Cleveland-Cliffs Inc.

NYSE:CLF Aktierapport

Börsvärde: US$5.8b

Cleveland-Cliffs Framtida tillväxt

Future kriterier kontrolleras 3/6

Cleveland-Cliffs förväntas öka intäkter och intäkter med 113.5% respektive 4.3% per år. EPS förväntas tillväxt med 115.2% per år. Avkastningen på eget kapital förväntas bli 3.4% om 3 år.

Viktig information

113.5%

Tillväxttakt i vinsten

115.17%

Tillväxttakt för EPS

Metals and Mining vinsttillväxt14.5%
Intäkternas tillväxttakt4.3%
Framtida avkastning på eget kapital3.43%
Bevakning av analytiker

Good

Senast uppdaterad01 May 2026

Senaste uppdateringarna om framtida tillväxt

Recent updates

CLF: Tariff Policy And Mixed Street Views Will Shape Future Returns

Analysts have trimmed the average price target for Cleveland-Cliffs by about $2.40, reflecting a mix of recent target cuts from several firms and a smaller upward revision from Goldman Sachs. These changes have contributed to more cautious assumptions on margins and valuation multiples, even as revenue growth expectations have remained steady to slightly higher.

Cleveland-Cliffs Q1 Earnings: A Mundane Report At A Time Of Uncertainty

Apr 20

CLF: Tariff Policy And Import Share Shifts Will Shape Future Earnings Power

The updated fair value estimate for Cleveland-Cliffs moves slightly lower to $16.80 from $17.00, as analysts factor in softer revenue growth and margins, along with a higher discount rate, despite a wide range of recent price target changes across the Street. Analyst Commentary Recent Street research on Cleveland-Cliffs has been mixed, with a cluster of valuation resets and rating changes as analysts recalibrate expectations after recent company updates and sector notes.

CLF: Tariff Shifts And Higher Costs Will Shape A Cautious Rare Earths Story

Analysts have made only a small adjustment to their $-based price targets for Cleveland-Cliffs, reflecting a mix of higher assumed profit margins, a lower future P/E multiple, and a more cautious view on growth and risk after recent Neutral and Sector Weight calls, along with both minor cuts and raises to published targets. Analyst Commentary Recent research on Cleveland-Cliffs has leaned more cautious, with several Bearish analysts highlighting execution and valuation risks despite some earlier optimism around pricing and policy support for the U.S. steel sector.

CLF: Tariff Support And Auto Contract Wins Will Shape Future Returns

The analyst price target for Cleveland-Cliffs has been adjusted slightly lower to reflect a new fair value estimate of about $13.08, as analysts weigh mixed rating changes, valuation concerns, and updated expectations for margins and future P/E multiples. Analyst Commentary Recent research on Cleveland-Cliffs reflects a divided view, with some analysts focusing on potential upside from pricing, tariffs, and growth initiatives, while others point to valuation, costs, and execution risks around upcoming results and leadership actions.

CLF: Tariff Support And Auto Contract Wins Will Drive Future Upside

Analysts have adjusted their Cleveland-Cliffs price targets in a tight range, with small upward and downward moves of roughly $0.10 to $2. They are weighing mixed views on sector valuation, CEO stock sales, steel pricing expectations, and the company's cost profile and longer term opportunities.

CLF: Tariff Policy And Steel Pricing Will Drive Future Upside Potential

Analysts have nudged their price target on Cleveland-Cliffs slightly lower to around $13.41, reflecting mixed recent research in which some firms cited valuation concerns and insider selling, while others pointed to potential longer term opportunities in U.S. steel and tariff support. Analyst Commentary Recent research on Cleveland-Cliffs splits into two clear camps, with some analysts focused on upside tied to steel pricing and tariffs, and others emphasizing valuation constraints, cost pressures, and insider selling.

CLF: Elevated Tariffs And Import Share Gains Will Reshape Future Earnings Power

Analysts have raised their fair value estimate for Cleveland-Cliffs to $17.00 from $14.00, citing updated assumptions on steel pricing, tariffs, and company-specific opportunities outlined in recent research, while noting that views remain divided on costs, valuation, and sector risks. Analyst Commentary Recent research shows a split view on Cleveland-Cliffs, with some firms turning more cautious on valuation and costs, while others highlight potential upside tied to pricing, tariffs, and company specific initiatives.

