Cleveland-Cliffs (CLF) Earnings Date and Reports 2026 $CLF
Cleveland-Cliffs (CLF) announced its Q1 2026 earnings on April 20, 2026, reporting an EPS of -$0.40, surpassing the consensus estimate of -$0.44. The company's quarterly revenue rose 6.3% year-over-year to $4.92 billion, exceeding analysts' expectations. CLF's next earnings date is estimated for Monday, July 20, 2026, and its earnings are projected to grow next year from ($0.46) to $0.30 per share.
GM taps Cleveland-Cliffs as its only North American steel supplier of 2025
Cleveland-Cliffs Inc. (NYSE: CLF) has been recognized as a 2025 GM Supplier of the Year by General Motors, marking the ninth time the company has received this award. Cleveland-Cliffs is the sole North American steel producer to be honored this year, underscoring its role as a leading supplier of automotive steel. The award acknowledges Cleveland-Cliffs' outstanding performance, innovation, and commitment to supporting GM's North American manufacturing with a secure domestic supply chain.
Cleveland-Cliffs shareholders elect board, approve executive pay and auditor
Cleveland-Cliffs (NYSE:CLF) shareholders have elected the company's nominated directors to serve until the 2027 annual meeting, with strong support ranging from 323.2 million to 330.2 million votes. They also approved the executive officer compensation on an advisory basis and ratified Deloitte & Touche LLP as the independent registered public accounting firm for 2026. These outcomes were reported in a press release based on an SEC filing, with a quorum present representing 438.9 million common shares.
Cleveland-Cliffs shareholders elect board, approve executive pay and auditor
Cleveland-Cliffs Inc. shareholders elected all nominated directors, approved executive compensation on an advisory basis, and ratified Deloitte & Touche LLP as their independent auditor for 2026 at their annual meeting. The company also recently reported a narrower-than-expected loss for Q1 2026 and announced a partnership with Palantir Technologies to implement AI solutions in its manufacturing operations.
Cleveland-Cliffs (CLF) investors approve directors, executive pay and Deloitte as 2026 auditor
Cleveland-Cliffs Inc. shareholders approved all eight board nominees, executive compensation, and the reappointment of Deloitte & Touche LLP as the independent registered public accounting firm for 2026 at their annual meeting. The approval for directors and executive pay received significant support, with Deloitte's ratification also passing with a large majority. These decisions confirm the company's leadership structure and financial oversight for the upcoming year.
Cleveland-Cliffs (CLF) Up 11.2% Since Last Earnings Report: Can It Continue?
Cleveland-Cliffs (CLF) saw its shares rise 11.2% since its last earnings report, outperforming the S&P 500. The company reported a narrower-than-expected Q1 2026 adjusted loss and increased revenues, but its outlook remains unchanged with downward-trending earnings estimates. Consequently, Zacks Investment Research has given CLF a "Sell" rating.
CLF (NYSE: CLF) insider sale notice — 8,800 restricted shares
A Form 144 filing indicates a proposed sale of 8,800 restricted shares of Cleveland-Cliffs Inc. (NYSE: CLF). The filing also discloses a prior sale by Douglas Taylor of 8,000 shares on April 22, 2026, for $72,560.80. The securities are described as restricted stock vesting under a registered plan.
Cleveland Cliffs (CLF) Valuation Check After Q1 2026 Turnaround Signs And Deleveraging Efforts
Cleveland-Cliffs (CLF) is showing turnaround signs in Q1 2026 with higher revenue, shipments, and a narrower adjusted loss, leading to a modest undervaluation according to one model. However, a Discounted Cash Flow analysis presents a harsher picture, suggesting the stock might be overvalued. The article highlights the conflicting valuations and encourages investors to conduct their own detailed review, considering factors like steel tariffs, leverage management, and decarbonization challenges.
