Blue Ammonia Market Size, Share, Growth & Demand Forecast to 2034
The global blue ammonia market is projected for significant growth through 2034, driven by the push for energy transition and carbon emission reductions, with blue ammonia serving as a low-carbon fuel and efficient hydrogen transport medium. Key drivers include decarbonization efforts and strategic investments in emerging markets, while high CCUS costs pose a restraint. The market is segmented by technology, manufacturing process, distribution channel, application, end-user, and geography, with North America expected to lead production.
BofA raises CF Industries stock price target on strong Q4 results
BofA Securities raised its price target on CF Industries Holdings Inc. (NYSE:CF) to $86 from $78, despite maintaining an Underperform rating. The company's Q4 adjusted EBITDA exceeded BofA's estimates, primarily due to low natural gas prices and better price realizations. However, BofA expressed caution regarding future market conditions and increased capital expenditures for the BluePoint project, while InvestingPro analysis suggests the stock remains undervalued.
BofA raises CF Industries stock price target on strong Q4 results
BofA Securities increased its price target for CF Industries Holdings Inc. (NYSE:CF) to $86 from $78, maintaining an Underperform rating despite the stock trading currently above this new target and having surged 29% year-to-date. The company's Q4 adjusted EBITDA of $821 million surpassed BofA's estimate, partly due to low natural gas prices and effective hedging, though BofA expresses caution on ammonia markets and potential headwinds from market volatility in Q1 2026. Despite BofA's concerns, an InvestingPro analysis suggests CF stock is undervalued, and the company is also involved in a low-carbon fertilizer initiative and has declared a quarterly dividend.
Wells Fargo Adjusts Price Target on CF Industries to $113 From $100, Maintains Overweight Rating
Wells Fargo has increased its price target for CF Industries (NYSE: CF) to $113 from $100, while reiterating an "Overweight" rating on the stock. This adjustment reflects a positive outlook from the analytical firm. The news follows a series of other analyst adjustments for CF Industries, including BMO Capital, JPMorgan, Goldman Sachs, and Mizuho Securities, indicating active analyst coverage for the company.
Agricultural ETF (VEGI) Touches New 52-Week High
The iShares MSCI Agriculture Producers ETF (VEGI) recently reached a new 52-week high, up 42.7% from its low. This surge is largely attributed to strong earnings and guidance from Deere & Company, a key holding. The ETF, which tracks agricultural producers in both developed and emerging markets, is expected to continue its positive performance.
CF's Q4 Earnings and Sales Beat Estimates on Higher Prices
CF Industries Holdings, Inc. (CF) reported strong fourth-quarter 2025 earnings and sales that surpassed analyst estimates, driven by higher average selling prices due to robust global nitrogen demand and supply disruptions. Despite lower sales volumes for some segments, the company saw increased profitability per ton in most categories. CF maintains a positive outlook for global nitrogen demand and is repurchasing shares, indicating confidence in its financial performance.
CF Industries anticipates 9.5M tons ammonia output in 2026 as Yazoo City recovery extends
CF Industries expects to produce 9.5 million tons of ammonia in 2026. This forecast comes as the recovery efforts at its Yazoo City facility are anticipated to extend through the first half of 2025. The company is managing the return of the facility to full operation, which impacts its production outlook over the next couple of years.
CF Industries' Low-Cost Nitrogen Production Should Generate Strong Free Cash Flow Through Cycle
CF Industries, as the top nitrogen producer in North America, stands to generate substantial free cash flow due to its low-cost production model. The company benefits from cheap natural gas in the region and an extensive distribution network across the US Corn Belt, giving it a competitive edge in transportation. This strategic positioning is expected to ensure strong financial performance through various market cycles.
CF Industries stock hits 52-week high at $104.49 By Investing.com
CF Industries Holdings Inc. (CF) stock has reached a new 52-week high of $104.49, reflecting a 29.79% increase over the past year and a 24.56% year-to-date return. The company maintains a 2.09% dividend yield for 22 consecutive years and boasts a "GREAT" financial health score, despite being slightly overvalued against its Fair Value assessment. Recent strategic initiatives include a low-carbon fertilizer pilot project with POET and a quarterly dividend announcement, alongside an analyst downgrade from Rothschild Redburn due to concerns about normalizing fertilizer prices.
