CLF Cleveland-Cliffs Inc.

CLF Cleveland-Cliffs Inc.

Basic Materials · Steel

Desk view

Watchinglow conviction
Basis Logged decision
Updated

Market read

POC $12.33 · VWAP $11.56 · +20.2% vs 12m avg buyer

pullback vol: normalgaps: overnight-shiftchurn: quiet as of

Insiders quiet 0 buy / 0 sell · Form 4, 90d

Coverage

3 related campaigns

Watchlists @ai-bottlenecks@ai-power

CLF Price Structure

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Peers

Every watchlist CLF belongs to, members best 30-day change first — CLF highlighted in place. Each pill: 30d change, 1d/7d, and a close spark over the last 30 calendar days (~21 sessions); hover for price, RSI, and the full chart.

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KRC+9.5% +3.6%1d +7.0%7d EQT+8.9% +1.8%1d +2.5%7d CLF+8.0% +6.5%1d +14.7%7d BIPC+5.2% -0.8%1d -1.1%7d BIP+5.2% -0.7%1d -1.1%7d BEPC-0.7% -1.2%1d +1.2%7d CMI-1.4% -0.4%1d -2.6%7d BEP-1.9% -1.3%1d +0.5%7d PSIX-2.7% -3.3%1d -1.0%7d HUBB-3.4% +0.5%1d -2.8%7d ITRI-4.0% -0.6%1d +5.5%7d POWI-8.0% -0.3%1d +5.6%7d VECO-8.4% +2.2%1d -1.6%7d SEI-12.9% +0.2%1d -6.4%7d GEV-14.4% -1.5%1d -11.5%7d LBRT-14.7% +1.4%1d -6.1%7d ATI-14.8% -3.1%1d -15.5%7d CAT-15.4% -2.4%1d -6.0%7d MPWR-15.9% -2.4%1d -5.8%7d STM-16.1% -0.2%1d -3.0%7d ETN-16.6% -0.8%1d -6.4%7d KGS-16.9% +0.5%1d -6.1%7d FTAI-17.0% -2.0%1d -6.1%7d VSH-18.1% -1.2%1d -3.6%7d IFNNY-18.7% -2.2%1d -7.0%7d HWM-18.7% -3.8%1d -15.9%7d AOSL-20.9% -1.8%1d +0.7%7d POWL-21.6% +0.2%1d -8.6%7d NVT-23.0% -1.8%1d -11.7%7d PUMP-25.6% +1.0%1d -5.7%7d FLNC-26.3% -1.9%1d -3.6%7d CORZ-27.6% -0.8%1d -2.8%7d CRS-27.9% -2.6%1d -24.5%7d NVTS-29.2% -1.3%1d +0.5%7d BE-29.8% -11.2%1d -12.7%7d WULF-30.8% 0.0%1d -3.1%7d LEU-32.3% -1.6%1d -10.9%7d APLD-33.0% -4.4%1d +1.1%7d BW-37.5% -1.7%1d -10.2%7d CRWV-37.6% -2.5%1d -11.7%7d VICR-37.8% -2.2%1d -8.1%7d FPS-39.3% -2.8%1d -23.6%7d HUT-40.2% -4.3%1d -9.6%7d WGMI-41.7% -2.6%1d -7.2%7d HIVE-42.7% -1.0%1d -4.9%7d GLXY-43.1% -4.0%1d -9.1%7d BTDR-43.5% -4.4%1d -9.8%7d CLSK-45.5% -3.3%1d -6.2%7d KEEL-45.9% -3.1%1d -6.1%7d DGXX-46.7% -2.6%1d -14.1%7d IREN-47.1% -2.4%1d -7.7%7d WYFI-47.6% -5.4%1d -15.1%7d RIOT-49.3% -2.8%1d -8.7%7d CEPL-51.8% -2.2%1d -11.7%7d CIFR-56.7% -4.6%1d -11.6%7d
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SMR-38.0% 0.0%1d -7.7%7d FPS-39.3% -2.8%1d -23.6%7d SIVE.ST-40.0% -10.9%1d -10.0%7d HUT-40.2% -4.3%1d -9.6%7d TMC-40.3% -1.6%1d -5.8%7d FTCI-41.7% +1.4%1d -8.1%7d AEHR-43.2% -0.6%1d -8.7%7d TE-43.3% -0.9%1d -12.6%7d NJDCY-44.8% -3.9%1d -3.9%7d IREN-47.1% -2.4%1d -7.7%7d FRMI-47.1% -3.8%1d -19.3%7d EOSE-51.7% +1.2%1d -5.0%7d TRT-56.0% -2.3%1d +2.4%7d