CLF: Board elections, strategic focus on key steel markets, and debt reduction plans were approved
Cleveland-Cliffs Inc. (CLF) held its AGM in 2026, where director elections, executive compensation, and auditor ratification were approved. The company plans to maintain a strategic focus on automotive, electrical, and shipbuilding steel markets, and aims to reduce its debt to $3 billion in the coming years. This information is based on an AI-generated summary of the AGM audio transcript.
SFE Investment Counsel Sells 95,775 Shares of Cleveland-Cliffs Inc. $CLF
SFE Investment Counsel reduced its holdings in Cleveland-Cliffs Inc. by 9.5% in Q4, selling 95,775 shares and retaining 907,330 shares valued at approximately $12.0 million. Insider activity for Cleveland-Cliffs was mixed, with Director Edilson Camara purchasing 19,700 shares while COO Clifford T. Smith sold 200,000 shares. Despite the company beating quarterly earnings estimates, analysts maintain an average "Reduce" rating for the stock.
What’s Next for Cleveland-Cliffs Stock?
Cleveland-Cliffs (CLF) experienced a brutal 2025 with significant losses, yet its stock remains well
Cleveland-Cliffs Inc. (NYSE:CLF) Receives Average Rating of "Reduce" from Brokerages
Cleveland-Cliffs Inc. (NYSE:CLF) has received an average "Reduce" rating from ten brokerages, with an average 12-month price target of $11.77. Recent analyst actions include price target cuts from Wells Fargo and JPMorgan, and reiterated sell calls from Glj Research and Weiss Ratings. Despite negative profitability, the company reported better-than-expected Q1 results with EPS of -$0.40 and revenue of $4.92 billion.
Cleveland Cliffs (CLF) Valuation Check After Q1 Strength Momentum Shift And Rising Short Interest
Cleveland-Cliffs (CLF) has seen renewed investor interest following a strong Q1 report, an 80-day moving average crossover, and rising short interest. While a narrative-driven valuation suggests CLF is undervalued at $10.67 per share, a discounted cash flow (DCF) model indicates it may be overvalued at $6.18 per share. Investors are encouraged to consider both valuation models and balance bullish and cautious stances given the mixed signals.
Steel Stock Could Continue Higher Says Bull Signal
Cleveland-Cliffs Inc (NYSE:CLF) shares are experiencing a choppy pattern but a bullish signal suggests a potential surge. The stock's 80-day moving average crossover indicates an average gain of 5.3% one month later based on past occurrences. Additionally, a high short interest positioning suggests the stock is ripe for a short squeeze.
POSCO cites 'different opinions' for stalled progress with Cleveland-Cliffs
POSCO has attributed the stalled progress in its negotiations with Cleveland-Cliffs to "different opinions" regarding corporate valuation. Although both companies signed a memorandum of understanding in October 2025 for a "transformative" partnership, they are struggling to finalize an agreement. Cleveland-Cliffs' CEO, Lourenco Goncalves, noted that geopolitical tensions have slowed discussions, adding that his company is "no longer in a hurry" to finalize the deal as its market position strengthens.
Cleveland-Cliffs to Announce Full-Year and Fourth-Quarter 2025 Earnings Results and Host Conference Call on February 9
Cleveland-Cliffs Inc. (CLF) is scheduled to announce its full-year and fourth-quarter 2025 earnings results and host a conference call on February 9. This announcement was delivered via Quantisnow, a real-time market data platform for retail investors. The article also provides recent analyst ratings and details of insider stock grants for several directors.
Cleveland-Cliffs and Palantir Forge Transformational AI Partnership to Revolutionize U.S. Steel Manufacturing
Cleveland-Cliffs and Palantir Technologies have announced a three-year strategic partnership to integrate advanced AI solutions into Cleveland-Cliffs' steel manufacturing operations. This collaboration aims to revolutionize U.S. steel production by enhancing efficiency, optimizing supply chains through real-time data and predictive analytics, and improving decision-making across the company's network. The partnership highlights a shared commitment to leveraging technology for American industrial competitiveness and operational streamlining.
