What is CF stock price target for 2026?

WallStSmart's 12-month price target for CF Industries Holdings Inc is $128.57, representing 1.4% upside from the current price of $126.78.

What is CF stock forecast?

CF Industries Holdings Inc forecast includes bull, base, and bear case scenarios from 2026 through 2030. Revenue and EPS projections are derived from analyst consensus and conservative extrapolation with growth deceleration for outer years.

Is CF undervalued based on price targets?

Our DCF intrinsic value for CF Industries Holdings Inc is $228.09, against a current price of $126.78. The margin of safety is 57.50%.

CF Industries Holdings Inc

NYSE: CF · BASIC MATERIALS · AGRICULTURAL INPUTS

$126.78

+3.65% today

Updated 2026-04-29

Market cap

$19.48B

P/E ratio

14.13

P/S ratio

2.75x

EPS (TTM)

$8.97

Dividend yield

1.64%

52W range

$75 – $142

Volume

5.2M

Market cap

$19.48B

P/E ratio

14.13

P/S ratio

2.75x

EPS (TTM)

$8.97

Dividend yield

1.64%

52W range

$75 – $142

Volume

5.2M

CF Industries Holdings Inc (CF) Financial Forecast & Price Target 2030

Research-backed projections from analyst consensus, management guidance, and sector analysis.

Price target summary

Current

$126.78

Consensus

$108.36

-14.53%

2030 Target

$615.61

+385.57%

DCF

$228.09

+57.50% MoS

Current price

$126.78

Analyst consensus

$108.36

-14.53%

2030 Target

$615.61

+385.57%

Intrinsic (DCF)

$228.09

+57.50% MoS

14 analysts:

4 Buy9 Hold3 Sell

Management guidance

No specific CEO revenue targets found in provided data. Latest analyst consensus (FY2026) projects revenue of $7.14B (+0.78% growth) and $7.02B for FY2027 (-1.71% growth). Management has not publicly issued multi-year guidance through 2030.

Sources: Management guidance, analyst consensus, sector analysishigh confidence

Revenue & price projection

Actual revenue Projected revenue Base case Bull to bear range

Bull case (2030)

$1,034.74

$7.9B Rev × 20x P/S

Base case (2030)

$615.61

$7.9B Rev × 12x P/S

Bear case (2030)

$419.14

$7.9B Rev × 8x P/S

Financial forecast — research-backed

Metric	2023	2024	2025	2026 (E)	2027 (E)	2028 (E)	2029 (E)	2030 (E)
Revenue	$6.6B	$5.9B	$7.1B	$7.1B	$7.0B	$7.2B	$7.5B	$7.9B
Revenue growth	—	-10.5%	19.3%	0.8%	-1.7%	3.0%	4.0%	4.9%
EPS	$8.33	$6.64	$9.00	$9.01	$7.40	$7.85	$8.50	$9.15
P/S ratio	—	—	—	12.0x	12.0x	12.0x	12.0x	12.0x
Implied price	—	—	—	$563.21	$550.12	$563.21	$589.41	$615.61

Catalysts & risks

Growth catalysts

+ Iran-induced fertilizer supply constraints supporting nitrogen prices through 2026-2027

+ Blue ammonia and hydrogen economy expansion leveraging CF's ammonia production capacity

+ Global nitrogen demand recovery from agricultural sector and industrial applications

+ Strategic positioning as world's largest ammonia producer amid decarbonization trends

Key risks

- Antitrust investigation by US Department of Justice for potential price collusion (announced March 2026)

- Natural gas price volatility directly impacting production margins and competitiveness

- Nitrogen overcapacity concerns emerging post-2027 as geopolitical supply disruptions normalize

- Insider selling signals ($53.2M past month) despite stock strength suggests management skepticism

- Analyst downgrades trending negative (Mizuho downgraded to Sell March 18, 2026; BofA to Underperform)

Methodology

CF Industries Holdings Inc's forward estimates are derived from AI-powered research synthesis combining analyst consensus from 14 Wall Street analysts, management guidance from the latest earnings call, and sector growth forecasts from industry research. Revenue and EPS projections use analyst consensus where available and conservative extrapolation with growth deceleration for outer years. Price targets are calculated using a tiered Price-to-Sales (P/S) methodology, where the P/S multiple is determined by the projected revenue growth rate.

WallStSmart proprietary research model · Not financial advice · Past performance is not indicative of future results · Last researched: April 7, 2026.