What is the analyst consensus rating for CF?

The analyst consensus rating for CF is "Buy" based on 16 analyst recommendations.

What is the average price target for CF?

The average 12-month price target for CF is $107.06, representing a downside of 17.6% from the current price of $129.97.

What do analyst ratings mean?

Analyst ratings indicate investment recommendations: Strong Buy and Buy are bullish signals suggesting the stock may outperform. Hold means the stock is fairly valued. Sell and Strong Sell are bearish signals suggesting potential underperformance. These ratings are based on fundamental analysis and valuation models.

What is a price target?

A price target is an analyst's projection of a stock's fair value over a specific timeframe, typically 12 months. Analysts use fundamental analysis, financial modeling, and industry comparisons to estimate where the stock should trade. Price targets can range from low (conservative) to high (optimistic) estimates.

CF Industries Holdings, Inc. (CF) Forecast: Analyst Ratings & Targets

Latest CF Analyst Ratings & Recommendations

Recent analyst recommendations with rating changes and price target updates (last 90 days)

Date	Analyst	Firm	Action	Rating	Price Target
Mar 31, 2026	Edlain Rodriguez	Mizuho	Maintains	Sell	$100.00 → $105.00 +5.00 (5.0%)
Mar 26, 2026	Joshua Spector	UBS	Maintains	Hold	$97.00 → $140.00 +43.00 (44.3%)
Mar 18, 2026	Edlain Rodriguez	Mizuho	Downgrades	Sell	$95.00 → $100.00 +5.00 (5.3%)
Mar 18, 2026	Steve Byrne	BofA Securities	Maintains	Sell	$86.00 → $103.00 +17.00 (19.8%)
Mar 18, 2026	Joel Jackson	BMO Capital	Maintains	Buy	$115.00 → $140.00 +25.00 (21.7%)
Mar 17, 2026	Hamir Patel	CIBC	Maintains	Hold	$100.00 → $118.00 +18.00 (18.0%)
Mar 13, 2026	Michael Sison	Wells Fargo	Maintains	Buy	$113.00 → $150.00 +37.00 (32.7%)
Mar 3, 2026	Benjamin Theurer	Barclays	Maintains	Buy	$100.00 → $120.00 +20.00 (20.0%)
Feb 24, 2026	Joshua Spector	UBS	Maintains	Hold	$86.00 → $97.00 +11.00 (12.8%)
Feb 23, 2026	Ben Isaacson	Scotiabank	Maintains	Hold	$82.00 → $85.00 +3.00 (3.7%)
Feb 23, 2026	Andrew D. Wong	RBC Capital	Maintains	Hold	$95.00 → $100.00 +5.00 (5.3%)
Feb 20, 2026	PerPlexity Agricultural Inputs	TipRanks - PerPlexity	Reiterates	Buy	$108.00 → $113.00 +5.00 (4.6%)
Feb 20, 2026	Jeffrey Zekauskas	JP Morgan	Maintains	Hold	$80.00 → $94.00 +14.00 (17.5%)
Feb 20, 2026	Michael Sison	Wells Fargo	Maintains	Buy	$100.00 → $113.00 +13.00 (13.0%)
Feb 19, 2026	Ben Isaacson	Scotiabank	Maintains	Hold	$82.00
Feb 19, 2026	Edlain Rodriguez	Mizuho	Maintains	Hold	$88.00 → $95.00 +7.00 (8.0%)
Feb 18, 2026	Benjamin Theurer	Barclays	Maintains	Buy	$100.00
Feb 4, 2026	Mazahir Mammadli	Rothschild & Co Redburn	Upgrades	Sell	$72.00
Feb 2, 2026	Ben Isaacson	Scotiabank	Maintains	Hold	$90.00 → $82.00 -8.00 (-8.9%)
Jan 30, 2026	Joshua Spector	UBS	Maintains	Hold	$86.00
Jan 20, 2026	Andrew D. Wong	RBC Capital	Maintains	Hold	$90.00 → $95.00 +5.00 (5.6%)
Jan 19, 2026	Andrew Wong CFA	RBC Capital	Maintains	Hold	$90.00 → $95.00 +5.00 (5.6%)
Jan 15, 2026	Google Agricultural Inputs	TipRanks - Google	Reiterates	Buy	$90.00 → $100.00 +10.00 (11.1%)
Jan 15, 2026	Jeffrey Zekauskas	JP Morgan	Maintains	Hold	$87.00 → $80.00 -7.00 (-8.1%)
Jan 13, 2026	Richard Garchitorena	Wells Fargo	Maintains	Buy	$100.00
Jan 12, 2026	Joshua Spector	UBS	Maintains	Hold	$91.00 → $86.00 -5.00 (-5.5%)
Jan 8, 2026	Matthew DeYoe	BofA Securities	Maintains	Sell	$83.00 → $78.00 -5.00 (-6.0%)

