Cleveland-Cliffs Inc.

NYSE:CLF Rapport sur les actions

Capitalisation boursière : US$6.0b

Cleveland-Cliffs Croissance future

Future contrôle des critères 3/6

Cleveland-Cliffs devrait augmenter ses bénéfices et son chiffre d'affaires de 113.5% et de 4.3% par an respectivement. Le BPA devrait croître de de 115.2% par an. Le rendement des capitaux propres devrait être 3.4% dans 3 ans.

Informations clés

113.5%

Taux de croissance des bénéfices

115.17%

Taux de croissance du BPA

Metals and Mining croissance des bénéfices14.0%
Taux de croissance des recettes4.3%
Rendement futur des capitaux propres3.43%
Couverture par les analystes

Good

Dernière mise à jour01 May 2026

Mises à jour récentes de la croissance future

Recent updates

CLF: Tariff Policy And Mixed Street Views Will Shape Future Returns

Analysts have trimmed the average price target for Cleveland-Cliffs by about $2.40, reflecting a mix of recent target cuts from several firms and a smaller upward revision from Goldman Sachs. These changes have contributed to more cautious assumptions on margins and valuation multiples, even as revenue growth expectations have remained steady to slightly higher.

Cleveland-Cliffs Q1 Earnings: A Mundane Report At A Time Of Uncertainty

Apr 20

CLF: Tariff Policy And Import Share Shifts Will Shape Future Earnings Power

The updated fair value estimate for Cleveland-Cliffs moves slightly lower to $16.80 from $17.00, as analysts factor in softer revenue growth and margins, along with a higher discount rate, despite a wide range of recent price target changes across the Street. Analyst Commentary Recent Street research on Cleveland-Cliffs has been mixed, with a cluster of valuation resets and rating changes as analysts recalibrate expectations after recent company updates and sector notes.

CLF: Tariff Shifts And Higher Costs Will Shape A Cautious Rare Earths Story

Analysts have made only a small adjustment to their $-based price targets for Cleveland-Cliffs, reflecting a mix of higher assumed profit margins, a lower future P/E multiple, and a more cautious view on growth and risk after recent Neutral and Sector Weight calls, along with both minor cuts and raises to published targets. Analyst Commentary Recent research on Cleveland-Cliffs has leaned more cautious, with several Bearish analysts highlighting execution and valuation risks despite some earlier optimism around pricing and policy support for the U.S. steel sector.

CLF: Tariff Support And Auto Contract Wins Will Shape Future Returns

The analyst price target for Cleveland-Cliffs has been adjusted slightly lower to reflect a new fair value estimate of about $13.08, as analysts weigh mixed rating changes, valuation concerns, and updated expectations for margins and future P/E multiples. Analyst Commentary Recent research on Cleveland-Cliffs reflects a divided view, with some analysts focusing on potential upside from pricing, tariffs, and growth initiatives, while others point to valuation, costs, and execution risks around upcoming results and leadership actions.

CLF: Tariff Support And Auto Contract Wins Will Drive Future Upside

Analysts have adjusted their Cleveland-Cliffs price targets in a tight range, with small upward and downward moves of roughly $0.10 to $2. They are weighing mixed views on sector valuation, CEO stock sales, steel pricing expectations, and the company's cost profile and longer term opportunities.

CLF: Tariff Policy And Steel Pricing Will Drive Future Upside Potential

Analysts have nudged their price target on Cleveland-Cliffs slightly lower to around $13.41, reflecting mixed recent research in which some firms cited valuation concerns and insider selling, while others pointed to potential longer term opportunities in U.S. steel and tariff support. Analyst Commentary Recent research on Cleveland-Cliffs splits into two clear camps, with some analysts focused on upside tied to steel pricing and tariffs, and others emphasizing valuation constraints, cost pressures, and insider selling.

CLF: Elevated Tariffs And Import Share Gains Will Reshape Future Earnings Power

Analysts have raised their fair value estimate for Cleveland-Cliffs to $17.00 from $14.00, citing updated assumptions on steel pricing, tariffs, and company-specific opportunities outlined in recent research, while noting that views remain divided on costs, valuation, and sector risks. Analyst Commentary Recent research shows a split view on Cleveland-Cliffs, with some firms turning more cautious on valuation and costs, while others highlight potential upside tied to pricing, tariffs, and company specific initiatives.

