Steel Dynamics: A Tough Call As Tariffs Could Change The Long-Term Landscape [Seeking Alpha]
Steel Dynamics, Inc. (STLD)
Last steel dynamics, inc. earnings: 4/20 06:00 pm
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US:NASDAQ Investor Relations:
ir.steeldynamics.com/presentations
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Source: Seeking Alpha
Steel prices have been picking up despite sluggish demand, and high tariffs are leading to lower imports and tighter supply ahead of what should be improving construction demand in 2026. Recent capex cycle completion positions STLD for strong free cash flow, with potential for over $2B in FCF and margin expansion ahead. STLD stock doesn't look like a huge bargain now unless steel prices head significantly higher, and if high tariff barriers prove permanent, that could happen. hdagli/iStock via Getty Images Let's start off with an important point when it comes to Steel Dynamics ( STLD ) – this is, at least in my opinion, the best-run steel company in the business, with leading profitability per ton as well as leading long-term return metrics (ROIC, through-cycle free cash This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of TX either through stock ownership, options, or other derivatives. I wrote this article myself, and i
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STLD
News
- Steel Dynamics Provides Fourth Quarter 2025 Earnings GuidancePR Newswire
- Steel Dynamics (NASDAQ:STLD) had its price target raised by analysts at Wells Fargo & Company from $172.00 to $190.00. They now have an "overweight" rating on the stock.MarketBeat
- Steel Dynamics (STLD) Rises Higher Than Market: Key Facts [Yahoo! Finance]Yahoo! Finance
- Steel Dynamics (NASDAQ:STLD) had its "buy" rating reaffirmed by analysts at Jefferies Financial Group Inc..MarketBeat
- Steel Dynamics (NASDAQ:STLD) had its price target raised by analysts at JPMorgan Chase & Co. from $165.00 to $190.00. They now have a "neutral" rating on the stock.MarketBeat
STLD
Earnings
- 10/20/25 - Beat
STLD
Sec Filings
- 12/12/25 - Form S-3ASR
- 12/10/25 - Form 4
- 12/2/25 - Form 8-K
- STLD's page on the SEC website