CLFBasic Materials · SteelThe 13 Wall Street analysts covering Cleveland-Cliffs, Inc. hold a median 12-month price target of $12 — -0.5% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 49 of 100 as at 10 Sept 2026 — in the lower half.
Consensus tells you what everyone already believes. The model scores Cleveland-Cliffs, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Growth (95): Sales and profits are climbing, and climbing faster than before.
Quality (17): Profits are thin or unreliable for the size of the business, or they are not turning into cash.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on CLF, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits −0.5% from it.
Of the 20 most recent actions, 4 moved their price target up and 4 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 24 Aug 2026 | Wells Fargo | Maintains | Equal-Weight | $11 → $12 |
| 24 July 2026 | Barclays | Maintains | Underweight | — |
| 24 July 2026 | Barclays | Maintains | Underweight | $9.00 → $10 |
| 24 July 2026 | GLJ Research | Upgrade | Buy | — |
| 24 July 2026 | GLJ Research | Upgrade | Buy | $15 → $16 |
| 24 July 2026 | Wells Fargo | Maintains | Equal-Weight | — |
| 24 July 2026 | Wells Fargo | Maintains | Equal-Weight | $9.00 → $11 |
| 15 July 2026 | JP Morgan | Maintains | Neutral | $13 → $10 |
| 15 July 2026 | JP Morgan | Maintains | Neutral | — |
| 9 July 2026 | B of A Securities | Maintains | Neutral | $14 → $12 |
| 9 July 2026 | B of A Securities | Maintains | Neutral | — |
| 9 July 2026 | Wells Fargo | Maintains | Equal-Weight | $14 → $9.00 |
| 9 July 2026 | Wells Fargo | Maintains | Equal-Weight | — |
| 7 July 2026 | Citigroup | Maintains | Neutral | $11 → $10 |
| 7 July 2026 | Citigroup | Maintains | Neutral | — |
| 22 June 2026 | Morgan Stanley | Downgrade | Equal-Weight | — |
| 10 June 2026 | JP Morgan | Maintains | Neutral | — |
| 9 June 2026 | GLJ Research | Upgrade | Hold | — |
| 4 June 2026 | Wells Fargo | Maintains | Equal-Weight | — |
| 22 May 2026 | Barclays | Initiates | Underweight | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. CLF appears on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 11 Sept 2026, Cleveland-Cliffs, Inc. returned +2.3% against +17.5% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 5% of US stocks
Cheaper than 87% of US stocks
Cheaper than 67% of US stocks
Cheaper than 9% of US stocks
Higher than 41% of US stocks
Higher than 42% of US stocks
Higher than 5% of US stocks
Higher than 46% of US stocks
Higher than 24% of US stocks
Higher than 34% of US stocks
Higher than 38% of US stocks
Higher than 22% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Cleveland-Cliffs, Inc. has a market value of $6.7B and an enterprise value of $14.8B.
Revenue in the twelve months to 30 June 2026: $19.2B. The latest quarter grew 5.9% year on year.
Net income over the same four quarters: −$832.0M, a −4.3% net margin.
Diluted earnings per share, trailing twelve months: $−1.62.
Free cash flow in the twelve months to 30 June 2026: −$857.0M, after $606.0M of capital spending.
Trailing P/E: 147.4×; forward P/E: 19.8× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 1.01%, paying out 0% of earnings.
Cleveland-Cliffs, Inc. employs 25,000 people — $768K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Cleveland-Cliffs, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Cleveland-Cliffs (CLF) shares rose 1.94% in the latest trading session, closing at $12.06, outperforming the broader market.
Why it matters — The single-session gain indicates CLF outperformed the wider market, which a watcher would note as recent price momentum for the stock.
Cleveland-Cliffs (CLF) closed the recent trading session at $12.09, a decline of 1.63% from its prior day's close. The stock fell more than the general market during the session.