Nutrien sees potash demand growing again this year after record harvest
Nutrien Ltd. anticipates robust growth in potash demand for the fourth consecutive year in 2026, driven by strong agricultural commodity fundamentals and tight market conditions. The company expects potash sales volumes between 14.1 and 14.8 million tonnes, and nitrogen sales between 9.2 and 9.7 million tonnes. Nutrien also reported strong fourth-quarter earnings and is undergoing a strategic review of its phosphate business.
CF: 2025 adjusted EBITDA hit $2.9B amid robust demand, high margins, and strategic capital returns
CF Industries Holdings, Inc. (CF) reported adjusted EBITDA of $2.9 billion in 2025, driven by strong operations and a tight global nitrogen market. The company returned $1.7 billion to shareholders and continued investing in growth and decarbonization initiatives. Despite potential challenges like Yazoo City downtime and market uncertainties, the outlook for CF remains positive.
Wall Street Analysts Think AngloGold Ashanti (AU) Is a Good Investment: Is It?
Wall Street analysts currently have an average brokerage recommendation (ABR) of 1.50 for AngloGold Ashanti (AU), suggesting a strong buy. However, the article advises investors not to solely rely on ABR due to potential analyst bias and instead highlights the Zacks Rank as a more reliable indicator for near-term price performance. AngloGold Ashanti currently holds a Zacks Rank #1 (Strong Buy) due to positive earnings estimate revisions, which the article suggests can validate the ABR and lead to a profitable investment decision.
Medical Properties Trust Stock Shifts Amid Market Changes
Medical Properties Trust Inc. (MPT) has seen its stock rise by 14.25% despite underlying financial challenges. While operating revenue surpassed expectations, the company faces declining net income, significant cash outflows from investment activities, and high debt levels, raising concerns about its long-term outlook and the sustainability of its attractive dividend yield. The market is showing heightened volatility, influenced by MPT's internal performance and broader economic pressures in the real estate investment trust sector.
CF Industries stock hits 52-week high at $104.49
CF Industries Holdings Inc. (NYSE: CF) stock reached a 52-week high of $104.49, reflecting a 29.79% increase over the past year and a 24.56% year-to-date return. The company maintains a 2.09% dividend yield for 22 consecutive years and possesses strong financial health, despite being considered slightly overvalued. Recent developments include a quarterly dividend announcement, a pilot project for low-carbon fertilizer, and an analyst downgrade due to concerns about normalizing fertilizer prices, offering investors varied perspectives on its future.
CF Industries Stock Surges on Clean Energy Reporting Amid Price Target Jan’26 Increase
CF Industries Holdings Inc. (NYSE: CF) stock surged by 9.54% following its strong Q4 2025 performance, beating EPS and net sales expectations. The company's commitment to sustainable agriculture, including plans for a low-carbon fertilizer chain and significant capital returns to shareholders, has bolstered investor confidence. RBC also uplifted its price target for CF Industries from $90 to $95, further highlighting its positive outlook.
CF's Q4 Earnings and Sales Beat Estimates on Higher Prices
CF Industries Holdings, Inc. (CF) reported strong fourth-quarter 2025 results, with earnings and sales surpassing analyst estimates. The company's adjusted earnings per share reached $2.99, beating the Zacks Consensus Estimate of $2.50, and net sales increased by 22.8% to $1,872 million, exceeding the $1,788.1 million estimate. This performance was primarily driven by higher average selling prices due to strong global nitrogen demand and supply disruptions, despite lower sales volumes in some segments.
ICL Group (NYSE:ICL) Net Margin At 5.2% Tests Valuation Narratives Ahead Of Results
ICL Group (NYSE:ICL) recently reported Q3 FY 2025 revenue of US$1.9 billion and a net margin of 5.2%, down slightly from 5.8% a year ago. The company’s P/E ratio is 19.2x, higher than peers but below the industry average, which is fueling debate among investors regarding its valuation. A discounted cash flow (DCF) fair value of US$3.52 per share sits below the current share price of US$5.50, suggesting a stretched valuation according to bearish arguments.
