CLF Cleveland-Cliffs Loading... : Bullish and Bearish Analyst Opinions
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20:12
Aug 25
Aug 25
Canada steel tariffs lift U.S. steelmakers.
Canada is matching U.S. tariffs dollar-for-dollar and doubling existing counter-tariffs on U.S. steel and aluminum to 50%; this trade escalation is lifting U.S. steel producers, with U.S. Steel parent trading up 0.9%, Cleveland-Cliffs up 1.3%, and Nucor up 0.8%.
MED
17:58
Aug 24
Aug 24
Shares of U.S. Steel and aluminum firms pared gains.
Shares of U.S. Steel and aluminum firms pared gains, with Cleveland-Cliffs up 0.4% and Nucor up 0.2% in the session.
18:08
Aug 19
Aug 19
U.S. steel and aluminum shares fell sharply after a report that the U.S.
U.S. steel and aluminum shares fell sharply after a report that the U.S. plans to halve tariffs on Canadian steel and aluminum, hitting Nucor, Steel Dynamics, Century Aluminum, and Cleveland-Cliffs.
15:13
Aug 09
Aug 09
Author explains that CLOV, CLF, and TDOC were earnings plays near the end.
Author explains that CLOV, CLF, and TDOC were earnings plays near the end, describing past trades rather than current positions or forward calls.
LOW
11:35
Jul 23
Jul 23
Cleveland-Cliffs reports mixed Q2 results with adjusted net loss but CEO forecasts strong.
Cleveland-Cliffs reports mixed Q2 results with adjusted net loss but CEO forecasts strong earnings improvement in second half of 2026.
04:58
Jul 20
Jul 20
Buy CLF because the Pentagon's sole-source $400M.
Buy CLF because the Pentagon's sole-source $400M, five-year contract for GOES steel is a fundamental catalyst not yet reflected in the stock price.
HIGH
05:25
Jun 30
Jun 30
Author plans to exit CLF long positions before Q3.
Author plans to exit CLF long positions before Q3, citing recession risk and weakness in the auto sector for the lower K-shaped economy, with intent to re-enter after 2027.
MED
17:37
Jun 29
Jun 29
Buy CLF as a value play at current sub-$10 price.
Buy CLF as a value play at current sub-$10 price, ignoring short-term volatility for medium- to long-term gains.
MED
15:06
Jun 17
Jun 17
CLF sole GOES supplier into 36-month transformer backlog
Buy CLF as the sole US domestic producer of grain-oriented electrical steel (GOES), the critical input for power transformers; a 36-month transformer backlog further compressed by AI/data center grid interconnection demand creates durable, inelastic pricing power with no near-term domestic capacity relief in sight.
HIGH
16:27
Jun 14
Jun 14
The author dismisses the parent's concern about GOES revenue share.
The author dismisses the parent's concern about GOES revenue share, implying the issue is temporary rather than structural.
00:51
Jun 14
Jun 14
CLF/PKX among GOES oligopoly with US demand
Names POSCO and Cleveland-Cliffs among five qualified GOES producers as US demand for large power transformers rises and the supply base remains concentrated abroad.
MED
22:12
Jun 02
Jun 02
Author discloses a long position in CLF entered below $10, now profitable.
Author discloses a long position in CLF entered below $10, now profitable, implying continued bullish conviction.
MED
18:38
Jun 02
Jun 02
The author expresses a vague reaction to Cleveland-Cliffs without any clear directional stance.
The author expresses a vague reaction to Cleveland-Cliffs without any clear directional stance or position disclosure.
LOW
20:50
May 29
May 29
Author explicitly states they have a very big position in F since following option flow.
Author explicitly states they have a very big position in F since following option flow, covering losses from photonics names, and calls F way better than FLNC for the battery play.
LOW
22:36
May 28
May 28
Author notes unusual options flow in CLF; quoted context references JPMorgan-advised mill site.
Author notes unusual options flow in CLF; quoted context references JPMorgan-advised mill site sale process as potential catalyst, but author makes no personal directional commitment.
LOW
18:00
May 27
May 27
Author endorses a large position in CLF citing unique GOES monopoly, data center catalyst.
