CLF logo

Cleveland-Cliffs Inc. Stock Price

NYSE:CLF Community·US$6.6b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 104 Fair Values set on narratives written by author

CLF Share Price Performance

US$11.54
0.75 (6.95%)
US$11.65
Fair Value
US$11.54
0.75 (6.95%)
0.9% undervalued intrinsic discount
US$11.65
Fair Value
Price US$11.54
AnalystConsensusTarget US$11.65
AnalystLowTarget US$10.00
AnalystHighTarget US$14.42

CLF Community Narratives

·
Fair Value US$11.65 0.9% 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
58users have followed this narrative
·
Fair Value US$10 15.4% 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
·
Fair Value US$14.42 20.0% 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
US$11.65
0.9% undervalued intrinsic discount
Profit Margin
4.99%
Future PE
9.82x
Price in 2029
US$16.22
US$14.42
20.0% 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: Elevated Steel Prices Will Expose Leverage Risk And Limit Upside

Fair Value: US$10 15.4% overvalued intrinsic discount
2 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
CLF logo

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

Fair Value: US$11.65 0.9% undervalued intrinsic discount
58 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
CLF logo

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

Fair Value: US$14.42 20.0% undervalued intrinsic discount
7 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

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

Seeking Alpha 23h

Cleveland-Cliffs: A Levered Call Option On Steel Prices

Summary Cleveland-Cliffs is upgraded to a small Buy, capitalizing on improved fundamentals and a disconnect between price and operational progress. CLF’s Q2 EBITDA tripled sequentially, FCF turned positive, and Q3 guidance doubled, yet the market undervalues its domestic exposure and recovery momentum. Tariff risks and auto sector reliance weigh on CLF, but 85% of its business benefits from a tight U.S. steel market, offering substantial upside if prices remain elevated. CLF remains a levered call on North American steel pricing, with debt reduction directly transferring value to equity holders, but valuation is sensitive to steel price and tariff outcomes. Read the full article on Seeking Alpha

Recent updates

No updates