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Cleveland-Cliffs Inc. Stock Price

NYSE:CLF Community·US$6.9b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 106 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

CLF Share Price Performance

US$11.83
0.04 (0.34%)
​
US$12.00
Fair Value
US$11.83
0.04 (0.34%)
1.4% undervalued intrinsic discount
US$12.00
Fair Value
Price US$11.83
AnalystConsensusTarget US$12.00
AnalystLowTarget US$10.00
AnalystHighTarget US$14.42
Mon, 7 Sep 26
Fair ValueUS$12.00
Share Pricen/a

CLF Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$12 1.4% undervalued intrinsic discount

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

2users have liked this narrative
0users have commented on this narrative
59users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$10 18.3% overvalued intrinsic discount

Aging Assets And Global Overcapacity Will Crush Steel Margins

0users have liked this narrative
0users have commented on this narrative
2users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$14.42 18.0% undervalued intrinsic discount

US Infrastructure Renewal Will Boost Domestic Steel Demand

0users have liked this narrative
0users have commented on this narrative
7users have followed this narrative
CLF logo
Cleveland-Cliffs
1.4% undervalued intrinsic discount
Updated

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

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 7 Sep
Read Narrative
CLF logo
Cleveland-Cliffs
18.3% overvalued intrinsic discount

Aging Assets And Global Overcapacity Will Crush Steel Margins

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AN
AnalystLowTarget
AnalystLowTarget
Updated 10 Aug
Read Narrative
CLF logo
Cleveland-Cliffs
18.0% undervalued intrinsic discount

US Infrastructure Renewal Will Boost Domestic Steel Demand

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AN
AnalystHighTarget
AnalystHighTarget
Updated 31 May
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Trending Discussion

No trending discussion available.

Recently Updated Narratives

AN
AnalystConsensusTarget
CLF logo

CLF: Steel Pricing And Middletown Investment Will Shape Balanced Risk Reward

Fair Value: US$12 1.4% undervalued intrinsic discount
59 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
1 likeusers have liked this narrative
AN
AnalystLowTarget
CLF logo

CLF: Elevated Steel Prices Will Expose Leverage Risk And Limit Upside

Fair Value: US$10 18.3% overvalued intrinsic discount
2 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
CLF logo

CLF: Tariff Policy And Leverage Concerns Will Shape Future Earnings Power

Fair Value: US$14.42 18.0% undervalued intrinsic discount
7 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Undervalued with moderate growth potential.

2 Risks
3 Rewards
View Full Analysis

Cleveland-Cliffs Inc. Key Details

US$19.2b

Revenue

US$19.4b

Cost of Revenue

-US$202.0m

Gross Profit

US$664.0m

Other Expenses

-US$866.0m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
-1.52
-1.05%
-4.51%
132.7%
View Full Analysis

About CLF

Founded
1847
Employees
25000
CEO
C. Goncalves
WebsiteView website
www.clevelandcliffs.com

Cleveland-Cliffs Inc. operates as a steel producer in the United States and Canada. It offers hot-rolled, cold-rolled, and coated products, such as aluminized, electrogalvanized, and galvalume products, as well as galvanneal and hot-dipped galvanized products; stainless and electrical products, including GOES, NOES, and auto chrome; plate products; and slab and other steel products. The company also provides non- steelmaking products comprising stamped components, tool and die, and tubing; and scrap, iron ore, HBI, coal, and coke products. It also provides tubular components, including carbon steel, stainless steel, and electric resistance welded tubing products. In addition, the company is involved in the mining of iron ore; production of pellets and direct reduced iron; and processing of ferrous scrap through primary steelmaking and downstream finishing, stamping, tooling, and tubing. It serves direct automotive, infrastructure and manufacturing, distributors and converters, and steel producers. The company was formerly known as Cliffs Natural Resources Inc. and changed its name to Cleveland-Cliffs Inc. in August 2017. Cleveland-Cliffs Inc. was founded in 1847 and is headquartered in Cleveland, Ohio.

Recent CLF News & Updates

User avatar
Narrative Update • Sep 07

CLF: Steel Pricing And Middletown Investment Will Shape Balanced Risk Reward

The analyst price target for Cleveland-Cliffs has moved from $11.65 to $12.00, reflecting updated views on steel pricing, cost trends, and volume expectations across recent research. Analyst Commentary Recent research on Cleveland-Cliffs shows a wide range of views, with price targets clustered around the low to mid teens and ratings spread from Buy through Underweight.
Seeking Alpha • Sep 01

Cleveland-Cliffs: 2027 Could Be A Very Big Year

Summary Cleveland-Cliffs is North America's largest flat-rolled steel producer, trading at a discount despite recent EBITDA growth and strong automotive contracts. CLF's upside case hinges on contract resets and undisclosed Stelco earnings, but consensus may overstate 2027 FCF by crediting unproven contributions. Management prioritizes deleveraging over capital returns, with buybacks on hold and all free cash flow directed to reducing leverage below 2.5x. I see CLF as a buy at $11, not at $15, given risks from leverage, forward steel prices, and lack of immediate shareholder returns. Read the full article on Seeking Alpha

Recent updates

No updates

Cleveland-Cliffs Inc. Competitors

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