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CF Industries Holdings Inc Analyst Ratings

CFNYSE
Trade with Public
Trade with Public
$94.66
0.500.53%
At close: Feb 12, 4:00 PM EST
$94.66
0.500.53%
Pre-Market: 4:09 AM EST
Dividend: The dividend Ex-Date was 4 days ago
Earnings: Q4 2025 earnings tomorrow on Wed Feb 18th after the market close
Conference Call: Conference call scheduled tomorrow at 11:00 AM
Click to view the webcast
OverviewNewsEarningsOptionsDividendsAnalyst RatingsInsider TradesShort InterestGovernment TradesStock Report
Consensus Rating1
Neutral
Highest Price Target1
$115.00
Lowest Price Target1
$69.00
Consensus Price Target1
$87.75

CF Industries Holdings Analyst Ratings and Price Targets | NYSE:CF | Benzinga

CF Industries Holdings Inc has a consensus price target of $87.75 based on the ratings of 22 analysts. The high is $115 issued by Piper Sandler on January 27, 2025. The low is $69 issued by Berenberg on April 17, 2024. The 3 most-recent analyst ratings were released by Scotiabank, RBC Capital, and JP Morgan on February 2, 2026, January 20, 2026, and January 15, 2026, respectively. With an average price target of $85.67 between Scotiabank, RBC Capital, and JP Morgan, there's an implied -9.50% downside for CF Industries Holdings Inc from these most-recent analyst ratings.

