CLF Share Price Performance
US$10.38
-1.64 (-13.64%)
22.8% undervalued intrinsic discount
US$13.44
Fair Value
Price US$10.38
AnalystConsensusTarget US$13.44
AnalystLowTarget US$8.90
AnalystHighTarget US$17.00
Fair ValueUS$13.44
Share Pricen/a
Cleveland-Cliffs Inc. Stock Price
- 3 Narratives written by author
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- 85 Fair Values set on narratives written by author
CLF Community Narratives
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Fair Value US$13.44 22.8% undervalued intrinsic discount
CLF: Tariff Pressures And New Auto Contracts Will Shape Fair Value Outlook
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Fair Value US$8.9 16.6% overvalued intrinsic discount
Aging Assets And Global Overcapacity Will Crush Steel Margins
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Fair Value US$17 38.9% undervalued intrinsic discount
US Infrastructure Renewal Will Boost Domestic Steel Demand
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US Infrastructure Renewal Will Boost Domestic Steel Demand
Key Takeaways Strengthened tariffs, reshoring trends, and industry consolidation position Cleveland-Cliffs for lasting pricing power, shipment growth, and margin expansion over competitors. Vertical integration and innovation in specialty steels enable substantial upside in cash generation, premium pricing, and hidden value realization through asset optimization and potential divestitures.Read more
76
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US$17
38.9% undervalued intrinsic discount
AnalystHighTarget's Fair Value
Revenue
10.48% p.a.
Profit Margin
5.46%
Future PE
8.24x
Price in 2029
US$22.83
CLF: Tariff Pressures And New Auto Contracts Will Shape Fair Value Outlook
Key Takeaways Strong domestic demand, tariff protection, and OEM reshoring drive higher sales volume, pricing power, and improved profit margins for Cleveland-Cliffs. Cost reductions, asset sales, and investments in specialty steels enhance financial resilience, market expansion, and support structurally higher earnings.Read more
986
users have viewed this narrative2users have liked this narrative
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US$13.44
22.8% undervalued intrinsic discount
AnalystConsensusTarget's Fair Value
Revenue
6.6% p.a.
Profit Margin
3.36%
Future PE
11.79x
Price in 2029
US$18.05
Aging Assets And Global Overcapacity Will Crush Steel Margins
Key Takeaways Structural shifts toward steel recycling and decarbonization threaten core demand and pricing power, tightening revenue streams and margins. High capital demands, reliance on legacy assets, and industry disruption risk compressing profitability even as optimization benefits plateau.Read more
131
users have viewed this narrative0users have liked this narrative
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US$8.9
16.6% overvalued intrinsic discount
AnalystLowTarget's Fair Value
Revenue
1.14% p.a.
Profit Margin
3.54%
Future PE
8.78x
Price in 2029
US$12.1
Trending Discussion
Recently Updated Narratives
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CLF: Elevated Tariffs And Import Share Gains Will Reshape Future Earnings Power
Fair Value: US$17 38.9% undervalued intrinsic discount
6 followersusers have followed this narrative
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CLF: Tariff Support And Cost Pressures Will Shape Steel Outlook
Fair Value: US$13.44 22.8% undervalued intrinsic discount
46 followersusers have followed this narrative
0 commentsusers have commented on this narrative
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CLF: Rare Earths Excitement Will Eventually Clash With Rising Cost Pressures
Fair Value: US$8.9 16.6% overvalued intrinsic discount
1 followerusers have followed this narrative
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Snowflake Analysis
Cleveland-Cliffs Inc. Key Details
Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
n/a
- -2.58
- -4.62%
- -7.92%
- 115.2%
About CLF
- Founded
- 1847
- Employees
- 25000
- CEO
- WebsiteView website
Cleveland-Cliffs Inc. operates as a steel producer in the 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.
