CF Industries Holdings (NYSE:CF) underwent analysis by 11 analysts in the last quarter, revealing a spectrum of viewpoints from bullish to bearish.

The table below provides a concise overview of recent ratings by analysts, offering insights into the changing sentiments over the past 30 days and drawing comparisons with the preceding months for a holistic perspective.

	Bullish	Somewhat Bullish	Indifferent	Somewhat Bearish	Bearish
Total Ratings	0	1	10	0	0
Last 30D	0	0	1	0	0
1M Ago	0	0	3	0	0
2M Ago	0	0	1	0	0
3M Ago	0	1	5	0	0

In the assessment of 12-month price targets, analysts unveil insights for CF Industries Holdings, presenting an average target of $89.64, a high estimate of $100.00, and a low estimate of $80.00. A decline of 3.92% from the prior average price target is evident in the current average.

Understanding Analyst Ratings: A Comprehensive Breakdown

The analysis of recent analyst actions sheds light on the perception of CF Industries Holdings by financial experts. The following summary presents key analysts, their recent evaluations, and adjustments to ratings and price targets.

Analyst	Analyst Firm	Action Taken	Rating	Current Price Target	Prior Price Target
Ben Isaacson	Scotiabank	Lowers	Sector Perform	$82.00	$90.00
Andrew D. Wong	RBC Capital	Raises	Sector Perform	$95.00	$90.00
Jeffrey Zekauskas	JP Morgan	Lowers	Neutral	$80.00	$87.00
Joshua Spector	UBS	Lowers	Neutral	$86.00	$91.00
Christopher Parkinson	Mizuho	Lowers	Neutral	$88.00	$92.00
Hamir Patel	CIBC	Announces	Neutral	$87.00	-
Richard Garchitorena	Wells Fargo	Lowers	Overweight	$100.00	$105.00
Andrew D. Wong	RBC Capital	Lowers	Sector Perform	$95.00	$100.00
Ben Isaacson	Scotiabank	Raises	Sector Perform	$90.00	$82.00
Joshua Spector	UBS	Lowers	Neutral	$91.00	$96.00
Christopher Parkinson	Mizuho	Lowers	Neutral	$92.00	$100.00

Key Insights:

• Action Taken: Responding to changing market dynamics and company performance, analysts update their recommendations. Whether they 'Maintain', 'Raise', or 'Lower' their stance, it signifies their response to recent developments related to CF Industries Holdings. This offers insight into analysts' perspectives on the current state of the company.
• Rating: Gaining insights, analysts provide qualitative assessments, ranging from 'Outperform' to 'Underperform'. These ratings reflect expectations for the relative performance of CF Industries Holdings compared to the broader market.
• Price Targets: Analysts set price targets as an estimate of a stock's future value. Comparing the current and prior price targets provides insight into how analysts' expectations have changed over time. This information can be valuable for investors seeking to understand consensus views on the stock's potential future performance.

Assessing these analyst evaluations alongside crucial financial indicators can provide a comprehensive overview of CF Industries Holdings's market position. Stay informed and make well-judged decisions with the assistance of our Ratings Table.

Stay up to date on CF Industries Holdings analyst ratings.

About CF Industries Holdings

CF Industries is a leading producer and distributor of nitrogen, which is primarily used in fertilizers. The company operates nitrogen manufacturing plants primarily in North America. CF also produces nitrogen in the United Kingdom and holds a joint venture interest in a nitrogen production facility in Trinidad and Tobago. CF makes nitrogen primarily using low-cost US natural gas as its feedstock, making the company one of the lowest-cost nitrogen producers globally. It is also investing in carbon-free blue and green ammonia, which can be used as an alternative fuel to hydrogen or as a means to transport hydrogen.

Financial Insights: CF Industries Holdings

Market Capitalization Highlights: Above the industry average, the company's market capitalization signifies a significant scale, indicating strong confidence and market prominence.

Revenue Growth: Over the 3M period, CF Industries Holdings showcased positive performance, achieving a revenue growth rate of 21.09% as of 30 September, 2025. This reflects a substantial increase in the company's top-line earnings. When compared to others in the Materials sector, the company excelled with a growth rate higher than the average among peers.

Net Margin: CF Industries Holdings's net margin falls below industry averages, indicating challenges in achieving strong profitability. With a net margin of 21.28%, the company may face hurdles in effective cost management.

Return on Equity (ROE): CF Industries Holdings's financial strength is reflected in its exceptional ROE, which exceeds industry averages. With a remarkable ROE of 7.2%, the company showcases efficient use of equity capital and strong financial health.

Return on Assets (ROA): CF Industries Holdings's ROA surpasses industry standards, highlighting the company's exceptional financial performance. With an impressive 2.53% ROA, the company effectively utilizes its assets for optimal returns.

Debt Management: With a high debt-to-equity ratio of 0.7, CF Industries Holdings faces challenges in effectively managing its debt levels, indicating potential financial strain.

The Significance of Analyst Ratings Explained

Ratings come from analysts, or specialists within banking and financial systems that report for specific stocks or defined sectors (typically once per quarter for each stock). Analysts usually derive their information from company conference calls and meetings, financial statements, and conversations with important insiders to reach their decisions.

Beyond their standard evaluations, some analysts contribute predictions for metrics like growth estimates, earnings, and revenue, furnishing investors with additional guidance. Users of analyst ratings should be mindful that this specialized advice is shaped by human perspectives and may be subject to variability.

This article was generated by Benzinga's automated content engine and reviewed by an editor.