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Freedom Broker lowered its CF Industries price target to $129 from $133 and kept a Hold rating, citing the collapse in benchmark urea prices. The firm trimmed its 2027 EBITDA estimate and noted the Yazoo City outage will persist into 2027.
This is a stock analyst note reflecting already-lower urea prices; it signals weaker nitrogen pricing expectations but does not itself move feed commodity prices.
Not enough comparable past events yet for a historical read.
Moves of each commodity's benchmark from the last close before the event. Historical reads pool past events of the same kind; they describe what happened, not what will. Not investment advice.