$STLD (Steel Dynamics, Inc.) — investor discussion on X

Five-factor rating: Hold (sector percentile 53.3%)

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

Most active credible voices on $STLD

@schaeffers (Schaeffer's Investment Research) — 17 mentions · 14.7K followers
@chitrader (CHItrader) — 11 mentions · 7.9K followers
@tenet_research (TENET RESEARCH) — 10 mentions · 461.4K followers

Recent headlines featuring $STLD

2026-10-20: Steel Dynamics Q3 revenue tops estimates at $6.51B, EPS of $5.26 misses
2026-08-24: Canada trade talks collapse, lifting Nucor and Steel Dynamics

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$STLD — what investors on X are saying · SpikePanel

$STLDSteel Dynamics, Inc. · Steel · $34.1B

$239.79

+1.6%

Event thread

Key events, in time order

17 items

2026-11-118-K filing
8-K: Item 8.01, Item 9.01
2026-11-03Insider selling
Insider selling $12.4M (1)
D1 -1.7% · +5d -4.7%

15 earlier events

2026-10-218-K filing
8-K: Item 2.02, Item 9.01
D1 +1.5% · +5d +0.8%
2026-10-17 → 10-21Earnings
STLD Q3: Revenue Beat, EPS Miss, Record Shipments
Multiple outlets confirm revenue beat, EPS miss, record 3.8M tons shipments, 92% utilization
D1 +1.9% · +5d -3.1%
4 waves of this story
- 2026-10-17 Multiple independent sources confirm Steel Dynamics reports earnings the week of Oct 19.
- 2026-10-20 Q3 net sales $6.51B beat; EPS $5.26 miss; adj EBITDA $1.19B
- 2026-10-20 Revenue $6.51B beat, EPS $5.26 miss; record shipments
- 2026-10-21 Multiple outlets confirm revenue beat, EPS miss, record 3.8M tons shipments, 92% utilization
2026-10-208-K filing
8-K: Item 8.01, Item 9.01
D1 -0.3% · +5d +1.0%
2026-10-19Earnings
Earnings report
D1 +1.9% · +5d -3.1%
2026-10-19Company
STLD Announces Leadership Promotions for Long-Term Growth
Company announces leadership promotions to support continued long-term growth and operational excellence
D1 +1.9% · +5d -3.1%
2026-09-17 → 09-18EarningsBull
STLD Issues Q3 Guidance Above Expectations
Q3 earnings expected to jump sharply on strong steel demand
D1 +3.0% · +5d -4.1%
2 waves of this story
- 2026-09-17 Company guides Q3 diluted EPS to $5.34-$5.38
- 2026-09-18 Q3 earnings expected to jump sharply on strong steel demand
2026-08-25CompanyBull
US-Canada Trade Talks Collapse, Tariffs Boost Steel Stocks
50% tariffs on Canadian goods fuel trade protection hopes, lifting steel stocks including STLD
D1 +0.8% · +5d +1.3%
2026-08-198-K filing
8-K: Item 5.02
D1 -7.5% · +5d +2.1%
2026-08-158-K filing
8-K: Item 8.01, Item 9.01
D1 +0.9% · +5d -11.2%
2026-08-048-K filing
8-K: Item 5.02, Item 7.01, Item 9.01
D1 +2.6% · +5d -0.5%
2026-08-04Company
STLD Announces CEO Transition: Wagler to Become President & CEO, Millett Executive Chairman
Senior leadership change positioning for long-term growth; key governance move.
D1 +2.6% · +5d -0.5%
2026-07-17 → 07-21EarningsBull
STLD Q2 Results Land: EPS $3.80 Beats, Revenue Up 33%
Call confirms record steel shipments and aluminum platform progress, finalizing Q2 results
D1 +0.2% · +5d +4.9%
4 waves of this story
- 2026-07-17 Multiple independent sources confirm STLD on next week's earnings calendar
- 2026-07-20 Multiple independent sources confirm earnings timing, adding specifics to prior event
- 2026-07-21 Earnings and revenue beat estimates; record steel shipments of 3.7M tons
- 2026-07-21 Call confirms record steel shipments and aluminum platform progress, finalizing Q2 results
2026-07-218-K filing
8-K: Item 2.02, Item 9.01
D1 +1.3% · +5d +11.2%
2026-07-17 → 07-21Earnings
STLD reports earnings next week
Q2 EPS $3.69 beat estimates, revenue $6.1B, up YoY
D1 +0.2% · +5d +4.9%
3 waves of this story
- 2026-07-17 Multiple independent sources confirm STLD earnings due week of July 20
- 2026-07-20 Multiple independent sources confirm STLD earnings timing, adding specific date to prior event
- 2026-07-21 Q2 EPS $3.69 beat estimates, revenue $6.1B, up YoY
2026-07-20Earnings
Earnings report
D1 -2.1% · +5d +8.6%

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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

17 items

2026-11-118-K filing
8-K: Item 8.01, Item 9.01
2026-11-03Insider selling
Insider selling $12.4M (1)
D1 -1.7% · +5d -4.7%
2026-10-218-K filing
8-K: Item 2.02, Item 9.01
D1 +1.5% · +5d +0.8%
2026-10-17 → 10-21Earnings
STLD Q3: Revenue Beat, EPS Miss, Record Shipments
Multiple outlets confirm revenue beat, EPS miss, record 3.8M tons shipments, 92% utilization
D1 +1.9% · +5d -3.1%
4 waves of this story
- 2026-10-17 Multiple independent sources confirm Steel Dynamics reports earnings the week of Oct 19.
- 2026-10-20 Q3 net sales $6.51B beat; EPS $5.26 miss; adj EBITDA $1.19B
- 2026-10-20 Revenue $6.51B beat, EPS $5.26 miss; record shipments
- 2026-10-21 Multiple outlets confirm revenue beat, EPS miss, record 3.8M tons shipments, 92% utilization
2026-10-208-K filing
8-K: Item 8.01, Item 9.01
D1 -0.3% · +5d +1.0%

