Added to YB: 2026-07-17
Pitch date: 2026-07-15
CLF [neutral]
Cleveland-Cliffs Inc.
-1.85%
current return
Author Info
No bio for this author
Company Info
Cleveland-Cliffs Inc. operates as a steel producer in the United States and Canada. It offers hot-rolled, cold-rolled, and coated products, such as aluminized, electrogalvanized, and galvalume products, as well as galvanneal and hot-dipped galvanized products; stainless and electrical products, including GOES, NOES, and auto chrome; plate products; and slab and other steel products.
Market Cap
$5.6B
Pitch Price
$9.71
Price Target
N/A
Dividend
N/A
EV/EBITDA
32.50
P/E
-4.26
EV/Sales
0.72
Sector
Metals and Mining
Category
turnaround
AI Ran Out of Transformers. One Company Makes the Steel. - $CLF
CLF (watchlist): Sole US producer of grain-oriented electrical steel for transformers—the real AI power bottleneck (LPT lead times 4-5yrs). Trades ~$9.76 like distressed auto-steel. Building $150M Weirton transformer plant. $500M EBITDA tailwind, GAAP profit guided Q2'26. Risk: net debt >4x, single-plant concentration. Tell: July 23 earnings.
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