Stocks / Pharmaceuticals
CFPharmaceuticals
CF Industries Holding, Inc.
$130.751d -1.6%5d -2.1%settled close · 2026-09-14
Mkt cap $19B (3/25)β -0.8952w $76–140Shares 153.6MInd. Agricultural ChemicalsNYSE since 2005Emp. 2,900HQ Northbrook, ILcfindustries.com
The tape, with the calls on it
Who said what, and what CF did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
bullish
bearish
both sides
Who’s talkingIdea Scout · free
Who’s talking about CF
1 longlatest 2026-05-29
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-05-29 | Josh LynvilleFertilizer market analyst | Bullish | Wealthion | CF is one of the two dominant US nitrogen fertilizer producers benefiting from low input costs and elevated… |
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talking across television, podcasts, and interviews — every stance
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Earnings
Next report: 4 Nov 2026 after the close
Confirmed date · consensus EPS 2.99. Reactions below are the next settled session over the prior close.
The options tapeThe Brief · paid
Notable options days
Sessions in the last 120 where CF’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 6 of 120 sessions qualified.
The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are Brief subscriber content.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-09-02 | ||||||
| 2026-09-01 | ||||||
| 2026-08-13 | ||||||
| 2026-07-23 | ||||||
| 2026-07-20 | ||||||
| 2026-05-14 |
+20 sess. = raw price change over the following 20
sessions — not market-adjusted; the tape tells you where to look,
not what happens next.
Today’s tape on
CF is in this morning’s Brief.
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