Cleveland-Cliffs Weighs Rare Earths Push And What It Means For Investors
Cleveland-Cliffs (NYSE:CLF) is considering entering rare earths mining in Michigan and Minnesota, a move driven by U.S. critical material independence efforts. This expansion would diversify the company beyond its traditional steel and iron ore operations, introducing new risk and return profiles for investors. The company's recent stock performance has been mixed, with short-term gains but longer-term declines, making this strategic shift a key area for investors to monitor.
Cleveland-Cliffs (NYSE:CLF) - Stock Analysis
This report provides a stock analysis for Cleveland-Cliffs (NYSE:CLF), noting its current market cap of US$5.8 billion and a share price of US$10.20, with analysts considering it 22% undervalued. Key aspects include a forecast earnings growth of 116.68% per year and a focus on risks like debt coverage and recent insider selling. The article also includes details on its price performance, recent news and analyst commentary, and fundamental financial statistics.
Cleveland-Cliffs partners with Palantir on AI-driven steelmaking
Cleveland-Cliffs has announced a three-year partnership with Palantir Technologies to embed AI into its flat-rolled steel manufacturing operations. This collaboration aims to enhance operational workflows, integrate data, anticipate constraints, and improve decision-making across its U.S. facilities. The move is expected to drive productivity and maintain competitiveness in a digitally evolving manufacturing landscape.
Cleveland-Cliffs (CLF) price target decreased by 10.12% to 11.29
The article reports that the price target for Cleveland-Cliffs (CLF) has been decreased by 10.12%, bringing it down to $11.29.
Steelmaker Cleveland-Cliffs puts AI into production planning
Cleveland-Cliffs Inc. (NYSE: CLF) has announced a three-year strategic partnership with Palantir Technologies to integrate advanced AI-driven solutions across its operations. This collaboration will embed Palantir's AI platform into Cleveland-Cliffs' production planning, order entry, and operational workflows to enhance data integration, anticipate constraints, and coordinate activities in real time. The steel producer aims to leverage AI to modernize its systems, drive productivity, and improve performance in the complex integrated steelmaking industry.
Cleveland-Cliffs, Panantir partner on AI platform
Cleveland-Cliffs Inc. has announced a three-year strategic partnership with Palantir Technologies to integrate advanced AI-driven solutions across its operations. This collaboration will embed Palantir's AI technology into Cliffs' production planning, order entry, and operational workflows to enhance data integration, anticipate constraints, and coordinate activities in real-time. Lourenco Goncalves, Cliffs' CEO, stated that Palantir's platform is a "game changer" for solving complex problems in integrated steelmaking.
Feds propose settlement with Cleveland-Cliffs over Middletown facility’s hazardous waste
The U.S. Department of Justice has proposed a settlement with Cleveland-Cliffs Steel Corp. for the cleanup of hazardous waste at its Middletown Works facility in Ohio. The proposal requires Cleveland-Cliffs to undertake long-term corrective measures, including the cleanup of two closed landfills, at an estimated cost of $12 million. This settlement aims to ensure the company complies with the Resource Conservation and Recovery Act and addresses a civil lawsuit against its predecessor, AK Steel Corp.
Cleveland-Cliffs reaches $12M DoJ settlement to address contamination at Middletown Works (CLF:NYSE)
Cleveland-Cliffs has reached a proposed $12 million settlement with the U.S. Department of Justice to address hazardous waste contamination at its Middletown Works steel plant in Ohio. The settlement, which requires court approval, aims to resolve pollution issues at the facility.
Cleveland-Cliffs got $500M to decarbonize. It might use it to double down on coal.
Cleveland-Cliffs received $500 million in federal funds to decarbonize its Middletown steelworks using hydrogen technology. However, the company has since abandoned its hydrogen plans due to concerns about hydrogen availability and has instead applied for an air permit to refurbish its existing coal-fired blast furnace and install a co-generation plant, signaling a continued reliance on fossil fuels. This move has raised concerns among environmentalists and local residents about emissions and the potential misuse of public funds intended for decarbonization.
