NUE

Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Nucor stock has delivered strong long term gains, with shareholders seeing a 175.6% total return over the past 5 years, yet current valuation checks suggest the market price may still sit below the intrinsic value estimate from a Discounted Cash Flow (DCF) model and earnings multiples. A 175.6% return over 5 years points to Nucor as a stock where the share price has already rewarded patient investors. Any further potential upside needs to be weighed carefully against valuation support. Expectations that Nucor can continue to convert steel demand into cash flows may support the current valuation, while any sustained pressure on margins or capital intensity could influence what investors are willing to pay. With a mixed valuation picture, scoring 3 out of 6 checks, Nucor screens as potentially undervalued on key models but not as a straightforward bargain across every metric. For investors, the debate is whether Nucor's 43.5% Discounted Cash Flow (DCF) implied discount and undervalued multiples still offer a margin of safety after such a strong multi year run. Nucor delivered 71.5% returns over the last year. See how this stacks up to the rest of the Metals and Mining industry. The Discounted Cash Flow (DCF) model estimates what Nucor is worth based on the cash it can generate for shareholders over time. For Nucor, the model starts from latest twelve month free cash flow of about $656.4 million in reporting currency and assumes that cash flows grow rather than shrink, reflected in higher projected free cash flow figures over the coming years. On those assumptions, the 2 Stage Free Cash Flow to Equity model points to an intrinsic value of about $414 per share. Compared with the current share price, this implies an intrinsic discount of 43.5%, which indicates the market price is well below the level implied by these cash flow projections. That gap may appear attractive to investors who are comfortable with the growth inputs used in the forecast. On this DCF view, Nucor stock currently appears undervalued. Our Discounted Cash Flow (DCF) analysis suggests Nucor is undervalued by 43.5%. Track this in your watchlist or portfolio, or discover 44 more high quality undervalued stocks. Head to the Valuation section of our Company Report for more details on...

CHARLOTTE, N.C., July 14, 2026 /PRNewswire/ -- In conjunction with Nucor's (NYSE: NUE) second quarter earnings release, you are invited to listen to its live conference call with host Leon Topalian, Nucor's Chair and Chief Executive Officer. This conference call will include a review of Nucor's results for the second quarter ended July 4, 2026, followed by a question-and-answer session. The event will be available on the internet on July 28, 2026, at 10:00 a.m. Eastern Time. Nucor and its affiliates are manufacturers of steel and steel products, with operating facilities in the United States, Canada and Mexico. Products produced include: carbon and alloy steel -- in bars, beams, sheet and plate; hollow structural section tubing; electrical conduit; steel racking; steel piling; steel joists and joist girders; steel deck; fabricated concrete reinforcing steel; cold finished steel; precision castings; steel fasteners; metal building systems; insulated metal panels; overhead doors; steel grating; wire and wire mesh; and utility structures. Nucor, through The David J. Joseph Company and its affiliates, also brokers ferrous and nonferrous metals, pig iron and hot briquetted iron / direct reduced iron; supplies ferro-alloys; and processes ferrous and nonferrous scrap. Nucor is North America's largest recycler. View original content to download multimedia:https://www.prnewswire.com/news-releases/nucor-invites-you-to-join-its-second-quarter-of-2026-conference-call-on-the-web-302824645.html