Next earnings CLF reports in 108 days Feb 8 '27

Last report Oct 19

Cleveland-Cliffs held its third-quarter 2026 earnings call on 2026-10-19, before the open. The same-day coverage in the news pull is directional: it describes an EPS beat and a revenue figure at or slightly below forecasts.

full note →

Against street estimates

How CLF's reported EPS compared with analyst consensus. Street estimates are single-source vendor consensus (yfinance). Actuals are vendor consensus-basis EPS (often non-GAAP); edgarEps is GAAP diluted from filings — disputed flags large disagreement only. A consensus out of line with the name's earlier estimates (opposite sign to all of them and over 3x their size) is not graded. EPS only.

8 most recent of 11 quarters · newest report Oct 19 · projection Oct 23

Result
Oct 19 0.230.28+19.9%Beat
Jul 23 -0.22-0.20+7.3%Beat
Apr 20 -0.42-0.40+3.9%Beat
Feb 9 -0.62-0.43+30.1%Beat
Oct 20 '25 -0.45-0.45+0.6%In line
Jul 21 '25 -0.67-0.50 GAAP ≠ +25.9%Beat
May 7 '25 -0.81-0.92-13.6%Miss
Feb 24 '25 -0.67-0.68-1.0%In line

Recent news

Headlines about CLF from the desk's news pull — links go to the publisher. Not a desk read: the market read above is the desk's own.

pulled today · Oct 23

CLF research tape

20 dated scans, research, and events, newest first — the full record. Desk commentary and scheduled prints sit in their own panes.

brief The AI Trade Was Sold Through Its Lenders; Monday Bought Back the Parts earnings CLF earnings — 2026-10-19 tweet Gaurab Chakrabarti — the 1,120-day transformer wait runs through one US steel line earnings CLF earnings — 2026-07-23 earnings CLF earnings — 2026-07-20
Types
Oct 19 Market Brief The AI Trade Was Sold Through Its Lenders; Monday Bought Back the Parts
CLFAGIOAXTIALMARKXCDNSEGLDRSP +4 more
Oct 19 Catalyst CLF earnings
CLF
Oct 8 tweet Gaurab Chakrabarti — the 1,120-day transformer wait runs through one US steel line
CLF#ai-power-bottleneck
Jul 23 Catalyst CLF earnings
CLF
Jul 20 Catalyst CLF earnings
CLF
Jun 20 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAONABSI +4 more
May 4 Deep Dive CLF (Cleveland-Cliffs Inc.)
CLF#ai-power-bottleneck
May 4 Article Cambrian Thesis — AI supply chain 2x2
NVDAAVGOMUAMKREFNCRDOALABCLF#ai-power-delivery +4 more
Apr 24 Source Grid Transformer Shortage Supply Chain Context
GEVETNITRIHUBBCLF#ai-power-bottleneck#ai-power-delivery#us-energy-dominance
Apr 24 Source Buy American Grid Mandate Ticker Basket
GEVETNITRIHUBBCLF#ai-power-delivery#us-energy-dominance
Apr 20 Catalyst DPA Title III determination — grid infrastructure equipment classified essential to national defense
GEVETNITRIHUBBCLF#ai-power-bottleneck#ai-power-delivery#us-energy-dominance
Apr 2 '20 Catalyst CLF dividend
CLF
Jan 2 '20 Catalyst CLF dividend
CLF
Oct 3 '19 Catalyst CLF dividend
CLF
Jul 3 '19 Catalyst CLF dividend
CLF
Apr 4 '19 Catalyst CLF dividend
CLF
Jan 3 '19 Catalyst CLF dividend
CLF
Nov 12 '14 Catalyst CLF dividend
CLF
Aug 13 '14 Catalyst CLF dividend
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May 21 '14 Catalyst CLF dividend
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