Cleveland-Cliffs Stock Pressured As Wall Street Slashes Price Targets
Cleveland-Cliffs Inc. (CLF) stock has been pressured due to weaker steel demand and margin concerns, leading Wall Street analysts to cut their price targets. JPMorgan reduced its target from $13 to $10, while Citi lowered its target from $13 to $11, both maintaining Neutral ratings. Despite negative earnings and cash flow, the stock has shown some intraday recovery, suggesting active dip buyers, but continues to face challenges from sticky costs and mixed demand.
Cleveland-Cliffs taps Palantir to deploy AI across steelmaking operations
Cleveland-Cliffs is partnering with Palantir Technologies to integrate AI into its steelmaking operations, moving away from manual spreadsheet-based systems. This collaboration aims to enhance the interface between operations and commercial activities, improving real-time production planning and order entry, beginning with its Middletown, Ohio, steel plant.
Steelmaker Cleveland-Cliffs taps Palantir Technologies for AI overhaul
Cleveland-Cliffs, a steelmaker, is partnering with Palantir Technologies for an AI overhaul. This collaboration aims to enhance operations at facilities such as the Cleveland Works steel mill. The article highlights this significant technological advancement for the steel industry giant.
Cleveland-Cliffs, Panentir partner on AI platform
Cleveland-Cliffs Inc. has announced a three-year strategic partnership with Palantir Technologies to implement advanced AI-driven solutions across its operations. This collaboration will embed Palantir's AI technology into critical internal processes like production planning and order entry, aiming to enhance productivity, improve performance, and integrate data more effectively. Lourenco Goncalves, Cliffs’ CEO, stated that Palantir's platform is a "game changer" for navigating the complexities of integrated steelmaking.
Cleveland-Cliffs (CLF) Is Up 9.0% After Narrowing Q1 Losses And Growing Revenue - What's Changed
Cleveland-Cliffs (CLF) has reported its Q1 2026 results, showing a 9.0% stock price increase, narrowed losses, and increased revenue. The company's sales rose to US$4,922 million from US$4,629 million, and its net loss decreased significantly from US$498 million to US$237 million. This suggests operational progress, though concerns remain regarding high debt levels and blast furnace exposure, with an ongoing share buyback authorization providing potential leverage.
Cleveland-Cliffs (CLF) Soars 8.7% on Investor Optimism
Cleveland-Cliffs (NYSE:CLF) saw its shares jump by 8.71% due to investor optimism, fueled by the US and Iran's plan to end war and the company's diversification into rare earth mining. The steel producer is exploring two potential mining sites in Michigan and Minnesota to reduce American reliance on foreign nations for essential minerals. Last week, CLF also reported narrowing its net loss by 52.4% to $237 million and increased revenues by 6% to $4.9 billion year-over-year.
Cleveland-Cliffs (CLF) Soars 8.7% on Investor Optimism
Shares of Cleveland-Cliffs (CLF) gained 8.71% on investor optimism, bolstered by the company's move into rare earth mining and a reported narrowing of net losses. The company is diversifying its operations into rare earths, a sector prioritized by former President Donald Trump for national critical material independence, and aims to reduce reliance on foreign nations for essential minerals. Additionally, CLF recently reported a 52.4% reduction in net loss and a 6% increase in revenues year-over-year.
Cleveland-Cliffs (CLF) Is Up 9.0% After Narrowing Q1 Losses And Growing Revenue - What's Changed
Cleveland-Cliffs Inc. (CLF) narrowed its net loss and increased revenue in Q1 2026, with sales reaching US$4,922 million and the net loss improving to US$237 million. This suggests operational progress that could positively influence investor perception, despite ongoing concerns about its blast furnace footprint and debt. The company's future outlook projects significant revenue and earnings growth, with analysts seeing a potential upside in its stock value.
