Analyst Price Targets — STLD
| Date | Analyst | Firm | Target | Price @ Post | Source | Headline |
|---|---|---|---|---|---|---|
| October 21, 2026 10:16 am | Timna Tanners | Wells Fargo | $271.00 | $244.37 | TheFly | Steel Dynamics price target raised to $271 from $257 at Wells Fargo |
| October 20, 2026 8:39 am | Nick Cash | Goldman Sachs | $299.00 | $245.17 | StreetInsider | Goldman Sachs on Steel Dynamics (STLD): 'Temporary Aluminum Shipment Miss Overshadows Pricing Strength' |
| October 19, 2026 10:04 am | Richard Garchitorena | Barclays | $285.00 | $240.54 | TheFly | Steel Dynamics price target raised to $285 from $272 at Barclays |
| September 18, 2026 10:54 am | — | Wells Fargo | $257.00 | $245.35 | TheFly | Steel Dynamics price target raised to $257 from $255 at Wells Fargo |
| August 10, 2026 1:17 pm | — | UBS | $276.00 | $263.72 | TheFly | Steel Dynamics price target raised to $276 from $165 at UBS |
| July 29, 2026 8:25 am | — | Goldman Sachs | $300.00 | $259.74 | TheFly | Steel Dynamics reinstated with a Buy at Goldman Sachs |
| July 22, 2026 12:40 pm | Carlos De Alba | Morgan Stanley | $260.00 | $239.10 | TheFly | Steel Dynamics price target lowered to $260 from $270 at Morgan Stanley |
| July 22, 2026 10:30 am | Timna Tanners | Wells Fargo | $275.00 | $233.52 | TheFly | Steel Dynamics price target lowered to $275 from $291 at Wells Fargo |
| July 22, 2026 9:23 am | Richard Garchitorena | Barclays | $272.00 | $233.52 | TheFly | Steel Dynamics price target raised to $272 from $270 at Barclays |
| June 24, 2026 1:41 am | — | KeyBanc | $262.00 | $243.69 | TheFly | Steel Dynamics price target raised to $262 from $241 at KeyBanc |
Latest News for STLD
Wall Street set a high bar for Steel Dynamics' NASDAQ: STLD latest earnings report, but the company's strong growth and improving profitability could still propel its stock to fresh highs.
A multitude of often-conflicting factors make the domestic steel industry a complex environment, with some steel companies navigating it more successfully than others. Following their Q3 earnings reports, two industry leaders—Steel Dynamics Inc. NASDAQ: STLD and Cleveland-Cliffs Inc. NYSE: CLF—are showing how higher domestic prices are competing against elevated financing costs, inflation, and uneven demand.
Steel Dynamics achieved record quarterly steel shipments of 3.8 million tons. Company steel mills operated at 92% utilization in the third quarter.
Steel Dynamics, Inc. ( STLD ) Q3 2026 Earnings Call October 20, 2026 11:00 AM EDT Company Participants David Lipschitz - Investor Relations Director Mark Millett - Co-Founder, Chairman & CEO Theresa Wagler - Executive VP, CFO, Company Secretary & Director Conference Call Participants Nicklaus Cash - Goldman Sachs Group, Inc., Research Division Alexander Hacking - Citigroup Inc., Research Division Katja Jancic - BMO…
Steel Dynamics NASDAQ: STLD reported third-quarter 2026 net income of $756 million, or $5.26 per diluted share, as record steel shipments and higher realized steel prices lifted results from the prior quarter. The company generated $6.5 billion in revenue, operating income of just over $1 billion and adjusted EBITDA of $1.2 billion.
🧮 Earnings Move Analyzer
Insider Trading
Insider Trading
| Name | Role | Date | Type | Shares | Price | Form | Link |
|---|
Senate Trading
Senate Trading Disclosures
| Name | Transaction Date | Type | Asset | Amount | Link |
|---|
U.S. House Trading
House Trades Disclosures
| Name | Transaction Date | Type | Asset | Amount | Link |
|---|
Options Chain
Select an expiration to expand. Bid/Ask are shown first (before Mark) on both sides.