CLF: Tariff Support And Cost Pressures Will Shape Steel Outlook

Analysts have raised their blended price target on Cleveland-Cliffs to about $13.44, up from $12.45. This shift reflects updated views on revenue growth, profit margins, and future P/E assumptions, alongside mixed Street research that notes both tariff support for steel pricing and ongoing concerns about costs and valuation.

CLF: Rare Earths Excitement Will Eventually Clash With Rising Cost Pressures

Analysts have trimmed their average price expectations for Cleveland-Cliffs to about US$12.50 to US$16, reflecting concerns about valuation, higher than expected costs and a mixed macro backdrop, even as some still highlight catalysts around auto contracts, liquidity and updated post earnings models. Analyst Commentary Recent Street research around Cleveland-Cliffs has leaned more cautious, with several bearish analysts pulling back on their expectations while a few remain constructive.

CLF: Rare Earths Hype Will Likely Fade Against Weak Steel Fundamentals

Analysts have nudged our Cleveland Cliffs fair value estimate higher to approximately $8.62 from about $6.06 per share. This reflects a modestly higher long term valuation multiple even as they factor in softer near term revenue growth, still pressured margins, and a mixed macro backdrop for steel demand.

CLF: Cost Discipline And Trade Concerns Will Shape Outlook Into Year End

Analysts have slightly lowered their average price target for Cleveland-Cliffs to $12.45 from $12.58, citing a challenging macro environment for metals and mining. However, this is offset by potential demand rebounds in key regions.

CLF: Future Partnerships And Auto Steel Advances Will Support Upside Momentum

The analyst price target for Cleveland-Cliffs has been lowered slightly, from $12.76 to $12.58. Analysts cite muted revenue growth expectations and continued margin pressures, despite recent volatility in the shares.

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

Analysts have raised their price target for Cleveland-Cliffs by $0.59 to $12.76. This change reflects improved projected revenue growth and profit margin outlooks following the company’s recent earnings report and revised forecasts.

US Tariffs And Reshoring Will Support Domestic Steel Demand

Cleveland-Cliffs' analyst price target has increased from $11.57 to $12.17, as analysts point to improving risk and reward following stronger operating efficiency and potential benefits from ongoing industry tariffs and trade policy shifts. Analyst Commentary Analyst reactions to Cleveland-Cliffs’ recent performance and industry trends have been mixed, reflecting both optimism about the company’s trajectory and some caution about underlying challenges.

Cleveland-Cliffs Inc. (NYSE:CLF) Surges 26% Yet Its Low P/S Is No Reason For Excitement

Oct 09
Cleveland-Cliffs Inc. (NYSE:CLF) Surges 26% Yet Its Low P/S Is No Reason For Excitement

US Tariffs And Reshoring Will Support Domestic Steel Demand

Analysts have raised their fair value estimate for Cleveland-Cliffs from $11.31 to $11.57 per share. This update is based on improved cost performance, anticipated tariff benefits, and a more favorable risk/reward outlook for the company.

US Tariffs And Reshoring Will Support Domestic Steel Demand

Cleveland-Cliffs’ consensus price target has increased to $11.31 as improved cost and efficiency post-Q2, potential share gains in auto steel from tariffs and onshoring, and supportive trade policies offset soft underlying demand and future supply concerns. Analyst Commentary Bullish analysts note improved risk/reward for Cleveland-Cliffs post-Q2 earnings, citing better cost and efficiency performance.

There's No Escaping Cleveland-Cliffs Inc.'s (NYSE:CLF) Muted Revenues Despite A 27% Share Price Rise

Jun 29
There's No Escaping Cleveland-Cliffs Inc.'s (NYSE:CLF) Muted Revenues Despite A 27% Share Price Rise