Nucor Corporation (NUE) is the largest steel producer and recycler in North America, manufacturing a broad portfolio of steel products, including sheet, plate, structural steel, bar steel, rebar, engineered steel, and fabricated construction products. The company also supplies raw materials such as direct reduced iron and steel scrap, serving end markets including construction, automotive, energy, infrastructure, and manufacturing. Headquartered in Charlotte, Nucor is widely recognized for its electric arc furnace (EAF)-based steelmaking model, which emphasizes operational flexibility, cost efficiency, and sustainability. The company has a market cap of around $50.3 billion. The company is set to release its second-quarter 2026 earnings on Monday, July 27, after the stock market closes. Ahead of this event, analysts project NUE to report an EPS of $4.63, a surge of 78.1% from $2.60 in the year-ago quarter. It has exceeded Wall Street’s earnings estimates in two of the last four quarters while missing on two other occasions. Cisco Is Up 46% and Oracle Is Down 25% in 2026. The Better Dividend Buy Might Surprise You. SK Hynix Stock’s Upcoming U.S. Listing Is a Sign the Memory Trade Could Soon Topple. 2 Ways to Profit from the Pain. Five July 4th Fireworks: Unusual Options Activity Flags Cheap Lottery-Ticket Calls in CHWY, AVGO, PYPL, STLA and WMT Stop Missing Market Moves: Get the FREE Barchart Brief – your midday dose of stock movers, trending sectors, and actionable trade ideas, delivered right to your inbox. Sign Up Now! For fiscal 2026, analysts forecast Nucor to report an EPS of $17.68, up 129.3% from $7.71 in fiscal 2025. Also, its EPS is expected to rise 5.2% year-over-year (YOY) to $18.60 in 2027. Over the past 52 weeks, shares of Nucor have increased 59%, outperforming the broader S&P 500 Index’s ($SPX) 19.2% gain and the State Street Materials Select Sector SPDR ETF’s (XLB) 13.8% return over the same time frame. Nucor reported first-quarter 2026 results on Apr. 27, delivering a strong beat. Revenue increased 21.3% YOY to $9.5 billion, while EPS jumped to $3.23 from $0.67 in the prior-year quarter, far exceeding analyst expectations. Investors responded positively to the results, sending the stock up about 4.7% in the following trading session. Moreover, Nucor issued upbeat second-quarter 2026 EPS guidance of $4.50 to $4.60. Analysts’ consensus view on...

Nucor Corporation NUE has announced earnings guidance for the second quarter of 2026. The company has projected earnings per share (EPS) to be between $4.70 and $4.80. Excluding a non-cash benefit related to its investment in fusion energy company Helion, adjusted EPS is expected to range from $4.50 to $4.60. The company reported earnings of $3.23 per share in the first quarter of 2026 and $2.60 per share in the second quarter of 2025. The guidance highlights expected sequential growth across all three of its operating segments. The largest increase is expected to be witnessed in the steel mills segment due to higher average selling prices and stable volumes. Approximately $130 million in cash refunds tied to prior raw materials procurement costs will also benefit the costs in the segment. The steel products segment is expected to benefit from higher volumes and slightly improved pricing, while the raw materials segment should see gains from stronger realized prices. The company also continued returning capital to shareholders. As of June 17, 2026, Nucor repurchased approximately 1.12 million shares at an average price of $223.47 and returned roughly $630 million through share buybacks and dividends. Nucor plans to release its second-quarter results after the market closes on July 27. NUE shares have gained 96.2% over the past year against the industry’s 93.4% growth. Image Source: Zacks Investment Research NUE currently sports a Zacks Rank #1 (Strong Buy). Some other top-ranked stocks in the Basic Materials space are Albemarle Corporation ALB, Dow Inc. DOW and Avino Silver & Gold Mines Ltd. ASM. While ALB and DOW sport a Zacks Rank #1 each at present, ASM carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank stocks here. The Zacks Consensus Estimate for ALB’s 2026 earnings is pinned at $12.39 per share, indicating a 1,668.35% year-over-year increase. Its earnings beat the Zacks Consensus Estimate in three of the trailing four quarters and missed once, with an average surprise of 74.5%. ALB’s shares have jumped 183% over the past year. The Zacks Consensus Estimate for DOW’s 2026 earnings is pegged at $2.61 per share, indicating a rise of 377.66% year over year. Its earnings beat the Zacks Consensus Estimate in three of the trailing four quarters. DOW’sshares have gained 14.3% over the past year. The Zacks Consensus Estimate fo...