CF Industries (CF) Surpasses Q4 Revenue Expectations
CF Industries (CF) reported strong fourth-quarter revenues of $1.872 billion, exceeding analyst expectations. The company, a leading producer of nitrogen fertilizers, showcases robust financial health through expanding operating margins and a sound balance sheet. CF Industries is strategically investing in its North American manufacturing, distribution network, and clean energy initiatives, while also prioritizing capital returns to shareholders.
CF: Q4 Earnings Snapshot
CF Industries Holdings Inc. reported a Q4 profit of $404 million, or $2.59 per share, significantly exceeding analysts' expectations with adjusted earnings of $2.99 per share. The fertilizer manufacturer also surpassed revenue forecasts, posting $1.87 billion for the quarter. For the full year, the company achieved a profit of $1.46 billion on revenues of $7.08 billion.
CF: Fourth Quarter Financial Results Overview
CF Industries Holdings Inc. reported strong fourth-quarter financial results, exceeding analysts' expectations. The company announced a net income of $404 million, with adjusted earnings of $2.99 per share, surpassing the projected $2.50 per share. Quarterly revenue also outperformed estimates, reaching $1.87 billion.
CF: Q4 Earnings Snapshot
CF Industries Holdings Inc. (CF) reported strong fourth-quarter and annual results, exceeding Wall Street expectations. The company posted a Q4 profit of $404 million ($2.59 per share, adjusted to $2.99) on revenue of $1.97 billion, and an annual profit of $1.88 billion ($8.85 per share) on revenue of $7.09 billion. This performance beat analyst estimates for both earnings and revenue for the quarter.
CF Industries Holdings, Inc. Reports Full Year 2025 Net Earnings of $1.46 Billion, Adjusted EBITDA of $2.89 Billion
CF Industries Holdings, Inc. announced strong financial results for the full year 2025, with net earnings of $1.46 billion and adjusted EBITDA of $2.89 billion, driven by operational excellence and a constructive global nitrogen environment. The company returned $1.7 billion to shareholders in 2025 through share repurchases and dividends. Strategic initiatives include the Blue Point joint venture for low-carbon ammonia production and a carbon capture and sequestration project at its Yazoo City Complex, despite an incident at the latter expected to impact 2026 production.
Live March 4 Cytek Biosciences talk at TD Cowen health care conference
Cytek Biosciences (Nasdaq: CTKB) is scheduled to participate in the TD Cowen 46th Annual Health Care Conference on March 4, 2026, in Boston. Management will present in a hybrid format and engage in a fireside chat at 8:10 a.m. PT / 11:10 a.m. ET. A live and archived webcast of the presentation will be available on the company's investor relations website.
Analysts Are Neutral on These Materials Stocks: Westlake Corporation (WLK), Alpek SAB de CV (ALPKF)
Analysts have issued neutral ratings for Westlake Corporation (WLK) and Alpek SAB de CV (ALPKF), indicating a balanced outlook on these materials stocks. Vincent Andrews from Morgan Stanley maintained a Hold rating on Westlake with an $80.00 price target, while Scotiabank's Ben Isaacson maintained a Hold rating on Alpek. Both companies have recent downgrades to Hold from other financial institutions, with average price targets suggesting limited upside or downside from current levels.
CF Industries earnings ahead: Can margins hold as prices fall?
CF Industries is set to report fourth-quarter earnings, with analysts expecting a significant jump in EPS and revenue year-over-year. However, concerns are rising about potential margin compression due to normalizing fertilizer prices and increasing natural gas costs, a key feedstock for nitrogen fertilizer. The company is exploring low-carbon initiatives but near-term profitability hinges on navigating a challenging market with expanding global nitrogen capacity and rising input costs.