Cleveland-Cliffs: Even Tariffs Don't Seem To Help

Apr 16

Cleveland-Cliffs: No Panic, A Rebound May Be Near

Mar 14

Cleveland-Cliffs Could Be At The Beginning Of A Major Pricing Upcycle

Feb 26

Cleveland-Cliffs: Trump Tariffs Likely To Boost Results

Feb 11

Cleveland-Cliffs: Don't Bite Off More Than You Can Chew

Feb 01

Trump, Tariffs, And Turnarounds: Why Cleveland-Cliffs Is A Top Pick For 2025

Dec 10

Cleveland-Cliffs Falls On Q3 Earnings - A Gift For Long-Term Buyers

Nov 06

Cleveland-Cliffs: The American Steel Industry Is In An Economic Depression

Oct 26

Cleveland-Cliffs: There's No Sign Of A Turnaround

Oct 08

Cleveland-Cliffs: Things Are Getting From Bad To Worse

Sep 23

Prognoser för vinst- och omsättningstillväxt

NYSE:CLF - Analytikernas framtida uppskattningar och tidigare finansiella data (USD Millions )
DatumIntäkterIntäkterFritt kassaflödeKassaflöde från rörelsenGenomsnittligt Antal analytiker
12/31/202821,314403334N/A6
12/31/202721,1272453031,12010
12/31/202620,646-258-29749111
3/31/202618,903-1,209-997-436N/A
12/31/202518,610-1,473-1,023-462N/A
9/30/202518,622-1,673-1,547-921N/A
6/30/202518,457-1,669-1,482-862N/A
3/31/202518,615-1,191-1,053-388N/A
12/31/202419,185-760-590105N/A
9/30/202419,972-4675741,229N/A
6/30/202421,008401,4142,080N/A
3/31/202421,9003891,8082,448N/A
12/31/202321,9963841,6212,267N/A
9/30/202321,9283371,3962,104N/A
6/30/202321,9762261,0791,873N/A
3/31/202322,3294749561,851N/A
12/31/202222,9891,3321,4802,423N/A
9/30/202223,2912,4242,1233,071N/A
6/30/202223,6423,5033,1764,051N/A
3/31/202222,3503,5612,8923,697N/A
12/31/202120,4442,7982,0802,785N/A
9/30/202117,3541,9848221,441N/A
6/30/202112,996743-368172N/A
3/31/20219,044-33-996-473N/A
12/31/20205,354-123-783-258N/A
9/30/20203,632-122-450125N/A
6/30/20202,542-20-522116N/A
3/31/20202,192264-146514N/A
12/31/20191,990295N/A568N/A
9/30/20192,152855N/A686N/A
6/30/20192,338963N/A699N/A
3/31/20192,3091,031N/A529N/A
12/31/20182,3321,040N/A496N/A
9/30/20182,148749N/A338N/A
6/30/20182,003572N/A243N/A
3/31/20181,760428N/A202N/A
12/31/20171,866365N/A319N/A
9/30/20172,108130N/A415N/A
6/30/20172,06584N/A350N/A
3/31/20172,09012N/A404N/A
12/31/20161,55597N/A338N/A
9/30/20161,83151N/A170N/A
6/30/20161,871103N/A267N/A
3/31/20161,87346N/A140N/A
12/31/20152,01397N/A38N/A
9/30/20152,568-731N/A195N/A
6/30/20152,954-40N/A235N/A

Analytiker Framtid Tillväxt Prognoser

Intäkter kontra sparande: CLF förväntas bli lönsam under de kommande 3 åren, vilket anses vara snabbare än sparkvoten ( 3.5% ).

Resultat vs marknad: CLF förväntas bli lönsam under de kommande 3 åren, vilket anses överstiga genomsnittet på marknaden.

Höga tillväxtresultat: CLF förväntas bli lönsam under de kommande 3 åren.

Intäkt vs marknad: CLF s intäkter ( 4.3% per år) förväntas växa långsammare än marknaden för US ( 11.3% per år).

Hög tillväxtintäkter: CLF s intäkter ( 4.3% per år) förväntas växa långsammare än 20% per år.

Tillväxtprognoser för vinst per aktie

Framtida avkastning på eget kapital

Framtida ROE: CLF s avkastning på eget kapital förväntas bli låg om 3 år ( 3.4 %).

Upptäck tillväxtföretag

7D

1Y

7D

1Y

7D

1Y

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/05 15:01
Aktiekurs vid dagens slut2026/05/05 00:00
Intäkter2026/03/31
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Cleveland-Cliffs Inc. bevakas av 33 analytiker. 11 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Ignace ProotBernstein
Tony RobsonBMO Capital Markets Equity Research
Tristan GresserBNP Paribas