US · Basic Materials · Steel
EPS came in at 0.28 against a street estimate of 0.24 — a beat of 16.7%.
Analysts rate Cleveland-Cliffs Inc a hold (2 buy, 10 hold, 1 sell out of 13) with an average price target of $14.25.
CONFIDENT Cleveland-Cliffs reported a strong Q3 recovery, guided to higher Q4 EBITDA, and sees potential for more than $4 billion of EBITDA in 2027, supported by pricing, contracts, utilization and trade protection. Q3 FY26 U.S. trade enforcement and pricing were described as supportive; Canada’s hot-rolled market improved, but galvanized imports continue to pressure Stelco. Analysts focused on CapEx, available volume, contract progress, cash flow and leverage. Management emphasized stronger pricing, secured contracts, additional capacity and debt repayment from expected cash generation. 2026-10-19…
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| Fund | Stake |
|---|---|
| BlackRock Inc | 9.76% |
| State Street Corp | 5.83% |
| Slate Path Capital LP | 4.98% |
| Vanguard Capital Management, LLC | 4.52% |
| Vanguard Portfolio Management, LLC | 4.41% |
| D. E. Shaw & Co LP | 2.70% |
| Two Sigma Investments LLC | 2.66% |
| Fairfax Financial Holdings Ltd | 2.61% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 revenue was $5,612 million, up from $4,734 million in Q3 2025. • Q3 2026 operating income was $311 million, co | 2026-10-20 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Third-quarter 2026 revenue was $5.6 billion, compared with $5.2 billion in Q2 2026 and $4.734 billion in Q3 2025. • Steel shipment | 2026-10-19 |
| Board / officer change · Q3 2026 CLEVELAND-CLIFFS INC. – FORM 8-K SUMMARY HEADLINE NUMBERS • Base salary increase: Celso L. Goncalves Jr.'s annual base salary raised from $884,000 t | 2026-07-24 |
| Quarterly report · Q2 2026 CLEVELAND-CLIFFS INC. - 10-Q SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Revenue (6 months ended June 30, 2026): $10,148 million, up from $9,563 | 2026-07-23 |
| Results announced · Q3 2026 CLEVELAND-CLIFFS Q2 2026 RESULTS SUMMARY HEADLINE NUMBERS • Revenues of $5.2 billion, up $300 million from Q1 2026 • GAAP net loss of $134 million ( | 2026-07-23 |
| Shareholder vote results · Q2 2026 CLEVELAND-CLIFFS INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Annual shareholder meeting held May 14, 2026 • 570,396,523 total common shares entitled | 2026-05-20 |
| Quarterly report · Q1 2026 CLEVELAND-CLIFFS INC. - Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Net Loss: $229 million for Q1 2026 (vs. $486 million loss in Q1 2025) • Net Loss per | 2026-04-21 |
| Results announced · Q2 2026 CLEVELAND-CLIFFS INC. – Q1 2026 RESULTS SUMMARY HEADLINE NUMBERS • Revenues: $4.9 billion (up $600 million from Q4 2025; up $300 million from Q1 202 | 2026-04-20 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.