CF INDUSTRIES HOLDINGS INC (CF) Forecast, Price Target & Analyst Ratings

NYSE:CF • US1252691001

Current stock price

140.28 USD
+3.83 (+2.81%)
Last:

Analyst forecast overview

View the latest analyst price targets, stock forecast, EPS estimates, revenue projections, revisions, full estimates, rating distribution and upgrades/downgrades for CF INDUSTRIES HOLDINGS INC (CF).

Forecast Snapshot

Consensus Price Target

Price Target
$107.33
-23.49% Downside
→ Price target details

Next Earnings Forecast

Earnings Estimate
Release Date
May 6, 2026
Period
Q1 / 2026
EPS Estimate
$2.61
Revenue Estimate
1.857B
→ Full earnings forecast details

ChartMill Buy Consensus

Rating
68.00%
Weighted Analyst Rating Score
→ Analyst Ratings details

Price Target Details & History

Consensus Price Target and Range

Mean target
$107.33
Upside
-23.49%
From current price of $140.28 to mean target of $107.33, Based on 30 analyst forecasts
Low
$85.85
Median
$102.00
High
$157.50

Price Target Revisions

1 Month
3.56%
3 Months
3.07%

Price Target Summary

30 Wall Street analysts provided a forecast for the next 12 months for CF. The average price target is 107.33 USD. This implies a price decrease of -23.49% is expected in the next year compared to the current price of 140.28.
The average price target has been revised upward by 3.07% in the past 3 months.
→ Find peer stocks trading 30% below analyst price target

Analyst Ratings & History

Current Analyst Ratings

CF Current Analyst RatingCF Current Analyst Buy, Sell and Hold Ratings.Current Analyst Rating Strong Buy Buy Hold Sell Strong Sell 5 10 15

Analyst Ratings History

CF Historical Analyst RatingsCF Historical Analyst Buy, Sell and Hold Ratings and number of analysts.Historical Monthly Analyst Rating -19 -17 -15 -13 -11 -9 -7 -5 -3 -1 5 10 15 20 25

Analyst Ratings Consensus

ChartMill Buy Consensus
68.00%
CF was analyzed by 30 analysts. The buy percentage consensus is at 68. So analysts seem to be have mildly positive about CF.
In the previous month the buy percentage consensus was at a similar level.
CF was analyzed by 30 analysts, which should be a sufficient number of analysts to have a meaningful average consensus rating.
→ Find peer stocks with a buy consensus above 85%

Recent Upgrades & Downgrades

DateFirmActionFrom → To
2026-03-26UBSMaintains Neutral -> Neutral
2026-03-18MizuhoDowngrade Neutral -> Underperform
2026-03-18BMO CapitalMaintains Outperform -> Outperform
2026-03-18B of A SecuritiesMaintains Underperform -> Underperform
2026-03-17CIBCMaintains Neutral -> Neutral
2026-03-13Wells FargoMaintains Overweight -> Overweight
2026-03-03BarclaysMaintains Overweight -> Overweight
2026-02-24UBSMaintains Neutral -> Neutral
2026-02-23ScotiaBankMaintains Sector Perform -> Sector Perform
2026-02-23RBC CapitalMaintains Sector Perform -> Sector Perform
2026-02-20Wells FargoMaintains Overweight -> Overweight
2026-02-20JP MorganMaintains Neutral -> Neutral
2026-02-02ScotiaBankMaintains Sector Perform -> Sector Perform
2026-01-20RBC CapitalMaintains Sector Perform -> Sector Perform
2026-01-15JP MorganMaintains Neutral -> Neutral
2026-01-12UBSMaintains Neutral -> Neutral
2025-12-18MizuhoMaintains Neutral -> Neutral
2025-12-02CIBCInitiate Neutral
2025-11-11Wells FargoMaintains Overweight -> Overweight
2025-11-10ScotiaBankMaintains Sector Perform -> Sector Perform
2025-11-10RBC CapitalMaintains Sector Perform -> Sector Perform
2025-11-06MizuhoMaintains Neutral -> Neutral
2025-11-06UBSMaintains Neutral -> Neutral
2025-10-16Wells FargoMaintains Overweight -> Overweight
2025-10-14B of A SecuritiesMaintains Underperform -> Underperform

Next Earnings Forecast Details

Next Earnings Details

Release Date
May 6, 2026
Period
Q1 / 2026
EPS Estimate
$2.61
Revenue Estimate
1.857B
Revenue Q2Q
11.67%
EPS Q2Q
31.81%
Number of Analysts
18

Next Earnings Revisions

Revenue (1 Month)
4.70%
Revenue (3 Months)
4.58%
EPS (1 Month)
16.62%
EPS (3 Months)
16.65%

Next Earnings Summary

CF is expected to report earnings on 5/6/2026. The consensus EPS estimate for the next earnings is 2.61 USD and the consensus revenue estimate is 1.86B USD.
The next earnings revenue estimate has been revised upward by 4.58% in the past 3 months.
→ Find peers expecting at least 20% revenue growth next quarter

