CF Industries price target raised to $120 from $100 at Barclays

Barclays analyst Benjamin Theurer raised the firm’s price target on CF Industries (CF) to $120 from $100 and keeps an Overweight rating on the shares. The firm says the U.S. and Israel strikes on Iran have potential to bolster nitrogen pricing for at least the first half of 2026, providing further upside for North American producers. Potash should be fairly stable while phosphate will face higher ammonia input costs, the analyst tells investors in a research note.