$CLF (Cleveland-Cliffs Inc.) — investor discussion on X

Five-factor rating: Hold (sector percentile 34.3%)

Graded daily on value C, growth B, profitability F, momentum A, revisions B. Sector-relative, identical for every user.

Most active credible voices on $CLF

@jfsrev (Jeff Sun, CFTe) — 25 mentions · 54.9K followers
@zohmbastic (zohm) — 21 mentions · 11.4K followers
@schaeffers (Schaeffer's Investment Research) — 19 mentions · 14.7K followers

Recent headlines featuring $CLF

2026-10-27: US, Canada in talks to ease Section 232 steel, auto tariffs, sources say
2026-10-19: Cleveland-Cliffs Swings to Q3 Profit, Guides 2027 EBITDA Above $4 Billion
2026-10-11: Stelco says it will press ahead with layoffs up to 500 jobs
2026-08-24: Canada trade talks collapse, lifting Nucor and Steel Dynamics

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$CLFCleveland-Cliffs Inc. · Steel · $7.5B

$13.16

+2.4%

Event thread

Key events, in time order

16 items

2026-10-27Regulation
US-Canada tariff relief talks spotlight CLF and steel peers
Negotiations to ease Canadian steel tariffs could shift North American pricing and competition
D1 +3.9% · +5d +1.7%
2026-10-19 → 10-21EarningsBull
CLF Posts Q3 Profit, Earnings Estimates Revised Higher
Two Zacks reports confirm upward estimate revisions, extending prior bullish coverage
D1 +16.3% · +5d -5.1%
3 waves of this story
- 2026-10-19 Rev. $5.6B, adj. EBITDA $612M beat; strong 2027 outlook on tariffs
- 2026-10-21 Multiple sources confirm strong post-earnings momentum, though analyst ratings remain mixed
- 2026-10-21 Two Zacks reports confirm upward estimate revisions, extending prior bullish coverage

14 earlier events

2026-10-198-K filing
8-K: Item 2.02, Item 9.01
D1 +16.3% · +5d -5.1%
2026-10-17 → 10-19Earnings
CLF to Report Earnings This Morning
Multiple sources confirm today's earnings date; options pricing implies 12.2% move
D1 +16.3% · +5d -5.1%
2 waves of this story
- 2026-10-17 Multiple independent sources confirm CLF earnings next week, a key near-term catalyst
- 2026-10-19 Multiple sources confirm today's earnings date; options pricing implies 12.2% move
2026-10-19Earnings
Earnings report
Q3 2026 adjusted EBITDA was $612 million, more than double the $286 million generated in Q2.
D1 +16.3% · +5d -5.1%
2026-10-11CompanyBear
Cliffs proceeds with Canada layoffs, up to 500 jobs at risk
Stelco layoffs confirmed, citing tariffs and steel market conditions
D1 -0.7% · +5d +9.4%
2026-10-06Analyst
Wells Fargo upgrades to Overweight
D1 +0.4% · +5d +5.0%
2026-08-25RegulationBull
US-Canada Trade Talks Collapse, New Tariffs on Canadian Goods Benefit US Steelmakers
Breakdown of US-Canada trade talks over weekend led to new tariffs on Canadian goods, creating favorable environment for US steel producers
D1 +1.9% · +5d +0.2%
2026-08-22CompanyBull
Gets $500M DOE Award, Invests $1B in Middletown Works
Company announces $500M DOE award to support $1B facility upgrade, boosting market sentiment.
D1 +0.3% · +5d +2.2%
2026-07-248-K filing
8-K: Item 5.02
D1 +8.9% · +5d -3.4%
2026-07-24AnalystBull
GLJ Research upgrades to Buy
D1 +8.9% · +5d -3.4%
2026-07-23 → 07-24EarningsBull
Cleveland-Cliffs Q2 Loss Narrows, Revenue Beats Estimates
Q2 earnings and sales beat; Wells Fargo and Barclays raise targets
D1 +16.0% · +5d +6.1%
2 waves of this story
- 2026-07-23 Q2 EPS loss of $0.20 beat estimates; revenue $5.2B up $300M YoY; returned to positive FCF
- 2026-07-24 Q2 earnings and sales beat; Wells Fargo and Barclays raise targets
2026-07-23Company
Cleveland-Cliffs CFO Promoted to President, Joins Board
Celso Goncalves promoted from EVP & CFO to President and appointed to Board
D1 +16.0% · +5d +6.1%
2026-07-23Earnings
Earnings report
预计第三季度平均售价将再提高55美元/吨。
D1 +16.0% · +5d +6.1%
2026-07-238-K filing
8-K: Item 2.02, Item 9.01
D1 +16.0% · +5d +6.1%
2026-07-17 → 07-20Earnings
Cleveland-Cliffs to Report Earnings Next Week
Multiple independent X accounts flag CLF in earnings week previews, confirming report due week of July 20-24
D1 -2.6% · +5d +28.6%
2 waves of this story
- 2026-07-17 Multiple independent sources confirm CLF on next week's earnings calendar, drawing market attention.
- 2026-07-20 Multiple independent X accounts flag CLF in earnings week previews, confirming report due week of July 20-24

