Invezz
19 Oct 2026, 15:48 UTC · 51m ago
Cleveland-Cliffs stock: is there any further upside left?
Impact · against what's priced in
Cleveland-Cliffs' return to profitability and ambitious 2027 EBITDA guidance create a significant valuation gap relative to Wall Street expectations. While the market has reacted with a recent rally, the substantial delta in long-term earnings forecasts provides a catalyst for further re-rating if debt targets are met.
- CLF+0.60
No priced-in read yet
- In context
Management's 2027 adjusted EBITDA forecast of over $4 billion significantly exceeds the $2.5 billion expected by Wall Street, providing a clear path for valuation expansion.
Read from the article alone