CLF: Tariff Support And Cost Pressures Will Shape Steel Outlook

Analysts have raised their blended price target on Cleveland-Cliffs to about $13.44, up from $12.45. This shift reflects updated views on revenue growth, profit margins, and future P/E assumptions, alongside mixed Street research that notes both tariff support for steel pricing and ongoing concerns about costs and valuation.

CLF: Rare Earths Excitement Will Eventually Clash With Rising Cost Pressures

Analysts have trimmed their average price expectations for Cleveland-Cliffs to about US$12.50 to US$16, reflecting concerns about valuation, higher than expected costs and a mixed macro backdrop, even as some still highlight catalysts around auto contracts, liquidity and updated post earnings models. Analyst Commentary Recent Street research around Cleveland-Cliffs has leaned more cautious, with several bearish analysts pulling back on their expectations while a few remain constructive.

CLF: Rare Earths Hype Will Likely Fade Against Weak Steel Fundamentals

Analysts have nudged our Cleveland Cliffs fair value estimate higher to approximately $8.62 from about $6.06 per share. This reflects a modestly higher long term valuation multiple even as they factor in softer near term revenue growth, still pressured margins, and a mixed macro backdrop for steel demand.

CLF: Cost Discipline And Trade Concerns Will Shape Outlook Into Year End

Analysts have slightly lowered their average price target for Cleveland-Cliffs to $12.45 from $12.58, citing a challenging macro environment for metals and mining. However, this is offset by potential demand rebounds in key regions.

CLF: Future Partnerships And Auto Steel Advances Will Support Upside Momentum

The analyst price target for Cleveland-Cliffs has been lowered slightly, from $12.76 to $12.58. Analysts cite muted revenue growth expectations and continued margin pressures, despite recent volatility in the shares.

CLF: Tariff Pressures And New Auto Contracts Will Shape Fair Value Outlook

Analysts have raised their price target for Cleveland-Cliffs by $0.59 to $12.76. This change reflects improved projected revenue growth and profit margin outlooks following the company’s recent earnings report and revised forecasts.

US Tariffs And Reshoring Will Support Domestic Steel Demand

Cleveland-Cliffs' analyst price target has increased from $11.57 to $12.17, as analysts point to improving risk and reward following stronger operating efficiency and potential benefits from ongoing industry tariffs and trade policy shifts. Analyst Commentary Analyst reactions to Cleveland-Cliffs’ recent performance and industry trends have been mixed, reflecting both optimism about the company’s trajectory and some caution about underlying challenges.

Cleveland-Cliffs Inc. (NYSE:CLF) Surges 26% Yet Its Low P/S Is No Reason For Excitement

Oct 09
Cleveland-Cliffs Inc. (NYSE:CLF) Surges 26% Yet Its Low P/S Is No Reason For Excitement

US Tariffs And Reshoring Will Support Domestic Steel Demand

Analysts have raised their fair value estimate for Cleveland-Cliffs from $11.31 to $11.57 per share. This update is based on improved cost performance, anticipated tariff benefits, and a more favorable risk/reward outlook for the company.

US Tariffs And Reshoring Will Support Domestic Steel Demand

Cleveland-Cliffs’ consensus price target has increased to $11.31 as improved cost and efficiency post-Q2, potential share gains in auto steel from tariffs and onshoring, and supportive trade policies offset soft underlying demand and future supply concerns. Analyst Commentary Bullish analysts note improved risk/reward for Cleveland-Cliffs post-Q2 earnings, citing better cost and efficiency performance.