①

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Cases AI-clustered from trusted X authors over 2 weeks; counts are distinct authors. Volume does not predict direction · Not investment advice

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Facts and opinions separated · All items sourced · Not investment advice

Event thread

Key events, in time order

16 items

2026-10-27Regulation
US-Canada tariff relief talks spotlight CLF and steel peers
Negotiations to ease Canadian steel tariffs could shift North American pricing and competition
D1 +3.9% · +5d +1.7%
2026-10-19 → 10-21EarningsBull
CLF Posts Q3 Profit, Earnings Estimates Revised Higher
Two Zacks reports confirm upward estimate revisions, extending prior bullish coverage
D1 +16.3% · +5d -5.1%
3 waves of this story
- 2026-10-19 Rev. $5.6B, adj. EBITDA $612M beat; strong 2027 outlook on tariffs
- 2026-10-21 Multiple sources confirm strong post-earnings momentum, though analyst ratings remain mixed
- 2026-10-21 Two Zacks reports confirm upward estimate revisions, extending prior bullish coverage
2026-10-198-K filing
8-K: Item 2.02, Item 9.01
D1 +16.3% · +5d -5.1%
2026-10-17 → 10-19Earnings
CLF to Report Earnings This Morning
Multiple sources confirm today's earnings date; options pricing implies 12.2% move
D1 +16.3% · +5d -5.1%
2 waves of this story
- 2026-10-17 Multiple independent sources confirm CLF earnings next week, a key near-term catalyst
- 2026-10-19 Multiple sources confirm today's earnings date; options pricing implies 12.2% move
2026-10-19Earnings
Earnings report
Q3 2026 adjusted EBITDA was $612 million, more than double the $286 million generated in Q2.
D1 +16.3% · +5d -5.1%

