CF Industries price target lowered to $95 from $100 at RBC Capital

RBC Capital lowered the firm’s price target on CF Industries (CF) to $95 from $100 and keeps a Sector Perform rating on the shares. The firm expects CF to continue benefiting from a strong nitrogen environment with potential upside in the first half of FY26, the analyst tells investors in a research note. Shares have been unfairly punished for an incident at one of the company’s smaller facilities, and the recent weakness could present good value in the stock, RBC added.