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

RBC Capital raised the firm’s price target on CF Industries (CF) to $100 from $95 and keeps a Sector Perform rating on the shares. The firm is expects near-term nitrogen markets to remain constructive, with potential price upside on ramping tensions in Iran/Middle East, although it also sees some uncertainty for the second half of 2026, the analyst tells investors in a research note. RBC adds that it sees a long-term positive set-up as the new Blue Point project provides growth and exposure to the developing low-carbon ammonia market.