CF CF Industries Holdings, Inc. Common Stock

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CF Industries Holdings (CF) came under pressure after President Donald Trump said the United States was nearing a potash supply deal with Belarus, which could potentially undercut Canadian imports and reshape fertilizer pricing for North American producers. The potash headline hit CF Industries Holdings in the short term, with the share price falling 3.47% in the last session and down 6.07% over the past week. However, the 90-day share price return of 20.65% and year-to-date gain of 53.84%...

CF Industries has outperformed its peers over the past year, even as Wall Street analysts remain neutral about the company’s prospects.

In recent comments, President Donald Trump said the U.S. was working toward a potash import deal with Belarus that could undercut current Canadian supply prices, raising concerns for fertilizer producers such as CF Industries Holdings. The prospect of Belarusian potash entering the U.S. market at lower prices highlights how geopolitical trade moves can quickly reshape fertilizer industry competitive dynamics. Next, we examine how the prospect of cheaper Belarusian potash imports could...

In a move to lower fertilizer prices for American farmers, President Trump said the U.S. plans to buy potash from Belarus, undercutting higher-priced Canadian imports. Stocks of North American fertilizer companies fell Monday. Potash supplier Nutrien fell 3%.

Nutrien, CF Industries, and other fertlizer stocks fall as President Donald Trump says the U.S. is working on a potash deal with Belarus.

Shares of major fertilizer producers fell Monday after President Trump said the United States was nearing a deal to purchase potash from Belarus. Nutrien (NYSE:NTR) shares slid over 4% to $73.97, Mosaic Co (NYSE:MOS) fell over 2% to $23.77, Intrepid Potash (NYSE:IPI) dropped over 2% to...

CF Industries' 24.3% YTD rally reflects strong nitrogen demand, firm prices, tightening supply and robust shareholder returns.

The Dow Jones index falls on the stock market today as Amgen plummets. Fertilizer stocks rose amid more U.S.-Iran tensions. SK Hynix shines.

CF (CF) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

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CF Industries, which makes nitrogen fertilizer, hit its first new record closing high since March today. This marks the company's fifth consecutive winning day; prices rose 11% over this period. The war in Iran has choked off supplies of liquefied natural gas, or LNG, which is used to produce nitrogen fertilizers.

CF Industries has rallied 14.6% in three months, fueled by strong nitrogen demand, higher prices, tight supply and robust shareholder returns.

CF begins construction of the $3.7B Blue Point One ammonia plant, targeting 1.4M metric tons of annual capacity and 2029 production.

​Fertilizer companies are revving their engines to boost supplies of crop nutrients that have been squeezed by the war in the Middle East. CF Industries, the largest U.S. producer of nitrogen fertilizer, broke ground yesterday on a $4 billion plant. Separately, farmer co-op CHS and fertilizer maker OCP North America said they plan to build a $450 million production facility focused on phosphate fertilizer.

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CF Industries (NYSE:CF) just posted a first half of 2026 that most fertilizer companies would frame around one thing: the conflict with Iran. Instead, management spent the earnings call on August 6 arguing that something bigger is happening underneath the headlines. Adjusted EBITDA hit $2.2 billion for the first half, ammonia plants ran at nearly […]

CF Industries Holdings has delivered a very strong 5 year share price return, yet the stock still screens as undervalued on both an intrinsic value check using a Discounted Cash Flow (DCF) estimate and on market multiples, which is not a common combination after such a run. The share price has gained about 200% over 5 years, which puts CF Industries Holdings in the group of stocks where expectations are already high and fresh buyers will usually look closely at valuation. Large capital...

CF Industries Holdings, Inc. reported its second-quarter 2026 results, with sales rising to US$2,222 million and net income reaching US$727 million, alongside buybacks of 1,754,485 shares for US$206.08 million that completed a US$500 million repurchase program begun in 2025. Despite earnings falling short of analyst forecasts, the company combined strong operational performance, higher mid-cycle EBITDA expectations, and progression of its Blue Point One low-carbon ammonia project to support...

CF Industries Holdings (CF) is back in focus after reporting second quarter 2026 results that featured higher sales, stronger earnings per share, and nearly full ammonia capacity utilization, alongside updated long term profitability targets. See our latest analysis for CF Industries Holdings. CF Industries Holdings shares are trading at $120.01 after a 1-day share price return of 1.88% and a year-to-date share price return of 49.77%. The 5-year total shareholder return of 189.69% points to...

Nitrogen producer reports $727M earnings amid tight global supply through 2027.

CF Industries has outperformed the broader market over the past year, but analysts are cautious about the stock’s prospects.

CF Industries (CF) could benefit from firm nitrogen prices, tight global supply, strong cash flow an

CF Industries (NYSE:CF) reported first-half 2026 adjusted EBITDA of $2.2 billion and second-quarter adjusted EBITDA of $1.2 billion, as tight global nitrogen supply-demand conditions and strong operating performance supported results. Net earnings attributable to common stockholders totaled $1.3 bi

CF Industries sees higher mid-cycle earnings power as rising construction costs lift nitrogen economics, with tight fundamentals expected into 2027.

CF Industries Holdings Inc (CF) delivered robust Q2 results with $1.2 billion EBITDA, raised its quarterly dividend by 20%, and lifted mid-cycle EBITDA expectations to $3.3 billion by 2030.

CF Industries' Q2 earnings miss estimates as lower volumes and the Yazoo City outage offset stronger nitrogen pricing and a 17.6% sales increase.

Moby summary of CF Industries Holdings, Inc.'s Q2 2026 earnings call

Although the revenue and EPS for CF (CF) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

CF (CF) delivered earnings and revenue surprises of -16.28% and -8.74%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

The benefits of healthy nitrogen fertilizer demand in major markets and higher nitrogen prices are expected to reflect on CF's Q2 performance.

CF Industries Holdings has delivered a strong 5 year share price gain while current valuation checks and an intrinsic value estimate based on a Discounted Cash Flow (DCF) approach both still point to the stock trading below what those models suggest is its worth. The share price has risen 209.4% over the past 5 years, which puts extra focus on whether the current level still offers a margin between price and estimated value. Recent increases in cash returns to shareholders through a higher...

Recent Price Moves And Business Snapshot For CF Industries Holdings CF Industries Holdings (CF) has drawn renewed attention after its recent share price move, with the stock last closing at US$127.35. Investors are weighing this valuation against the company’s current profitability and cash generation profile. See our latest analysis for CF Industries Holdings. For context, CF Industries Holdings has seen a 1-day share price return of 3.6% and a 30-day share price return of 20.83%, while its...

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CF (CF) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Here is how Cabot (CBT) and CF Industries (CF) have performed compared to their sector so far this year.

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.

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CF Industries will release its second-quarter earnings next month, and analysts anticipate a triple-digit bottom-line growth.

CF raises its quarterly dividend by 20% as strong nitrogen demand, pricing and cash generation reinforce confidence in its long-term financial outlook.

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Nutrien, CF Industries and Yara International have been highlighted in this Industry Outlook article.

With news of CF's increase in its quarterly dividend and its stock surge so far this year, how should investors bet on CF amid nitrogen fertilizer demand and tight market conditions?

Higher input costs and lower expected fertilizer use pose headwinds for the Zacks Fertilizers industry. NTR, CF and YARIY are set to tackle the challenges.