Steel Dynamics Crescita futura
Criteri Future verificati 3/6
Steel Dynamics prevede che gli utili e i ricavi cresceranno rispettivamente di 18.3% e 4.6% all'anno. Si prevede che l'EPS crescerà di 18.9% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 20.3% in 3 anni.
Informazioni chiave
18.3%
Tasso di crescita degli utili
18.88%
Tasso di crescita dell'EPS
| Metals and Mining crescita degli utili | 13.3% |
| Tasso di crescita dei ricavi | 4.6% |
| Rendimento futuro del capitale proprio | 20.32% |
| Copertura analitica | Good |
| Ultimo aggiornamento | 30 Apr 2026 |
Aggiornamenti recenti sulla crescita futura
Articolo di analisi • Apr 23
Steel Dynamics, Inc. (NASDAQ:STLD) Just Reported And Analysts Have Been Lifting Their Price Targets
It's been a pretty great week for Steel Dynamics, Inc. ( NASDAQ:STLD ) shareholders, with its shares surging 17% to...Articolo di analisi • Aug 16
Steel Dynamics, Inc. Just Missed Earnings - But Analysts Have Updated Their Models
NasdaqGS:STLD 1 Year Share Price vs Fair Value Explore Steel Dynamics's Fair Values from the Community and select yours...Recent updates
Nuova analisi • May 07
Aluminum Sheet Deficit And Utilization Dependence Will Pressure Future Margins And Earnings
Catalysts About Steel Dynamics Steel Dynamics is a North American metals producer with operations in steel, metals recycling, fabrication and a growing flat rolled aluminum business. What are the underlying business or industry changes driving this perspective?
Aggiornamento dell'analisi • May 06
STLD: Tariff Policy And Margin Assumptions Will Shape Future Earnings Power
The updated fair value estimate for Steel Dynamics rises by about $35 to $227.61, as analysts factor in Street research that points to higher expected profit margins and a lower assumed future P/E, even as revenue growth assumptions and the discount rate are adjusted. Analyst Commentary Recent Street research on Steel Dynamics has focused heavily on valuation, with several bullish analysts lifting price targets while at least one bearish analyst has shifted to a more neutral stance.Articolo di analisi • Apr 23
Steel Dynamics, Inc. (NASDAQ:STLD) Just Reported And Analysts Have Been Lifting Their Price Targets
It's been a pretty great week for Steel Dynamics, Inc. ( NASDAQ:STLD ) shareholders, with its shares surging 17% to...
Nuova analisi • Apr 23
Aluminum Platform And Recycling Integration Will Support Stronger Long Term Earnings Power
Catalysts About Steel Dynamics Steel Dynamics produces steel, recycles metals, and is ramping a flat rolled aluminum business across North America. What are the underlying business or industry changes driving this perspective?Seeking Alpha • Apr 21
Steel Dynamics: Tariff Benefits Strengthen In Q1
Summary Steel Dynamics has surged over 80% in the past year, fueled by steel tariffs supporting pricing and profitability. Q1 results showcased record steel shipments, robust EBITDA, and strong pricing, though U.S. manufacturing activity remains muted. STLD's aluminum plant is ramping up, expected to add $650+ million EBITDA and diversify earnings, with free cash flow inflecting positively in 2024. I maintain a "Hold" rating, viewing shares as fairly valued at ~15.5x earnings, with potential to add on pullbacks to ~$190. Read the full article on Seeking AlphaAggiornamento dell'analisi • Apr 20
STLD: Tariff Policy And Valuation Assumptions Will Shape Earnings Outlook
Analysts have raised the price target on Steel Dynamics by about $4, citing updated views on fair value, profitability and future P/E assumptions supported by recent research from major banks. Analyst Commentary Recent Street research on Steel Dynamics has focused on refining fair value estimates, with several major firms updating price targets and ratings in close succession.Aggiornamento dell'analisi • Apr 06
STLD: Tariff Policy And 2026 Outlook Will Shape Earnings And Capacity Use
