03:30 PM EST, 11/14/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:

We raise our 12-month target by $5 to $90, on an EV/EBITDA of 7.0x our next-12-month EBITDA estimate, slightly above CF's five-year average of 6.8x. We raise our 2025 EPS view by $0.32 to $8.88, raise 2026 EPS by $0.59 to $7.12, and initiate 2027 EPS at $6.27. CF's Q3 results underscore the company's ability to capitalize on structural market tightness, delivering 21% revenue growth and 31% EBITDA expansion despite 41% higher natural gas costs through disciplined pricing execution. Chinese export restrictions, geopolitical supply disruptions, and record demand creates a supply-demand imbalance we expect to persist into 2026. CF's structural North American cost advantages position it well for eventual normalization. CF's clean energy transformation is shifting from investment to monetization, with premium low-carbon ammonia sales showing success beyond traditional cyclical dynamics. Aggressive shareholder returns ($1.3 billion) and growth investment reflect management confidence in above-cycle performance.