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CLFCleveland-Cliffs Inc.Sell5.1·$13.75+0.31%
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Cleveland-Cliffs Inc. (CLF) Stock Analysis

SellModerate Confidence

Basic Materials · Steel

Sell if holding. Engine safety override at $13.75: Quality below floor (1.9 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 5.1/10. Specifically: High short interest: 15%; Elevated put/call ratio: 1.70; Below-average business quality.

Cleveland-Cliffs is a vertically integrated North America-based steel producer employing approximately 25,000 people across the U.S. and Canada, selling primarily to automotive (30% of 2025 revenues), infrastructure/manufacturing (29%), distributors (28%), and steel producers... Read more

$13.75+7.1% A.UpsideScore 5.1/10#8 of 10 Steel
QualityF-score4 / 9FCF yield-0.77%
Stop $12.82Target $14.76(resistance)A.R:R -1.8:1
Analyst target$11.60-15.6%10 analysts
$14.76our TP
$13.75price
$11.60mean
$8
$15

Sell if holding. Engine safety override at $13.75: Quality below floor (1.9 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 5.1/10. Specifically: High short interest: 15%; Elevated put/call ratio: 1.70; Below-average business quality. Chart setup: No clear chart pattern; technical signals are mixed. Score 5.1/10, moderate confidence.

Passes 8/9 gates (positive momentum, clean insider activity, no SEC red flags, news boost analyst 0.50, news boost analyst cluster(7), earnings proximity 35d clear, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio. Suitability: aggressive.

news + 30-day 8-K events · 5-min refresh

Recent developments

updated 2026-06-15

Recent Developments — Cleveland-Cliffs Inc.

Generated 2026-06-15T18:11:46Z.

TrendMatrix Research · upcoming catalyst calendar

Upcoming dated catalysts

Mon, Jul 20, 202635d to earnings· next earnings call

Thesis

Rewards
Recent Analyst detected in news
Recent Analyst Cluster(7) detected in news
Risks
Target reached (-26.8% upside)
Quality below floor (1.9 < 4.0)

Key Metrics

P/E (TTM)
P/E (Fwd)27.4
Mkt Cap$7.9B
EV/EBITDA86.3
Profit Mgn-6.4%
ROE-18.6%
Rev Growth6.3%
Beta2.09
DividendNone
Rating analysts23

Quality Signals

Piotroski F4/9

Options Flow

P/C1.70bearish
IV88%elevated

Concentration Risks(10-K Item 1A)

  • MEDIUMCustomerdirect automotive30%
    10-K Item 1: 'Direct automotive ... 30 | %'

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

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Methodology · Editorial policy & 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

Volatile — 7.0% daily ATR makes tight stops impractical. Position-size conservatively.static

Volatility
0.0
Implied Vol
0.0
Put Call
2.0
Short Interest
2.7
Beta
3.0
Debt Equity
4.4
Days To Cover
5.6
Elevated put/call: 1.70High IV: 88%

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 -1.8=NEGATIVEMomentum 5.7>=5.5Insider activity: OKNo SEC red flagsNEWS BOOST ANALYST 0.50NEWS BOOST ANALYST CLUSTER(7)EARNINGS PROXIMITY 35d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARSuitability: Aggressive
RSI
66 · Neutral
20D MA 50D MA 200D MADEATH CROSSSupport $10.07Resistance $15.06

Price Targets

$13
$15
A.Upside+7.3%
A.R:R-1.8:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! Target reached (-26.8% 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 (35d)

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 $13.75: Quality below floor (1.9 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 5.1/10. Specifically: High short interest: 15%; Elevated put/call ratio: 1.70; Below-average business quality. Chart setup: No clear chart pattern; technical signals are mixed. Prior stop was $12.82. Score 5.1/10, moderate confidence.

What is the CLF stock price target?

Take-profit target: $14.76 (+7.1% upside). Prior stop was $12.82. Stop-loss: $12.82.

What are the risks of investing in CLF?

Target reached (-26.8% 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 27.4). TrendMatrix value score: 7.5/10. Verdict: Sell.

What do analysts say about CLF?

23 analysts cover CLF with a consensus score of 2.7/5. Average price target: $12.

What does Cleveland-Cliffs Inc. do?Cleveland-Cliffs is a vertically integrated North America-based steel producer employing approximately 25,000 people...

Cleveland-Cliffs is a vertically integrated North America-based steel producer employing approximately 25,000 people across the U.S. and Canada, selling primarily to automotive (30% of 2025 revenues), infrastructure/manufacturing (29%), distributors (28%), and steel producers (13%). Roughly 35-40% of flat-rolled shipments sell under fixed-price contracts; the remainder at spot or index-linked prices.

Related stocks: RS (Reliance, Inc.) · STLD (Steel Dynamics, Inc.) · NUE (Nucor Corporation) · TX (Ternium S.A. Ternium S.A.) · GGB (Gerdau S.A.)
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