Should I buy CF Industries (CF) stock or is it too late?

CF Industries · Materials · price $126

⭐ What the most reliable analysts say · those who beat their sector, targets replayed on real prices

⭐ The most reliable of them, either direction: UBS — 64% of its targets hit on this sector (176 calls tested). It aims for $123 (-2.2 %), call made on August 8, 2026, maturing on August 8, 2027 (20 d ago).

The 4 reliable analysts $115-8.5 %

The 8 other firms $131+4.2 %

How to read it: the 4 reliable firms are not filtered by optimism — 0 aim above the price, 4 below, hence their $115 median. “The 8 others” are the firms that don't pass our reliability filter on this sector.

Firm-by-firm track record on CF Industries

Here the hit rate is measured <b>on this stock specifically</b> (matured targets replayed against real prices, minimum 5 calls tested) — the green block above measures reliability <b>across the whole sector</b>, which is the criterion behind JPI selections. “Aims for” = the firm's most recent target on this stock; “—” means it hasn't published one recently.

Firm	% right	Gain vs sector	Calls	Aims for
Wells Fargo	73 %	+14.4 %	11	$150 +19%
UBS	50 %	+13.2 %	14	$123 -2%
Scotiabank	60 %	+2.3 %	5	$130 +3%
B of A Securities	57 %	-1.7 %	14	$103 -18%
Barclays	57 %	-1.9 %	14	$145 +15%
RBC Capital	46 %	-3.5 %	13	$115 -9%
Credit Suisse	64 %	+12.7 %	14	—
Piper Sandler	36 %	-5.3 %	11	—

In short — Should you invest in CF Industries? Is it too late, still worth it? Analysts are split (33% buy, median target $126, i.e. +0%), and the most reliable on CF targets even higher. We give you both sides, with the numbers — not advice.

✅ Reasons to believe

The most reliable firm on CF, BMO Capital (75% hit rate, 4 scored calls), targets $140 (call made on March 18, 2026, maturing on March 18, 2027) (+11%) in its most recent call.
Pays a dividend (1.9% yield) — regular income on top of potential upside.
Reasonable valuation (P/E ~9) relative to its sector.

⚠️ Reasons to hesitate

The consensus is not unanimous: of 12 ratings, 6 are neutral and 2 are sells.
Limited upside: the median target is only +0% from the current price.
A 12-month target is not a guaranteed path: the price can fall in the meantime.

The analyst consensus on CF

Median target $126 (+0%) · 12 ratings · Hold consensus

Strong Buy00%

Buy433%

Hold650%

Sell217%

Strong Sell00%

⚠️ Information, not investment advice. Past performance does not guarantee future results. Analyst targets on a ~12-month horizon.

Frequently asked questions

Should you invest in CF Industries now?

We won't decide for you. The facts: 33% of analysts rate it a buy, median target $126 (+0%), and BMO Capital (most reliable on CF, 75%) targets $140. Weigh that against valuation (P/E ~9). This is not personalized advice.

Is it too late to invest in CF Industries?

The stated upside is small: the median target ($126) sits just +0% from the price ($126) (most reliable on CF: BMO Capital, 75%). The real question isn't "too late" but the price-to-value gap and risk. Not advice.

Is CF Industries still worth investing in?

It depends on the gap between the price ($126) and its estimated value: analysts target $126 on median (+0%), with 33% buys (most reliable on CF: BMO Capital, 75%). Cross-check with their real reliability on CF and the cautions above. Information, not advice.

What's the main risk in buying CF?

The consensus is not unanimous: of 12 ratings, 6 are neutral and 2 are sells.

→ Go deeper: the full CF Industries profile (consensus, analyst reliability, price target, performance).