Why it matters — CLF watchers would note the stock underperformed the broader market in this session, reflecting current trading weakness in the company's shares.
Cleveland-Cliffs (CLF) closed the recent trading day at $12.28, a decline of -1.13% from the preceding trading day. The stock fell despite the broader market gaining.
Why it matters — The stock's decline against a rising market signals a negative trading day for CLF investors to note.
The article examines Cleveland-Cliffs, North America's largest flat-rolled steel producer, which trades at a discount despite recent EBITDA growth and strong automotive contracts. Its 2027 upside case depends on contract resets and undisclosed Stelco earnings, though consensus may overstate 2027 free cash flow, while management prioritizes deleveraging below 2.5x over capital returns, with buybacks on hold.
Why it matters — CLF watchers would care because the piece highlights the balance between the company's 2027 growth potential from contract resets and Stelco, versus risks of overstated consensus cash-flow estimates and management's focus on debt reduction over shareholder returns.
Seeking Alpha upgraded Cleveland-Cliffs (CLF) to a small Buy, citing improved fundamentals including a sequential tripling of Q2 EBITDA, positive free cash flow, and doubled Q3 guidance, which it sees as undervalued relative to the company's operational progress and domestic steel-market exposure. It notes tariff risks and auto-sector reliance as headwinds, though it says 85% of the business benefits from a tight U.S. steel market.
Why it matters — CLF watchers would care because the report highlights improving financial performance and a favorable domestic steel backdrop, while flagging tariffs and auto-market dependence as persistent risk factors for the company.
The 13 Wall Street analysts covering Cleveland-Cliffs, Inc. have a median 12-month price target of $12, with estimates ranging from $10 to $15. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 13 analysts covering Cleveland-Cliffs, Inc., 1 rate it a Buy, 11 a Hold and 1 a Sell. Ticker Nerd's systematic factor model ranks Cleveland-Cliffs, Inc. 49 out of 100 across roughly 4,600 US stocks as at 10 Sept 2026. None of this is personal advice — it does not consider your circumstances.
As at 10 Sept 2026, Cleveland-Cliffs, Inc. ranks 49 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Growth (95 of 100).
No one can know that. What the data says: the median 12-month target from 13 analysts implies -0.5% from the last close, and Ticker Nerd's factor model ranks Cleveland-Cliffs, Inc. 49 out of 100 as at 10 Sept 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Cleveland-Cliffs, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for CLF are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $10 to $15 over the next 12 months.
Cleveland-Cliffs, Inc. returned +2.3% over the 12 months to 11 Sept 2026, with dividends reinvested. Past performance does not indicate future returns.
Cleveland-Cliffs Inc. is a North America-based steel producer focused on value-added sheet products, especially for the automotive industry.
The most recent item we track (Zacks Investment Research, 11 Sept 2026): "Cleveland-Cliffs (CLF) Outperforms Broader Market: What You Need to Know". Cleveland-Cliffs (CLF) shares rose 1.94% in the latest trading session, closing at $12.06, outperforming the broader market.
Cleveland-Cliffs Inc. is a North America-based steel producer focused on value-added sheet products, especially for the automotive industry. The company operates a vertically integrated business model that spans iron ore mining, pelletizing, hot briquetted iron production, steelmaking, rolling and finishing, and downstream manufacturing. Its product portfolio includes flat-rolled steel, coated and specialty grades, stainless and electrical steel, plate, tubular products, stamped components, tooling, and related materials used across automotive, infrastructure, manufacturing, and industrial markets. Cleveland-Cliffs also supplies iron ore pellets and serves as a key raw-material and steel partner within the North American metals supply chain. Headquartered in Cleveland, Ohio, Cleveland-Cliffs combines mining, processing, and steel production capabilities to support a broad range of industrial customers in the United States and Canada.
CEO Mr. C. Lourenco Goncalves · 25,000 employees · United States · https://www.clevelandcliffs.com