CF Industries earnings ahead: Can margins hold as prices fall? By Investing.com
CF Industries is set to report fourth-quarter earnings, with analysts anticipating a significant jump in EPS and revenue. However, investor focus is on potential margin compression due to normalizing fertilizer prices and rising natural gas costs. While the company is exploring long-term decarbonization initiatives, immediate profitability challenges remain amidst expanding global nitrogen capacity and increasing input costs.
How to watch Axsome Oppenheimer healthcare conference talk live
Axsome Therapeutics (NASDAQ: AXSM) will present at the Oppenheimer 36th Annual Healthcare Life Sciences Conference on Wednesday, February 25, 2026, at 2:00 p.m. ET. A live webcast will be available on the company's investor relations page, and a replay will be accessible for approximately 30 days afterward. This presentation is a standard investor conference appearance and is not expected to include financial results or new clinical data not previously announced.
CF Stock Price, Forecast & Analysis | CF INDUSTRIES HOLDINGS INC (NYSE:CF)
This article provides an in-depth analysis of CF Industries Holdings Inc. (NYSE:CF), including its stock price, technical and fundamental ratings, financial highlights, and analyst forecasts. The company manufactures and distributes nitrogen fertilizer and has received strong ratings for its health, profitability, and stock performance compared to other market stocks.
Earnings Outlook For CF Industries Holdings
CF Industries Holdings (NYSE: CF) is set to release its quarterly earnings report on Wednesday, 2026-02-18, with analysts expecting an EPS of $2.41. The company's past performance shows that beating EPS estimates can sometimes lead to a share price drop, as seen with a 4.23% decrease after the last beat. Shares are up 11.39% over the last 52 weeks, and investors are looking for strong guidance for the upcoming quarter.
Wells Fargo Maintains Hold on Enterprise Products Partners (EPD) Shares
Wells Fargo maintained a Hold rating on Enterprise Products Partners (EPD) with a $38 price target, while Scotiabank upgraded its price target to $37, citing strong Q4 2025 performance and guidance. The company manages price volatility through its extensive gas transport and storage infrastructure and anticipates benefits from its OxyRock acquisition in 2027, despite a scarcity of future acquisition targets.
Blue Ammonia Market to Reach USD 6,255 Million by 2032 | CAGR
The global Blue Ammonia Market is projected to grow significantly, reaching USD 6,255 million by 2032 from USD 216.74 million in 2024, at a CAGR of 51.60%. This growth is driven by the increasing demand for decarbonization in energy and industry, with key players like CF Industries Holdings, Inc., ADNOC, and Yara International expanding production and investing in carbon capture technologies. The market is segmented by technology, application, end-user, and distribution channel, with regions like the Middle East and Asia Pacific leading in adoption due to abundant natural gas reserves and government mandates.
Air Products and Chemicals Stock (APD): Q1 2026 Earnings Beat, Analyst Outlook | 2026 Review - News and Statistics
Air Products and Chemicals (APD) stock has risen 13.3% year-to-date, outperforming the S&P 500, despite an 11.2% decrease over the past 52 weeks. The company reported strong fiscal first-quarter 2026 results, with adjusted EPS increasing 10% to $3.16 and revenue growing 6% to $3.1 billion, both exceeding analyst expectations. Analysts maintain a "Moderate Buy" consensus rating with a mean price target implying a 7.3% premium.
Illinois Municipal Retirement Fund Has $3.58 Million Stake in CF Industries Holdings, Inc. $CF
The Illinois Municipal Retirement Fund increased its stake in CF Industries Holdings, Inc. by 42.2% in the third quarter, bringing its total holdings to 39,928 shares valued at approximately $3.58 million. Other institutional investors also significantly increased their positions, raising overall institutional ownership to 93.06%. CF Industries recently declared a quarterly dividend of $0.50 per share, offering an annualized yield of about 2.1%.
Rhumbline Advisers Has $33.22 Million Holdings in CF Industries Holdings, Inc. $CF
Rhumbline Advisers increased its stake in CF Industries Holdings, Inc. by 3.3% to 370,328 shares, valued at $33.22 million. The company recently declared a quarterly dividend of $0.50 per share, yielding approximately 2.1%. Analysts currently have a consensus "Hold" rating on CF Industries with an average price target of $88.14.
