CF Jumps 24% in the Past 3 Months: What's Driving the Stock?

CF Industries' 24.3% YTD rally reflects strong nitrogen demand, firm prices, tightening supply and robust shareholder returns.

Zacks Investment Research • Sep 15, 2026

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.

Seeking Alpha • Sep 12, 2026

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.

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?

Zacks Investment Research • Sep 4, 2026

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.

24/7 Wall Street • Sep 4, 2026

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.

Seeking Alpha • Sep 2, 2026

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.

Zacks Investment Research • Sep 1, 2026

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.

Zacks Investment Research • Aug 27, 2026

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.

Business Wire • Aug 26, 2026

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.

MarketBeat • Aug 8, 2026