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Barclays analyst Richard Garchitorena maintains Steel Dynamics (NASDAQ:STLD) with a Overweight and lowers the price target from $285 to $280.

Keybanc analyst Samuel McKinney maintains Steel Dynamics (NASDAQ:STLD) with a Overweight and raises the price target from $262 to $265.

With its aluminum mill constraints being addressed and fabrication demand climbing, the steelmaker is set to generate higher-margin cash as new capacity ramps up.

Wells Fargo analyst Timna Tanners maintains Steel Dynamics (NASDAQ:STLD) with a Overweight and raises the price target from $257 to $271.

2026-10-21. The following slide deck was published by Steel Dynamics, Inc.

Steel Dynamics came into this Q3 2026 report with its stock near record territory and only a mild 0.3% slip today, hardly the reaction you might expect to a heavy industrial earnings print. The reputation is all about disciplined capital returns and efficient mills. The reality this quarter is a profit machine. Net income reached US$756 million on revenue of US$6.5b, and basic earnings per share hit US$5.29. The market barely flinched. The real story sits in how much profit the business...
Record steel shipments and expanded spreads drove 44% operating income growth.

Steel Dynamics (NASDAQ:STLD) reported third-quarter 2026 net income of $756 million, or $5.26 per diluted share, as record steel shipments and higher realized steel prices lifted results from the prior quarter. The company generated $6.5 billion in revenue, operating income of just over $1 billion a

Steel Dynamics, Inc. (STLD) Q3 2026 Earnings Call October 20, 2026 11:00 AM EDTCompany ParticipantsDavid Lipschitz - Investor Relations DirectorMark Millett...

Steel Dynamics' Q3 2026 earnings surge 92% as record steel shipments and higher prices fuel sales growth.

The headline numbers for Steel Dynamics (STLD) give insight into how the company performed in the quarter ended September 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Investing.com -- Steel Dynamics Inc (NASDAQ:STLD) reported third quarter 2026 adjusted earnings per share of $5.26, missing analyst estimates of $5.48, while revenue of $6.5 billion exceeded the consensus estimate of $6.43 billion. The stock fell 8% following the results, reflecting investor disappointment with the earnings shortfall.
Steel Dynamics, Inc. (NASDAQ/GS: STLD) today announced leadership promotions in support of continued long-term growth and operational excellence.

Cleveland-Cliffs just posted its best quarter in three years, but the revenue miss and a shuttered Canadian operation tell a more complicated story about whether this steel giant's turnaround can actually hold.

Steel Dynamics (NASDAQ:STLD) is scheduled to report its earnings on Monday, October 19, 2026. The company has a market value of about $34.7 billion. Over the last twelve months it generated $20.5 billion in revenue and $2.2 billion in operating profit, with net income of $1.6 billion.

Steel Dynamics has been on a powerful multi year run, and with the share price now near recent highs, the real question is whether the cash flowing out of the business still supports where the stock trades today. With fresh earnings expectations in focus, investors are asking if the current valuation lines up with the cash Steel Dynamics can realistically generate over time. Over the past 5 years the stock has returned 310.8%, which puts a lot of accumulated optimism on the line if future...
Steel Dynamics (STLD) is back in focus as Wall Street lines up expectations for its third quarter 2026 earnings report on October 20, with projections pointing to significantly higher profit and sales compared with last year. Steel Dynamics shares trade at $240.76 after a modest 1-day share price return that declined 0.9%. The stock has built strong momentum, with a 36.8% year-to-date share price gain and a 1-year total shareholder return of 70.6%, signaling sustained investor confidence...

Steel Dynamics (STLD) scores 8/10 for technical strength and 8/10 for setup quality, signaling a tight breakout base with defined levels.
Steel Dynamics (STLD) reached $230.39 at the closing of the latest trading day, reflecting a -1.4% change compared to its last close.

A massive new steel plant might signal a renaissance in American manufacturing. On Monday, Mesabi Metallics, alongside President Donald Trump in the Oval Office, announced plans to build an $18 billion fully integrated steelmaking facility in the U.S. Integration, in this instance, means the new plant makes everything from pig iron to finished steel.
The Mesabi Metallics plan for a record scale Iowa steel plant has pushed U.S. steel producers back into the spotlight, raising fresh questions about who might benefit from an increase in domestic capacity and tariff protected supply. Long lead projects like this can quietly reshape entire sectors, which means early positioning can matter. This piece walks through three U.S. steel stocks tied to this news and what their exposure could mean for a diversified portfolio. The stocks below are just...
Cleveland-Cliffs is falling far harder than Nucor, Steel Dynamics, and the broader steel sector combined, and the reason traces back to a policy question that cuts against the company in two directions at once.

Cleveland-Cliffs is surging well past its steel peers on Tuesday with no confirmed catalyst behind the move, and the gap between its year-to-date performance and Nucor's tells a story about where the next trade could be hiding.

According to the average brokerage recommendation (ABR), one should invest in Steel Dynamics (STLD). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?
Steel Dynamics preannounces strong Q3 EPS and revenue on wider steel margins and record shipments. Click for more on STLD stock.

Steel Dynamics, Inc. recently issued third-quarter 2026 earnings guidance, projecting diluted earnings per share between US$5.34 and US$5.38, underpinned by higher steel margins, record shipments, and improving contributions from its aluminum flat-rolled mill. Beyond near-term profitability, the company highlighted operational momentum across steel, fabrication, and aluminum, supported by a strong fabrication backlog, progress in new aluminum operations, and ongoing share repurchases that...
Steel Dynamics (STLD) passes the Best Dividend screen with solid dividend growth, a low 18% payout ratio, and healthy fundamentals.

Steel Dynamics, Inc. (NASDAQ/GS: STLD) today announced that the company's board of directors unanimously approved that effective January 1, 2027, Theresa E. Wagler will become the company's President and Chief Executive Officer upon Mark D. Millett's concurrent retirement as CEO and transition to Executive Chairman of the board of directors. Ms. Wagler will become a member of the Steel Dynamics' board of directors effective immediately.

Stephen Weiss recommends DICK'S Sporting Goods, Inc. as a good investment. TransDigm Group, Apollo Global Management, and Steel Dynamics also favored.






