Nucor Community

Nucor offers compelling 18-month upside potential with a $150 fair value target as the steel giant pivots from commodity producer to value-added manufacturer. The company expects significantly higher Q2 earnings driven by 20-30% steel price increases from new tariffs, while strategic acquisitions in data centers, towers, and infrastructure position Nucor to capitalize on reshoring and electric grid expansion.

Key Takeaways Strategic investments in new projects and facilities may enhance operational capacity and diversify earnings, driven by rising steel demand. Policy changes like Section 232 tariffs could reduce import competition, supporting domestic sales growth and improved margins.