Caprock Group LLC Invests $1.18 Million in CF Industries Holdings, Inc. $CF
Caprock Group LLC has invested $1.18 million in CF Industries Holdings, Inc. (NYSE:CF) by acquiring 13,616 shares during the third quarter. The company announced a quarterly dividend of $0.50 per share, with an ex-dividend date of February 13th. Analysts currently maintain a "Hold" rating for CF Industries, with a consensus target price of $88.14, following several recent downgrades.
CF Industries Highlights Low Carbon Ammonia Plans At BofA 2026 Conference
CF Industries Holdings (NYSE: CF) is set to present at the BofA 2026 Global Agriculture and Materials Conference, where it will highlight its efforts to decarbonize ammonia production and broader sustainability initiatives. The company's focus on low carbon ammonia and clean energy is crucial for investors as the agricultural sector moves towards cleaner fertilizers and energy applications. While the stock currently trades close to its estimated fair value and shows positive short-term momentum, analysts project an annual earnings decline, making the success of cleaner ammonia projects vital for future growth.
CF Industries Draws Focus As Fertilizer Supply And Valuation Under Scrutiny
CF Industries (NYSE: CF) is gaining attention as a major fertilizer producer amidst tight global supplies and growing food security concerns. The company's role in agricultural supply chains, its shareholder returns through buybacks and dividends, and its management of rising input costs are key factors investors are monitoring. Despite strong recent momentum, a projected 10.2% annual decline in earnings over the next three years poses a risk to the sustainability of current shareholder returns.
What CF Industries Holdings (CF)'s Low‑Carbon Fertilizer Pilot and New Dividend Mean For Shareholders
CF Industries Holdings recently declared a US$0.50 per share common dividend and launched a pilot project with POET and agricultural cooperatives to build a low-carbon fertilizer supply chain. This initiative integrates CF Industries’ low-carbon ammonia with POET’s ethanol production to create a traceable pathway for lower-carbon-intensity motor fuel, which could enhance pricing power and strengthen relationships within the corn and ethanol value chain. While current analyst forecasts anticipate earnings and revenue declines, the company's pivot to low-carbon ammonia and a new dividend aim to differentiate its offerings and maintain shareholder value.
Versor Investments LP Reduces Holdings in CF Industries Holdings, Inc. $CF
Versor Investments LP significantly reduced its stake in CF Industries Holdings, Inc. by 70.1% in Q3, selling 17,800 shares. Other institutional investors like Harbor Capital Advisors and True Wealth Design, however, increased their holdings in CF Industries. The company recently declared a quarterly dividend of $0.50 per share, and analysts currently rate the stock as a "Hold" with a consensus target price of $88.14.
CF Industries Holdings, Inc. to Participate in Upcoming Investor Conference
CF Industries Holdings, Inc. announced its participation in the BofA 2026 Global Agriculture and Materials Conference on Wednesday, February 25, 2026, at 9:45 am ET. Investors can access a live webcast and replay on the company's investor relations website. The company aims to provide clean energy by decarbonizing its ammonia production network for low-carbon hydrogen and nitrogen products.
CF Industries Holdings, Inc. to Participate in Upcoming Investor Conference
CF Industries Holdings, Inc. (NYSE: CF) announced its participation in the BofA 2026 Global Agriculture and Materials Conference, scheduled for February 25, 2026, at 9:45 am ET. Investors can access a live webcast and replay through the company's investor relations website. The company also routinely posts investor announcements and additional information on its website.
CF Industries marks 80 years as ammonia leader
CF Industries is celebrating its 80th anniversary, having been founded on February 12, 1946, as Central Farmers Fertilizer. The company has evolved into the world's largest producer of ammonia and is at the forefront of advancements in the sector. This milestonehighlights its long history and leadership in the industry.
