CLEVELAND-CLIFFS INC.
No enriched coverage for $CLF in the last 7 days.
No SEC Form 4 filings for $CLF in the last 30 days.
Cleveland-Cliffs (CLF) reported 2Q 2026 sales of US$5,226 million and a smaller net loss of US$145 million versus the prior year. The company promoted CFO Celso Goncalves to President and appointed him to the board, and completed a US$124.22 million share repurchase program earlier in 2026. The article links these updates to profitability and capital allocation expectations.
Cleveland-Cliffs (CLF) reported a Q2 net loss of $134M on revenue over $5.2B, partly due to maintenance. On July 23, management forecast higher production and pricing, targeting adjusted EBITDA of $575M in Q3 and $3.3B for 2027 as contracts reset and Stelco improves. CLF shares rose over 15% to $10.96, trading near $11.75 on July 27.
Investing.com reports Cleveland-Cliffs (CLF) received two analyst upgrades last week after Q2 guidance. BNP Paribas Exane moved to Neutral with a $11.50 target, and GLJ Research moved to Buy with a $15.60 target. Q2 adjusted EBITDA rose to $286M, and Q3 adjusted EBITDA guidance was about $575M, driving model revisions.
Recent CLF coverage spans earnings, market movers and financial news.
The smaller loss plus CFO-to-President promotion is a near-term confidence signal, but the article stresses the business is still loss-making and cyclical.
The article is a forward-looking profitability ramp for CLF, driven by volume growth, higher realized pricing, and contract price resets plus Stelco improvement.
Upgrades are tied to management’s Q3 adjusted EBITDA guidance and improving cash flow, which can extend momentum but leaves room for model-reset volatility.
The stock reaction is driven by forward EBITDA and contract-reset expectations despite another GAAP and adjusted net loss.
Contract expiry timing raises labor disruption risk and could influence cost and production planning into early September.
alphai scores every news story that mentions CLF with an AI model for sentiment and relevance, and aggregates insider trades from CLEVELAND-CLIFFS INC.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Cleveland-Cliffs (CLF) reported 2Q 2026 sales of US$5,226 million and a smaller net loss of US$145 million versus the prior year. The company promoted CFO Celso Goncalves to President and appointed him to the board, and completed a US$124.22 million share repurchase program earlier in 2026. The article links these updates to profitability and capital allocation expectations.
5 min readCleveland-Cliffs (CLF) reported a Q2 net loss of $134M on revenue over $5.2B, partly due to maintenance. On July 23, management forecast higher production and pricing, targeting adjusted EBITDA of $575M in Q3 and $3.3B for 2027 as contracts reset and Stelco improves. CLF shares rose over 15% to $10.96, trading near $11.75 on July 27.
5 min readInvesting.com reports Cleveland-Cliffs (CLF) received two analyst upgrades last week after Q2 guidance. BNP Paribas Exane moved to Neutral with a $11.50 target, and GLJ Research moved to Buy with a $15.60 target. Q2 adjusted EBITDA rose to $286M, and Q3 adjusted EBITDA guidance was about $575M, driving model revisions.
7 min readCleveland-Cliffs (CLF) shares rose 8.9% to $11.93 after its Q2 2026 results. The company reported revenue of $5.2B but a GAAP net loss of $134M and adjusted net loss of $115M, or -$0.25/share. Despite losses, investors focused on guidance: adjusted EBITDA about $575M for Q3 2026 and a ~$500M/year contract reset, targeting leverage below 2.5x.
6 min readPattern bargaining has started for about 23,000 United Steelworkers members at US Steel and Cleveland-Cliffs, with agreements expiring Sept. 1. Cleveland-Cliffs miners negotiate separately. US Steel’s proposal includes 4% wage increases in year one, 3% years two to four, and 4% in year five plus a $4,000 ratification bonus, with no cost-of-living adjustment and potential healthcare cost sharing.
6 min readCLEVELAND-CLIFFS INC. (CLF) filed an SEC Form 8-K — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. clf-20260721 0000764065 false 0000764065 2026-07-21 2026-07-21 UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of earliest event reported):
2 min readCleveland-Cliffs (CLF) shares rose about 6.9% to $11.72 after Q2 2026 results and a morning analyst upgrade. The company reported Q2 adjusted EBITDA of $286 million versus $95 million in Q1, guided Q3 adjusted EBITDA near $575 million, and returned to positive free cash flow. BNP Paribas Exane upgraded CLF to Neutral with an $11.50 target and promoted CFO Celso Goncalves to President.
5 min read24/7 Wall St. compiled Friday analyst research calls amid a risk-off session. It cites major index declines and higher Treasury yields, oil, and lower gold. Analyst actions include upgrades for CLF, DLR, DOV, PYPL, PRG; downgrades for ACI, CAKE, FLYW, PAG, TENB; and initiations for OBDC, CHYM, STTK, SPCX, SUNC with stated price targets.
4 min readCleveland-Cliffs (NYSE:CLF) shares rose about 16% to $10.96 after its Q2 results. The company cut net loss attributable to shareholders 70% to $145 million and increased revenue 6% to $5.2 billion. Management cited strong domestic steel demand, upbeat second-half earnings expectations, and promoted CFO Celso Goncalves to president.
4 min readCleveland-Cliffs (NYSE: CLF) reported Q2 2026 revenues of $5.2B, up $300M from Q1, and operating cash flow of $230M. GAAP net loss was $134M ($0.25/share) and adjusted net loss $115M ($0.20/share). Adjusted EBITDA rose to $286M from $95M. Liquidity was $3.1B. CEO cited improving demand and plans to reduce debt.
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