Cleveland-Cliffs Inc.

Report azionario NYSE:CLF

Capitalizzazione di mercato: US$6.3b

Cleveland-Cliffs Crescita futura

Criteri Future verificati 3/6

Cleveland-Cliffs prevede che gli utili e i ricavi cresceranno rispettivamente di 113.5% e 4.3% all'anno. Si prevede che l'EPS crescerà di 115.2% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 3.4% in 3 anni.

Informazioni chiave

113.5%

Tasso di crescita degli utili

115.17%

Tasso di crescita dell'EPS

Metals and Mining crescita degli utili13.3%
Tasso di crescita dei ricavi4.3%
Rendimento futuro del capitale proprio3.43%
Copertura analitica

Good

Ultimo aggiornamento05 May 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Aggiornamento dell'analisi • May 03

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.
Seeking Alpha • Apr 20

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

Summary Cleveland-Cliffs Inc.'s share price reaction to the Q1 report could be seen as an overreaction, but in reality it is justified. The market is losing patience with the company's inability to achieve profitability as macroeconomic conditions worsen. There were some bright spots in the CLF earnings release, but investors should remain cautious. Read the full article on Seeking Alpha
Aggiornamento dell'analisi • Apr 19

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.
Aggiornamento dell'analisi • Apr 04

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.
Aggiornamento dell'analisi • Mar 21

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.
Aggiornamento dell'analisi • Mar 07

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.
Aggiornamento dell'analisi • Feb 21

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.
Aggiornamento dell'analisi • Feb 06

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.
Aggiornamento dell'analisi • Jan 23

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.
Aggiornamento dell'analisi • Jan 09

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.
Aggiornamento dell'analisi • Dec 15

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.
Aggiornamento dell'analisi • Dec 01

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.
Aggiornamento dell'analisi • Nov 17

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.
Aggiornamento dell'analisi • Nov 02

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.
Aggiornamento dell'analisi • Oct 19

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.
Articolo di analisi • Oct 09

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

Cleveland-Cliffs Inc. ( NYSE:CLF ) shares have continued their recent momentum with a 26% gain in the last month alone...
Aggiornamento dell'analisi • Oct 05

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.
Aggiornamento dell'analisi • Sep 16

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.
Articolo di analisi • Jun 29

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

Cleveland-Cliffs Inc. ( NYSE:CLF ) shareholders are no doubt pleased to see that the share price has bounced 27% in the...
Seeking Alpha • Apr 16

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

Summary Tariffs are intended to raise domestic prices and boost U.S. steel producers' profits, but this hasn't significantly impacted Cleveland-Cliffs' stock price. The real issue isn't trade but technological change; integrated steel producers face declining demand due to increased recycling and electric arc furnace use. Cleveland-Cliffs' expansion and debt burden exacerbate its vulnerability in a market shifting away from virgin steel production. Tariffs alone won't solve Cleveland-Cliffs' structural problems; the industry's future lies in adapting to technological advancements, not trade protectionism. Read the full article on Seeking Alpha
Seeking Alpha • Mar 14

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

Summary Cleveland-Cliffs has underperformed, dropping 26% since my initial "Buy" rating, but I maintain my stance due to recent positive trends. Q4 2024 saw the lowest steel demand since 2010, but financial improvements and a strong order book signal a potential turnaround. The inclusion of Stelco and rising HRC prices could significantly boost CLF's revenues, potentially exceeding market expectations. On a net-net basis, the steel imports tariffs recently imposed; should a) increase CLF's volumes; and b) increase pricing. CLF's fair value today is close to $13.25/share. Despite macro risks, tariffs should enhance CLF's volumes and pricing, justifying my continued "Buy" rating and plans to add to my position. Read the full article on Seeking Alpha
Seeking Alpha • Feb 26

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

Summary Cleveland-Cliffs Inc. has multiple catalysts coming forth in 2025, driven by an improved macroeconomic environment and US manufacturing outlook. Section 232 tariffs have the ability to benefit Cleveland-Cliffs on multiple fronts, including price support and higher volume sales if imports decline. Cleveland-Cliffs may also benefit from nearshoring manufacturing, potentially driving more domestic construction projects. Higher steel prices from tariffs should benefit CLF, but potential risks include constrained demand from high interest rates and supply chain adjustments in the automotive industry. Read the full article on Seeking Alpha
Seeking Alpha • Feb 11

Cleveland-Cliffs: Trump Tariffs Likely To Boost Results

Summary Cleveland-Cliffs remains a Buy despite the failed U.S. Steel acquisition and falling steel prices, as fundamentals remain strong. The company's vertical model and Trump's 25% steel tariffs enhance competitiveness, particularly against foreign producers, offering long-term advantages. Financial results show a tough 2024 with a significant drop in steel prices, leading to negative cash flow and increased debt, but management remains optimistic. Updated valuation reflects a more conservative outlook due to cyclicality and higher interest rates, but the intrinsic value still supports a Buy rating. Read the full article on Seeking Alpha
Seeking Alpha • Feb 01

