CF INDUSTRIES HOLDINGS INC (CF) Forecast, Price Target & Analyst Ratings
NYSE:CF • US1252691001
115.78 USD
+5 (+4.51%)
At close: Mar 6, 2026
116.24 USD
+0.46 (+0.4%)
After Hours: 3/6/2026, 8:06:02 PM
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
$98.25
-15.14% Downside
Next Earnings Forecast
Release DateMay 6, 2026
PeriodQ1 / 2026
EPS Estimate$2.50
Revenue Estimate1.808B
ChartMill Buy Consensus
69.66%
Weighted Analyst Rating Score
Price Target Details & History
Consensus Price Target and Range
Mean target
$98.25
Upside
-15.14%
From current price of $115.78 to mean target of $98.25, Based on 29 analyst forecasts
Low
$72.72
Median
$98.94
High
$120.75
Price Target Revisions
1 Month
4.00%
3 Months
1.89%
Price Target Summary
29 analysts have analysed CF and the average price target is 98.25 USD. This implies a price decrease of -15.14% is expected in the next year compared to the current price of 115.78.
The average price target has been revised upward by 1.89% in the past 3 months.
Analyst Ratings & History
Current Analyst Ratings
Analyst Ratings History
Analyst Ratings Consensus
ChartMill Buy Consensus
69.66%
CF was analyzed by 29 analysts. The buy percentage consensus is at 70. 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 29 analysts, which is quite many. So the average rating should be quite meaningful.
Recent Upgrades & Downgrades
| Date | Firm | Action | From → To |
|---|---|---|---|
| 2026-03-03 | Barclays | Maintains | Overweight -> Overweight |
| 2026-02-24 | UBS | Maintains | Neutral -> Neutral |
| 2026-02-23 | ScotiaBank | Maintains | Sector Perform -> Sector Perform |
| 2026-02-23 | RBC Capital | Maintains | Sector Perform -> Sector Perform |
| 2026-02-20 | Wells Fargo | Maintains | Overweight -> Overweight |
| 2026-02-20 | JP Morgan | Maintains | Neutral -> Neutral |
| 2026-02-02 | ScotiaBank | Maintains | Sector Perform -> Sector Perform |
| 2026-01-20 | RBC Capital | Maintains | Sector Perform -> Sector Perform |
| 2026-01-15 | JP Morgan | Maintains | Neutral -> Neutral |
| 2026-01-12 | UBS | Maintains | Neutral -> Neutral |
| 2025-12-18 | Mizuho | Maintains | Neutral -> Neutral |
| 2025-12-02 | CIBC | Initiate | Neutral |
| 2025-11-11 | Wells Fargo | Maintains | Overweight -> Overweight |
| 2025-11-10 | ScotiaBank | Maintains | Sector Perform -> Sector Perform |
| 2025-11-10 | RBC Capital | Maintains | Sector Perform -> Sector Perform |
| 2025-11-06 | Mizuho | Maintains | Neutral -> Neutral |
| 2025-11-06 | UBS | Maintains | Neutral -> Neutral |
| 2025-10-16 | Wells Fargo | Maintains | Overweight -> Overweight |
| 2025-10-14 | B of A Securities | Maintains | Underperform -> Underperform |
| 2025-10-09 | Mizuho | Maintains | Neutral -> Neutral |
| 2025-10-06 | UBS | Maintains | Neutral -> Neutral |
| 2025-08-14 | B of A Securities | Downgrade | Neutral -> Underperform |
| 2025-08-13 | Barclays | Upgrade | Equal-Weight -> Overweight |
| 2025-08-11 | ScotiaBank | Maintains | Sector Perform -> Sector Perform |
| 2025-08-11 | Wells Fargo | Maintains | Overweight -> Overweight |
Next Earnings Forecast Details
Next Earnings Details
Release DateMay 6, 2026
PeriodQ1 / 2026
EPS Estimate$2.50
Revenue Estimate1.808B
Revenue Q2Q8.72%
EPS Q2Q26.47%
Number of Analysts18
Next Earnings Revisions
Revenue (1 Month)
2.32%
Revenue (3 Months)
0.11%
EPS (1 Month)
12.79%
EPS (3 Months)
11.65%
Next Earnings Summary
CF is expected to report earnings on 5/6/2026. The consensus EPS estimate for the next earnings is 2.5 USD and the consensus revenue estimate is 1.81B USD.
