CF Industries price target lowered to $90 from $95 at RBC Capital

RBC Capital lowered the firm’s price target on CF Industries (CF) to $90 from $95 and keeps a Sector Perform rating on the shares as part of a broader research note previewing 2026 for Fertilizers names. The firm sees steady ag/fertilizer fundamentals in 2026, with a constructive ag backdrop, solid demand, and limited new supply, but also believes that the stock is “fairly valued” despites its “solid” cash generation, the analyst tells investors in a research note.