Geopolitics Alpha

CF Jumps 24% in the Past 3 Months: What's Driving the Stock?

Published . Updated .

CF Industries' 24.3% YTD rally reflects strong nitrogen demand, firm prices, tightening supply and robust shareholder returns.

Directly affected

  • CF CF INDUSTRIES HOLDINGS INC

    The reported development directly names CF INDUSTRIES HOLDINGS INC in the summary; GA resolved that company to CF.

Indirectly affected

  • BAMG BROOKSTONE GROWTH STOCK ETF

    GA selected BAMG as a RELATED security because its canonical security name directly matches this event's themes: stock. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • BAMV BROOKSTONE VALUE STOCK ETF

    GA selected BAMV as a RELATED security because its canonical security name directly matches this event's themes: stock. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • CGOV CORGI ETF TR I 0-3 MONTH T-BIL

    GA selected CGOV as a RELATED security because its canonical security name directly matches this event's themes: months. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • IDRV ISHARES SELF-DRIVING EV & TECH ETF

    GA selected IDRV as a RELATED security because its canonical security name directly matches this event's themes: driving. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • OBIL US TREASURY 12 MONTH BILL ETF

    GA selected OBIL as a RELATED security because its canonical security name directly matches this event's themes: months. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • SIXP ALLIANZIM U.S. EQUITY 6 MONTH BUFFER10 MAR/SEP ETF

    GA selected SIXP as a RELATED security because its canonical security name directly matches this event's themes: months. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
CF———————
BAMG———————
BAMV———————
CGOV———————
IDRV———————
OBIL———————
SIXP———————

CF Industries' 24.3% YTD rally reflects strong nitrogen demand, firm prices, tightening supply and robust shareholder returns.

Source: Nasdaq Markets

The price since 15 Sep 2026: CF Industries Holdings (CF) versus the S&P 500

Since the first closing price after “CF Jumps 24% in the Past 3 Months: What's Driving the Stock?,” CF Industries Holdings (CF) is -10.23%. The S&P 500 fund (SPY) is +1.66% over the same days, a -11.89% difference versus the market.

CF
SPY

Who is named in “CF Jumps 24% in the Past 3 Months: What's Driving the Stock?”

Companies tied to this story

  • CF CF Industries Holdings

    In “CF Jumps 24% in the Past 3 Months: What's Driving the Stock?,” CF Industries Holdings (CF) is linked, with no stored direction, high confidence. Reason on file: The reported development directly names CF INDUSTRIES HOLDINGS INC in the summary; GA resolved that company to CF

  • BAMG Brookstone Growth Stock Etf

    For “CF Jumps 24% in the Past 3 Months: What's Driving the Stock?,” Brookstone Growth Stock Etf (BAMG) is linked, with no stored direction, medium confidence. Reason on file: GA selected BAMG as a RELATED security because its canonical security name directly matches this event's themes: stock. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • BAMV Brookstone Value Stock Etf

    For “CF Jumps 24% in the Past 3 Months: What's Driving the Stock?,” Brookstone Value Stock Etf (BAMV) is linked, with no stored direction, medium confidence. Reason on file: GA selected BAMV as a RELATED security because its canonical security name directly matches this event's themes: stock. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • CGOV Corgi Etf Tr I 0-3 Month T-Bil

    For “CF Jumps 24% in the Past 3 Months: What's Driving the Stock?,” Corgi Etf Tr I 0-3 Month T-Bil (CGOV) is linked, with no stored direction, medium confidence. Reason on file: GA selected CGOV as a RELATED security because its canonical security name directly matches this event's themes: months. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • IDRV Ishares Self-Driving Ev & Tech Etf

    Ishares Self-Driving Ev & Tech Etf (IDRV) is linked, with no stored direction, medium confidence in the 15 Sep 2026 story “CF Jumps 24% in the Past 3 Months: What's Driving the Stock?.” Reason on file: GA selected IDRV as a RELATED security because its canonical security name directly matches this event's themes: driving. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • OBIL Us Treasury 12 Month Bill Etf

    In “CF Jumps 24% in the Past 3 Months: What's Driving the Stock?,” Us Treasury 12 Month Bill Etf (OBIL) is linked, with no stored direction, medium confidence. Reason on file: GA selected OBIL as a RELATED security because its canonical security name directly matches this event's themes: months. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • SIXP Allianzim U.S. Equity 6 Month Buffer10 Mar/Sep Etf

    Allianzim U.S. Equity 6 Month Buffer10 Mar/Sep Etf (SIXP) is linked, with no stored direction, medium confidence in the 15 Sep 2026 story “CF Jumps 24% in the Past 3 Months: What's Driving the Stock?.” Reason on file: GA selected SIXP as a RELATED security because its canonical security name directly matches this event's themes: months. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

How “CF Jumps 24% in the Past 3 Months: What's Driving the Stock?” reaches CF Industries Holdings (CF)

CF Industries Holdings (CF) is the company in “CF Jumps 24% in the Past 3 Months: What's Driving the Stock?,” the 15 Sep 2026 this story story.

What ties CF Industries Holdings (CF) to the headline is this: The reported development directly names CF INDUSTRIES HOLDINGS INC in the summary; GA resolved that company to CF

Brookstone Growth Stock Etf (BAMG) is here too. Its reason reads: GA selected BAMG as a RELATED security because its canonical security name directly matches this event's themes: stock. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Dates and price levels for CF Industries Holdings (CF)

BAMG traded between 43.54 and 45.76 across 11 sessions. The latest close on file is 45.02. BAMV traded between 36.14 and 38.33 across 18 sessions. The latest close on file is 36.79. CF traded between 110.63 and 122.56 across 20 sessions. The latest close on file is 118.50.

What the saved facts support for CF Industries Holdings (CF)

46 out of 100

“CF Jumps 24% in the Past 3 Months: What's Driving the Stock?” scores 46 out of 100. The score uses 1 sources, and 7 linked companies.