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CF Industries Holdings, Inc. Stock Price

NYSE:CF Community·US$20.5b Market Cap
  • 4 Narratives written by author
  • 0 Comments on narratives written by author
  • 93 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

CF Share Price Performance

US$139.27
54.50 (64.29%)
​
US$167.58
Fair Value
US$139.27
54.50 (64.29%)
16.9% undervalued intrinsic discount
US$167.58
Fair Value
Price US$139.27
AnalystHighTarget US$167.58
AnalystConsensusTarget US$126.11
AnalystLowTarget US$100.00
Tue, 21 Jul 26
Fair ValueUS$167.58
Share Pricen/a

CF Community Narratives

AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$167.58 16.9% undervalued intrinsic discount

Low Carbon Ammonia And CCS Projects Will Support A Stronger Long Term Outlook

0users have liked this narrative
0users have commented on this narrative
5users have followed this narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$126.11 10.4% overvalued intrinsic discount

Global Nitrogen Markets Will Suffer Amid Overvaluation Concerns

0users have liked this narrative
0users have commented on this narrative
30users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$100 39.3% overvalued intrinsic discount

Low Carbon Ammonia Ambitions And Gas Spreads Will Pressure Future Earnings And Margins

0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
CF logo
CF Industries Holdings
16.9% undervalued intrinsic discount

Low Carbon Ammonia And CCS Projects Will Support A Stronger Long Term Outlook

View narrative
AN
AnalystHighTarget
AnalystHighTarget
Updated 21 Jul
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CF logo
CF Industries Holdings
10.4% overvalued intrinsic discount

Global Nitrogen Markets Will Suffer Amid Overvaluation Concerns

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AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 23 Jun
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CF logo
CF Industries Holdings
39.3% overvalued intrinsic discount

Low Carbon Ammonia Ambitions And Gas Spreads Will Pressure Future Earnings And Margins

View narrative
AN
AnalystLowTarget
AnalystLowTarget
Updated 7 Jul
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Trending Discussion

No trending discussion available.

Recently Updated Narratives

AN
AnalystHighTarget
CF logo

CF: Higher Nitrogen Prices And Dividend Increase Will Support Upside Potential

Fair Value: US$167.58 16.9% undervalued intrinsic discount
5 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystLowTarget
CF logo

CF: Future Nitrogen Pricing Support Will Likely Prove Already Priced In

Fair Value: US$100 39.3% overvalued intrinsic discount
1 fair value setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystConsensusTarget
CF logo

CF: Higher Nitrogen Prices And Buybacks Will Drive Future Upside

Fair Value: US$126.11 10.4% overvalued intrinsic discount
30 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Undervalued with solid track record and pays a dividend.

1 Risk
4 Rewards
View Full Analysis

CF Industries Holdings, Inc. Key Details

US$7.7b

Revenue

US$4.5b

Cost of Revenue

US$3.3b

Gross Profit

US$1.2b

Other Expenses

US$2.1b

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
Nov 04, 2026
13.87
42.49%
27.12%
36.1%
View Full Analysis

About CF

Founded
1946
Employees
2900
CEO
Christopher Bohn
WebsiteView website
www.cfindustries.com

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.

Recent CF News & Updates

Seeking Alpha • 18h

CF Industries: Still Misunderstood, Still Undervalued

Summary CF Industries Holdings remains a Buy, with compelling valuation despite recent earnings misses and ongoing commodity volatility. CF advanced on the $4B Blue Point blue ammonia project, targeting 2029 start-up and significant long-term EBITDA and FCF uplift. CF’s North American gas advantage and strong balance sheet underpin resilience, enabling dividend hikes, buybacks, and strategic flexibility. The market undervalues CF’s structural earnings power, with intrinsic value estimated above current levels, supporting a positive risk-reward profile. Read the full article on Seeking Alpha

Recent updates

No updates

CF Industries Holdings, Inc. Competitors

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Market cap: US$79.6b
View more competitors

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