Top Hydrogen Stocks To Watch Today - February 12th
MarketBeat has identified seven hydrogen stocks to watch today due to their high trading volume, indicating elevated market interest. These companies, including NuScale Power, Plug Power, and CF Industries, offer exposure to the emerging low-carbon hydrogen economy, though the sector is characterized by high capital intensity, technological sensitivity, policy dependence, and long periods to profitability. The article provides a brief overview of each company and its role in the hydrogen value chain.
CF Industries (CF) to Release Quarterly Earnings on Wednesday
CF Industries (NYSE:CF) is expected to announce its Q4 2025 earnings after market close on Wednesday, February 18th, with analysts projecting EPS of $2.53 and revenue of $1.7842 billion. The company recently declared a quarterly dividend of $0.50 per share, yielding 2.1% annually. Institutional investors have made minor adjustments to their holdings, and Wall Street analysts currently give CF a consensus "Hold" rating with an average price target of $88.14.
CHS completes modernization of Galveston deep water port
CHS has completed the modernization of its Galveston deep water port, a two-year project aimed at improving the timely delivery of imported dry fertilizer to U.S. farmers. The upgrades have significantly increased rail car loading speed from 400 to 1,200 tons per hour and enhanced supply chain efficiency and reliability for customers. This modernization strengthens CHS's ability to supply over 9 million tons of fertilizer annually and adapt to changing market conditions.
CF Industries (CF) Earnings Expected to Grow: Should You Buy?
CF Industries (CF) is projected to report a year-over-year increase in earnings and revenue for the quarter ending December 2025. While the Zacks Consensus Estimate predicts quarterly earnings of $2.57 per share and revenues of $1.79 billion, the Zacks Earnings ESP indicates a potential negative surprise, as the Most Accurate Estimate is lower than the consensus. Investors should consider the company's past earnings beats and other factors alongside these indicators for an informed decision.
Ex-Dividend Reminder: Minerals Technologies, Reynolds Consumer Products and CF Industries Holdings
Minerals Technologies (MTX), Reynolds Consumer Products (REYN), and CF Industries Holdings (CF) are set to trade ex-dividend on February 13, 2026. This means investors need to own shares before this date to receive the upcoming quarterly dividends of $0.12, $0.23, and $0.50 respectively. The article details the dividend amounts, their percentage of recent stock prices, and provides historical dividend charts for each company.
Incyte Corp. (NASDAQ:INCY) Reports Mixed Q4 2025 Results with Revenue Beat and EPS Miss
Incyte Corp. (NASDAQ:INCY) announced mixed financial results for Q4 2025, with revenue of $1.51 billion surpassing estimates by 28% but non-GAAP diluted EPS of $1.80 missing analyst expectations by 8.6%. The company's shares fell approximately 4.4% in pre-market trading due to the earnings miss and a conservative 2026 revenue guidance of $4.77 billion to $4.94 billion, which is below the current analyst consensus of $5.63 billion. While strong sales of key products like Jakafi and Opzelura drove top-line growth, increased R&D and launch costs impacted profitability.
Fertilizer Additive Market Is Booming Worldwide | Nutrien • Yara International • The Mosaic Company
Coherent Market Insights has released a new research study titled "Global Fertilizer Additive Market Size, Share, Pricing, Trends, Growth, Opportunities and Forecast 2026-2033," which predicts significant growth for the fertilizer additive market. The report provides a thorough overview of the market, including future sales projections, consumer demand, regional analyses, and insights into key market drivers, inhibitors, opportunities, and risks. It also profiles major companies like Nutrien, Yara International, and The Mosaic Company, detailing their strategies, innovations, and financial performance.
RE Royalties Announces Second Tranche Investment of $800,000 in Solaris Energy's U.S. Distributed Generation Solar Portfolio
RE Royalties Ltd. has announced an additional US $800,000 investment in Solaris Energy Inc.'s U.S. distributed generation solar projects, funding the second tranche of a royalty purchase. This investment is part of a larger plan, with a total royalty purchase for Portfolio 1 at US $4.8 million and an anticipated US $9 million for Portfolio 2 pending due diligence. The funding will support Solaris Energy in accelerating the deployment and development of solar projects across various U.S. states.
