Why is CLF up?
Up 4.9% today, more than its steel peers' 1.2%; no story names it yet.
Rose on Oct 19
Up 16% on Oct 19, and still 1% over its Oct 16 close.
- Oct 19 results swung to adjusted profit of $0.28 per share,
CLF's Quality Score rose 2 points on Tue, Nov 10, to 5. Its price is now higher than two years ago.
We do the work for you. Every stock is scored and ranked, every 15 seconds while the market is open. Here it's 15 minutes behind. Pro members see it live.
Up 4.9% today, more than its steel peers' 1.2%; no story names it yet.
Rose on Oct 19
Up 16% on Oct 19, and still 1% over its Oct 16 close.
| Since its 2022 high | Down 63% |
| Latest filing | 10-Q, Oct 20 |
TodayNo story names it yet.
After its last 4 reports it closed +3.5% on average, higher 2 of 4 times.
Below Averagefor quality, not price, 4 of 14 chart checks firingWhat the Quality Score means
CLF is #10 of 13 by Quality Score.
| Rank | Stock | Quality Score |
|---|---|---|
| 1 | ||
| 2 | ||
| 3 | ||
| Open for its score | ||
| Open for its score | ||
| Open for its score | ||
| Open for its score | ||
| 10 |
Free cash flow over four quarters: CLF -$485M, NUE $1.58B, STLD $1.09B, CMC $479M.
Expected to report Mon Feb 8, before the open (in 90 days).
What an earnings report is: every 3 months, a company tells everyone how much it sold and earned. We read the figures, the outlook, and how the stock moved after.
Sales of $5.6B; a profit of $0.26 a share.
| Line | Q3 2026 | Q3 2025 |
|---|---|---|
| Steelmaking | $5.5B | $4.6B |
Each quarter's sales and their share of its total. Figures as filed (SEC filing, Oct 20)
| Measure | Figure |
|---|---|
| Adjusted EBITDA | exceed $4 billion |
“We expect fourth quarter adjusted EBITDA to further increase, even with typical fourth-quarter seasonality and planned maintenance outages.”
From its results filing (SEC filing · Oct 19)
Sales grew 28% a year over 5 years, fiscal 2020 to 2025.
Its share count fell 1% a year over 3 years.
| Reported | Gap | Reaction | 5 days |
|---|---|---|---|
| Oct 19, 2026 | +17.2% | +16.3% | +14.7% |
| Jul 23, 2026 | +12.9% | +16.0% | +20.4% |
| Apr 20, 2026 | -10.1% | -2.1% | -1.8% |
Sales grew in three of the last seven years, to $19B in 2025. It made a profit in five of the eight years.
RSI 49.8, MACD below signal, above both averages. Not scored.
One insider bought $100K across 1 filing, and one insider sold $2.9M across 1 filing, in the last 6 months. The newest:
Officers and directors with a Form 4 in the last 12 months.
In ETFs: CLF is under 0.1% of VTI, the most of the 24 funds Breakaway covers, by their holdings as filed for Jun 30, 2026.
Cleveland-Cliffs Inc is a flat-rolled steel producer and manufacturer of iron ore pellets in North America. It is organized into four operating segments based on differentiated products, Steelmaking, Tubular, Tooling and Stamping and European Operations, but operates through one reportable segment -Steelmaking. It is vertically integrated from mined raw materials, direct reduced iron, and ferrous scrap to primary steelmaking and downstream finishing, stamping, tooling and tubing. It serves a diverse range of other markets due to its comprehensive offering of flat-rolled steel products. Geographically, it operates in the United States, Canada and other countries. The majority of revenue is from the United States. It is a supplier of steel to the automotive industry in North America.
“Our Steelmaking segment primarily competes with domestic and foreign producers of flat-rolled carbon, plate, stainless and electrical steels, carbon and stainless tubular products, aluminum, carbon fiber, concrete and other materials that may be used as a substitute for flat-rolled steels in manufactured products.”
CLF scores 5 today, which Breakaway calls Below Average. It is #10 of 13 in Steel Works, Blast Furnaces & Rolling Mills (Coke Ovens) by Quality Score, with 4 of 14 chart checks firing. Up 16% on Oct 19, and still 1% over its Oct 16 close. Shares: 15.6% more than a year ago (to Sep 30). Breakaway does not say whether to buy any stock: the score does not know your situation, and it is not a recommendation to buy or sell anything. Please do your own research.
CLF scores 5 today, which Breakaway calls Below Average (0 to 5). That is #10 of 13 in Steel Works, Blast Furnaces & Rolling Mills (Coke Ovens) by Quality Score. The score adds up the chart checks, the trend, the company's filed sales, its profits, the news, insider trades, and Congress trades. The section above lists the lines behind CLF's 5.
One insider bought $100K across 1 filing, and one insider sold $2.9M across 1 filing, in the last 6 months. The newest is Edilson Camara, Director, who bought $100K on Oct 22. Every filing, with the scored weight, for Pro members.
Only on the public pages, which run at least 15 minutes behind. Pro members, and anyone on a guest pass, see real-time prices: the scanner refreshes every 15 seconds, and your watchlist every few seconds, pre-market and after hours included.
Insider and Congress trades, the chart, and the financials, in one score.
See it live, free until Thursday morning. No account. No card. Then keep going with a free account.