CF

On the August 31 Mad Money “Off the Charts” segment with Bob Lang, Jim Cramer laid out a copper roadmap.

CF (CF) reported earnings 30 days ago. What's next for the stock?

CF Industries Holdings remains a Buy, with compelling valuation despite recent earnings misses and ongoing commodity volatility. CF advanced on the $4B Blue Point blue ammonia project, targeting 2029 start-up and significant long-term EBITDA and FCF uplift. CF's North American gas advantage and strong balance sheet underpin resilience, enabling dividend hikes, buybacks, and strategic flexibility.

CF Industries has rallied 14.6% in three months, fueled by strong nitrogen demand, higher prices, tight supply and robust shareholder returns.

CF begins construction of the $3.7B Blue Point One ammonia plant, targeting 1.4M metric tons of annual capacity and 2029 production.

MODESTE, La.--(BUSINESS WIRE)--Blue Point One, a joint venture between CF Industries Holdings, Inc. (NYSE: CF), the world's largest producer of ammonia; JERA Co., Inc. (JERA), Japan's largest energy company; and Mitsui & Co., Ltd. (Mitsui), a leading global investment and trading company, today broke ground in Modeste, Louisiana, on a low-carbon ammonia plant that can serve both traditional agricultural customers and emerging energy applications. The plant is expected to be the world's larg.

CF Industries sees higher mid-cycle earnings power as rising construction costs lift nitrogen economics, with tight fundamentals expected into 2027.

CF Industries Holdings, Inc. (CF) Q2 2026 Earnings Call Transcript

CF Industries' Q2 earnings miss estimates as lower volumes and the Yazoo City outage offset stronger nitrogen pricing and a 17.6% sales increase.

NORTHBROOK, Ill.--(BUSINESS WIRE)--CF Industries Holdings, Inc. (NYSE: CF), a leading global manufacturer of hydrogen and nitrogen products, today announced results for the first half and second quarter ended June 30, 2026. Highlights First half 2026 net earnings(1) of $1.34 billion, or $8.71 per diluted share, EBITDA(2) of $2.17 billion, and adjusted EBITDA(2) of $2.18 billion. First half 2026 financial results include a gain of approximately $170 million from a litigation settlement Second qu.