NUCOR CORP
No SEC Form 4 filings for $NUE in the last 30 days.
See all $NUE insider activity →Cleveland-Cliffs (CLF) stock rose 10% to $13.29 after reporting Q3 2026 EBITDA of $612M, beating guidance. Revenue missed estimates but increased 18.6% YoY. CEO Goncalves cited favorable trade policies. Nucor (NUE) and Steel Dynamics (STLD) also gained. CLF expects Q4 EBITDA of $715M and debt reduction.
Nucor Plate Group will increase its fuel surcharge to $40 per short ton in November, citing rising costs. The company has doubled the surcharge in two consecutive months. Meanwhile, survey data shows mills are slightly more negotiable on sheet prices but less flexible on plate prices. US service centers' flat-rolled steel supply rose marginally in September, up 3.7% from August but still 15.5% below September 2025 levels.
State Street SPDR S&P Metals & Mining ETF (XME) sold shares in five companies on Oct. 14, 2026, totaling $149.8M. The largest sales were Cleveland Cliffs (CLF) at $8.8M, Reliance (RS) at $8.7M, and Steel Dynamics (STLD) at $8.5M. The fund holds 38 stocks, with top holdings in basic materials, energy, and industrials.
Over the past 7 days, AlphAI's AI scored 4 news stories mentioning NUE (NUCOR CORP). Coverage has skewed bearish: 0 bullish, 1 neutral, and 3 bearish.
Recent NUE coverage spans earnings, financial news and market movers.
Cleveland-Cliffs (CLF) stock rose 10% to $13.29 after reporting Q3 2026 EBITDA of $612M, beating guidance. Revenue missed estimates but increased 18.6% YoY. CEO Goncalves cited favorable trade policies. Nucor (NUE) and Steel Dynamics (STLD) also gained. CLF expects Q4 EBITDA of $715M and debt reduction.
Higher surcharge raises Nucor's cost structure, likely pressuring margins.
ETF trim creates selling pressure on NUE.
Lower sensitivity than CLF, but still exposed to broad steel sentiment from tariff doubt.
Near-term trading focus is likely on whether Q3 earnings growth can justify the premium valuation implied by GF Value and the elevated P/E.
AlphAI scores every news story that mentions NUE with an AI model for sentiment and relevance, and aggregates insider trades from NUCOR CORP's SEC EDGAR Form 4 filings. Figures refresh continuously.
Cleveland-Cliffs (CLF) stock rose 10% to $13.29 after reporting Q3 2026 EBITDA of $612M, beating guidance. Revenue missed estimates but increased 18.6% YoY. CEO Goncalves cited favorable trade policies. Nucor (NUE) and Steel Dynamics (STLD) also gained. CLF expects Q4 EBITDA of $715M and debt reduction.
2 min readNucor Plate Group will increase its fuel surcharge to $40 per short ton in November, citing rising costs. The company has doubled the surcharge in two consecutive months. Meanwhile, survey data shows mills are slightly more negotiable on sheet prices but less flexible on plate prices. US service centers' flat-rolled steel supply rose marginally in September, up 3.7% from August but still 15.5% below September 2025 levels.
2 min readState Street SPDR S&P Metals & Mining ETF (XME) sold shares in five companies on Oct. 14, 2026, totaling $149.8M. The largest sales were Cleveland Cliffs (CLF) at $8.8M, Reliance (RS) at $8.7M, and Steel Dynamics (STLD) at $8.5M. The fund holds 38 stocks, with top holdings in basic materials, energy, and industrials.
2 min readCleveland-Cliffs (CLF) stock fell 4% to $12.13 due to U.S. trade policy uncertainty, more than peers Nucor (NUE) and Steel Dynamics (STLD), which dropped 1%. CLF's exposure to Canadian steel via Stelco makes it more sensitive to trade shifts. The company is expanding electrical steel production at its Butler Works plant, tying revenue to grid spending.
6 min readNucor (NUE) is expected to report a 29.2% YoY earnings increase for Q3. The stock trades at $252.34, 31.7% above its GF Value™ of $191.63, indicating overvaluation. NUE has a GF Score™ of 92, reflecting strong financial health, but insiders and gurus have been net sellers.
5 min readUS steel imports rose 3.4% in August and 6.2% in September, reaching a 15-month high. Metallus won a $995M contract from the US Defense Logistics Agency. Steel industry groups seek stricter trade measures on South Korean imports.
4 min readJPMorgan lowered its price target for Nucor from $308 to $296. Nucor's stock was trading at $253.61, up 1.31% on the day and 0.89% over the past year. The company recently announced a $105 million investment to expand its Indiana facility.
1 min readNucor Corporation (NYSE: NUE) plans to invest $105 million to expand its Indiana facility, adding 100 jobs and increasing production of utility poles. The expansion aims to meet growing demand in the utility market and modernize the electric grid. The project is pending regulatory approvals and includes advanced automation and manufacturing technologies.
3 min readCleveland-Cliffs (CLF) rose 10% to $12.44 ahead of its Q3 2026 earnings report on October 19, recovering from a sell-off after its Stelco shutdown announcement. Nucor (NUE) and Steel Dynamics (STLD) each gained 5%. CLF's Q2 EBITDA tripled to $286M, with Q3 guidance at $575M. The VanEck Steel ETF (SLX) rose 2%.
2 min readKeyBanc reduced its price target for Nucor (NYSE:NUE) to $286 from $288, keeping an Overweight rating. The firm cited rising sheet pricing and market share gains. Nucor's Q3 earnings guidance of $5.55-$5.65 per share missed expectations. Freedom Broker downgraded NUE to Hold with a $285 target. Barclays noted positive near-term outlook for U.S. steel companies.
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