Analyst Trends and Forecast

1
2
1
Oct 25
1
2
Nov 25
2
Dec 25
2
Jan
0
0
0
0
Feb
Buy
Hold
Sell
Strong Sell

Analyst Rating and Forecast

12345
2.4
Sell
Strong Buy
Buy
Hold
Sell
Strong Sell

Analyst Firms Making Recommendations1

Scotiabank
RBC Capital
JP Morgan
UBS
Mizuho

1calculated from analyst ratings

Analyst Ratings for CF Industries Holdings

Buy NowGet Alert
02/02/2026Buy Now-13.37%Scotiabank$90 → $82MaintainsSector PerformGet Alert
01/20/2026Buy Now0.36%RBC Capital$90 → $95MaintainsSector PerformGet Alert
01/15/2026Buy Now-15.49%JP Morgan$87 → $80MaintainsNeutralGet Alert
01/12/2026Buy Now-9.15%UBS$91 → $86MaintainsNeutralGet Alert
12/18/2025Buy Now-7.04%Mizuho$92 → $88MaintainsNeutralGet Alert
12/02/2025Buy Now-8.09%CIBC → $87Initiates → NeutralGet Alert
11/11/2025Buy Now5.64%Wells Fargo$105 → $100MaintainsOverweightGet Alert
11/10/2025Buy Now0.36%RBC Capital$100 → $95MaintainsSector PerformGet Alert
11/10/2025Buy Now-4.92%Scotiabank$82 → $90MaintainsSector PerformGet Alert
11/06/2025Buy Now-3.87%UBS$96 → $91MaintainsNeutralGet Alert
11/06/2025Buy Now-2.81%Mizuho$100 → $92MaintainsNeutralGet Alert
10/16/2025Buy Now10.92%Wells Fargo$101 → $105MaintainsOverweightGet Alert
10/14/2025Buy Now-12.32%B of A Securities$82 → $83MaintainsUnderperformGet Alert
10/09/2025Buy Now5.64%Mizuho$97 → $100MaintainsNeutralGet Alert
10/06/2025Buy Now1.42%UBS$101 → $96MaintainsNeutralGet Alert
08/14/2025Buy Now-13.37%B of A Securities$93 → $82DowngradeNeutral → UnderperformGet Alert
08/13/2025Buy Now5.64%Barclays$95 → $100UpgradeEqual-Weight → OverweightGet Alert
08/11/2025Buy Now-13.37%Scotiabank$81 → $82MaintainsSector PerformGet Alert
08/11/2025Buy Now6.7%Wells Fargo$108 → $101MaintainsOverweightGet Alert
08/07/2025Buy Now6.7%UBS$103 → $101MaintainsNeutralGet Alert
07/29/2025Buy Now-2.81%JP Morgan$75 → $92UpgradeUnderweight → NeutralGet Alert
07/23/2025Buy Now8.81%UBS$82 → $103MaintainsNeutralGet Alert
07/17/2025Buy Now14.09%Wells Fargo$105 → $108MaintainsOverweightGet Alert
07/07/2025Buy Now0.36%Barclays$91 → $95MaintainsEqual-WeightGet Alert
06/26/2025Buy Now0.36%Morgan Stanley$80 → $95MaintainsEqual-WeightGet Alert
06/25/2025Buy Now10.92%Wells Fargo$98 → $105MaintainsOverweightGet Alert
05/14/2025Buy Now-3.87%Barclays$87 → $91MaintainsEqual-WeightGet Alert
05/12/2025Buy Now3.53%Wells Fargo$96 → $98MaintainsOverweightGet Alert
05/08/2025Buy Now-13.37%UBS$79 → $82MaintainsNeutralGet Alert
04/22/2025Buy Now-8.09%Barclays$95 → $87MaintainsEqual-WeightGet Alert
04/22/2025Buy Now—Oppenheimer—DowngradeOutperform → PerformGet Alert
04/16/2025Buy Now-16.54%UBS$90 → $79MaintainsNeutralGet Alert
04/11/2025Buy Now-15.49%Morgan Stanley$85 → $80MaintainsEqual-WeightGet Alert
04/09/2025Buy Now-14.43%Scotiabank$81 → $81UpgradeSector Underperform → Sector PerformGet Alert
03/13/2025Buy Now-9.15%Goldman Sachs → $86Initiates → NeutralGet Alert
03/05/2025Buy Now0.36%Barclays$100 → $95MaintainsEqual-WeightGet Alert
02/25/2025Buy Now-4.92%RBC Capital$100 → $90MaintainsSector PerformGet Alert
02/24/2025Buy Now-14.43%Scotiabank$88 → $81MaintainsSector UnderperformGet Alert
02/24/2025Buy Now-11.26%B of A Securities$84 → $84UpgradeUnderperform → NeutralGet Alert
02/20/2025Buy Now-4.92%UBS$92 → $90MaintainsNeutralGet Alert
01/28/2025Buy Now-2.81%UBS$91 → $92MaintainsNeutralGet Alert
01/28/2025Buy Now17.26%Oppenheimer$114 → $111MaintainsOutperformGet Alert
01/27/2025Buy Now21.49%Piper Sandler$105 → $115MaintainsOverweightGet Alert
01/24/2025Buy Now-7.04%Scotiabank → $88DowngradeSector Perform → Sector UnderperformGet Alert
01/24/2025Buy Now-20.77%JP Morgan$82 → $75DowngradeNeutral → UnderweightGet Alert
01/21/2025Buy Now5.64%RBC Capital$100 → $100DowngradeOutperform → Sector PerformGet Alert
01/21/2025Buy Now5.64%Barclays$96 → $100DowngradeOverweight → Equal-WeightGet Alert
01/13/2025Buy Now10.92%Piper Sandler$79 → $105UpgradeUnderweight → OverweightGet Alert
12/13/2024Buy Now5.64%Wells Fargo$94 → $100MaintainsOverweightGet Alert
12/12/2024Buy Now20.43%Oppenheimer → $114Initiates → OutperformGet Alert
11/08/2024Buy Now-16.54%Piper Sandler$77 → $79MaintainsUnderweightGet Alert
11/04/2024Buy Now5.64%RBC Capital$95 → $100MaintainsOutperformGet Alert
10/18/2024Buy Now-18.66%Redburn Atlantic → $77Initiates → NeutralGet Alert
10/16/2024Buy Now-12.32%B of A Securities$83 → $83DowngradeNeutral → UnderperformGet Alert
10/11/2024Buy Now1.42%Barclays$90 → $96MaintainsOverweightGet Alert
10/09/2024Buy Now-1.75%Mizuho$76 → $93MaintainsNeutralGet Alert
09/24/2024Buy Now-2.81%Wells Fargo$88 → $92MaintainsOverweightGet Alert
08/26/2024Buy Now-10.2%UBS$80 → $85MaintainsNeutralGet Alert
08/16/2024Buy Now-4.92%Barclays$80 → $90UpgradeEqual-Weight → OverweightGet Alert
08/12/2024Buy Now-7.04%Scotiabank$80 → $88MaintainsSector PerformGet Alert
08/12/2024Buy Now0.36%RBC Capital$85 → $95MaintainsOutperformGet Alert
08/09/2024Buy Now-12.32%B of A Securities$76 → $83MaintainsNeutralGet Alert
08/09/2024Buy Now5.64%BMO Capital$95 → $100MaintainsOutperformGet Alert
08/08/2024Buy Now-15.49%UBS$78 → $80MaintainsNeutralGet Alert
07/23/2024Buy Now-15.49%Barclays$85 → $80MaintainsEqual-WeightGet Alert
07/16/2024Buy Now-12.32%Wells Fargo$87 → $83MaintainsOverweightGet Alert
07/15/2024Buy Now-10.2%RBC Capital$90 → $85MaintainsOutperformGet Alert
07/09/2024Buy Now-17.6%UBS$86 → $78MaintainsNeutralGet Alert
05/07/2024Buy Now-20.77%Piper Sandler$82 → $75MaintainsUnderweightGet Alert
05/06/2024Buy Now-15.49%Scotiabank$86 → $80MaintainsSector PerformGet Alert
05/06/2024Buy Now0.36%BMO Capital$100 → $95MaintainsOutperformGet Alert
04/17/2024Buy Now-27.11%Berenberg$68 → $69MaintainsHoldGet Alert
04/10/2024Buy Now-7.04%B of A Securities$96 → $88DowngradeBuy → NeutralGet Alert
03/01/2024Buy Now—Wolfe Research—Initiates → OutperformGet Alert
02/29/2024Buy Now-13.37%Piper Sandler$87 → $82DowngradeNeutral → UnderweightGet Alert
02/20/2024Buy Now-8.09%Piper Sandler$90 → $87MaintainsNeutralGet Alert
02/16/2024Buy Now0.36%RBC Capital$95 → $95ReiteratesOutperform → OutperformGet Alert
02/16/2024Buy Now2.47%Wells Fargo$98 → $97MaintainsOverweightGet Alert
01/31/2024Buy Now-12.32%UBS$95 → $83DowngradeBuy → NeutralGet Alert
01/12/2024Buy Now-10.2%Barclays → $85UpgradeUnderweight → Equal-WeightGet Alert
11/14/2023Buy Now-10.2%Barclays → $85DowngradeEqual-Weight → UnderweightGet Alert
11/06/2023Buy Now—Scotiabank—DowngradeSector Outperform → Sector PerformGet Alert
10/23/2023Buy Now6.7%Wells Fargo$94 → $101MaintainsOverweightGet Alert
10/04/2023Buy Now-5.98%Stifel$88 → $89MaintainsHoldGet Alert
09/26/2023Buy Now4.58%UBS$95 → $99MaintainsBuyGet Alert
08/14/2023Buy Now-10.2%Barclays$80 → $85DowngradeOverweight → Equal-WeightGet Alert
08/08/2023Buy Now0.36%RBC Capital → $95ReiteratesOutperform → OutperformGet Alert
08/07/2023Buy Now-15.49%JP Morgan$70 → $80MaintainsNeutralGet Alert
08/07/2023Buy Now-10.2%Morgan Stanley$70 → $85MaintainsEqual-WeightGet Alert
08/04/2023Buy Now-11.26%Mizuho$83 → $84MaintainsNeutralGet Alert
08/03/2023Buy Now-24.99%Credit Suisse$66 → $71MaintainsUnderperformGet Alert
07/26/2023Buy Now-12.32%HSBC$85 → $83MaintainsHoldGet Alert
07/24/2023Buy Now3.53%Wells Fargo$95 → $98MaintainsOverweightGet Alert
07/19/2023Buy Now-26.05%Morgan Stanley$70 → $70ReiteratesEqual-Weight → Equal-WeightGet Alert
06/08/2023Buy Now0.36%B of A Securities$100 → $95MaintainsBuyGet Alert
06/01/2023Buy Now-15.49%Barclays$105 → $80MaintainsOverweightGet Alert
05/30/2023Buy Now-26.05%Morgan Stanley$75 → $70MaintainsEqual-WeightGet Alert
05/16/2023Buy Now-19.71%Stifel$79 → $76MaintainsHoldGet Alert
05/11/2023Buy Now-15.49%Piper Sandler → $80DowngradeOverweight → NeutralGet Alert
05/03/2023Buy Now10.92%BMO Capital$115 → $105MaintainsOutperformGet Alert

