Barclays keeps USD 135.00 target for CF Industries stock

Published on 10/17/2026 at 22:43 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Second-quarter revenue was USD 2.22 billion on June 30, 2026. CF Industries stock last stood at EUR 107.28 on October 16, 2026 at 11:00 p.m. CEST.

Analyst view and market measures

Barclays maintained a USD 135.00 target for CF Industries on October 16, 2026.
Second-quarter revenue reached USD 2.22 billion, while earnings per share came to USD 4.73 against USD 5.63 expected.
CF Industries stock last stood at EUR 107.28 at Lang & Schwarz on October 16, 2026 at 11:00 p.m. CEST.
The quarterly dividend is USD 0.60, with the ex-dividend date on November 16, 2026.

Bauhaus-Poster mit geometrischen Bürohochhäusern und REAL ESTATE Schriftzug — CBRE Group Inc. Gewerbeimmobilien Sektor als Bauhaus-Geometrieposter, US1252691001 Real-Estate-Segment, Primärfarben und Constructivismus, Illustration mit AI erstellt.

Barclays maintained a Buy rating and a USD 135.00 price target for CF Industries on October 16, 2026, according to Markets Insider. Against the USD 120.85 home-market quote on October 16, 2026, the target stood 11.70 percent higher. CF Industries stock last stood at EUR 107.28 at Lang & Schwarz on October 16, 2026 at 11:00 p.m. CEST.

Revenue reached USD 2.22 billion

CF Industries reported USD 2.22 billion in second-quarter revenue for the period ended June 30, 2026. Revenue increased 17.60 percent from the year-earlier quarter, while consolidated net income reached USD 869.00 million and operating profit was USD 1.12 billion.

The earnings mix was less supportive than the sales figure. MarketBeat reported adjusted earnings per share of USD 4.73 for the quarter, below the USD 5.63 consensus estimate. The same report put the prior-year earnings figure at USD 2.37 per share.

Stock remains inside a wide range

CF Industries has a 52-week range of USD 75.42 to USD 141.96, based on the October 16, 2026 market snapshot. The latest USD 120.85 quote was 14.85 percent below the high and 60.22 percent above the low. Market capitalization stood at USD 18.3 billion, while reported volume was 1,725,032 shares against an average of 2,529,175.

Dividend date sets the next marker

The company declared a quarterly dividend of USD 0.60. According to MarketBeat, the ex-dividend date is November 16, 2026, and the payment date is November 30, 2026. The annualized dividend of USD 2.40 represented a 2.00 percent yield in that report.

What the target says about valuation

Barclays' USD 135.00 target gives the stock a different reference point from the broader consensus. Markets Insider cited a Hold consensus with an average target of USD 124.14. The company profile remains tied to nitrogen products used in agriculture, industrial applications and emissions control.

Price and analyst targets

The euro quotation gives German investors a separate trading reference, while the primary-market figures remain in US dollars. The next identifiable market marker is the November 16, 2026 ex-dividend date and the gap between the USD 124.14 consensus target and Barclays' USD 135.00 target.

The further course of trading is shown by the continuously updated real-time quote of CF Industries stock.