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Cleveland-Cliffs Inc. (CLF) Stock Analysis

Range Bound setup

SellModerate Confidence

Basic Materials · Steel

Sell if holding. Engine safety override at $10.54: Quality below floor (1.9 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 5.2/10. Specifically: High short interest: 15%; Below-average business quality; Below long-term trend.

Cleveland-Cliffs is a vertically integrated North American flat-rolled steel producer with ~25,000 employees, mining iron ore through primary steelmaking to downstream finishing. Revenue in 2025 came 30% from direct automotive, 29% infrastructure & manufacturing, 28%... Read more

$10.54+5.0% A.UpsideScore 5.2/10#7 of 10 Steel
QualityF-score4 / 9FCF yield-0.99%
Stop $9.91Target $11.19(resistance)A.R:R -0.9:1
Analyst target$10.67+1.2%9 analysts
$11.19our TP
$10.54price
$10.67mean
$8
$15

Sell if holding. Engine safety override at $10.54: Quality below floor (1.9 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 5.2/10. Specifically: High short interest: 15%; Below-average business quality; Below long-term trend. Chart setup: RSI 55 mid-range, Bollinger mid-band. Score 5.2/10, moderate confidence.

Passes 7/8 gates (positive momentum, clean insider activity, no SEC red flags, news events none recent, earnings proximity 61d clear, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio. Suitability: aggressive.

Recent Developments — Cleveland-Cliffs Inc.

Generated 2026-05-20T20:21:21Z.

Thesis

Rewards
No bull case signals
Risks
Target reached (-12.9% upside)
Quality below floor (1.9 < 4.0)

Key Metrics

P/E (TTM)
P/E (Fwd)23.0
Mkt Cap$6.1B
EV/EBITDA76.6
Profit Mgn-6.4%
ROE-18.6%
Rev Growth6.3%
Beta2.01
DividendNone
Rating analysts22

Quality Signals

Piotroski F4/9

Options Flow

P/C0.85neutral
IV80%elevated

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. Full disclaimer

Rating Breakdown

3 floor-breakers

Cyclical trough — margins compressed or negative. Profitability typically recovers with the cycle, but floor fires on current data.static

Roe
0.0
Roa
0.0
Operating Margin
0.0
Net Margin
0.0
Fcf Quality
0.0
Moat
3.6
Piotroski F
4.4
Current Ratio
7.1
Cash-burning: FCF -0% of revenueNo competitive moatQuality concerns

Technicals below the gate floor. Component breakdown shows what dragged the score down.static

52w Position
2.8
Support Resistance
3.1
Bollinger
3.9

Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static

Quality Rank
0.0
Growth Rank
4.4
Value Rank
6.0
GatesA.R:R -0.9=NEGATIVEMomentum 5.6>=5.5Insider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 61d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARRange BoundSuitability: Aggressive
RSI
55 · Neutral
20D MA 50D MA 200D MADEATH CROSSSupport $8.99Resistance $11.42

Price Targets

$10
$11
A.Upside+6.2%
A.R:R-0.9:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! Target reached (-12.9% upside)
! Quality below floor (1.9 < 4.0)
! Negative risk/reward — downside exceeds upside

Earnings

B
B
B
M
3/4 beats
Next Earnings2026-07-20 (61d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is CLF stock a buy right now?

Sell if holding. Engine safety override at $10.54: Quality below floor (1.9 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 5.2/10. Specifically: High short interest: 15%; Below-average business quality; Below long-term trend. Chart setup: RSI 55 mid-range, Bollinger mid-band. Prior stop was $9.91. Score 5.2/10, moderate confidence.

What is the CLF stock price target?

Take-profit target: $11.19 (+5.0% upside). Prior stop was $9.91. Stop-loss: $9.91.

What are the risks of investing in CLF?

Target reached (-12.9% upside); Quality below floor (1.9 < 4.0).

Is CLF overvalued or undervalued?

Cleveland-Cliffs Inc. trades at a P/E of N/A (forward 23.0). TrendMatrix value score: 7.7/10. Verdict: Sell.

What do analysts say about CLF?

22 analysts cover CLF with a consensus score of 2.7/5. Average price target: $11.

What does Cleveland-Cliffs Inc. do?Cleveland-Cliffs is a vertically integrated North American flat-rolled steel producer with ~25,000 employees, mining...

Cleveland-Cliffs is a vertically integrated North American flat-rolled steel producer with ~25,000 employees, mining iron ore through primary steelmaking to downstream finishing. Revenue in 2025 came 30% from direct automotive, 29% infrastructure & manufacturing, 28% distributors, and 13% steel producers, with 35-40% of flat-rolled shipments under fixed-price contracts.

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