CF Industries Holdings, Inc. (CF) is currently trading at $127.35. Based on 19 Wall Street analysts, the average target price is $125.20, implying a 1.7% downside. The consensus recommendation is HOLD.

CF

CF Industries Holdings, Inc.

MaterialsOpinion: hold

Opinion Criteria: Based on the consensus of Wall Street analysts. Strong Buy (1.0-1.5), Buy (1.5-2.5), Hold (2.5-3.5), Sell (3.5-4.5), Strong Sell (4.5-5.0).

Price (USD)

$127.35

Consensus target price range

Low–high band from analyst PT changes in the last 3 months; median & sample mean vs current price

LowHigh
$115.00$145.00
Current $127.35
Median: $120.00Mean: $123.29Current: $127.35

Recent price target updates (latest 80)

  • RBC CapitalJul 17, 2026

    PT action: Lowers

    $125.00 → $115.00

  • Morgan StanleyJul 7, 2026

    PT action: Lowers

    $135.00 → $115.00

  • ScotiabankJun 30, 2026

    PT action: Raises

    $120.00 → $125.00

  • JP MorganJun 3, 2026

    PT action: Raises

    $94.00 → $115.00

  • ScotiabankMay 11, 2026

    PT action: Raises

    $115.00 → $120.00

  • CIBCApr 30, 2026

    PT action: Raises

    $118.00 → $128.00

  • BarclaysApr 27, 2026

    PT action: Raises

    $130.00 → $145.00

  • ScotiabankApr 20, 2026

    PT action: Raises

    $85.00 → $115.00

  • BarclaysApr 17, 2026

    PT action: Raises

    $120.00 → $130.00

  • Goldman SachsApr 14, 2026

    PT action: Raises

    $103.00 → $132.00

  • Morgan StanleyApr 8, 2026

    PT action: Raises

    $95.00 → $135.00

  • MizuhoMar 31, 2026

    PT action: Raises

    $100.00 → $105.00

  • UBSMar 26, 2026

    PT action: Raises

    $97.00 → $140.00

  • B of A SecuritiesMar 18, 2026

    PT action: Raises

    $86.00 → $103.00

  • BMO CapitalMar 18, 2026

    PT action: Raises

    $115.00 → $140.00

  • MizuhoMar 18, 2026

    PT action: Raises

    $95.00 → $100.00

  • CIBCMar 17, 2026

    PT action: Raises

    $100.00 → $118.00

  • Wells FargoMar 13, 2026

    PT action: Raises

    $113.00 → $150.00

  • BarclaysMar 3, 2026

    PT action: Raises

    $100.00 → $120.00

  • UBSFeb 24, 2026

    PT action: Raises

    $86.00 → $97.00

Band uses only the revised target (Current column) from firm actions dated within the last 3 months—not the Prior price.

Avg Target

$125.20

Based on 19 analysts

Analyst Recommendations

Buy (5)Hold (13)Sell (3)

Upside

-1.69%

Market Cap

$19.56B

Financial & Investment Metrics

Next Earnings Date
Aug 5, 2026D-14
P/E Ratio (TTM)11.47
Forward P/E11.37
P/B Ratio3.66
Dividend Yield1.95%
Return on Equity (ROE)27.30%
Operating Margin33.59%
Debt to Equity43.85
Beta (Volatility)0.39
52 Week Range$75.42 - $141.96
LowCurrent: $127.35High

Latest News

Daily editorial mentioning CF

Price target moves

BMO Capital Lifts GOOGL and BLK Targets Amidst Broad NFLX Revisions

As of July 20, 2026, the analyst community has been busy recalibrating expectations across key S&P 500 constituents. Most notably, BMO Capital initiated a series of adjustments on July 17, pushing their target for Alphabet (GOOGL) to $455 from $435, while simultaneously raising BlackRock (BLK) to $1300 from $1250.

Revisions this week

The activity was concentrated in the financial and healthcare sectors. Morgan Stanley (MS) saw upward adjustments from both BMO Capital (to $250) and Freedom Broker (to $245), highlighting a firming sentiment toward the banking giant. Healthcare also saw significant movement; UnitedHealth Group (UNH) captured upgrades from Morgan Stanley to $529 and Keybanc to $500.

Conversely, the downward revisions were marked by a heavy concentration in Communication Services. Netflix (NFLX) faced a barrage of target cuts from five different firms, including Goldman Sachs, JP Morgan, and Morgan Stanley, with price targets coalescing around the $83–$94 range.

Ticker Firm Dir Prior→Current
GOOGL BMO Capital Up 435→455
NFLX JP Morgan Down 118→85
ISRG Piper Sandler Down 580→470
MS BMO Capital Up 240→250

What to notice

The divergence in Healthcare targets is particularly striking. While Piper Sandler and Raymond James took a sharper stance on Intuitive Surgical (ISRG), slashing targets to $470 and $483 respectively, other corners of the sector like Elevance Health (ELV) saw Leerink Partners boost their target to $395. This suggests that while broader sector sentiment remains generally positive, specific valuation models for surgical robotics are undergoing a more aggressive reset. You can track these shifting consensus trends on our dedicated moves page.

Sector divergence in tech and energy

The IT and energy sectors saw individual, albeit significant, downward revisions that bucked the broader positive momentum seen in financials. Citigroup’s decision to drop IBM from $375 to $255 represents a substantial recalibration, signaling a move to align with more conservative valuation multiples. Similarly, the energy space saw Occidental Petroleum (OXY) pared back to $60 by Citigroup, reflecting a cooling outlook on price appreciation for the firm relative to its historical consensus.

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Insider Sentiment Index (Last 6 Months)

Counts and listings exclude stock awards, gifts, and option exercises—open-market purchases and sales only.

Buy vs Sell (Count)

Insider Buys: 0Insider Sells: 10

Whale Trades (C-Level Large Buys)

No major insider buying detected recently.

Recent Insider Transactions

DateNamePositionTransactionShares
3/17/2026MAYER ERIK M.OfficerSale at price 124.69 per share.1,500
3/17/2026FROST BERT AOfficerSale at price 126.00 per share.6,000
3/17/2026HOKER RICHARD A.OfficerSale at price 125.38 per share.3,499
3/13/2026WILL W ANTHONYDirectorSale at price 118.64 - 131.17 per share.81,651
3/12/2026FROST BERT AOfficerSale at price 136.69 per share.6,250
3/12/2026MENZEL SUSAN LOfficerSale at price 136.06 per share.18,041
3/9/2026FROST BERT AOfficerSale at price 116.21 - 119.01 per share.15,534
3/6/2026MCGRANE MICHAEL PATRICKGeneral CounselSale at price 116.50 per share.3,666
3/6/2026MAYER ERIK M.OfficerSale at price 116.25 per share.2,200
3/5/2026MALIK ASHRAF KHANOfficerSale at price 111.00 per share.2,439

Frequently Asked Questions

Q. What is the current target price and upside for CF?

A. The current target price for CF Industries Holdings, Inc. is $125.20, which implies a 1.7% downside from the current price of $127.35. This is based on the consensus of 19 Wall Street analysts.

Q. What is the current analyst recommendation for CF?

A. Currently, there are 2 Strong Buy, 3 Buy, 13 Hold, 2 Sell, and 1 Strong Sell ratings. The overall consensus is HOLD.

Q. Are insiders buying CF stock recently?

A. Over the past 6 months, there have been 0 insider buys and 10 insider sells. Insider selling is more prominent recently.

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