STLDBasic Materials · SteelThe 14 Wall Street analysts covering Steel Dynamics, Inc. hold a median 12-month price target of $271 — +6.0% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 80 of 100 as at 15 Aug 2026 — inside the top quartile. Here, the model and the Street point the same way.
Consensus tells you what everyone already believes. The model scores Steel Dynamics, 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 (94): Sales and profits are climbing, and climbing faster than before.
Accruals (26): A large share of reported profit has not shown up as cash, or the balance sheet is expanding quickly — both tend to unwind.
Size (7): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on STLD, 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.
The green dot is the last close — the median target sits +6.0% from it.
Of the 20 most recent actions, 3 moved their price target up and 4 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 10 Aug 2026 | UBS | Maintains | Neutral | $165 → $276 |
| 22 July 2026 | Barclays | Maintains | Overweight | $270 → $272 |
| 22 July 2026 | Barclays | Maintains | Overweight | — |
| 22 July 2026 | JP Morgan | Maintains | Neutral | — |
| 22 July 2026 | JP Morgan | Maintains | Neutral | $256 → $260 |
| 22 July 2026 | Morgan Stanley | Maintains | Equal-Weight | — |
| 22 July 2026 | Morgan Stanley | Maintains | Equal-Weight | $270 → $260 |
| 22 July 2026 | Wells Fargo | Maintains | Overweight | $291 → $275 |
| 22 July 2026 | Wells Fargo | Maintains | Overweight | — |
| 15 July 2026 | JP Morgan | Maintains | Neutral | $262 → $256 |
| 15 July 2026 | JP Morgan | Maintains | Neutral | — |
| 9 July 2026 | B of A Securities | Maintains | Neutral | $280 → $260 |
| 9 July 2026 | B of A Securities | Maintains | Neutral | — |
| 24 June 2026 | Keybanc | Maintains | Overweight | — |
| 22 June 2026 | Morgan Stanley | Maintains | Equal-Weight | — |
| 18 June 2026 | B of A Securities | Maintains | Neutral | — |
| 18 June 2026 | Wells Fargo | Maintains | Overweight | — |
| 10 June 2026 | JP Morgan | Maintains | Neutral | — |
| 4 June 2026 | Wells Fargo | Maintains | Overweight | — |
| 22 Apr 2026 | BMO Capital | Maintains | Outperform | — |
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. STLD appears on the weeks it earns a place.
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 34% of US stocks
Cheaper than 56% of US stocks
Cheaper than 27% of US stocks
Cheaper than 23% of US stocks
Higher than 80% of US stocks
Higher than 82% of US stocks
Higher than 15% of US stocks
Higher than 67% of US stocks
Higher than 66% of US stocks
Higher than 78% of US stocks
Higher than 88% of US stocks
Higher than 18% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The nearest names by industry and size, scored by the same model — like for like.
| Company | Market cap | TKN rank |
|---|---|---|
| STLDSteel Dynamics, Inc. | $37.7B | 80 |
| RSReliance, Inc. | $22.3B | 92 |
| NUENucor Corp. | $61.5B | 94 |
| CLFCleveland-Cliffs, Inc. | $6.8B | 44 |
| WSWorthington Steel, Inc. | $1.9B | 46 |
| VMCVulcan Materials Co.* | $37.3B | 65 |
| MLMMartin Marietta Materials, Inc.* | $33.0B | 22 |
* Nearest Basic Materials names by size — few steel companies of this scale trade in the US universe.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Steel Dynamics, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Steel Dynamics announced that its board of directors declared a third quarter cash dividend of $0.53 per common share. The announcement was made on Aug. 14, 2026, from the company's Fort Wayne, Indiana headquarters.
Why it matters — STLD watchers would care because it confirms the company's board has approved a steady quarterly dividend payout to shareholders.
L.B. Foster reported second-quarter earnings and revenue that surpassed analyst estimates, supported by stronger margins, cash flow, and backlog, which back its 2026 outlook, according to Zacks Investment Research.
Why it matters — As a Steel Dynamics watcher, this item carries no direct bearing on STLD, but it offers incidental insight into broader industrial and steel-consuming sector demand conditions.
On CNBC's "Halftime Report Final Trades," Stephen Weiss of Short Hills Capital Partners mentioned Steel Dynamics, Inc. among other stocks, but the excerpt does not specify the nature of his comment about the company.
Why it matters — A mention on a widely-watched CNBC segment can draw attention from investors and traders, potentially influencing short-term interest in STLD shares.
Steel Dynamics announced that its board of directors unanimously approved senior leadership changes, effective January 1, 2027, under which Theresa E. Wagler will become President and Chief Executive Officer and Mark D. Millett will become Executive Chairman.
Why it matters — The announced leadership transition shapes who will guide Steel Dynamics' long-term growth strategy from 2027 onward.
Kevin Simpson, founder and CIO of Capital Wealth Planning, named Steel Dynamics (STLD) as his final trade on CNBC's "Halftime Report Final Trades."
Why it matters — A mention on a widely watched CNBC segment by a notable investor could bring increased attention to STLD among market participants.
The 14 Wall Street analysts covering Steel Dynamics, Inc. have a median 12-month price target of $271, with estimates ranging from $221 to $310. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 14 analysts covering Steel Dynamics, Inc., 9 rate it a Buy, 4 a Hold and 1 a Sell. Ticker Nerd's systematic factor model ranks Steel Dynamics, Inc. 80 out of 100 across roughly 4,600 US stocks as at 15 Aug 2026. None of this is personal advice — it does not consider your circumstances.
As at 15 Aug 2026, Steel Dynamics, Inc. ranks 80 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 (94 of 100).
No one can know that. What the data says: the median 12-month target from 14 analysts implies +6.0% from the last close, and Ticker Nerd's factor model ranks Steel Dynamics, Inc. 80 out of 100 as at 15 Aug 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Steel Dynamics, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for STLD are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $221 to $310 over the next 12 months.
Steel Dynamics, Inc. returned +103.1% over the 12 months to 14 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.
Steel Dynamics Inc. is a U.S.-based steel producer and metal recycler headquartered in Fort Wayne, Indiana.
The most recent item we track (PRNewsWire, 14 Aug 2026): "Steel Dynamics Announces Third Quarter 2026 Cash Dividend". Steel Dynamics announced that its board of directors declared a third quarter cash dividend of $0.53 per common share. The announcement was made on Aug. 14, 2026, from the company's Fort Wayne, Indiana headquarters.
Steel Dynamics Inc. is a U.S.-based steel producer and metal recycler headquartered in Fort Wayne, Indiana. The company operates through four primary segments: steel operations, metals recycling operations, steel fabrication operations, and aluminum operations. Its steel operations manufacture products such as hot rolled sheet, cold rolled sheet, hot rolled plate, painted sheet, and various coated steel products for use in construction, automotive, industrial, and energy applications. The metals recycling operations focus on processing and selling recycled ferrous and nonferrous metals, supplying both internal mills and external customers. Steel fabrication operations produce steel joists, joist girders, and decking products used in nonresidential construction projects. The aluminum operations segment is developing capabilities around aluminum flat rolled products, enhancing the company’s presence across metals markets. Steel Dynamics Inc. plays a significant role in the basic materials sector by providing essential steel and metal products to a broad range of manufacturing, infrastructure, and construction end markets across North America.
CEO Mr. Mark D. Millett · 14,400 employees · United States · https://www.steeldynamics.com