CF Industries Projects 10 Million Tons Ammonia Production by 2025
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 19 2026
0mins
Should l Buy CF?
Source: NASDAQ.COM
CF Industries Holdings Inc (CF) has seen its stock rise by 3.64%, reaching a 20-day high amid positive market conditions, with the Nasdaq-100 and S&P 500 both showing gains.
The company maintains its forecast of producing 10 million tons of ammonia by 2025, driven by tight global nitrogen supply and low inventories, which are expected to enhance demand in North America, India, and Brazil. Additionally, CF achieved a 6% earnings beat in Q3, with high ammonia network utilization, further solidifying its position in the nitrogen fertilizer market. Analysts have raised price targets to $95, indicating potential for the stock to break long-term resistance.
This optimistic outlook reflects CF's strong performance and strategic advantages, particularly in sustainability initiatives, which are likely to attract further investor interest and support stock growth.
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Analyst Views on CF
Wall Street analysts forecast CF stock price to fall
11 Analyst Rating
2 Buy
7 Hold
2 Sell
Hold
Current: 104.300
Low
72.00
Averages
87.55
High
100.00
Current: 104.300
Low
72.00
Averages
87.55
High
100.00
About CF
CF Industries Holdings, Inc. is a global manufacturer of hydrogen and nitrogen products. The Company is focused on decarbonizing its ammonia production network to enable low-carbon hydrogen and nitrogen products for energy, fertilizer, emissions abatement and other industrial activities. The Company's segments include Ammonia, Granular Urea, UAN, AN and Other. Ammonia segment produces anhydrous ammonia (ammonia), which is the base product that it manufactures (containing 82% nitrogen and 18% hydrogen). Granular Urea segment produces granular urea, which contains 46% nitrogen. UAN segment produces urea ammonium nitrate solution (UAN). AN segment produces ammonium nitrate (AN). Other segment primarily includes products, such as diesel exhaust fluid (DEF), urea liquor and nitric acid. Its manufacturing complexes in the United States, Canada, and the United Kingdom, a storage, transportation and distribution network in North America, and logistics capabilities enable a global reach.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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