NYSE
129.78USD
-4.04 (-3.02%)
We have scored 53 news catalysts on CF Industries Holdings, Inc. (CF) over the past 12 months. The biggest single-day move next to one of them came Mar 11, 2026, when CF closed +9.2%: “How Strait of Hormuz closure can become tipping point for global economy”. Coverage across the window leans positive (average ticker sentiment +0.35). Most of the impact sits in sector energy and revenue cyclicality.
Dots are scored news catalysts — size = impact, color = sentiment. Tap one to read it.
Market cap
19.9B
P/E
—
EPS
—
Beta
0.40
52W range
75.42-141.96
Day range
129.73–132.86
Open
132.72
Prev close
133.82
Volume
635.2K
Avg volume
2.6M
Dividend
2.10
IPO
2005-08-11
Analysts publish price targets on CF, and they disagree. Where the share price actually sits among them shows which of their arguments the market is buying — and which it is ignoring.
6 analyst price targets from $115 to $130
as of 2026-09-02
The market is 9% above the median target — more optimistic than the analysts.
The reconstruction
Daily OHLCV with SMA overlays and session pivots. Draw your levels and trendlines on it, or ask the AI analyst what the price is reacting to.
Suppliers, customers, partners and competitors, derived from what the news actually says about CF Industries Holdings, Inc. — not a sector bucket. Click an edge to see the articles that established the link.
Suppliers, customers, partners and competitors of CF Industries Holdings, Inc., taken from what the news actually said about them rather than from a sector bucket. The count is how many articles established each link.
Latest scored catalyst for CF: .
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CF Industries Holdings, Inc. is a global producer and distributor of hydrogen and nitrogen-based products. These essential chemicals serve a variety of purposes worldwide, including energy generation, agricultural fertilization, environmental emissions reduction, and numerous other industrial applications. The company's core product lineup features vital nitrogen compounds such as anhydrous ammonia, granular urea, urea ammonium nitrate (UAN), and different forms of ammonium nitrate. In addition to these primary offerings, CF Industries also provides specialized chemicals like diesel exhaust fluid, urea liquor, nitric acid, and aqua ammonia, alongside complex fertilizers containing nitrogen, phosphorus, and potassium. Its diverse customer base includes agricultural cooperatives, independent fertilizer distributors, commodity traders, wholesalers, and a wide array of industrial end-users. Founded in 1946, the firm is headquartered in Deerfield, Illinois.
The price sits 9% above the median published target and at the 100th percentile by count, meaning it fully rejects the bear case and already assumes the bullish scenario of sustained tight nitrogen markets and higher mid-cycle cash generation.
What the disagreement turns on
Does the current volume and revenue growth confirm that nitrogen pricing will remain elevated enough to deliver the $2.9 billion mid-cycle EBITDA the price assumes, or will it revert to the lower cash flows the bear case requires?
The price pays for
It declines to pay for
Written by a language model from the published models, the reported segments and a reverse-DCF — not a recommendation, and not a house view.
Claim by claim