Author endorses a large position in CLF citing unique GOES monopoly, data center catalyst, and potential 3x re-rating from debt reduction and AI infrastructure demand.
LOW
17:31
May 27
May 27
Author discloses current call options position in CLF.
Author discloses current call options position in CLF; no specific catalyst stated beyond existing bullish options exposure.
MED
15:05
May 27
May 27
The author notes unusual call activity on CLF and speculates about a Posco deal closing.
The author notes unusual call activity on CLF and speculates about a Posco deal closing, but the language is speculative and not a clear directional endorsement.
LOW
21:05
May 07
May 07
CLF is the only domestic producer of grain-oriented electrical steel (GOES), which is essential for large transformers used in data centers, EV charging, and grid upgrades. As transformer shortages intensify, demand for GOES will outstrip supply, creating a pricing moat for CLF that the market hasn't priced in. CLF offers a direct, undervalued play on electrification infrastructure beyond its cyclical steel pricing. Commodity price downturn, recession reducing infrastructure spending, new GOES capacity coming online, or substitution by amorphous steel.
HIGH
12:32
May 06
May 06
Avoid CLF/NUE/STLD/AA as rising PJM power costs and volatility increase operating expenses.
Avoid CLF/NUE/STLD/AA as rising PJM power costs and volatility increase operating expenses for energy-intensive industrials without hedged load.
HIGH
01:10
Apr 27
Apr 27
Long $CLF — 'old man stock' finally breaking out; speaker knew it would do it this week.
MED
19:12
Apr 22
Apr 22
Long CLF — speaker includes it in his 'mini ETF' of DPA beneficiaries as 'Only producer.
Long CLF — speaker includes it in his 'mini ETF' of DPA beneficiaries as 'Only producer of electrical steel in America'.
HIGH
13:51
Apr 20
Apr 20
Long $CLF — selling off on earnings as expected; dip will be bought; grind up to $13.5-$15.
HIGH
17:12
Apr 13
Apr 13
Currently holding CLF long as part of portfolio; YTD gains back to just under 27%.
HIGH
17:18
Apr 09
Apr 09
CLF Q1 2026 earnings April 20: three catalysts being watched.
CLF Q1 2026 earnings April 20: three catalysts being watched. Slab contract with ArcelorMittal termination = $500M annualized EBITDA. HRC spot at $1,051/ton vs internal production cost $480-500/ton.
HIGH
17:26
Mar 26
Mar 26
Cleveland Cliffs CLF has gotten even cheaper trading at $8.4.
Cleveland Cliffs CLF has gotten even cheaper trading at $8.4. Transformers are key bottleneck (sold out production lines) in AI buildout, and Grain Oriented Electrical Steel is required in the heart of every transformer.
HIGH
19:41
Feb 24
Feb 24
Released investment thesis on CLF Cleveland-Cliffs.
Released investment thesis on CLF Cleveland-Cliffs. Outlines hidden bottleneck of Grain Oriented Electrical Steel (GOES), key material for transformers which can't be made fast enough for data center driven demand.
HIGH
15:00
Jan 27
Jan 27
Imports' share of the U.S. finished steel market has collapsed from ~25% to ~14-16%, creating a significant supply gap that domestic producers, particularly Nucor, are filling. — This structural shift in import levels provides pricing power and volume opportunities for all domestic steelmakers, suggesting a strong 2026 for the sector.
MED
11:00
Oct 21
Oct 21
Sinton flat-rolled mill is ramping API pipe grades, high-strength steel, and automotive qualifications; record shipments in Q3 suggest the facility is achieving operational stability faster than typical greenfield mills. — Sinton's growing product breadth and volume threaten legacy producers' market share in high-value segments and raises the bar for new-entrant EAF mills.
MED
About CLF Analyst Coverage
Buzzberg tracks CLF (Cleveland-Cliffs) across 13 sources. 13 bullish vs 0 bearish calls from 14 analysts. Sentiment: predominantly bullish (45%). 29 total trade ideas tracked. Latest voices: Charlie Pellett, FirstSquawk, kevinxu.