Cleveland-Cliffs

CLF

Market cap $6.5B

Cleveland-Cliffs' (NYSE:CLF) financial results through 2025 presented a difficult scenario for investors and the overall steel industry. The company disclosed fourth-quarter revenue of approximately $4.3 billion, which was essentially unchanged from the same period last year, while reporting a GAAP net loss of $235 million for the quarter and a substantial full-year net loss of about $1.4 billion on revenues of $18.6 billion.

Vale S.A VALE and Cleveland-Cliffs Inc. CLF are major players in the global iron ore and steel supply chain. Vale is a leading iron ore producer and Cleveland-Cliffs is a top U.S. steelmaker and iron ore pellet supplier.

CLEVELAND--(BUSINESS WIRE)--Cleveland-Cliffs Inc. (NYSE: CLF) today announced the appointment of Ralph “Mike” Michael III as Lead Independent Director of the Company's Board of Directors, effective immediately. Mr. Michael succeeds Douglas Taylor as Lead Independent Director, following the Board's acceptance of Mr. Taylor's resignation due to a change in his professional circumstances. Under the Company's Corporate Governance Guidelines, Mr. Taylor submitted a mandatory resignation following hi.

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. stock seems to have found a bottom in mid-2025, but that doesn't mean that it's now a solid investment.

Cleveland-Cliffs lost a massive $1.4 billion in 2025. However, better demand and steel prices should lift earnings and the stock price in 2026.

The reaction was swift. Steel and aluminum producers — long beneficiaries of tariff protection — traded lower by 5-6% in early intraday trading, as investors began pricing in the possibility of renewed foreign competition and softer domestic pricing power.

Steel and aluminum stocks were falling after an FT report that President Donald Trump is softening his stance on tariffs — a subject of consumer complaints about rising prices.

Turiya Advisors Asia took a new stake of 7,250,000 shares in Cleveland-Cliffs. The quarter-end value of the new holding was $96.28 million.

CLF's Q4 loss narrowed, revenue stayed flat, and 2026 guidance points to cost cuts and disciplined spending.