Barclays analyst Benjamin Theurer maintains $CF Industries Holdings (CF.US)$ with a buy rating, and adjusts the target price from $90 to $96.
According to TipRanks data, the analyst has a success rate of 52.6% and a total average return of 4.6% over the past year.
Furthermore, according to the comprehensive report, the opinions of $CF Industries Holdings (CF.US)$'s main analysts recently are as follows:
Profitable nitrogen prices, influenced by the volatility of natural gas and a surge in global demand, are expected to contribute positively ahead of the Q3 report. The market is witnessing robustness in nitrogen, potash tonnage, and phosphate pricing, although there are challenges due to dryness in Brazil and the impact of U.S. hurricanes.
The sentiment towards fertilizer stocks remains cautious, particularly in light of the upcoming Q3 earnings. The agricultural sector is facing challenges with falling crop prices, which are expected to affect farmers' incomes, leading to an emphasis on cost minimization over revenue maximization. This could pose difficulties for an increase in fertilizer prices, potentially limiting earnings growth in the sector.
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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巴克萊銀行分析師Benjamin Theurer維持$CF工業控股 (CF.US)$買入評級，並將目標價從90美元上調至96美元。
根據TipRanks數據顯示，該分析師近一年總勝率為52.6%，總平均回報率為4.6%。
此外，綜合報道，$CF工業控股 (CF.US)$近期主要分析師觀點如下：
受天然氣波動和全球需求激增的影響，氮氣價格的盈利預計將在第三季度報告發布之前做出積極貢獻。儘管由於巴西的乾旱和美國颶風的影響，市場仍面臨挑戰，但氮氣、鉀肥噸位和磷酸鹽的價格仍處於穩健狀態。
對化肥股的情緒仍然謹慎，特別是考慮到即將到來的第三季度業績。農業部門正面臨農作物價格下跌的挑戰，預計這將影響農民的收入，導致人們更加重視成本最小化而不是收入最大化。這可能會給化肥價格的上漲帶來困難，有可能限制該行業的收益增長。
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