CLF icon

Cleveland-Cliffs

10.54 USD
+0.04
0.38%
At close Aug 26, 4:00 PM EDT
After hours
10.53
-0.01
0.09%
1 day
0.38%
5 days
1.84%
1 month
-6.39%
3 months
65.20%
6 months
-0.28%
Year to date
10.48%
1 year
-23.51%
5 years
63.66%
10 years
221.34%
 

About: Cleveland-Cliffs Inc is a flat-rolled steel producer and manufacturer of iron ore pellets in North America. It is organized into four operating segments based on differentiated products, Steelmaking, Tubular, Tooling and Stamping and European Operations, but operates through one reportable segment -Steelmaking. It is vertically integrated from mined raw materials, direct reduced iron, and ferrous scrap to primary steelmaking and downstream finishing, stamping, tooling and tubing. It serves a diverse range of other markets due to its comprehensive offering of flat-rolled steel products. Geographically, it operates in the United States, Canada and other countries. The majority of revenue is from the United States. It is a supplier of steel to the automotive industry in North America.

Employees: 23,000

0
Funds holding %
of 7,433 funds
0
Analysts bullish %
of 7 analysts

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

61% more call options, than puts

Call options by funds: $229M | Put options by funds: $142M

40% more funds holding in top 10

Funds holding in top 10: 5 [Q1] → 7 (+2) [Q2]

3.64% more ownership

Funds ownership: 72.6% [Q1] → 76.25% (+3.64%) [Q2]

6% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 180

3% less capital invested

Capital invested by funds: $2.95B [Q1] → $2.87B (-$84.1M) [Q2]

8% less first-time investments, than exits

New positions opened: 81 | Existing positions closed: 88

2% less funds holding

Funds holding: 563 [Q1] → 550 (-13) [Q2]

Research analyst outlook

7 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target
$3.91
63%
downside
Avg. target
$9.34
11%
downside
High target
$14
33%
upside

7 analyst ratings

positive
14%
neutral
71%
negative
14%
Wells Fargo
5%downside
$10
Equal-Weight
Initiated
14 Aug 2025
JP Morgan
Bill Peterson
5%downside
$10
Neutral
Maintained
24 Jul 2025
Morgan Stanley
Carlos De Alba
0%downside
$10.50
Equal-Weight
Maintained
22 Jul 2025
Keybanc
Philip Gibbs
33%upside
$14
Overweight
Upgraded
22 Jul 2025
Citigroup
Alexander Hacking
4%upside
$11
Neutral
Maintained
21 Jul 2025

Financial journalist opinion

Based on 8 articles about CLF published over the past 30 days

Neutral
MarketBeat
1 day ago
Time for Cleveland-Cliffs Stock to Break Out? Markets Say Yes
There is no denying that the technology sector in the United States has taken most of the attention over the past couple of years in the U.S. stock market. Not only is the attention aspect present, but the S&P 500 also has a significant weighting, leading to an overconcentration of capital in the current narratives surrounding artificial intelligence and trade tariffs.
Time for Cleveland-Cliffs Stock to Break Out? Markets Say Yes
Positive
Seeking Alpha
4 days ago
Cleveland-Cliffs, Beyond The EPS
Cleveland-Cliffs stands out as the last major American-based integrated steel producer, benefiting from termination of legacy contracts, tariffs, and strategic acquisitions like Stelco. My earnings power analysis suggests a conservative P/E of 6.2 and a robust 16% earnings yield, highlighting undervaluation at current prices. The new three-year contract with Detroit automakers and potential for further industry revival provide strong catalysts for stable revenue and growth.
Cleveland-Cliffs, Beyond The EPS
Positive
Zacks Investment Research
5 days ago
Cleveland-Cliffs Inc. (CLF) is Attracting Investor Attention: Here is What You Should Know
Cleveland-Cliffs (CLF) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
Cleveland-Cliffs Inc. (CLF) is Attracting Investor Attention: Here is What You Should Know
Neutral
CNBC Television
1 week ago
Calls of the Day: UnitedHealth, Berkshire Hathaway and Cleveland-Cliffs
The Investment Committee discuss the latest Calls of the Day.
Calls of the Day: UnitedHealth, Berkshire Hathaway and Cleveland-Cliffs
Neutral
Business Wire
1 week ago
Cleveland-Cliffs Applauds New Section 232 Tariff Coverage of Electrical Steel and Stainless Steel Derivative Products
CLEVELAND--(BUSINESS WIRE)--Cleveland-Cliffs Inc. (NYSE: CLF) applauded today's action by the U.S. Department of Commerce to include as derivative products subject to Section 232 steel tariffs electrical steel laminations and cores, as well as certain stainless steel automotive exhaust parts. Following a recent determination under the U.S. Department of Commerce's new Section 232 tariff inclusion process, effective today, steel content in these products will be subject to 50% steel tariffs. Lou.
Cleveland-Cliffs Applauds New Section 232 Tariff Coverage of Electrical Steel and Stainless Steel Derivative Products
Positive
The Motley Fool
2 weeks ago
Is Cleveland-Cliffs Stock a No-Brainer Steel Play?
Not too long ago, Cleveland-Cliffs (CLF -1.86%) didn't make steel -- it was just a supplier to the steel industry. Then a series of huge acquisitions changed the story.
Is Cleveland-Cliffs Stock a No-Brainer Steel Play?
Positive
Zacks Investment Research
3 weeks ago
Cleveland-Cliffs Inc. (CLF) Is a Trending Stock: Facts to Know Before Betting on It
Recently, Zacks.com users have been paying close attention to Cleveland-Cliffs (CLF). This makes it worthwhile to examine what the stock has in store.
Cleveland-Cliffs Inc. (CLF) Is a Trending Stock: Facts to Know Before Betting on It
Positive
Forbes
4 weeks ago
Why Has Cleveland-Cliffs Stock Surged 50%?
Cleveland-Cliffs (NYSE:CLF), a steel mill operator with vertical integration, has experienced a stock increase of 57% over the past month compared to a 4% rise in the S&P 500 Index. The upward trend in Cleveland-Cliffs' stock is significantly sharper than that of its competitors, including VALE (NYSE: VALE), which has increased by 13% in a month, ArcelorMittal (NYSE:MT), which is up 12%, and Nucor Corp(NYSE: NUE), which has gained 13% year to date.
Why Has Cleveland-Cliffs Stock Surged 50%?
Positive
MarketBeat
1 month ago
3 Discounted Steel Stocks You Can DCA Into Today
Most investors can agree that the industrial sector's current state is one of neglect, as most of the attention (and capital) has shifted to the more exciting stories in the artificial intelligence race in today's market. This means that a potential rotation could be triggered in the future, no matter how vague this future may be.
3 Discounted Steel Stocks You Can DCA Into Today
Positive
The Motley Fool
1 month ago
Why Cleveland-Cliffs Stock Popped by Nearly 21% This Week
One of the better-performing industrial stocks over the past few days has been storied steel maker Cleveland-Cliffs (CLF 4.86%). The company did better than expected in its second quarter.
Why Cleveland-Cliffs Stock Popped by Nearly 21% This Week
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