CLF Share Price Performance
US$12.35
0.30 (2.49%)
1.8% undervalued intrinsic discount
US$12.58
Fair Value
Price US$12.35
AnalystConsensusTarget US$12.58
AnalystHighTarget US$14.00
AnalystLowTarget US$5.00
Fair ValueUS$12.58
Share Pricen/a
Cleveland-Cliffs Inc. Stock Price
- 3 Narratives written by author
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- 81 Fair Values set on narratives written by author
CLF Community Narratives
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Fair Value US$12.58 1.8% undervalued intrinsic discount
CLF: Tariff Pressures And New Auto Contracts Will Shape Fair Value Outlook
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Fair Value US$14 11.8% undervalued intrinsic discount
US Infrastructure Renewal Will Boost Domestic Steel Demand
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Fair Value US$6.06 103.7% overvalued intrinsic discount
Aging Assets And Global Overcapacity Will Crush Steel Margins
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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
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AN
US$12.58
1.8% undervalued intrinsic discount
AnalystConsensusTarget Fair Value
Revenue growth
6.13% p.a.
Profit Margin
2.77%
Future PE
14x
Share price in 2028
US$17.34
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
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US$14
11.8% undervalued intrinsic discount
AnalystHighTarget Fair Value
Revenue growth
8.75% p.a.
Profit Margin
3.25%
Future PE
12.15x
Share price in 2028
US$18.88
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
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US$6.06
103.7% overvalued intrinsic discount
AnalystLowTarget Fair Value
Revenue growth
4.89% p.a.
Profit Margin
3.1%
Future PE
6.14x
Share price in 2028
US$8.17
Recently Updated Narratives
AN
CLF: Tariff Pressures And New Auto Contracts Will Shape Fair Value Outlook
Fair Value: US$12.58 1.8% undervalued intrinsic discount
45 followersusers have followed this narrative
0 commentsusers have commented on this narrative
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AN
Aging Assets And Global Overcapacity Will Crush Steel Margins
Fair Value: US$6.06 103.7% overvalued intrinsic discount
1 followerusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
US Infrastructure Renewal Will Boost Domestic Steel Demand
Fair Value: US$14 11.8% undervalued intrinsic discount
5 followersusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
Snowflake Analysis
Cleveland-Cliffs Inc. Key Details
Last Reported Earnings
Sep 30, 2025
Next Reporting Earnings
n/a
- -2.59
- -4.94%
- -8.98%
- 141.2%
About CLF
- Founded
- 1847
- Employees
- 30000
- CEO
- WebsiteView website
Cleveland-Cliffs Inc. operates as a flat-rolled steel producer in the United States, Canada, and internationally. The company offers hot-rolled, cold-rolled, electrogalvanized, hot-dip galvanized and galvannealed, aluminized, galvalume, enameling, and advanced high-strength steel products; austenitic, martensitic, duplex, precipitation hardening, and ferritic stainless-steel products; steel plates; and grain oriented and non-oriented electrical steel products, as well as slab, rail, scrap, iron ore, coal, coke, and tool and die, stamped components. It also provides tubular components, including carbon steel, stainless steel, and electric resistance welded tubing products. In addition, the company offers tin mill products; hot and cold stamp assembly, tooling, and sampling solutions; ingots, rolled blooms, and cast blooms; and hot-briquetted iron products. Further, it owns five iron ore mines in Minnesota and Michigan. The company serves automotive, infrastructure, and manufacturing industries; and 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.
