How Schwab Network’s view on $CF changed

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2026-09-10Bullish
“The Big 3: CF, LULU, UPS”
CF has bullish technicals but faces resistance at ~140; breaking above could trigger further upside.

You've got CF Industries here, a fertilizer uh producer company, which of course is affected by what's happening in the Middle East. So, how are you looking at CF Industries?

Yeah. So, I think this is an interesting stock to pay attention to. They're the world world's largest producer of nitrogen fertilizer products. When I was digging into the numbers, this is what I found interesting about CF Industries.

So their Q2 sales were 2.2 billion versus 1.89 billion. So they were up 17% uh from last year. But what's interesting is their sales volume fell about 15%. So what that tells you is even though they sold less fertilizer or less product revenue was still up because the cost was able to go up because of the disruption due to the straight of her.

So people still need fertilizer. Farmers still need to grow their crops but CF was able to charge a little bit more. Uh, so they were able to make up, not just make up, but I mean they that the revenue just kind of boosted up from 1.9 billion to 2.2 billion, which is huge. That's a lot of money.