CF Share Price Performance
US$135.60
48.17 (55.10%)
19.1% undervalued intrinsic discount
US$167.58
Fair Value
Price US$135.60
AnalystHighTarget US$167.58
AnalystConsensusTarget US$126.11
AnalystLowTarget US$100.00
Fair ValueUS$167.58
Share Pricen/a
CF Industries Holdings, Inc. Stock Price
- 4 Narratives written by author
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- 91 Fair Values set on narratives written by author
CF Community Narratives
AN
Fair Value
·Fair Value US$167.58 19.1% undervalued intrinsic discount
Low Carbon Ammonia And CCS Projects Will Support A Stronger Long Term Outlook
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AN
Fair Value
·Fair Value US$126.11 7.5% overvalued intrinsic discount
Global Nitrogen Markets Will Suffer Amid Overvaluation Concerns
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AN
Fair Value
·Fair Value US$100 35.6% overvalued intrinsic discount
Low Carbon Ammonia Ambitions And Gas Spreads Will Pressure Future Earnings And Margins
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Low Carbon Ammonia And CCS Projects Will Support A Stronger Long Term Outlook
CF Industries is leaning into low-carbon ammonia and carbon capture, aiming to sell cleaner fertilizer and energy products to customers who are starting to pay extra for them. The upside depends on big projects coming online smoothly and on climate rules staying supportive, while outages and heavy spending could drag on results.Read more
AN
US$167.58
19.1% undervalued intrinsic discount
Fair Value
Revenue
7.55% p.a.
Profit Margin
16.55%
Future PE
17.87x
Price in 2029
US$207.88
Low Carbon Ammonia Ambitions And Gas Spreads Will Pressure Future Earnings And Margins
CF Industries looks strong today thanks to cheap natural gas and tight fertilizer supply, but several forces could squeeze its profits in the years ahead. Watch how fast new production comes online, whether gas price advantages fade, and whether its big low‑carbon ammonia push delivers on time without relying too heavily on government support.Read more
AN
US$100
35.6% overvalued intrinsic discount
Fair Value
Revenue
-6.39% p.a.
Profit Margin
12.44%
Future PE
21.56x
Price in 2029
US$124.33
Global Nitrogen Markets Will Suffer Amid Overvaluation Concerns
CF Industries is benefiting from unusually strong fertilizer pricing and growing interest in cleaner ammonia, but those tailwinds could fade quickly if global supply disruptions ease or new production ramps up. The bigger question is whether today’s strong results reflect lasting advantages like low-cost production—or a temporary boom boosted by buybacks and policy support that can change.Read more
AN
US$126.11
7.5% overvalued intrinsic discount
Fair Value
Revenue
-3.3% p.a.
Profit Margin
17.43%
Future PE
17.62x
Price in 2029
US$156.97
Trending Discussion
No trending discussion available.
Recently Updated Narratives
AN
CF: Higher Nitrogen Prices And Dividend Increase Will Support Upside Potential
Fair Value: US$167.58 19.1% undervalued intrinsic discount
4 fair values setusers have set this as their fair value
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AN
CF: Future Nitrogen Pricing Support Will Likely Prove Already Priced In
Fair Value: US$100 35.6% overvalued intrinsic discount
1 fair value setusers have set this as their fair value
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AN
CF: Higher Nitrogen Prices And Buybacks Will Drive Future Upside
Fair Value: US$126.11 7.5% overvalued intrinsic discount
29 fair values setusers have set this as their fair value
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Snowflake Analysis
CF Industries Holdings, Inc. Key Details
Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
Nov 04, 2026
- 13.87
- 42.49%
- 27.12%
- 36.1%
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.
