CF Industries (NYSE:CF) Given New $90.00 Price Target at BNP Paribas Exane

CF Industries (NYSE:CF) had its price target hoisted by BNP Paribas Exane from $80.00 to $90.00 in a research note issued to investors on Wednesday,MarketScreener reports. The firm currently has a neutral rating on the basic materials company’s stock.

A number of other equities research analysts have also commented on CF. The Goldman Sachs Group lowered their price target on CF Industries from $94.00 to $90.00 and set a “neutral” rating for the company in a research report on Tuesday, December 16th. Wells Fargo & Company assumed coverage on shares of CF Industries in a report on Tuesday, November 11th. They issued an “overweight” rating and a $100.00 target price for the company. Cibc Captl Mkts raised shares of CF Industries to a “hold” rating in a research report on Tuesday, December 2nd. Zacks Research upgraded shares of CF Industries from a “hold” rating to a “strong-buy” rating in a report on Monday, January 12th. Finally, Bank of America reduced their price objective on shares of CF Industries from $83.00 to $78.00 and set an “underperform” rating for the company in a research report on Thursday, January 8th. Two analysts have rated the stock with a Strong Buy rating, three have assigned a Buy rating, thirteen have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, CF Industries presently has an average rating of “Hold” and a consensus price target of $92.63.

CF Industries Price Performance

CF stock opened at $91.77 on Wednesday. The company has a market capitalization of $14.31 billion, a P/E ratio of 11.06 and a beta of 0.69. The company has a debt-to-equity ratio of 0.39, a quick ratio of 1.99 and a current ratio of 2.27. CF Industries has a 52-week low of $67.34 and a 52-week high of $104.45. The business has a 50-day simple moving average of $80.04 and a two-hundred day simple moving average of $85.15.

CF Industries (NYSE:CF) last issued its quarterly earnings data on Wednesday, November 5th. The basic materials company reported $2.19 EPS for the quarter, topping the consensus estimate of $2.06 by $0.13. CF Industries had a return on equity of 18.14% and a net margin of 20.47%.The firm had revenue of $1.66 billion during the quarter, compared to the consensus estimate of $1.59 billion. During the same period in the prior year, the business posted $1.55 earnings per share. The company’s quarterly revenue was up 21.1% compared to the same quarter last year. Research analysts expect that CF Industries will post 5.83 EPS for the current fiscal year.

Institutional Trading of CF Industries

Several hedge funds have recently added to or reduced their stakes in CF. Trust Co. of Toledo NA OH purchased a new position in shares of CF Industries during the 2nd quarter valued at $26,000. Harbor Capital Advisors Inc. raised its stake in CF Industries by 78.0% in the 3rd quarter. Harbor Capital Advisors Inc. now owns 292 shares of the basic materials company’s stock valued at $26,000 after acquiring an additional 128 shares during the period. True Wealth Design LLC lifted its holdings in CF Industries by 396.2% during the third quarter. True Wealth Design LLC now owns 387 shares of the basic materials company’s stock valued at $35,000 after purchasing an additional 309 shares during the last quarter. Eastern Bank purchased a new stake in CF Industries during the third quarter valued at about $35,000. Finally, Peterson Wealth Services boosted its position in CF Industries by 451.3% during the third quarter. Peterson Wealth Services now owns 441 shares of the basic materials company’s stock worth $40,000 after purchasing an additional 361 shares during the period. Institutional investors own 93.06% of the company’s stock.

Key CF Industries News

Here are the key news stories impacting CF Industries this week:

• Positive Sentiment: Trafigura and U.S. industry moves to advance low‑carbon ammonia increase the market opportunity for CF’s decarbonized ammonia push; investors may reward CF for exposure to a growing low‑carbon product line. Read More.
• Positive Sentiment: Royal Bank of Canada raised its price target to $95 (keeps sector perform), signaling incremental analyst confidence that supports the share move. Read More.
• Neutral Sentiment: BNP Paribas raised its target to $90 but maintained a neutral rating, a modestly constructive but cautious signal that implies limited near‑term upside from this note. Read More.
• Neutral Sentiment: CF published its 2026 results schedule (Q4 2025 results after market close Feb 18; call Feb 19) — a clear near‑term catalyst that will focus investor attention on winter volumes, margins and ammonia pricing. Read More.
• Neutral Sentiment: Coverage highlighting the CFO transition and details on low‑carbon ammonia partnerships flags mixed impacts—leadership change can create short‑term uncertainty while partnership progress is strategically positive. Read More.
• Neutral Sentiment: Recent commentary debates whether CF’s rally is supported by fundamentals or stretched valuation; “Bull of the Day” features provide retail/technical interest but not new fundamental proof. Read More. Read More.
• Negative Sentiment: MarketWatch notes CF has underperformed peers despite daily gains, highlighting relative weakness that could limit further upside if sector rotation continues or peers report stronger results. Read More.

CF Industries Company Profile

CF Industries Holdings, Inc is a leading global manufacturer of hydrogen and nitrogen products for agricultural and industrial customers. The company specializes in the production of ammonia, granular urea, urea ammonium nitrate (UAN), nitric acid and ammonium nitrate, which serve as key inputs for fertilizer blends, industrial chemicals and other downstream applications.

Headquartered in Deerfield, Illinois, CF Industries operates production facilities and distribution terminals across North America and the United Kingdom.