SeekingAlpha · Sep 12, 2026
CF Industries: Crushing European Rivals With Structural Moat
CF Industries offers structural cost leadership via Henry Hub natural gas, resilient cash flows from carbon capture credits. Learn why CF stock is a buy.
NYSE · CF
CF Industries Holding, Inc.
Basic Materials · Agricultural Inputs
$135.54
Down-$1.38 (-1.02%)
Updated Sep 16, 2026, 4:26 PM
SID Score
7.4/10
Composite research score
Smart Money
58/100
Neutral
- Market cap
- 13.09B
- P/E ratio
- 9.19
- Dividend yield
- 1.48%
- 52-week range
- $75.87 – $141.96
- Volume
- 3.13M
- Avg. volume
- 2.46M
Price performance
CF price history
1M range · 20 trading sessions · Daily adjusted prices
CF closed at $135.54 after 20 trading sessions, up 13.21% for the selected period.
- Last close
- $135.54
- Period change
- +13.21%
- Period low
- $119.02
- Period high
- $139.27
Daily close
View OHLC price history
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| Sep 15, 2026 | $130.50 | $137.04 | $130.09 | $135.54 | 3.13M |
| Sep 14, 2026 | $136.35 | $137.543 | $130.32 | $131.24 | 2.13M |
| Sep 11, 2026 | $132.60 | $136.89 | $132.00 | $133.07 | 2.29M |
| Sep 10, 2026 | $140.12 | $141.6649 | $134.595 | $135.11 | 2.84M |
| Sep 9, 2026 | $137.875 | $139.50 | $135.71 | $138.11 | 3.22M |
| Sep 8, 2026 | $134.06 | $136.68 | $133.1894 | $134.33 | 2.4M |
| Sep 4, 2026 | $135.43 | $135.965 | $131.64 | $133.35 | 2.66M |
| Sep 3, 2026 | $138.60 | $138.685 | $135.36 | $137.81 | 2.27M |
| Sep 2, 2026 | $133.57 | $141.27 | $131.29 | $139.27 | 4.51M |
| Sep 1, 2026 | $132.07 | $135.77 | $129.63 | $135.60 | 3.84M |
| Aug 31, 2026 | $127.87 | $132.2199 | $126.715 | $130.03 | 3.26M |
| Aug 28, 2026 | $126.71 | $129.25 | $124.50 | $125.79 | 1.54M |
| Aug 27, 2026 | $124.95 | $127.3705 | $122.19 | $125.71 | 2.19M |
| Aug 26, 2026 | $126.05 | $128.6695 | $124.2364 | $125.70 | 1.95M |
| Aug 25, 2026 | $126.44 | $128.93 | $125.755 | $127.26 | 2.14M |
| Aug 24, 2026 | $129.99 | $132.545 | $127.82 | $129.24 | 2.03M |
| Aug 21, 2026 | $127.43 | $131.695 | $127.2194 | $129.60 | 3.9M |
| Aug 20, 2026 | $121.59 | $129.18 | $121.50 | $125.70 | 3.32M |
| Aug 19, 2026 | $120.54 | $123.8795 | $118.93 | $119.02 | 2.35M |
| Aug 18, 2026 | $120.41 | $121.99 | $119.00 | $119.72 | 2.44M |
Latest CF news
The latest Smart Investors Daily articles mentioning CF.
Stock researchCompany · Overview
CF research
Overview
Company profile and research snapshot.
Company profile
CF Industries is a leading producer and distributor of nitrogen, which is primarily used in fertilizers. The company operates nitrogen manufacturing plants primarily in North America. CF also produces nitrogen in the United Kingdom and holds a joint venture interest in a nitrogen production facility in Trinidad and Tobago. CF makes nitrogen primarily using low-cost US natural gas as its feedstock, making the company one of the lowest-cost nitrogen producers globally. It is also investing in carbon-free blue and green ammonia, which can be used as an alternative fuel to hydrogen or as a means to transport hydrogen.
Visit company websiteAnalyst outlook
Consensus and target data currently published for this company.
- Consensus
- Hold
- Average target
- $94.71
- Implied upside
- —
- Analysts
- 28
| Date | Firm | Rating | Target |
|---|---|---|---|
| Sep 11, 2026 | Keybanc | Underweight | — |
| Aug 10, 2026 | Scotiabank | Sector Outperform | — |
| Aug 7, 2026 | UBS | Neutral | — |
| Jul 17, 2026 | RBC Capital | Sector Perform | — |
| Jul 7, 2026 | Morgan Stanley | Equal-Weight | — |
News briefing
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Fintel · Sep 11, 2026
Keybanc Initiates Coverage of CF Industries Holdings at Underweight
Benzinga · Sep 11, 2026
Keybanc Initiates Coverage On CF Industries Holdings with Underweight Rating, Announces Price Target of $115
Keybanc analyst Salvator Tiano initiates coverage on CF Industries Holdings (NYSE:CF) with a Underweight rating and announces Price Target of $115.
Yahoo · Sep 8, 2026
Stock Market Today: Dow Dives, Oil Spikes After Saudi Attacks; Amgen Swoons On These Results (Live Coverage)
Stock Market Today: The Dow Jones index sells off 500 points Tuesday, as oil prices jump on continued U.S.-Iran attacks. SK Hynix breaks out.
AI research layers
Interpretive context generated from the platform’s current data sources.
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