Analysts trimmed their price target on Steel Dynamics by about $5 to reflect updated assumptions for slightly higher revenue growth, a lower profit margin and a higher future P/E, while recent Street research highlights mixed rating changes and refreshed 2026 outlooks for U.S. carbon steel equities. Analyst Commentary Recent research on Steel Dynamics offers a mix of optimism and caution, with analysts updating ratings and price targets as they refresh multi year views on U.S. carbon steel equities and factor in tariff and capacity trends.Aggiornamento dell'analisi • Mar 22
STLD: Tariff Support And 2026 Outlook Will Drive Capacity Expansion And BlueScope Pursuit
Analysts have trimmed their fair value estimate for Steel Dynamics by about $1.45 to $193.46, as they factor in slightly lower margin assumptions and refreshed price targets that now reflect updated 2026 outlooks for U.S. steel mills. Analyst Commentary Recent Street research on Steel Dynamics reflects a split view, with some firms lifting price targets on the back of refreshed 2026 assumptions and others taking a more cautious stance on rating and upside potential.Aggiornamento dell'analisi • Mar 07
STLD: Tariff Policy And 2026 Outlook Will Guide Capacity And BlueScope Bid
Narrative update The updated analyst price target for Steel Dynamics of about $195, up from roughly $193, reflects refreshed 2026 outlooks in recent research. Analysts point to firm steel pricing supported by tariffs, capacity driven share gains for domestic mills, and mixed to positive expectations for sector profitability.Aggiornamento dell'analisi • Feb 20
STLD: Tariff Policy And 2026 Outlook Will Shape Capacity And Acquisition Path
Analysts have adjusted their views on Steel Dynamics, setting a refreshed analyst price target in the high $180s to low $190s range. This reflects updated 2026 outlooks that highlight expectations for firm steel pricing, ongoing tariff support, and a mixed but generally constructive profitability setup for U.S. mills.Aggiornamento dell'analisi • Feb 06
STLD: Tariff Support And 2026 Outlook Will Balance Capacity And Acquisition Risks
Narrative Update The analyst price target for Steel Dynamics shifts slightly higher to about US$193 from about US$191, as analysts factor in refreshed 2026 outlooks that point to resilient steel pricing, incremental capacity driven market share gains for domestic mills, and mixed but generally supportive expectations for sector profitability despite a challenging macro backdrop. Analyst Commentary Recent research paints a mixed but generally constructive picture for Steel Dynamics, with several firms lifting price targets while one high profile downgrade highlights growing valuation and execution questions into 2026.Aggiornamento dell'analisi • Jan 22
STLD: Tariff Support And 2026 Sheet Mill Outlook Will Guide Balanced Returns
The analyst price target for Steel Dynamics has increased from US$183.08 to US$191.28 as analysts factor in refreshed 2026 outlooks that assume firm U.S. steel pricing, incremental profitability improvement for sheet mills, and updated models following recent earnings and sector tariff expectations. Analyst Commentary Recent research updates on Steel Dynamics point to a more mixed stance, with several firms lifting their price targets while some temper their ratings as they reassess 2026 assumptions and nearer term demand trends.Aggiornamento dell'analisi • Jan 06
STLD: Tariff Policy And Demand Rebound Will Shape Balanced Return Outlook
Analysts have lifted their fair value estimate for Steel Dynamics to about $183 per share from roughly $181, noting updated price targets from US$165 to US$185 and refreshed models that factor in a mixed demand backdrop across North America, China, the U.S. and Europe. Analyst Commentary Recent Street research on Steel Dynamics reflects a mix of optimism and caution, with several firms updating price targets and ratings as they incorporate new macro views and refreshed models.Aggiornamento dell'analisi • Dec 17
STLD: Tariff Policy And Demand Rebound Will Drive Returns Ahead
