# CF Industries (CF) — Analyst Forecast

CF · NYSE · Stock

Canonical page: https://www.lighthorse.io/tickers/cf/forecast

## Analyst consensus

| Consensus | Buy | Hold | Sell | Analysts |
| --- | --- | --- | --- | --- |
| Hold | 7 | 14 | 4 | 25 |

## Price target

| Low | Average | High | Analysts |
| --- | --- | --- | --- |
| $110.00 | $125.83 | $162.00 | 6 |

Last price $119.77 (as of Oct 15, 2026).

## Recent analyst ratings

| Date | Firm | Action | Rating | Price target |
| --- | --- | --- | --- | --- |
| Sep 28, 2026 | Rothschild & Co | Upgraded | Sell → Neutral | $110.00 |
| Sep 25, 2026 | Bernstein | Initiated Coverage | Outperform | $162.00 |
| Sep 11, 2026 | Keybanc | Initiated Coverage | Underweight | $115.00 |
| Aug 10, 2026 | Scotiabank | Maintained | Sector Outperform | $130.00 |
| Aug 7, 2026 | UBS | Maintained | Neutral | $123.00 |
| Jul 17, 2026 | RBC Capital | Maintained | Sector Perform | $115.00 |
| Jul 7, 2026 | Morgan Stanley | Maintained | Equal-Weight | $115.00 |
| Jun 30, 2026 | Scotiabank | Upgraded | Sector Perform → Sector Outperform | $125.00 |
| Jun 3, 2026 | JP Morgan | Maintained | Neutral | $115.00 |
| May 11, 2026 | Scotiabank | Maintained | Sector Perform | $120.00 |
| Apr 30, 2026 | CIBC | Maintained | Neutral | $128.00 |
| Apr 27, 2026 | Barclays | Maintained | Overweight | $145.00 |
| Apr 20, 2026 | Scotiabank | Maintained | Sector Perform | $115.00 |
| Apr 17, 2026 | Barclays | Maintained | Overweight | $130.00 |
| Apr 14, 2026 | Goldman Sachs | Maintained | Neutral | $132.00 |
| Apr 8, 2026 | Morgan Stanley | Maintained | Equal-Weight | $135.00 |
| Mar 31, 2026 | Mizuho | Maintained | Underperform | $105.00 |
| Mar 26, 2026 | UBS | Maintained | Neutral | $140.00 |
| Mar 18, 2026 | Mizuho | Downgraded | Neutral → Underperform | $100.00 |
| Mar 18, 2026 | BMO Capital | Maintained | Outperform | $140.00 |

## Frequently Asked Questions

### What is the price target for CF stock?

The average 12-month analyst price target for CF Industries (CF) is $125.83, with a high estimate of $162.00 and a low of $110.00, across 6 analysts.

### Is CF a buy, sell, or hold?

Analysts covering CF Industries currently average a Hold rating: 7 buy, 14 hold and 4 sell, from 25 analysts. Ratings reflect analyst opinion, not investment advice.

### What upside do analysts see for CF?

The average price target of $125.83 implies 5.06% upside from the last price of $119.77.

### What is the latest analyst rating on CF?

On Sep 28, 2026, Rothschild & Co upgraded CF Industries to Neutral with a price target of $110.00.

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Analyst ratings and price targets are the opinions of third-party research firms, not of Light Horse Securities. They are estimates about an uncertain future, are frequently wrong, and are neither a recommendation nor a prediction of actual results.

This page is for informational purposes only. Nothing on it is a recommendation, solicitation or offer to buy or sell any security, nor investment, legal or tax advice. Light Horse Securities Inc does not verify third-party data and is not responsible for its accuracy, completeness or timeliness.

Data provided by [AInvest](https://www.ainvest.com).