STLD Steel Dynamics Inc.

Time to rotate from $STLD and $NUE to $CLF . Look at those 1 month charts! -CLF about to have have breakout earnings -increased cash flow based on reset long term contracts are going to reset the balance sheet in the next 12 months. -shorts will be forced buyers! Enjoy the ride!

Unusual Options Activity on $STLD: $917K+ on the $270 calls for March! Very far OTM with the underlying only at $222 right now.

$STLD Looking good here. out of pivot as well as 50ma reclaim. Stop below 50ma , low risk setup imo

$STLD (Steel Dynamics) falls 3.4% after-hours after issuing Q3 2026 earnings guidance of $5.34-$5.38 per share, below the $5.60 analyst consensus, despite anticipating improved profitability in its steel and aluminum operations.

$STLD $NUE $CLF Which steel company is most levered to benefit from increased spot prices? $CLF 80 million shares shorted. The entire float is shorted. Breakout earnings expected 10/19. Some bitch erased my posts earlier as if they don’t relate. Probably JPM short. Apes going to take it to the man

$STLD I've owned this stock since 2021 @$54.87 and it is up +347%. It silently trudges along, posting quarterly dividends of $0.52/share. Today, it is boosted by analyst BNP Paribas raising its Price Target to $275 from $270, with an Outperform Rating. The stock is up 40% YTD. The company reports Q3 earnings on Monday, October 19th. $STLD expects Q3/2026 earnings to improve modestly from sequential Q2 results, supported by stronger shipments, which more than offset metal spread compression as higher pricing was offset by higher steel input costs. Customer order activity remains strong, building on the momentum that began in late 2025, with the current backlog nearly 50% higher than prior-year Q3 levels and extending through Q1/2027. $STLD remains one of the country's most efficient, lower-cost circular EAF operators. The long timeline (2030) and past development hurdles associated with Essar/Mesabi projects mean near-term operational impacts on $STLD are negligible.

STLD Gets Street Backing Despite Lower-Than-Estimated Q3 Guidance – Wells Fargo Remains Constructive On Margin Upside $STLD https://stocktwits.com/news/equity/markets/stld-gets-street-backing-despite-lower-than-estimated-q3-guidance-wells-fargo-remains-constructive-on-margin-upside/cZtHbViRBE2

Steel Dynamics forecast third-quarter 2026 diluted earnings of $5.34-$5.38 per share, below analysts’ consensus of about $5.60. The after-hours guidance triggered a sharp reaction as investors focused on the shortfall versus elevated expectations. The miss stood out against a constructive backdrop. JPMorgan had raised its price target to $273 on Sept. 9, while the broader analyst consensus remained Moderate Buy with an average target near $258. Steel Dynamics also highlighted positive operating trends, including significantly higher steel earnings from wider metal margins and record shipments. Its aluminum operations in Columbus, Mississippi, are progressing, with all three cold-rolling mills now operational. Shares fell 3.81% to $236 in after-hours trading, despite the guidance representing a substantial year-over-year improvement from $2.74 per share in Q3 2025. The broader market was essentially flat, leaving the move largely company-specific. $STLD