12 earlier events

2026-10-19Earnings
Earnings report
D1 +1.9% · +5d -3.1%
2026-10-19Company
STLD Announces Leadership Promotions for Long-Term Growth
Company announces leadership promotions to support continued long-term growth and operational excellence
D1 +1.9% · +5d -3.1%
2026-09-17 → 09-18EarningsBull
STLD Issues Q3 Guidance Above Expectations
Q3 earnings expected to jump sharply on strong steel demand
D1 +3.0% · +5d -4.1%
2 waves of this story
- 2026-09-17 Company guides Q3 diluted EPS to $5.34-$5.38
- 2026-09-18 Q3 earnings expected to jump sharply on strong steel demand
2026-08-25CompanyBull
US-Canada Trade Talks Collapse, Tariffs Boost Steel Stocks
50% tariffs on Canadian goods fuel trade protection hopes, lifting steel stocks including STLD
D1 +0.8% · +5d +1.3%
2026-08-198-K filing
8-K: Item 5.02
D1 -7.5% · +5d +2.1%
2026-08-158-K filing
8-K: Item 8.01, Item 9.01
D1 +0.9% · +5d -11.2%
2026-08-048-K filing
8-K: Item 5.02, Item 7.01, Item 9.01
D1 +2.6% · +5d -0.5%
2026-08-04Company
STLD Announces CEO Transition: Wagler to Become President & CEO, Millett Executive Chairman
Senior leadership change positioning for long-term growth; key governance move.
D1 +2.6% · +5d -0.5%
2026-07-17 → 07-21EarningsBull
STLD Q2 Results Land: EPS $3.80 Beats, Revenue Up 33%
Call confirms record steel shipments and aluminum platform progress, finalizing Q2 results
D1 +0.2% · +5d +4.9%
4 waves of this story
- 2026-07-17 Multiple independent sources confirm STLD on next week's earnings calendar
- 2026-07-20 Multiple independent sources confirm earnings timing, adding specifics to prior event
- 2026-07-21 Earnings and revenue beat estimates; record steel shipments of 3.7M tons
- 2026-07-21 Call confirms record steel shipments and aluminum platform progress, finalizing Q2 results
2026-07-218-K filing
8-K: Item 2.02, Item 9.01
D1 +1.3% · +5d +11.2%
2026-07-17 → 07-21Earnings
STLD reports earnings next week
Q2 EPS $3.69 beat estimates, revenue $6.1B, up YoY
D1 +0.2% · +5d +4.9%
3 waves of this story
- 2026-07-17 Multiple independent sources confirm STLD earnings due week of July 20
- 2026-07-20 Multiple independent sources confirm STLD earnings timing, adding specific date to prior event
- 2026-07-21 Q2 EPS $3.69 beat estimates, revenue $6.1B, up YoY
2026-07-20Earnings
Earnings report
D1 -2.1% · +5d +8.6%

$STLD (Steel Dynamics, Inc.) — investor discussion on X

Five-factor rating: Hold (sector percentile 53.3%)

Most active credible voices on $STLD

Recent headlines featuring $STLD

$STLD (Steel Dynamics, Inc.) — investor discussion on X

Five-factor rating: Hold (sector percentile 53.3%)

Most active credible voices on $STLD

Recent headlines featuring $STLD

8-K: Item 8.01, Item 9.01

Insider selling $12.4M (1)

8-K: Item 2.02, Item 9.01

STLD Q3: Revenue Beat, EPS Miss, Record Shipments

8-K: Item 8.01, Item 9.01

Earnings report

STLD Announces Leadership Promotions for Long-Term Growth

STLD Issues Q3 Guidance Above Expectations

US-Canada Trade Talks Collapse, Tariffs Boost Steel Stocks

8-K: Item 5.02

8-K: Item 8.01, Item 9.01

8-K: Item 5.02, Item 7.01, Item 9.01

STLD Announces CEO Transition: Wagler to Become President & CEO, Millett Executive Chairman

STLD Q2 Results Land: EPS $3.80 Beats, Revenue Up 33%

8-K: Item 2.02, Item 9.01

STLD reports earnings next week

Earnings report

Bull vs bear

Discussion

8-K: Item 8.01, Item 9.01

Insider selling $12.4M (1)

8-K: Item 2.02, Item 9.01

STLD Q3: Revenue Beat, EPS Miss, Record Shipments

8-K: Item 8.01, Item 9.01

Earnings report

STLD Announces Leadership Promotions for Long-Term Growth

STLD Issues Q3 Guidance Above Expectations

US-Canada Trade Talks Collapse, Tariffs Boost Steel Stocks

8-K: Item 5.02

8-K: Item 8.01, Item 9.01

8-K: Item 5.02, Item 7.01, Item 9.01

STLD Announces CEO Transition: Wagler to Become President & CEO, Millett Executive Chairman

STLD Q2 Results Land: EPS $3.80 Beats, Revenue Up 33%

8-K: Item 2.02, Item 9.01

STLD reports earnings next week

Earnings report