11 earlier events

2026-10-11CompanyBear
Cliffs proceeds with Canada layoffs, up to 500 jobs at risk
Stelco layoffs confirmed, citing tariffs and steel market conditions
D1 -0.7% · +5d +9.4%
2026-10-06Analyst
Wells Fargo upgrades to Overweight
D1 +0.4% · +5d +5.0%
2026-08-25RegulationBull
US-Canada Trade Talks Collapse, New Tariffs on Canadian Goods Benefit US Steelmakers
Breakdown of US-Canada trade talks over weekend led to new tariffs on Canadian goods, creating favorable environment for US steel producers
D1 +1.9% · +5d +0.2%
2026-08-22CompanyBull
Gets $500M DOE Award, Invests $1B in Middletown Works
Company announces $500M DOE award to support $1B facility upgrade, boosting market sentiment.
D1 +0.3% · +5d +2.2%
2026-07-248-K filing
8-K: Item 5.02
D1 +8.9% · +5d -3.4%
2026-07-24AnalystBull
GLJ Research upgrades to Buy
D1 +8.9% · +5d -3.4%
2026-07-23 → 07-24EarningsBull
Cleveland-Cliffs Q2 Loss Narrows, Revenue Beats Estimates
Q2 earnings and sales beat; Wells Fargo and Barclays raise targets
D1 +16.0% · +5d +6.1%
2 waves of this story
- 2026-07-23 Q2 EPS loss of $0.20 beat estimates; revenue $5.2B up $300M YoY; returned to positive FCF
- 2026-07-24 Q2 earnings and sales beat; Wells Fargo and Barclays raise targets
2026-07-23Company
Cleveland-Cliffs CFO Promoted to President, Joins Board
Celso Goncalves promoted from EVP & CFO to President and appointed to Board
D1 +16.0% · +5d +6.1%
2026-07-23Earnings
Earnings report
预计第三季度平均售价将再提高55美元/吨。
D1 +16.0% · +5d +6.1%
2026-07-238-K filing
8-K: Item 2.02, Item 9.01
D1 +16.0% · +5d +6.1%
2026-07-17 → 07-20Earnings
Cleveland-Cliffs to Report Earnings Next Week
Multiple independent X accounts flag CLF in earnings week previews, confirming report due week of July 20-24
D1 -2.6% · +5d +28.6%
2 waves of this story
- 2026-07-17 Multiple independent sources confirm CLF on next week's earnings calendar, drawing market attention.
- 2026-07-20 Multiple independent X accounts flag CLF in earnings week previews, confirming report due week of July 20-24

$CLF — what investors on X are saying · SpikePanel

$CLF (Cleveland-Cliffs Inc.) — investor discussion on X

Five-factor rating: Hold (sector percentile 34.3%)

Most active credible voices on $CLF

Recent headlines featuring $CLF

$CLF (Cleveland-Cliffs Inc.) — investor discussion on X

Five-factor rating: Hold (sector percentile 34.3%)

Most active credible voices on $CLF

Recent headlines featuring $CLF

US-Canada tariff relief talks spotlight CLF and steel peers

CLF Posts Q3 Profit, Earnings Estimates Revised Higher

8-K: Item 2.02, Item 9.01

CLF to Report Earnings This Morning

Earnings report

Cliffs proceeds with Canada layoffs, up to 500 jobs at risk

Wells Fargo upgrades to Overweight

US-Canada Trade Talks Collapse, New Tariffs on Canadian Goods Benefit US Steelmakers

Gets $500M DOE Award, Invests $1B in Middletown Works

8-K: Item 5.02

GLJ Research upgrades to Buy

Cleveland-Cliffs Q2 Loss Narrows, Revenue Beats Estimates

Cleveland-Cliffs CFO Promoted to President, Joins Board

Earnings report

8-K: Item 2.02, Item 9.01

Cleveland-Cliffs to Report Earnings Next Week

Bull vs bear

Discussion

US-Canada tariff relief talks spotlight CLF and steel peers

CLF Posts Q3 Profit, Earnings Estimates Revised Higher

8-K: Item 2.02, Item 9.01

CLF to Report Earnings This Morning

Earnings report

Cliffs proceeds with Canada layoffs, up to 500 jobs at risk

Wells Fargo upgrades to Overweight

US-Canada Trade Talks Collapse, New Tariffs on Canadian Goods Benefit US Steelmakers

Gets $500M DOE Award, Invests $1B in Middletown Works

8-K: Item 5.02

GLJ Research upgrades to Buy

Cleveland-Cliffs Q2 Loss Narrows, Revenue Beats Estimates

Cleveland-Cliffs CFO Promoted to President, Joins Board

Earnings report

8-K: Item 2.02, Item 9.01

Cleveland-Cliffs to Report Earnings Next Week