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Graded daily on value B, growth B, profitability C, momentum A, revisions B. Sector-relative, identical for every user.
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Key events, in time order
Major OEM contract and record shipments bolster auto sheet business and operations
Multiple independent X accounts confirm NUE's 52-week and all-time highs, showing heightened market attention
Analyst cites stronger 2027 demand, WV mill ramp, lower capex
CEO's rare call plus post-earnings analyst price target hike reinforce demand growth narrative
Zacks re-reported the same expansion project on Oct 22, confirming the $60M investment and capacity goals first disclosed on Oct 20.
Expansion adds advanced automation and 100 jobs to meet growing electricity needs
Cliffs up 5%, Nucor and STLD tick up as steel complex extends month-long rebound
Guides Q3 EPS $5.55-$5.65 vs $5.04 in Q2, driven by higher mill selling prices
Q3 EPS guidance of $5.55-5.65 below estimates; Freedom Broker downgrades to Hold from Buy, PT cut to $285 from $305
New 50% tariffs on Canadian goods create a more favorable trade environment for US steel producers
Adds steel grating capacity, creates 20 jobs, broadens downstream portfolio
Revenue $10.40B beat, adj EPS $4.84, expects higher Q3 earnings
Institutional investor trims holdings significantly
第二季度调整后每股收益为4.84美元，净收益12亿美元，EBITDA约20亿美元。
CalPERS raised stake by 19.3%; Decker Wealth Management initiated a $6.74M position, reflecting institutional moves.
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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