CF Industries Holdings Inc. ($CF) Stock Forecast: Up 5.3% Today

What is CF Industries Holdings Inc.?

A well-known nitrogen fertilizer manufacturer, CF Industries Holdings Inc. (NYSE: CF), displayed a strong bullish movement in the market today.

Why is CF Industries Holdings Inc. going up?

CF stock is up 5.3% on Jan 14, 2026 19:00

• The optimistic view of CF Industries Holdings Inc. as a solid value investment with robust fundamentals likely influenced the upward trend in the market.
• Despite a slight decrease, UBS's revision of the price target while maintaining a Neutral rating could have provided confidence to investors, contributing to the stock's rise.
• The conclusion of the ownership option in the Blue Point joint venture with JERA Co., Inc. possibly removed uncertainties regarding ownership changes, positively impacting investor confidence.
• Recognition as one of the top value stocks to purchase enhanced the positive market sentiment, drawing interest from investors seeking underestimated opportunities.

CF Price Chart

CF Technical Analysis

CF News

This 5% Monthly Payer Beats Vanguard’s VMBS With Higher Income For Retirees

The Janus Henderson Mortgage-Backed Securities ETF (JMBS) is presented as a compelling alternative to traditional bond funds for retirees, offering a 5.04% monthly yield from agency-backed mortgage-backed securities. The article highlights JMBS's dividend resilience, professional management, and outperformance of the broad bond market over five years, despite a 0.22% expense ratio. While acknowledging interest rate sensitivity as a primary risk, it compares JMBS to the Vanguard Mortgage-Backed Securities ETF (VMBS), which has a lower expense ratio and yield, positioning JMBS as superior for retirees prioritizing higher immediate income.

https://247wallst.com/investing/2026/01/13/this-5-monthly-payer-beats-vanguards-vmbs-with-higher-income-for-retirees/

CF Industries Holdings Inc (NYSE:CF): A Classic Value Investment with Strong Fundamentals

CF Industries Holdings Inc. (NYSE:CF) is presented as a strong value investment due to its appealing valuation, robust profitability, and solid financial health. The company, a leading nitrogen fertilizer manufacturer, trades at a significant discount compared to its industry and the broader market while demonstrating high margins and efficient capital utilization. Despite modest future growth projections, its consistent dividend and strong cash flow generation make it an attractive option for disciplined value investors.

https://www.chartmill.com/news/CF/Chartmill-39857-CF-Industries-Holdings-Inc-NYSECF-A-Classic-Value-Investment-with-Strong-Fundamentals

Best Value Stocks to Buy for Jan.13

This article highlights three value stocks for investors to consider: American Public Education, Inc. (APEI), KNOT Offshore Partners LP (KNOP), and CF Industries Holdings, Inc. (CF). All three companies hold a Zacks Rank #1 and exhibit strong value characteristics, including favorable price-to-earnings ratios compared to industry benchmarks or the S&P average. The article also mentions Zacks' "Stock Most Likely to Double" pick for potential high growth.

https://www.sharewise.com/us/news_articles/Best_Value_Stocks_to_Buy_for_Jan13_Zacks_20260113_0918/amp

UBS Adjusts Price Target on CF Industries to $86 From $91, Maintains Neutral Rating

UBS has adjusted its price target for CF Industries Holdings, Inc. (CF) to $86, down from the previous target of $91, while maintaining a Neutral rating on the stock. This update reflects an analyst's revised outlook on the agricultural chemicals manufacturer. Other financial institutions have also recently revised their price targets and ratings for CF Industries.

https://www.marketscreener.com/news/ubs-adjusts-price-target-on-cf-industries-to-86-from-91-maintains-neutral-rating-ce7e58dade8ff720

CF Industries says JERA ownership option in Blue Point joint venture has expired

CF Industries (NYSE:CF) announced that a conditional ownership option held by JERA Co., Inc. in the Blue Point Number One, LLC joint venture has expired. This venture, formed in April 2025, focuses on low-carbon ammonia production, with CF Industries holding 40% and JERA 35%. The expiration of the option means JERA can no longer reduce its stake, nor is CF Industries required to increase its ownership.

https://ng.investing.com/news/sec-filings/cf-industries-says-jera-ownership-option-in-blue-point-joint-venture-has-expired-93CH-2283263

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CF Industries Holdings Inc. Price History

02.00.2026 - CF Stock was up 2.8%

• CF Industries' positive momentum can be linked to its outstanding quarterly performance, exceeding both EPS and revenue projections.
• The stock's undervaluation despite a decline in fertilizer prices and its strategic investments in low-carbon ammonia for future expansion have likely attracted investors, bolstering the upward trend.
• The reduction in holdings by certain institutional investors such as Cwm LLC and Virginia Retirement Systems may have caused brief volatility but was overshadowed by the favorable earnings report and long-term growth potential.
• The overall optimistic outlook on CF Industries, along with its emphasis on clean energy and ability to withstand market fluctuations, has likely boosted investor confidence and the bullish market activity.

08.00.2026 - CF Stock was up 5.1%

• CF Industries experienced a strong bullish movement, possibly influenced by positive market sentiment and internal factors.
• The recent departure of CFO Gregory Cameron in February 2026 initially raised concerns about leadership stability, but the appointment of Richard Hoker as interim CFO could be seen as a positive step towards ensuring continuity during the transition.
• Strong performance in refined fuels and agronomy by another company, despite challenges in the grains segment, may have had a positive impact on CF Industries due to industry similarities.
• The market may be responding positively to the resilience displayed by another company and the strategic decisions made by CF Industries during leadership changes, potentially contributing to CF's bullish movement today.