The next earnings revenue estimate has been revised upward by 0.11% in the past 3 months.
Full Analyst Estimates
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 | 6.631B -40.72% | 5.936B -10.48% | 7.084B 19.34% | 6.787B -4.19% | 6.479B -4.54% | 6.605B 1.94% | 6.522B -1.26% | 7.465B 14.46% | 8.515B 14.07% | 8.695B 2.11% | 8.838B 1.64% | |
| EBITDA YoY % growth | 3.121B -51.39% | 2.636B -15.54% | 3.231B 22.57% | 2.68B -17.05% | 2.344B -12.54% | 2.417B 3.11% | 2.361B -2.32% | 2.768B 17.24% | 3.233B 16.80% | 3.301B 2.10% | 3.328B 0.82% | |
| EBIT YoY % growth | 2.252B -59.58% | 1.711B -24.02% | 2.333B 36.35% | 2.075B -11.06% | 1.676B -19.23% | 1.619B -3.40% | 1.294B -20.07% | 1.648B 27.36% | 1.29B -21.72% | N/A | N/A | |
| Operating Margin | 33.96% | 28.82% | 32.93% | 30.57% | 25.87% | 24.51% | 19.84% | 22.08% | 15.15% | N/A | N/A | |
| EPS YoY % growth | 8.33 -50.86% | 6.33 -24.01% | 9.75 54.03% | 7.47 -23.41% | 6.22 -16.70% | 6.99 12.37% | 6.29 -10.01% | 8.60 36.64% | 10.16 18.15% | 10.42 2.64% | 10.49 0.59% |
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 | 2.50 26.47% | 2.80 19.12% | 1.51 -31.98% | 1.78 -44.32% | 1.94 -22.67% | 1.42 -49.22% | 0.42 -72.03% | 1.10 -38.15% |
| Revenue Q2Q % growth | 1.808B 8.72% | 1.771B -6.30% | 1.477B -10.97% | 1.684B -10.04% | 1.591B -12.00% | 1.538B -13.16% | 1.326B -10.22% | 1.586B -5.82% |
| EBITDA Q2Q % growth | 749.6M 7.55% | 764.52M -30.24% | 475.5M -61.65% | 601.04M -62.06% | 651.99M -13.02% | 550.68M -27.97% | 347.81M -26.85% | 485.81M -19.17% |
| EBIT Q2Q % growth | 583.92M 22.67% | 634.2M -1.37% | 291.89M -48.79% | 281.93M -58.90% | 422.22M -27.69% | 311.53M -50.88% | 109.28M -62.56% | 244.29M -13.35% |
All data in USD
Yearly Earnings Per Share (EPS) and Revenue Trends vs Historical Data
Long Term Forward Growth Forecast Summary
Long Term EPS Growth (CAGR)
EPS Next 3 Year
-10.50%
EPS Next 5 Year
-2.49%
Long Term Revenue Growth (CAGR)
Revenue Next 3 Year
-2.78%
Revenue Next 5 Year
0.76%
Long Term EBIT Growth (CAGR)
EBIT Next 3 Year
1.21%
EBIT Next 5 Year
3.50%
CF INDUSTRIES HOLDINGS INC / CF Forecast FAQ
What is the average price target for CF INDUSTRIES HOLDINGS INC (CF) stock?
29 analysts have analysed CF and the average price target is 98.25 USD. This implies a price decrease of -15.14% is expected in the next year compared to the current price of 115.78.
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 2.5 USD and the consensus revenue estimate is 1.81B 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 -2.78%.