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CF Industries initiated with a Neutral at Redburn Atlantic

CF Industries initiated with a Neutral at Redburn Atlantic

Redburn Atlantic analyst Mazahir Mammadli initiated coverage of CF Industries (CF) with a Neutral rating and $77 price target CF is in a more favorable position than Yara as its entire production base is in North America, giving it a significant cost advantage and sustainably high margins, the analyst tells investors in a research note. However, the firm’s cautious stance on the agricultural fundamentals and fertilizer prices going into 2025 translates into downside risks for the company’s earnings in the near term.

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