Vincent Andrews, an analyst from Morgan Stanley, assigned the Hold rating on Cf Industries Holdings. The associated price target is $95.00.
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Vincent Andrews has given his Hold rating due to a combination of factors influencing CF Industries Holdings. The company’s earnings per share (EPS) and EBITDA estimates for the upcoming quarters and years have been adjusted, reflecting a cautious outlook. Despite a slight increase in the 3Q25 EPS estimate to $1.99, it remains below the consensus of $2.07, indicating potential challenges in meeting market expectations.
Additionally, the updated forecasts take into account revised nitrogen price predictions and adjustments in product mix forecasts. The delay in the fill program has led to lower expected volumes for UAN, which affects overall performance projections. Furthermore, changes in feedstock pricing have been considered, contributing to a tempered view on the company’s future growth prospects. These factors collectively justify the Hold rating, suggesting that investors might want to wait for more favorable conditions before making significant investment decisions.