There's No Escaping Cleveland-Cliffs Inc.'s (NYSE:CLF) Muted Revenues Despite A 27% Share Price Rise

Jun 29
There's No Escaping Cleveland-Cliffs Inc.'s (NYSE:CLF) Muted Revenues Despite A 27% Share Price Rise

Cleveland-Cliffs: Even Tariffs Don't Seem To Help

Apr 16

Cleveland-Cliffs: No Panic, A Rebound May Be Near

Mar 14

Cleveland-Cliffs Could Be At The Beginning Of A Major Pricing Upcycle

Feb 26

Cleveland-Cliffs: Trump Tariffs Likely To Boost Results

Feb 11

Cleveland-Cliffs: Don't Bite Off More Than You Can Chew

Feb 01

Trump, Tariffs, And Turnarounds: Why Cleveland-Cliffs Is A Top Pick For 2025

Dec 10

Cleveland-Cliffs Falls On Q3 Earnings - A Gift For Long-Term Buyers

Nov 06

Cleveland-Cliffs: The American Steel Industry Is In An Economic Depression

Oct 26

Cleveland-Cliffs: There's No Sign Of A Turnaround

Oct 08

Cleveland-Cliffs: Things Are Getting From Bad To Worse

Sep 23

Prévisions de croissance des bénéfices et des revenus

NYSE:CLF - Estimations futures des analystes et données financières antérieures (USD Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
12/31/202821,314403334N/A6
12/31/202721,1272453031,12010
12/31/202620,646-258-29749111
3/31/202618,903-1,209-997-436N/A
12/31/202518,610-1,473-1,023-462N/A
9/30/202518,622-1,673-1,547-921N/A
6/30/202518,457-1,669-1,482-862N/A
3/31/202518,615-1,191-1,053-388N/A
12/31/202419,185-760-590105N/A
9/30/202419,972-4675741,229N/A
6/30/202421,008401,4142,080N/A
3/31/202421,9003891,8082,448N/A
12/31/202321,9963841,6212,267N/A
9/30/202321,9283371,3962,104N/A
6/30/202321,9762261,0791,873N/A
3/31/202322,3294749561,851N/A
12/31/202222,9891,3321,4802,423N/A
9/30/202223,2912,4242,1233,071N/A
6/30/202223,6423,5033,1764,051N/A
3/31/202222,3503,5612,8923,697N/A
12/31/202120,4442,7982,0802,785N/A
9/30/202117,3541,9848221,441N/A
6/30/202112,996743-368172N/A
3/31/20219,044-33-996-473N/A
12/31/20205,354-123-783-258N/A
9/30/20203,632-122-450125N/A
6/30/20202,542-20-522116N/A
3/31/20202,192264-146514N/A
12/31/20191,990295N/A568N/A
9/30/20192,152855N/A686N/A
6/30/20192,338963N/A699N/A
3/31/20192,3091,031N/A529N/A
12/31/20182,3321,040N/A496N/A
9/30/20182,148749N/A338N/A
6/30/20182,003572N/A243N/A
3/31/20181,760428N/A202N/A
12/31/20171,866365N/A319N/A
9/30/20172,108130N/A415N/A
6/30/20172,06584N/A350N/A
3/31/20172,09012N/A404N/A
12/31/20161,55597N/A338N/A
9/30/20161,83151N/A170N/A
6/30/20161,871103N/A267N/A
3/31/20161,87346N/A140N/A
12/31/20152,01397N/A38N/A
9/30/20152,568-731N/A195N/A
6/30/20152,954-40N/A235N/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: CLF devrait devenir rentable au cours des 3 prochaines années, ce qui est considéré comme une croissance plus rapide que le taux d'épargne ( 3.4% ).

Bénéfices vs marché: CLF devrait devenir rentable au cours des 3 prochaines années, ce qui est considéré comme une croissance supérieure à la moyenne du marché.

Croissance élevée des bénéfices: CLF devrait devenir rentable dans les 3 prochaines années.

Chiffre d'affaires vs marché: Le chiffre d'affaires de CLF ( 4.3% par an) devrait croître plus lentement que le marché de US ( 11.2% par an).

Croissance élevée des revenus: Le chiffre d'affaires de CLF ( 4.3% par an) devrait croître plus lentement que 20% par an.

Prévisions de croissance du bénéfice par action

Rendement futur des capitaux propres

ROE futur: Le retour sur capitaux propres de CLF devrait être faible dans 3 ans ( 3.4 %).

Découvrir les entreprises en croissance

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1Y

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/04 11:30
Cours de l'action en fin de journée2026/05/01 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Cleveland-Cliffs Inc. est couverte par 33 analystes. 11 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Ignace ProotBernstein
Tony RobsonBMO Capital Markets Equity Research
Tristan GresserBNP Paribas