This summary was created by AI, based on 1 opinions in the last 12 months.
Experts believe that CF Industries Holdings Inc. is currently experiencing a mid-cycle dip in the fertilizer industry, with the stock being deeply discounted. Despite this, farmer economics are strong and there is potential for a return to using nitrogen, particularly in the US. The company is expected to benefit from higher natural gas prices, putting pressure on marginal producers. Overall, there is momentum building for a potential recovery in the coming year.
Right at his model price of $269.92. Pays a 2.4% yield. Doesn’t think you get hurt in this, but he looks for value and there isn’t particularly much in this.
CF Industries Holdings Inc. is a American stock, trading under the symbol CF-N on the New York Stock Exchange (CF). It is usually referred to as NYSE:CF or CF-N
In the last year, 1 stock analyst published opinions about CF-N. 1 analyst recommended to BUY the stock. 0 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for CF Industries Holdings Inc..
CF Industries Holdings Inc. was recommended as a Top Pick by on . Read the latest stock experts ratings for CF Industries Holdings Inc..
Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.
1 stock analyst on Stockchase covered CF Industries Holdings Inc. In the last year. It is a trending stock that is worth watching.
On 2024-04-19, CF Industries Holdings Inc. (CF-N) stock closed at a price of $79.47.
Mid-cycle. Fertilizer stocks peaked in mid-2022. Deeply discounted. Farmer economics are as good as they've ever been. You'll see a return to using nitrogen, seeing recovery in the US. Momentum will build. Will benefit next year from higher nat gas prices putting pressure on marginal producers.