19.08.2025 - CF Stock was up 2.5%

• The positive news about Mosaic Company's cost-cutting efforts and its potential influence on the fertilizer industry could explain CF's bullish movement.
• Mosaic's goal of achieving $250 million in cost cuts by 2026, expected to result in enhanced EBITDA and margins, likely benefited CF Industries and other firms in the same sector.
• The cost-cutting progress within the fertilizer sector may signal heightened efficiency and profitability, attracting investors to stocks like CF.

24.08.2025 - CF Stock was up 4.8%

• Growing bearish sentiment among investors is reflected in the increase in short interest for CF Industries Holdings, potentially indicating opportunities for short squeeze if the stock continues to rise.
• Mosaic's cost-cutting efforts and improved margins are expected to benefit the fertilizer industry, potentially boosting investor confidence and driving the bullish movement in CF's stock price.
• Positive market sentiment in the agricultural sector, along with cost-cutting initiatives across the industry, likely contributed to the significant bullish movement in CF's stock price today.

05.11.2025 - CF Stock was down 1.8%

• The bearish movement in CF's stock today could be attributed to profit-taking by investors after a recent surge in the stock price following the company's strong quarterly earnings.
• Despite the positive news of supply recovery and robust demand, the stock might have experienced a pullback due to concerns raised by some analysts resulting in a "Hold" consensus rating.
• The significant increase in stake by institutional investors like Arrowstreet Capital Limited Partnership could have added selling pressure on the stock, contributing to the bearish movement.
• Participation in the upcoming investor conference might have raised expectations, and any lack of significant announcements during the event could have disappointed investors, leading to the bearish trend in the stock price.

07.00.2026 - CF Stock was down 5.1%

• The departure of CFO Gregory Cameron and the appointment of an interim CFO may have created uncertainty among investors, leading to a bearish sentiment towards CF Industries.
• The news of significant reduction in stake by Allspring Global Investments Holdings LLC could have contributed to the downward pressure on CF's stock as it signals reduced confidence from institutional investors.
• The broader fertilizer market dynamics, including concerns about fertilizer downcycle, geopolitical factors, and fluctuating fertilizer prices, might have also played a role in the bearish movement of CF's stock.
• Despite the challenging environment, the projected significant growth of the global fertilizer market could offer a glimmer of hope for CF Industries in the long term, provided they navigate the current challenges effectively.

09.00.2026 - CF Stock was up 5.0%

• CF Industries Holdings (CF) witnessed a strong bullish movement recently.
• The surge in stock price may be linked to the appointment of former CF Industries CEO, Tony Will, to the board of directors at Union Pacific. This move could indicate the possibility of synergies and strategic collaborations between the two companies.
• The launch of new options contracts for CF Industries Holdings, offering a range of investment strategies, could have amplified investor optimism and contributed to the positive market trend.
• Taken together, these developments point towards a promising future for CF Industries Holdings, potentially driven by strategic alliances and investment prospects in the rail and manufacturing sectors.

11.11.2025 - CF Stock was up 5.1%

• CF Industries' bullish movement is likely driven by the positive outlook on global nitrogen demand and the company's focus on low-carbon ammonia development.
• The company's Q3 2025 earnings exceeded estimates, supported by higher prices and robust global nitrogen demand, which may have increased investor confidence.
• Brazil Potash Corp.'s achievements and strategic priorities for 2026, emphasizing Brazil's agricultural independence, could have positively impacted market sentiment towards CF Industries.
• The initiation of coverage by CIBC with a Neutral rating and an $87 price target might have enhanced visibility and credibility for CF Industries, despite the potential for greater upside in certain AI stocks.

16.09.2025 - CF Stock was down 2.3%

• CF has a history of beating earnings estimates, indicating strong financial performance.
• Despite positive earnings expectations, the stock experienced a bearish movement, possibly due to broader market conditions or specific industry challenges.
• Investors may be reacting to macroeconomic factors or sector-specific news impacting CF's stock price negatively.
• While CF's earnings potential remains promising, market sentiment and external factors likely influenced today's bearish movement.

14.00.2026 - CF Stock was up 5.3%

• The optimistic view of CF Industries Holdings Inc. as a solid value investment with robust fundamentals likely influenced the upward trend in the market.
• Despite a slight decrease, UBS's revision of the price target while maintaining a Neutral rating could have provided confidence to investors, contributing to the stock's rise.
• The conclusion of the ownership option in the Blue Point joint venture with JERA Co., Inc. possibly removed uncertainties regarding ownership changes, positively impacting investor confidence.
• Recognition as one of the top value stocks to purchase enhanced the positive market sentiment, drawing interest from investors seeking underestimated opportunities.

06.10.2025 - CF Stock was down 5.2%

• Despite exceeding earnings estimates for Q3, CF Industries experienced a bearish movement, indicating potential high market expectations.
• An increase in short interest as a percent of float suggests growing pessimism among investors about CF Industries' future prospects, potentially impacting the stock negatively.
• Discrepancies between positive earnings and negative revenue surprises have raised concerns about the company's long-term profitability, possibly leading to a sell-off of the stock.

06.10.2025 - CF Stock was down 5.4%

• The bearish movement in CF's stock today could be attributed to profit-taking by investors after the stock had a strong run following the company's impressive Q3 earnings beat.
• Despite surpassing earnings estimates and benefiting from higher fertilizer prices, the market sentiment may have been influenced by the increased short interest in CF Industries Holdings Inc. This rise in short interest could indicate some investors are betting on a potential pullback in the stock price.
• The mixed reaction to CF's earnings beat, with revenue missing estimates slightly, might have also contributed to the bearish movement as investors may have been expecting a more significant outperformance across both metrics.
• Overall, while CF Industries continues to demonstrate strength in its core business segments, market dynamics and investor sentiment, including short interest levels, can play a significant role in influencing stock movements in the short term.