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

CF Industries · Materials · price $117

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

⭐ The most reliable of them, either direction: Bernstein — 67% of its targets hit on this sector (9 calls tested). It aims for $162 (+38 %), call made on September 26, 2026, maturing on September 26, 2027 (18 d ago).

The 3 reliable analysts $123+4.9 %

The 7 other firms $115-1.9 %

How to read it: the 3 reliable firms are not filtered by optimism — 2 aim above the price, 1 below, hence their $123 median. “The 7 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 +28%
UBS	50 %	+13.2 %	14	$123 +5%
Scotiabank	60 %	+2.3 %	5	$130 +11%
B of A Securities	57 %	-1.7 %	14	$103 -12%
Barclays	57 %	-1.9 %	14	$145 +24%
RBC Capital	46 %	-3.5 %	13	$115 -2%
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 (30% buy, median target $119, i.e. +1%), 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, Bernstein (100% hit rate, 2 scored calls), targets $162 (call made on September 25, 2026, maturing on September 25, 2027) (+38%) 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 10 ratings, 6 are neutral and 1 is a sell.
Limited upside: the median target is only +1% 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 $119 (+1%) · 10 ratings · Hold consensus

Strong Buy00%

Buy330%

Hold660%

Sell110%

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: 30% of analysts rate it a buy, median target $119 (+1%), and Bernstein (most reliable on CF, 100%) targets $162. 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 ($119) sits just +1% from the price ($117) (most reliable on CF: Bernstein, 100%). 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 ($117) and its estimated value: analysts target $119 on median (+1%), with 30% buys (most reliable on CF: Bernstein, 100%). 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 10 ratings, 6 are neutral and 1 is a sell.

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