Markets Will Suffer Amid Overvaluation Concerns
Key Takeaways Revenue gains and margin strength are vulnerable if supply disruptions ease or new capacity triggers overcapacity, risking overestimated future earnings. Heavy buybacks and reliance on government incentives inflate performance metrics, masking risks from changing regulations and long-term demand uncertainty.Read more
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AN
US$105.63
22.9% overvalued intrinsic discount
Fair Value
Revenue
-3.1% p.a.
Profit Margin
17.13%
Future PE
15.62x
Price in 2029
US$131.49
Low Carbon Ammonia And CCS Projects Will Support A Stronger Long Term Outlook
Catalysts About CF Industries Holdings CF Industries Holdings produces nitrogen based fertilizers and low carbon ammonia for agricultural and industrial customers worldwide. What are the underlying business or industry changes driving this perspective?Read more
17
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AN
US$126.38
2.7% overvalued intrinsic discount
Fair Value
Revenue
5.07% p.a.
Profit Margin
25.96%
Future PE
9.7x
Price in 2029
US$157.72
Trending Discussion
Recently Updated Narratives
AN
Low Carbon Ammonia Ambitions And Gas Spreads Will Pressure Future Earnings And Margins
Fair Value: US$85 52.8% overvalued intrinsic discount
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AN
CF: DOJ Fertilizer Probe Will Constrain Returns Despite Tight Nitrogen Markets
Fair Value: US$105.63 22.9% overvalued intrinsic discount
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AN
Low Carbon Ammonia And CCS Projects Will Support A Stronger Long Term Outlook
Fair Value: US$126.38 2.7% overvalued intrinsic discount
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Snowflake Analysis
Outstanding track record with excellent balance sheet and pays a dividend.
2 Risks
4 Rewards
CF Industries Holdings, Inc. Key Details
Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
May 06, 2026
- 9.47
- 38.45%
- 20.54%
- 41.4%
About CF
- Founded
- 1946
- Employees
- 2900
- CEO
- WebsiteView website
CF Industries Holdings, Inc., together with its subsidiaries, engages in the production of ammonia in North America, Europe, and internationally. It operates through Ammonia, Granular Urea, UAN, AN, and Other segments. The company offers ammonia products; nitrogen products, such as granular urea, urea ammonium nitrate solution, and ammonium nitrate; diesel exhaust fluid, urea liquor, and nitric acid products. It serves cooperatives, retailers, independent fertilizer distributors, traders, wholesalers, and industrial users. The company was founded in 1946 and is headquartered in Northbrook, Illinois.