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

Summary The investment thesis highlights strong revenue growth, robust market position, and innovative product pipeline as key drivers for future performance. Rating justification is based on consistent earnings growth, favorable industry trends, and strategic acquisitions enhancing competitive advantage. The opening paragraphs emphasize the company's impressive financial performance and strategic initiatives that position it for long-term success. Closing paragraphs underscore potential risks but affirm confidence in the company's ability to navigate challenges and deliver shareholder value. Read the full article on Seeking Alpha
Seeking Alpha • Dec 10

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

Summary Cleveland-Cliffs faces 2024 headwinds from a challenging manufacturing environment, pricing pressures, and weaker automotive demand, but strategic moves position it well for future growth. The Stelco acquisition enhances CLF's supply chain, cuts costs, and boosts its product portfolio, making it a stronger player in North American steel production. Potential tariff and domestic manufacturing support from the Trump administration could provide significant tailwinds, with a 2025 manufacturing rebound expected to drive earnings growth. Despite its volatility and cyclical risks, CLF's attractive valuation and long-term potential make it a compelling opportunity for investors with higher risk tolerance. Read the full article on Seeking Alpha
Seeking Alpha • Nov 06

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

Summary Cleveland-Cliffs Inc. remains a "Buy" despite recent declines, driven by long-term growth potential, strategic focus, and attractive valuation. The company's Q3 2024 performance was weak due to automotive industry struggles, but the Stelco acquisition is expected to enhance EBITDA margins and operational flexibility. Management's conservative capital spending and cost-saving initiatives position CLF well for future growth, with a focus on debt reduction and strategic investments. Potential Republican policies could boost domestic manufacturing, benefiting CLF, while cyclical risks in the steel industry remain a concern. I believe that Cleveland-Cliffs hasn't lost its long-term growth potential. The company's asset base continues to expand, and with CLF stock now significantly cheaper than before, it looks quite attractive. Read the full article on Seeking Alpha
Seeking Alpha • Oct 26

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

Summary Cleveland-Cliffs faces significant economic pressures and is expected to lose money in Q3 and Q4. Due to falling steel prices, its stock has declined 22% since I last covered it. Rising production costs and a slow-moving economic slowdown in US manufacturing have severely impacted CLF's profitability, with gross margins dropping from 25% in 2021 to 3.2%. The American steel industry is struggling, with CLF and U.S. Steel particularly vulnerable due to overleveraging and inefficient operations compared to competitors like Nucor and Steel Dynamics. Despite potential government support, I remain bearish on CLF amid continued durable goods headwinds and overproduction in the US steel industry. Bipartisan protectionist attitudes regarding steel may give CLF minor risk protection, but I do not expect it to turn around until U.S. Steel is forced to dramatically lower production. Read the full article on Seeking Alpha
Seeking Alpha • Oct 08

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

Summary Cleveland-Cliffs faces challenges due to overproduction and falling commodity prices, leading to a 'sell' recommendation. CLF’s liquidity and gross profit margins are declining, underperforming compared to competitors like United States Steel Corp. and Nucor Corp. Despite positive management expectations, there is no clear sign of a market turnaround, making it risky to hold the stock. The steel industry’s high production and low prices, coupled with declining earnings expectations, suggest better investment opportunities elsewhere. Read the full article on Seeking Alpha

Previsioni di crescita degli utili e dei ricavi

NYSE:CLF - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/202821,314403334N/A6
12/31/202721,1392453031,12010
12/31/202620,634-258-29749111
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

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: Si prevede che CLF diventerà redditizio nei prossimi 3 anni, il che è considerato una crescita più rapida del tasso di risparmio ( 3.5% ).

Guadagni vs Mercato: Si prevede che CLF diventerà redditizia nei prossimi 3 anni, il che è considerato una crescita superiore alla media del mercato.

Guadagni ad alta crescita: Si prevede CLF diventerà redditizia nei prossimi 3 anni.

Ricavi vs Mercato: Si prevede che il fatturato di CLF ( 4.3% all'anno) crescerà più lentamente rispetto al mercato US ( 11.6% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di CLF ( 4.3% 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 CLF sarà basso tra 3 anni ( 3.4 %).

Scoprire le aziende in crescita

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1Y

7D

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Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/11 03:27
Prezzo dell'azione a fine giornata2026/05/11 00:00
Utili2026/03/31
Utili annuali2025/12/31

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.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* 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

Cleveland-Cliffs Inc. è coperta da 33 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.

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