$CF

CF Industries (NYSE:CF) declared a $0.60 per share quarterly dividend, payable November 30, 2026. The company will release Q3 2026 earnings November 4, 2026, and host a conference call November 5, 2026. CF Industries produces ammonia and nitrogen products in the U.S., Canada, and the U.K.

RBC's Andrew Wong sees strong crop prices supporting North American fertilizer companies. He upgraded Nutrien (NTR) to 'outperform' with a $85 target, citing strong execution and supportive market conditions. He downgraded Mosaic (MOS) to 'sector perform' with a $25 target due to phosphate market challenges. Scotia's Jonathan Goldman upgraded Russel Metals (RUS) to 'sector outperform' with a $113 target, citing business transformation and strong demand.

ExxonMobil has started carbon capture projects in Louisiana, shipping emissions to Texas and Mississippi due to local opposition. The company is seeking permits for permanent storage sites, with plans to capture 4 million tons of CO2 annually from three Louisiana customers. Exxon aims to expand its carbon capture and storage (CCS) business despite regulatory hurdles and community concerns.

Analysts upgraded several companies: Deutsche Bank raised Royal Caribbean (RCL) to Buy with a $299 target, Raymond James upgraded Park Hotels (PK) to Strong Buy with a $19 target, Keybanc upgraded First Solar (FSLR) to Sector Weight, B of A upgraded Teleflex (TFX) to Buy with a $158 target, and Rothschild upgraded CF Industries (CF) to Neutral with a $110 target.

Analysts cover five stocks: Genius Sports (GENI) with a $8 target, CF Industries (CF) with a $162 target, 3M (MMM) upgraded to Hold with a $171 target, Nike (NKE) downgraded to Sell with a $30 target, and Synopsys (SNPS) upgraded to Buy with a $700 target. Analysts cite growth, valuation, and market conditions as key factors.

Analysts made multiple rating changes: Wells Fargo initiated Johnson Controls (JCI) as overweight, UBS initiated Chemed (CHE) as buy, Mizuho reiterated SpaceX as outperform, Barclays initiated Ligand Pharmaceuticals (LGND) as overweight, Seaport reiterated Nvidia (NVDA) as sell, UBS upgraded Stem (STEM) to buy, HSBC upgraded BP (BP) to buy, Bernstein initiated CF Industries (CF) as outperform, Bank of America reiterated AMD (AMD) as buy, Bernstein reiterated Apple (AAPL) as outperform, JPMorgan…

Mizuho initiated coverage on Tower Semiconductor (TSEM) with an Outperform rating and $300 price target. Other initiations include Precigen (PGEN) with a Buy rating and $12 target, Seaport Therapeutics (SPTX) with a Strong Buy rating and $46 target, PDF Solutions (PDFS) with a Buy rating and $60 target, and CF Industries (CF) with an Outperform rating and $162 target.

Analysts updated ratings and price targets for several Canadian companies. CIBC lowered targets for AQN, ACO.X, CU, CPX, EMA, FTS, H, TA. TD maintained ratings for ATZ, BB, CF, SHOP. Eldorado Gold (ELD) was upgraded to Buy by BofA and Canaccord raised its target.

Meta shares rose 12% to $747.91 after strong AI assistant traction and a higher price target from Wells Fargo. New Era Energy secured a 20-year power deal for its Texas data center. Crypto-linked stocks gained as bitcoin surpassed $86,000. Fertilizer producers fell on news of a potential US-Belarus potash deal. Novo Nordisk shares dropped 7% amid competition concerns in the weight-loss drug market. Warner Bros Discovery and Paramount shares rose amid settlement talks.

Shares of Mosaic (MOS), Intrepid Potash (IPI), Nutrien (NTR), and CF Industries (CF) fell 3-5% after President Trump announced a potential potash deal with Belarus, threatening North American suppliers' margins. The U.S. currently relies on Canadian potash imports.