Key Highlights

● CF closed at $111.67 on 9 October 2026, and the $121.11 consensus target implies upside of about 8.5%.

● The consensus draws on 23 analysts, with targets from $105 to $162, while the second data set shows a higher $127.69 mean.

● Both data sets show a Hold consensus, with market data counting eight Buy-category, twelve Hold and three Sell ratings.

● Bernstein initiated at Outperform with a $162 target on 25 September, and Redburn upgraded from Sell to Neutral on 28 September.

CF Industries Holdings, Inc. (NYSE:CF) is a constituent of the S&P 500. The shares closed at $111.67 on Friday 9 October 2026, with the consensus analyst target about 8.5% higher.

What Is the Latest Analyst Price Target?

Market data shows an average 12-month target of $121.11 from 23 analysts, with a high of $162 and a low of $105, implying upside of about 8.5%. The second data set reports a higher mean of $127.69, a median of $124, a high of $195.72 and a low of $105 from 22 analysts, implying about 14%, though its target data was last updated on 6 October. Recent named targets run from $110 to $162.

What Are Wall Street Analysts Saying?

The consensus rating is Hold on both sites. Market data records eight Buy-category ratings, twelve Hold and three Sell, while the second data set shows three Strong Buy, three Buy, thirteen Hold, one Sell and two Strong Sell. Recent named actions include Rothschild and Co Redburn upgrading from Sell to Neutral with a target raised from $98 to $110 on 28 September 2026, Bernstein initiating at Outperform with $162 on 25 September, and KeyCorp initiating at Underweight with $115 on 10 September. Scotiabank raised to $130 and UBS to $123 in August, while RBC and Morgan Stanley each cut to $115 in July.

What Could Help the Stock Reach the Price Target?

Bernstein's new Outperform rating and $162 target shows that some analysts see considerably more value than the consensus. Redburn's upgrade moved one of the most bearish views to neutral, and Scotiabank and UBS raised their targets in August. If more brokers move toward those higher levels, the consensus could drift higher. The consensus target suggests upside of about 8.5% from the closing price.

What Could Prevent the Stock Reaching the Target?

The consensus rating is Hold, with fifteen Hold or Sell ratings on market data. KeyCorp's Underweight view and several targets of $115 sit only slightly above the current price. The wide gap between the high of $162 and the low of $105 reflects real disagreement, and fertiliser companies can be affected by commodity prices and input costs, which may change forecasts. Analyst targets are also frequently revised, and a target set months ago may no longer reflect current conditions.

What Should Investors Watch Next?

Items to watch include whether Bernstein's higher view attracts followers.

CF Industries' Hold Consensus Gets a High-End Outlier From Bernstein

CF Industries closed at $111.67 on 9 October 2026, with the $121.11 consensus target about 8.5% higher and several targets of $115 only slightly above the price. Fifteen of the ratings in market data are Hold or Sell, and KeyCorp's Underweight view sits against Bernstein's new Outperform at $162, the top of the $105 to $162 range. Redburn's upgrade and the August raises from Scotiabank to $130 and UBS to $123 suggest the consensus could drift higher if more brokers move toward Bernstein's level.