Analysts have lifted their price target on Steel Dynamics by roughly $11 per share to about $181, citing refreshed models that balance a still challenging global demand backdrop with improving profitability and supportive U.S. and European demand trends. Analyst Commentary Street research on Steel Dynamics reflects a mixed but generally constructive stance, with recent revisions highlighting both upside potential and valuation constraints following the stock's strong run.Aggiornamento dell'analisi • Dec 02
STLD: Demand Recovery And Tariff Risks Will Shape Performance Ahead
The consensus analyst price target for Steel Dynamics has increased by $2.50, as analysts cite resilient U.S. and European demand and recent updates to price forecasts despite ongoing macroeconomic challenges. Analyst Commentary Recent analyst updates highlight a mix of optimism and caution regarding Steel Dynamics' outlook, with several notable price target adjustments and rating changes.Aggiornamento dell'analisi • Nov 18
STLD: Challenging Demand And Trade Risks Will Define Near-Term Performance
Analysts have slightly increased their average price target for Steel Dynamics by $0.83 to $167.42. They cite updated models and recent earnings, while highlighting ongoing valuation considerations and a persistently challenging demand environment.Aggiornamento dell'analisi • Nov 03
STLD: Domestic Tariffs And U.S. Market Exposure Will Shape Future Performance
Analysts have raised their fair value estimate for Steel Dynamics from $153.83 to $166.58 per share. This change is due to upward price target revisions and model updates following recent earnings results and industry outlooks.Aggiornamento dell'analisi • Oct 20
Domestic Reshoring And Low-carbon Investments Will Drive Long-term Metals Resilience
Analysts have raised their price target for Steel Dynamics from $151.50 to $153.83 per share, citing anticipated tariff benefits, resilient U.S. steel pricing, and an improved profit margin outlook as key factors supporting their updated valuation. Analyst Commentary Analyst perspectives on Steel Dynamics reflect a mix of optimism around near-term support and caution regarding the longer-term landscape for U.S. steel producers.Aggiornamento dell'analisi • Oct 05
Domestic Reshoring And Low-carbon Investments Will Drive Long-term Metals Resilience
Analysts have raised their fair value estimate for Steel Dynamics from $149.58 to $151.50. This change is attributed to an improved domestic demand outlook, tariff benefits, and valuation premiums for U.S. mills.Articolo di analisi • Aug 16
Steel Dynamics, Inc. Just Missed Earnings - But Analysts Have Updated Their Models
NasdaqGS:STLD 1 Year Share Price vs Fair Value Explore Steel Dynamics's Fair Values from the Community and select yours...Articolo di analisi • Aug 09
Is Steel Dynamics (NASDAQ:STLD) Using Too Much Debt?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Articolo di analisi • Jul 16
Returns On Capital At Steel Dynamics (NASDAQ:STLD) Have Stalled
What are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...Articolo di analisi • Jun 10
Fewer Investors Than Expected Jumping On Steel Dynamics, Inc. (NASDAQ:STLD)
It's not a stretch to say that Steel Dynamics, Inc.'s ( NASDAQ:STLD ) price-to-earnings (or "P/E") ratio of 17x right...Seeking Alpha • Feb 24
Steel Dynamics: Trump Trade With Several Tailwinds
Summary The reshoring of industrial capacity from China to the U.S., driven by tariffs, will benefit U.S. steelmakers like Steel Dynamics. Steel Dynamics is well-positioned with competitive advantages in electric arc furnace technology, vertical integration, and value-added products. Strategic investments in new steel and aluminum mills are expected to significantly boost Steel Dynamics' EBITDA by $1.2 billion. I recommend a buy rating for Steel Dynamics with a target price of $170, anticipating increased demand and profitability in the new geopolitical landscape. Read the full article on Seeking AlphaSeeking Alpha • Feb 12
Steel Dynamics: Tariffs Tailwind
