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CF Industries

CF

Market cap $20.5B

135.41 USD

+2.34

1.76%

At close Updated Sep 14, 9:46 AM EDT

1 day

1.76%

5 days

1.01%

1 month

14.46%

3 months

26.67%

6 months

10.69%

Year to date

68.99%

1 year

58.65%

5 years

193.6%

10 years

463.5%

About: 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.

Employees: 2,900

Materials Agricultural Inputs

News

Positive

Neutral

Negative

Sentiment 3-Months

Positive 51.3%

Neutral 33.3%

Negative 15.4%

CF Industries: Crushing European Rivals With Structural Moat

CF Industries offers structural cost leadership via Henry Hub natural gas, resilient cash flows from carbon capture credits, and disciplined capital returns. CF's first-quartile cost position and robust North American logistics insulate margins against global energy volatility and support market share gains. Section 45Q tax credits and aggressive share buybacks drive durable free cash flow and per-share value compounding, even through commodity cycles.

CF Industries: Crushing European Rivals With Structural Moat

The Big 3: CF, LULU, UPS

Mounting macro pressures are what Jason Brown (@brownreport) sees hitting the stock market for the foreseeable future. That said, he points to trading opportunities in stocks he expects to weather through volatility.

The Big 3: CF, LULU, UPS

24/7 Wall Street

Jim Cramer Saw Copper Reaching $100, Yet One Trader Bought the Drop

On the August 31 Mad Money “Off the Charts” segment with Bob Lang, Jim Cramer laid out a copper roadmap.

Jim Cramer Saw Copper Reaching $100, Yet One Trader Bought the Drop

Zacks Investment Research

CF (CF) Up 18.1% Since Last Earnings Report: Can It Continue?

CF (CF) reported earnings 30 days ago. What's next for the stock?

CF (CF) Up 18.1% Since Last Earnings Report: Can It Continue?

CF Industries: Still Misunderstood, Still Undervalued

CF Industries Holdings remains a Buy, with compelling valuation despite recent earnings misses and ongoing commodity volatility. CF advanced on the $4B Blue Point blue ammonia project, targeting 2029 start-up and significant long-term EBITDA and FCF uplift. CF's North American gas advantage and strong balance sheet underpin resilience, enabling dividend hikes, buybacks, and strategic flexibility.

CF Industries: Still Misunderstood, Still Undervalued

Zacks Investment Research

CF Shares Up 15% in 3 Months: Here's What's Driving the Upside

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

CF Shares Up 15% in 3 Months: Here's What's Driving the Upside

Zacks Investment Research

CF Industries & Partners Break Ground on Low-Carbon Ammonia Plant

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

CF Industries & Partners Break Ground on Low-Carbon Ammonia Plant

CF Industries, JERA Co., and Mitsui & Co., Ltd., Break Ground on Blue Point One, the World's Largest Low-Carbon Ammonia Plant in Louisiana

MODESTE, La.--(BUSINESS WIRE)--Blue Point One, a joint venture between CF Industries Holdings, Inc. (NYSE: CF), the world's largest producer of ammonia; JERA Co., Inc. (JERA), Japan's largest energy company; and Mitsui & Co., Ltd. (Mitsui), a leading global investment and trading company, today broke ground in Modeste, Louisiana, on a low-carbon ammonia plant that can serve both traditional agricultural customers and emerging energy applications. The plant is expected to be the world's larg.

CF Industries, JERA Co., and Mitsui & Co., Ltd., Break Ground on Blue Point One, the World's Largest Low-Carbon Ammonia Plant in Louisiana

CF Industries Q2 Earnings Call Highlights

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.

CF Industries Q2 Earnings Call Highlights

Zacks Investment Research

CF Q2 Earnings Call Highlights Higher Mid-Cycle Earnings Power

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

CF Q2 Earnings Call Highlights Higher Mid-Cycle Earnings Power

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