Cleveland-Cliffs (CLF) Rallies As Turnaround Story Gains Traction
Cleveland-Cliffs (CLF) stock rallied over 9% after its Q1 2026 earnings report, which showed narrower losses and revenue growth, signaling a potential turnaround. The company projects profitability and positive free cash flow starting in Q2 2026, driven by cost-cutting, a significant EBITDA boost from a contract termination, and asset sales used for debt reduction. Macroeconomic factors, including stronger U.S. steel trade enforcement, are also contributing to a more favorable market for CLF.
Cleveland-Cliffs Stock Grinds Higher As Earnings Turn Corner
Cleveland-Cliffs Inc. (CLF) stock has risen by 9.17% following better-than-expected Q1 2026 earnings and optimistic guidance. The company expects to return to profitability and positive free cash flow in Q2 2026, driven by a $500M EBITDA tailwind and asset sales aimed at debt reduction. Despite improved fundamentals and reduced import pressure, analysts remain cautious due to the company's long-term debt and current losses.
A Look At Cleveland Cliffs (CLF) Valuation After Resilient Q1 Results And Strong Steel Demand
Cleveland-Cliffs (CLF) reported resilient Q1 2026 results with $4.92 billion in revenue and a narrowed net loss, driven by strong steel demand and higher prices. Despite a mixed share price performance recently, analysts suggest the stock could be 30.5% undervalued with a fair value of $13.08, supported by U.S. steel tariffs and automotive demand. However, Simply Wall St's DCF model indicates overvaluation at the current price of $9.09, pointing to diverging valuation perspectives for investors.
Cleveland-Cliffs Stock Snaps Back as Steel Turnaround Gets One More Test
Cleveland-Cliffs Inc. (NYSE:CLF) saw its stock jump 7.37% after a first-quarter loss, as investors evaluate whether the quarter marks a low point or if cost pressures will continue. The company reported increased revenue but a net loss, attributing it to short-term headwinds and expressing optimism for a stronger second quarter with anticipated higher selling prices. Despite market volatility and unresolved agreements like the one with POSCO, management is focusing on execution and cost cutting to translate into positive free cash flow.
Research Alert: CFRA Maintains Hold Opinion On Shares Of Cleveland-cliffs Inc.
CFRA has reiterated its "Hold" opinion on shares of Cleveland-Cliffs Inc. This research alert indicates that CFRA is maintaining its current stance on the company's stock.
Cleveland-Cliffs Jumps 8.4% After Morgan Stanley Maintains Overweight
Cleveland-Cliffs Inc. saw an 8.4% surge in its stock price, closing at $9.85, following Morgan Stanley's decision to maintain an "Overweight" rating despite cutting the price target from $17 to $12. The stock's rally on high volume suggests investors prioritized the maintained bullish rating over the reduced price outlook. The market's reaction highlights the complex interplay of analyst ratings, price targets, and investor sentiment in the steel sector.
Cleveland-Cliffs (CLF) Battles Higher Costs After Earnings Beat
Cleveland-Cliffs (CLF) exceeded revenue and narrowed losses in Q1 2026, with steel shipments increasing and management reaffirming full-year guidance. Despite these positive operational signs, the company remains loss-making with high debt, reflecting a "cyclical turnaround" scenario. Analysts are split, and the stock's performance reflects a tug-of-war between improving operations and a stretched balance sheet, making Q2 2026 a crucial "prove it" quarter for its guidance.
A Look At Cleveland Cliffs (CLF) Valuation After Resilient Q1 Results And Strong Steel Demand
Cleveland-Cliffs (CLF) recently reported resilient Q1 2026 results with US$4.92 billion in revenue and a narrowed net loss, supported by higher steel prices and automotive demand. While some analysts believe the stock is 30.5% undervalued with a fair value of $13.08 due to tariff support and auto demand, Simply Wall St's DCF model suggests it is overvalued at its current price of $9.09, estimating its cash flow value at $5.90. The article encourages investors to analyze the underlying numbers and consider both bullish and cautious views.
