11 Best Fertilizer Stocks to Invest In

5. CF Industries Holdings, Inc. (NYSE:CF)

Stock Upside Potential: 19.73%

Number of Hedge Fund Holders: 41

CF Industries Holdings, Inc. (NYSE:CF) is one of the best fertilizer stocks to invest in. On December 19, Japan’s biggest power generator, JERA, which has inked a joint venture with CF Industries Holdings, Inc. (NYSE:CF), confirmed it has secured a subsidy for 15 years.

The subsidy is to cover the difference between ammonia and coal prices as it moves to start importing ammonia for its planned US plant. JERA is in the process of building the world’s most extensive low-carbon ammonia facilities in Louisiana in partnership with CF Industries Holdings, Inc. (NYSE: CF) for $4 billion as part of the Blue Point project.

CF Industries Holdings holds a 40% stake in the Blue Point project, with JERA owning 35% and Mitsui 25%. As part of the project, the trio is to leverage hydrogen and ammonia, as they don’t emit carbon dioxide when burned.

Separately, on December 18, analysts at Mizuho lowered their price target of CF Industries Holdings to $88 from $92 while reiterating a Neutral rating. The downgrade comes amid concerns of weakness in the first quarter of 2026, as was the case in the December quarter for most companies. Likewise, RBC Capital lowered its price target to $90 from $95, citing steady ag/fertilizer fundamentals in 2026.

CF Industries Holdings, Inc. (NYSE:CF)is a major global manufacturer and distributor of nitrogen and hydrogen products, primarily fertilizers (ammonia, urea, UAN, ammonium nitrate) that boost agricultural productivity.