Cleveland-Cliffs Inc.
12.09USD
-0.2000 (-1.63%)
Consensus EPS on the street’s adjusted basis, not the filed GAAP figure — which is why the actuals here can differ from the income statement.
| Period | Consensus EPS | 90 days ago | Revisions up (30d) | Revisions down (30d) |
|---|---|---|---|---|
| Current quarter | $0.22▲ | $0.1 | 3 | 2 |
| Next quarter | $0.25▲ | $0.03 | 5 | 0 |
| Current year | $-0.18▲ | $-0.45 | 3 | 1 |
| Next year | $0.57▲ | $0.44 | 4 | 1 |
Beat in 4 of the last 4
| Quarter | Estimate | Actual | Surprise |
|---|---|---|---|
| 2026-06-30 | $-0.22 | $-0.2 | +0.02 (+7.2%) |
| 2026-03-31 | $-0.42 | $-0.4 | +0.02 (+3.8%) |
| 2025-12-31 | $-0.62 | $-0.43 | +0.19 (+30.1%) |
| 2025-09-30 | $-0.45 | $-0.45 | +0.00 (+0.6%) |
282 ratings from 38 firms
Ratings are attributed to the research firm, not to individual analysts. See every ticker.
| Firm | Action | Rating | Price Target | Date |
|---|---|---|---|---|
| JP Morgan | Maintained | Neutral | $11 $13 | Sep 9, 2026 |
| Wells Fargo | Maintained | Equal-Weight | $11 $12 | Aug 24, 2026 |
| GLJ Research | Upgraded from Neutral | Buy | $15.01 $15.6 | Jul 24, 2026 |
| Barclays | Maintained | Underweight | $9 $10 | Jul 24, 2026 |
| Wells Fargo | Maintained | Equal-Weight | $9 $11 | Jul 24, 2026 |
| JP Morgan | Maintained | Neutral | $13 $10 | Jul 15, 2026 |
| B of A Securities | Maintained | Neutral | $14 $11.5 | Jul 9, 2026 |
| Wells Fargo | Maintained | Equal-Weight | $14 $9 | Jul 9, 2026 |
| Citigroup | Maintained | Neutral | $11 $10 | Jul 7, 2026 |
| Morgan Stanley | Downgraded from Overweight | Equal-Weight | $12 $12.5 | Jun 22, 2026 |
| JP Morgan | Maintained | Neutral | $9 $13 | Jun 10, 2026 |
| GLJ Research | Upgraded from Sell | Hold | $9.03 $15.01 | Jun 9, 2026 |
| Wells Fargo | Maintained | Equal-Weight | $9 $14 | Jun 4, 2026 |
| Barclays | Initiated | Underweight | $9 | May 22, 2026 |
| Morgan Stanley | Maintained | Overweight | $16.8 $12 | Apr 21, 2026 |
| JP Morgan | Maintained | Neutral | $13 $10 | Apr 14, 2026 |
| Wells Fargo | Maintained | Equal-Weight | $12 $9 | Mar 19, 2026 |
| GLJ Research | Reiterated | Sell | $9.42 | Mar 16, 2026 |
| Citigroup | Maintained | Neutral | $11 $13 | Feb 10, 2026 |
| GLJ Research | Maintained | Sell | $9.52 $9.42 | Feb 10, 2026 |
| Seaport Global | Downgraded from Buy | Neutral | — | Jan 23, 2026 |
| GLJ Research | Maintained | Sell | $5.75 $9.52 | Jan 13, 2026 |
| Morgan Stanley | Upgraded from Equal-Weight | Overweight | $12.8 $17 | Jan 9, 2026 |
| Keybanc | Downgraded from Overweight | Sector Weight | — | Jan 7, 2026 |
| Wells Fargo | Upgraded from Underweight | Equal-Weight | $11 $12 | Nov 14, 2025 |
53 filings from 18 insiders · 11 buy / 1 sell over 6m
Officers and directors of CLF, from the last two years of filings. Grants, gifts and option exercises are shown but not colour-coded — they are compensation, not a view on the price.
| Insider | Action | Shares | Price | Value | Date |
|---|---|---|---|---|---|
| BLOOM RON A.Director | Grant | 4.2k | $9.42 | $40k | Jul 1, 2026 |
| CRONIN JANE M.Director | Grant | 4.2k | $9.42 | $40k | Jul 1, 2026 |
| GONCALVES CELSO L. JR.Chief Financial Officer | Sell | 214.3k | $13.41 | $2.87M | Jun 5, 2026 |
| MICHAEL RALPH S IIIDirector | Grant | 15.3k | — | — | Apr 21, 2026 |
| CAMARA EDILSONDirector | Grant | 15.3k | — | — | Apr 21, 2026 |
| OREN BENDirector | Grant | 15.3k | — | — | Apr 21, 2026 |
| BLOOM RON A.Director | Grant | 15.3k | — | — | Apr 21, 2026 |
| CRONIN JANE M.Director | Grant | 15.3k | — | — | Apr 21, 2026 |
| YOCUM ARLENE MDirector | Grant | 15.3k | — | — | Apr 21, 2026 |
| STOLIAR GABRIELDirector | Grant | 2.4k | $8.27 | $20k | Apr 1, 2026 |
| BLOOM RON A.Director | Grant | 4.8k | $8.27 | $40k | Apr 1, 2026 |
| CRONIN JANE M.Director | Grant | 4.5k | $8.27 | $37k | Apr 1, 2026 |
| SMITH CLIFFORD T.Chief Operating Officer | Sell | 200.0k | $10.46 | $2.09M | Feb 17, 2026 |
| CAMARA EDILSONDirector | Buy | 19.7k | $10.13 | $200k | Feb 13, 2026 |
| GONCALVES LOURENCO CELSOChief Executive Officer | Sellindirect | 3.00M | $12.42 | $37.26M | Feb 11, 2026 |
| STOLIAR GABRIELDirector | Grant | 1.5k | $13.28 | $20k | Jan 2, 2026 |
| BLOOM RON A.Director | Grant | 3.0k | $13.28 | $40k | Jan 2, 2026 |
| CRONIN JANE M.Director | Grant | 3.0k | $13.28 | $40k | Jan 2, 2026 |
| CAMARA EDILSONDirector | Grant | 5.6k | — | — | Nov 12, 2025 |
| STOLIAR GABRIELDirector | Grant | 1.6k | $12.44 | $20k | Oct 1, 2025 |
Analyst Ratings
10 analysts covering
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Consensus |
|---|---|---|---|---|---|---|
| Current | 0 | 1 | 11 | 0 | 1 | Hold3.08 |
| 1 mo ago | 0 | 1 | 11 | 0 | 1 | Hold3.08 |
| 2 mo ago | 0 | 1 | 11 | 0 | 1 | Hold3.08 |
| 3 mo ago | 0 | 1 | 10 | 0 | 2 | Hold3.23 |