Cleveland-Cliffs (NYSE: CLF) director awarded 15,334 restricted shares
Cleveland-Cliffs director Ron A. Bloom was awarded 15,334 restricted common shares as part of his 2026 compensation, granted at no cash cost under the company’s 2021 Nonemployee Directors' Compensation Plan. This transaction increases his direct holdings to 123,108 common shares. The filing, a Form 4, indicates a compensation-related acquisition rather than an open-market purchase.
Cleveland-Cliffs (CLF) director Edilson Camara receives 15,334 restricted shares award
Cleveland-Cliffs director Edilson Camara was awarded 15,334 restricted common shares on April 21, 2026, as part of his compensation under the 2021 Nonemployee Directors' Compensation Plan. This grant, valued at $0.00 per share, increases his direct holding to 57,317 Common Shares. The transaction is a routine equity compensation grant and not an open-market purchase or sale.
Director at Cleveland-Cliffs (NYSE: CLF) receives 15,334-share grant
Cleveland-Cliffs director Arlene M. Yocum received a grant of 15,334 restricted common shares as part of her 2026 Director Restricted Shares under the company's 2021 Nonemployee Directors' Compensation Plan. This transaction, awarded at no cash cost on April 21, 2026, increases her direct holdings to 136,467 common shares. The grant is stock-based compensation, not an open-market purchase, and is detailed in a Form 4 SEC filing.
Jim Cramer on Cleveland-Cliffs: “It’s Emblematic of the Broader Manufacturing Economy”
Jim Cramer highlighted Cleveland-Cliffs (NYSE: CLF) as a bellwether for the broader manufacturing economy, despite its stock dip after earnings. He noted the company's strong order book, visible pricing strength, and tight production schedules, indicating a healthy steel market. Cramer also pointed out that the price of hot-rolled steel, crucial for the auto industry, has remained unchanged over the last five years, dispelling notions that tariffs alone drove up steel prices.
Cold weather cost Cleveland-Cliffs $80M as steel sales hit $4.9B
Cleveland-Cliffs reported first-quarter 2026 revenues of $4.9 billion, a $600 million increase from the prior quarter, despite a GAAP net loss of $229 million. The company's adjusted EBITDA was $95 million, significantly impacted by an $80 million one-time energy cost due to extreme cold weather. CEO Lourenco Goncalves anticipates sequential improvement for the rest of the year, expecting healthy positive free cash flow in the second quarter and highlighting the positive effect of U.S. trade enforcement on curbing steel imports.
Cleveland-Cliffs (CLF) Q3 2024 Earnings Transcript
Cleveland-Cliffs reported Q3 2024 earnings, with adjusted EBITDA of $124 million reflecting weaker steel demand and pricing, partially offset by significant cost reductions. The company acquired Stelco, expecting $120 million in cost synergies within the first year and aiming to direct future cash flow towards debt repayment over share repurchases. Management anticipates stable or slightly lower shipments and prices in Q4, with Stelco's volume backfilling declines from an idled blast furnace, and projects a strong 2025 based on anticipated interest rate reductions and infrastructure spending.
Form 144: CLF (NYSE: CLF) Notice to Sell 8,000 Vested Shares
A Form 144 filing indicates a proposed sale of 8,000 shares of Cleveland-Cliffs Inc. (NYSE: CLF) common stock. The aggregate value of these shares is stated as $72,560.80, originating from restricted stock that vested on April 24, 2019. Morgan Stanley Smith Barney LLC is listed as the broker-dealer for this transaction, which is a procedural notice of intent to sell rather than a completed sale.
Cleveland-Cliffs Q1 Earnings and Revenues Outpace Estimates
Cleveland-Cliffs (CLF) reported a narrower-than-expected adjusted loss of 40 cents per share in the first quarter of 2026, surpassing the Zacks Consensus Estimate of a 44-cent loss. Revenues also exceeded expectations, increasing 6.3% year over year to $4,922 million, above the $4,834.5 million consensus. The company reaffirmed its full-year 2026 outlook for steel shipment volumes, capital expenditures, and SG&A expenses.