Edlain Rodriguez

Mizuho

SellMaintains

$100.00 → $105.00

Mar 31

Joshua Spector

UBS

HoldMaintains

$97.00 → $140.00

Mar 26

Edlain Rodriguez

Mizuho

SellDowngrades

$95.00 → $100.00

Mar 18

Steve Byrne

BofA Securities

SellMaintains

$86.00 → $103.00

Mar 18

Joel Jackson

BMO Capital

BuyMaintains

$115.00 → $140.00

Mar 18

Hamir Patel

CIBC

HoldMaintains

$100.00 → $118.00

Mar 17

Michael Sison

Wells Fargo

BuyMaintains

$113.00 → $150.00

Mar 13

Benjamin Theurer

Barclays

BuyMaintains

$100.00 → $120.00

Mar 3

Joshua Spector

UBS

HoldMaintains

$86.00 → $97.00

Feb 24

Ben Isaacson

Scotiabank

HoldMaintains

$82.00 → $85.00

Feb 23

Andrew D. Wong

RBC Capital

HoldMaintains

$95.00 → $100.00

Feb 23

PerPlexity Agricultural Inputs

TipRanks - PerPlexity

BuyReiterates

$108.00 → $113.00

Feb 20

Jeffrey Zekauskas

JP Morgan

HoldMaintains

$80.00 → $94.00

Feb 20

Michael Sison

Wells Fargo

BuyMaintains

$100.00 → $113.00

Feb 20

Ben Isaacson

Scotiabank

HoldMaintains

$82.00

Feb 19

Edlain Rodriguez

Mizuho

HoldMaintains

$88.00 → $95.00

Feb 19

Benjamin Theurer

Barclays

BuyMaintains

$100.00

Feb 18

Mazahir Mammadli

Rothschild & Co Redburn

SellUpgrades

$72.00

Feb 4

Ben Isaacson

Scotiabank

HoldMaintains

$90.00 → $82.00

Feb 2

Joshua Spector

UBS

HoldMaintains

$86.00

Jan 30

Andrew D. Wong

RBC Capital

HoldMaintains

$90.00 → $95.00

Jan 20

Andrew Wong CFA

RBC Capital

HoldMaintains

$90.00 → $95.00

Jan 19

Google Agricultural Inputs

TipRanks - Google

BuyReiterates

$90.00 → $100.00

Jan 15

Jeffrey Zekauskas

JP Morgan

HoldMaintains

$87.00 → $80.00

Jan 15

Richard Garchitorena

Wells Fargo

BuyMaintains

$100.00

Jan 13

Joshua Spector

UBS

HoldMaintains

$91.00 → $86.00

Jan 12

Matthew DeYoe

BofA Securities

SellMaintains

$83.00 → $78.00

Jan 8

CF Industries Holdings, Inc. (CF) Analyst Forecast

Analyst Consensus Rating

Consensus Rating

Average Price Target

Latest CF Analyst Ratings & Recommendations

Frequently Asked Questions