Summary Steel Dynamics shares have surged 8.6% due to Trump's tariffs, making their products more competitive against imports. Trump's recent tariffs on steel and aluminum will further benefit Steel Dynamics by allowing them to price products higher without foreign competition. Despite conservative growth estimates, I believe Steel Dynamics will see accelerated growth, with potential for up to 29.7% upside in shares. The biggest risk is tariff removal, but Steel Dynamics remains competitive due to their efficient EAF furnaces, making shares a strong buy. Read the full article on Seeking AlphaPrevisioni di crescita degli utili e dei ricavi
| Data | Ricavi | Utili | Flusso di cassa libero | Liquidità dell'operazione | Avg. Numero di analisti |
|---|---|---|---|---|---|
| 12/31/2028 | 23,061 | 2,275 | 2,923 | 2,020 | 6 |
| 12/31/2027 | 22,758 | 2,428 | 2,726 | 2,666 | 10 |
| 12/31/2026 | 22,079 | 2,149 | 2,019 | 2,643 | 11 |
| 3/31/2026 | 19,012 | 1,372 | 665 | 1,445 | N/A |
| 12/31/2025 | 18,177 | 1,186 | 502 | 1,450 | N/A |
| 9/30/2025 | 17,635 | 1,127 | 311 | 1,524 | N/A |
| 6/30/2025 | 17,148 | 1,041 | -107 | 1,561 | N/A |
| 3/31/2025 | 17,216 | 1,170 | -157 | 1,642 | N/A |
| 12/31/2024 | 17,540 | 1,537 | -24 | 1,845 | N/A |
| 9/30/2024 | 17,902 | 1,754 | 432 | 2,362 | N/A |
| 6/30/2024 | 18,147 | 2,014 | 849 | 2,716 | N/A |
| 3/31/2024 | 18,596 | 2,398 | 1,335 | 3,141 | N/A |
| 12/31/2023 | 18,795 | 2,451 | 1,862 | 3,520 | N/A |
| 9/30/2023 | 19,388 | 2,661 | 2,312 | 3,799 | N/A |
| 6/30/2023 | 20,453 | 2,999 | 3,011 | 4,181 | N/A |
| 3/31/2023 | 21,584 | 3,396 | 3,399 | 4,375 | N/A |
| 12/31/2022 | 22,261 | 3,863 | 3,552 | 4,460 | N/A |
| 9/30/2022 | 22,745 | 4,318 | 3,272 | 4,041 | N/A |
| 6/30/2022 | 22,182 | 4,395 | 2,433 | 3,176 | N/A |
| 3/31/2022 | 20,434 | 3,887 | 1,905 | 2,761 | N/A |
| 12/31/2021 | 18,409 | 3,214 | 1,198 | 2,204 | N/A |
| 9/30/2021 | 15,699 | 2,311 | 473 | 1,618 | N/A |
| 6/30/2021 | 12,942 | 1,421 | -119 | 1,139 | N/A |
| 3/31/2021 | 10,571 | 794 | -252 | 1,038 | N/A |
| 12/31/2020 | 9,601 | 551 | -211 | 987 | N/A |
| 9/30/2020 | 9,350 | 484 | 245 | 1,258 | N/A |
| 6/30/2020 | 9,546 | 535 | 711 | 1,551 | N/A |
| 3/31/2020 | 10,223 | 654 | 811 | 1,426 | N/A |
| 12/31/2019 | 10,465 | 671 | N/A | 1,396 | N/A |
| 9/30/2019 | 11,019 | 820 | N/A | 1,478 | N/A |
| 6/30/2019 | 11,715 | 1,067 | N/A | 1,455 | N/A |
| 3/31/2019 | 12,035 | 1,235 | N/A | 1,419 | N/A |
| 12/31/2018 | 11,822 | 1,258 | N/A | 1,415 | N/A |
| 9/30/2018 | 11,254 | 1,293 | N/A | 1,117 | N/A |
| 6/30/2018 | 10,474 | 1,048 | N/A | 922 | N/A |
| 3/31/2018 | 9,774 | 839 | N/A | 677 | N/A |
| 12/31/2017 | 9,539 | 813 | N/A | 739 | N/A |
| 9/30/2017 | 9,113 | 528 | N/A | 755 | N/A |
| 6/30/2017 | 8,771 | 532 | N/A | 725 | N/A |
| 3/31/2017 | 8,404 | 520 | N/A | 802 | N/A |
| 12/31/2016 | 7,777 | 382 | N/A | 853 | N/A |
| 9/30/2016 | 7,458 | 109 | N/A | 991 | N/A |
| 6/30/2016 | 7,307 | 12 | N/A | 959 | N/A |
| 3/31/2016 | 7,288 | -98 | N/A | 1,110 | N/A |
| 12/31/2015 | 7,594 | -130 | N/A | 1,054 | N/A |
| 9/30/2015 | 8,520 | 78 | N/A | 1,028 | N/A |
| 6/30/2015 | 8,909 | 108 | N/A | 1,113 | N/A |
Previsioni di crescita futura degli analisti
Guadagni vs tasso di risparmio: La crescita prevista degli utili di STLD ( 18.3% all'anno) è superiore al tasso di risparmio ( 3.5% ).
Guadagni vs Mercato: Si prevede che gli utili di STLD ( 18.3% all'anno) cresceranno più rapidamente del mercato US ( 16.7% all'anno).
Guadagni ad alta crescita: Si prevede che gli utili di STLD cresceranno, ma non in modo significativo.
Ricavi vs Mercato: Si prevede che il fatturato di STLD ( 4.6% all'anno) crescerà più lentamente rispetto al mercato US ( 11.6% all'anno).
Ricavi ad alta crescita: Si prevede che il fatturato di STLD ( 4.6% all'anno) crescerà più lentamente di 20% all'anno.
Previsioni di crescita dell'utile per azione
Rendimento futuro del capitale proprio
ROE futuro: Si prevede che il Return on Equity di STLD sarà elevato tra 3 anni ( 20.3 %)
Scoprire le aziende in crescita
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/11 22:29 |
| Prezzo dell'azione a fine giornata | 2026/05/11 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Steel Dynamics, Inc. è coperta da 32 analisti. 11 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| David Gagliano | Barclays |
| Katja Jancic | BMO Capital Markets Equity Research |
| Alexander Robert Pearce | BMO Capital Markets Equity Research |