FAQ

Q

What is the target price for CF Industries Holdings (CF) stock?

A

The latest price target for CF Industries Holdings (NYSE:CF) was reported by Scotiabank on February 2, 2026. The analyst firm set a price target for $82.00 expecting CF to fall to within 12 months (a possible -13.37% downside). 40 analyst firms have reported ratings in the last year.

Q

What is the most recent analyst rating for CF Industries Holdings (CF)?

A

The latest analyst rating for CF Industries Holdings (NYSE:CF) was provided by Scotiabank, and CF Industries Holdings maintained their sector perform rating.

Q

When was the last upgrade for CF Industries Holdings (CF)?

A

The last upgrade for CF Industries Holdings Inc happened on August 13, 2025 when Barclays raised their price target to $100. Barclays previously had an equal-weight for CF Industries Holdings Inc.

Q

When was the last downgrade for CF Industries Holdings (CF)?

A

The last downgrade for CF Industries Holdings Inc happened on August 14, 2025 when B of A Securities changed their price target from $93 to $82 for CF Industries Holdings Inc.

Q

When is the next analyst rating going to be posted or updated for CF Industries Holdings (CF)?

A

Analysts arrive at stock ratings after doing extensive research, which includes going through public financial statements, talking to executives and customers of CF Industries Holdings, and listening in to earnings conference calls. Most analysts do this every three months, so you should get 4 ratings per company per firm each year. The last rating for CF Industries Holdings was filed on February 2, 2026 so you should expect the next rating to be made available sometime around February 2, 2027.

Q

Is the Analyst Rating CF Industries Holdings (CF) correct?

A

While ratings are subjective and will change, the latest CF Industries Holdings (CF) rating was a maintained with a price target of $90.00 to $82.00. The current price CF Industries Holdings (CF) is trading at is $94.66, which is out of the analyst’s predicted range.

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