Cleveland-Cliffs: Buy This Overreaction [Seeking Alpha]
Cleveland-Cliffs Inc. (CLF)
Last cleveland-cliffs inc. earnings: 2/20 07:00 am
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US:NYSE Investor Relations:
clevelandcliffs.com/investors/overview/default.aspx
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Source: Seeking Alpha
Mix shift to auto-grade/coated raises cost per ton, but price per ton and spread can expand; long-term OEM contracts for 2027–28 should support volume and pricing. Management's footprint optimization, lower CAPEX, and extended bond maturities strengthen CLF's operating leverage and balance sheet. Macro/tariff backdrop helps: 2025 steel imports down 11–15%, and expanded Section 232 derivative list adds duties, boosting domestic compliance value for Cliffs with automakers. Catalyst set: slab contract expiration (1.5M tons) allows redirect to higher-value finishing; author expects FY2027 EPS to beat 20–30%, implying ~37% upside with rerate. Looking for a helping hand in the market? Members of Beyond the Wall Investing get exclusive ideas and guidance to navigate any climate. Learn More » maximili/iStock via Getty Images Updated Thesis On Cleveland-Cliffs Stock Cleveland-Cliffs Inc. ( CLF ) is the largest flat-rolled steel company in North America that I've been covering fo
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CLF
News
- KeyBanc Says Cleveland-Cliffs Inc. (CLF)' Bullish Catalysts Are Fully Reflected in Shares [Yahoo! Finance]Yahoo! Finance
- Cleveland-Cliffs (NYSE:CLF) was upgraded by analysts at Morgan Stanley from an "equal weight" rating to an "overweight" rating.MarketBeat
- Cleveland-Cliffs (CLF) Is Down 7.7% After Analyst Downgrade On Auto Demand, Cost Concerns [Yahoo! Finance]Yahoo! Finance
- Cleveland-Cliffs (NYSE:CLF) was downgraded by analysts at KeyCorp from an "overweight" rating to a "sector weight" rating.MarketBeat
- Jefferies initiates “hold” rating on Algoma Steel as tariffs overshadow transforma [Yahoo! Finance]Yahoo! Finance
CLF
Earnings
- 10/20/25 - Beat
CLF
Sec Filings
- 1/7/26 - Form 4
- 1/7/26 - Form 4
- 1/7/26 - Form 4
- CLF's page on the SEC website