Full Analyst Estimates 2026 - 2033

Yearly Earnings Per Share (EPS), Revenue, EBIT, EBITDA and Operating Margin Analyst Estimates

2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 2033
Revenue
YoY % growth
CF revenue by date.CF revenue by date.
6.631B
-40.72%		5.936B
-10.48%		7.084B
19.34%		6.71B
-5.28%		6.67B
-0.60%		6.637B
-0.49%		6.807B
2.56%		7.525B
10.55%		8.637B
14.78%		8.819B
2.11%		8.964B
1.64%
EBITDA
YoY % growth
CF ebitda by date.CF ebitda by date.
3.121B
-51.39%		2.636B
-15.54%		3.231B
22.57%		2.691B
-16.71%		2.369B
-11.97%		2.435B
2.79%		2.629B
7.97%		2.769B
5.33%		3.234B
16.79%		3.299B
2.01%		3.325B
0.79%
EBIT
YoY % growth
CF ebit by date.CF ebit by date.
2.252B
-59.58%		1.711B
-24.02%		2.333B
36.35%		2.054B
-11.96%		1.768B
-13.92%		1.749B
-1.07%		1.414B
-19.15%		1.648B
16.55%		1.29B
-21.72%		N/AN/A
Operating Margin
CF operating margin by date.CF operating margin by date.
33.96%28.82%32.93%30.61%26.51%26.35%20.77%21.90%14.94%N/AN/A
EPS
YoY % growth
CF eps by date.CF eps by date.
8.33
-50.86%		6.33
-24.01%		9.75
54.03%		9.01
-7.58%		7.40
-17.93%		7.57
2.38%		7.22
-4.69%		9.19
27.31%		11.22
22.09%		11.55
2.94%		11.64
0.80%

All data in USD

Quarterly Earnings Per Share (EPS), Revenue, EBIT and EBITDA Analyst Estimates

Q1 / 26 Q2 / 26 Q3 / 26 Q4 / 26 Q1 / 27 Q2 / 27 Q3 / 27 Q4 / 27
EPS
Q2Q % growth		2.61
31.81%		3.04
29.35%		1.83
-17.70%		1.88
-41.34%		1.96
-24.80%		2.32
-23.63%		1.47
-19.44%		1.64
-12.37%
Revenue
Q2Q % growth		1.857B
11.67%		1.837B
-2.80%		1.51B
-8.98%		1.608B
-14.10%		1.851B
-0.32%		1.689B
-8.06%		1.32B
-12.58%		1.512B
-5.97%
EBITDA
Q2Q % growth		766.49M
9.97%		820.36M
-25.15%		545.15M
-56.04%		575.93M
-63.64%		628.93M
-17.95%		670.24M
-18.30%		465.23M
-14.66%		513.73M
-10.80%
EBIT
Q2Q % growth		588.92M
23.72%		743.95M
15.70%		449.24M
-21.19%		472.04M
-31.19%		422.22M
-28.31%		311.53M
-58.12%		109.28M
-75.67%		244.29M
-48.25%

All data in USD

Yearly Earnings Per Share (EPS) and Revenue Trends vs Historical Data

CF Yearly Revenue VS EstimatesCF Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2017 2019 2021 2023 2025 2027 2029 2031 2033 2B 4B 6B 8B 10B
CF Yearly EPS VS EstimatesCF Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2017 2019 2021 2023 2025 2027 2029 2031 2033 0 5 10 15

Long Term Forward Growth Forecast Summary

Long Term EPS Growth (CAGR)

EPS Next 3 Year
-8.08%
EPS Next 5 Year
-1.18%

Long Term Revenue Growth (CAGR)

Revenue Next 3 Year
-2.64%
Revenue Next 5 Year
0.91%

Long Term EBIT Growth (CAGR)

EBIT Next 3 Year
1.47%
EBIT Next 5 Year
3.50%
→ Find peers expecting at least 20% CAGR revenue growth over the next 3 years

CF INDUSTRIES HOLDINGS INC / CF Forecast FAQ

What is the average price target for CF INDUSTRIES HOLDINGS INC (CF) stock?

30 analysts have analysed CF and the average price target is 107.33 USD. This implies a price decrease of -23.49% is expected in the next year compared to the current price of 140.28.

When does CF INDUSTRIES HOLDINGS INC (CF) report earnings?

CF INDUSTRIES HOLDINGS INC (CF) will report earnings on 2026-05-06, after the market close.

What are the consensus estimates for CF INDUSTRIES HOLDINGS INC (CF) next earnings?

The consensus EPS estimate for the next earnings of CF INDUSTRIES HOLDINGS INC (CF) is 2.61 USD and the consensus revenue estimate is 1.86B USD.

What is the expected long term growth rate for CF INDUSTRIES HOLDINGS INC (CF)?

The expected long term growth rate for CF INDUSTRIES HOLDINGS INC (CF) is -2.64%.