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Cleveland-Cliffs Inc. Stock Price

NYSE:CLF Community·US$6.8b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 100 Fair Values set on narratives written by author

CLF Share Price Performance

US$12.25
0.99 (8.79%)
US$11.65
Fair Value
US$12.25
0.99 (8.79%)
5.2% overvalued intrinsic discount
US$11.65
Fair Value
Price US$12.25
AnalystConsensusTarget US$11.65
AnalystHighTarget US$14.42
AnalystLowTarget US$8.00

CLF Community Narratives

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Fair Value US$11.65 5.2% overvalued intrinsic discount

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

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56users have followed this narrative
·
Fair Value US$14.42 15.1% undervalued intrinsic discount

US Infrastructure Renewal Will Boost Domestic Steel Demand

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7users have followed this narrative
·
Fair Value US$8 53.1% overvalued intrinsic discount

Aging Assets And Global Overcapacity Will Crush Steel Margins

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1users have followed this narrative
US$8
53.1% overvalued intrinsic discount
Profit Margin
2.64%
Future PE
14.33x
Price in 2029
US$11.29
US$14.42
15.1% undervalued intrinsic discount
Profit Margin
3.56%
Future PE
17.03x
Price in 2029
US$19.84

Trending Discussion

No trending discussion available.

Updated Narratives

CLF logo

CLF: Steel Pricing And Deleveraging Efforts Will Shape Balanced Risk Reward

Fair Value: US$11.65 5.2% overvalued intrinsic discount
56 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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CLF: Peaking Steel Prices Will Drive A More Cautious Bearish Outlook

Fair Value: US$8 53.1% overvalued intrinsic discount
1 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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CLF: Tariff Policy And Leverage Concerns Will Shape Future Earnings Power

Fair Value: US$14.42 15.1% undervalued intrinsic discount
7 users have set this as their fair value
0 users have commented on this narrative
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Snowflake Analysis

Undervalued with moderate growth potential.

3 Risks
3 Rewards

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

Narrative Update Jul 26

CLF: Steel Pricing And Deleveraging Efforts Will Shape Balanced Risk Reward

The analyst price target for Cleveland-Cliffs has been raised modestly, supported by research pointing to easing comparisons, firmer steel pricing, and expectations for improved margins as costs and volumes are reassessed. Analyst Commentary Recent research on Cleveland-Cliffs shows a split view, with some bullish analysts leaning into the latest Q2 beat and steel pricing trends, while more cautious voices focus on leverage, commodity assumptions, and where the stock trades relative to their targets.

Recent updates

No updates