Steel Dynamics, Inc. STLD expects second-quarter 2026 earnings of $3.51 to $3.55 per share. This reflects an increase from $2.78 in the first quarter and $2.01 a year earlier, driven by significantly stronger anticipated profitability in its steel operations amid robust demand and expanding metal margins. Second-quarter results include an estimated $16 million asset write-down tied to the relocation of the company's planned second satellite aluminum recycled slab center from Arizona to Columbus, MI, after issues with Arizona state officials created risks for the project's construction and operations. Steel operations are expected to post higher earnings meaningfully as rising selling prices outpaced scrap raw material costs. Demand remains strong across non-residential construction, energy, automotive and industrial markets, supported by low steel inventories and favorable pricing conditions. Earnings from metals recycling operations are projected to be in line with the first quarter, as higher ferrous and non-ferrous shipments are expected to be offset by unrealized hedging losses. Steel fabrication earnings are expected to be lower sequentially due to higher steel input costs despite stronger shipments and steady pricing. The fabrication backlog has risen nearly 40% from a year ago and extends into 2027. The aluminum segment is expected to deliver significantly improved earnings on higher shipments and stronger pricing. Steel Dynamics continues to advance the startup of its aluminum flat-rolled mill in Columbus, with two of three cold mills now operational. The first of two Continuous Annealing and Solution Heat (CASH) lines is already shipping material for customer qualification. During the second quarter, the company repurchased $170 million of its common stock. Steel Dynamics plans to report second-quarter 2026 results after market close on July 20. Shares of STLD are up 98.5% in the past year compared with the industry’s 93.4% rise. Image Source: Zacks Investment Research STLD carries a Zacks Rank of #3 (Hold). Some better-ranked stocks in the Basic Materials space are Nucor Corporation NUE, L.B. Foster Company FSTR and Albemarle Corporation ALB. NUE, FSTR and ALB carry a Zacks Rank of #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here. The Zacks Consensus Estimate for NUE’s current-year earnings stands at $15.71 per sh...

Nucor (NUE) said late Wednesday it expects Q2 adjusted earnings of $4.50 to $4.60 per diluted share.

CHARLOTTE, N.C., June 17, 2026 /PRNewswire/ -- Nucor Corporation (NYSE: NUE) today announced guidance for its second quarter ending July 4, 2026. Nucor expects second quarter earnings to be in the range of $4.70 to $4.80 per diluted share. Excluding a non-cash benefit of approximately $0.20 per diluted share, described below, we expect second quarter adjusted earnings to be in the range of $4.50 to $4.60. Nucor reported net earnings of $3.23 per diluted share in the first quarter of 2026 and $2.60 per diluted share in the second quarter of 2025. Non-Cash Benefit Recorded in the Second Quarter of 2026Included in the second quarter of 2026 non-adjusted guidance range is an estimated benefit of approximately $61 million, or $0.20 per diluted share. This non-cash benefit is related to the increase in the value of our investment in Helion, a fusion energy company, after it completed a capital financing round in the second quarter of 2026. Second Quarter of 2026 Outlook Compared to the First Quarter of 2026Earnings in the second quarter of 2026 are expected to increase across all three of our operating segments as compared to the first quarter of 2026, with the largest increase in the steel mills segment. The expected increase in the steel mills segment is due to higher average selling prices and stable volumes. It also reflects approximately $130 million of cash refunds associated with prior periods' raw materials procurement costs, which will benefit the cost of goods sold for this segment during the quarter. In the steel products segment, we expect higher earnings due to increased volumes and slightly higher average realized pricing. The raw materials segment is expected to have higher earnings due to higher average realized prices. Capital ReturnsAs of June 17, 2026, Nucor has repurchased approximately 1.12 million shares at an average price of $223.47 per share thus far in the second quarter of 2026. Nucor has returned approximately $630 million to stockholders in the form of share repurchases and dividend payments year-to-date through June 17, 2026. Second Quarter of 2026 Earnings Release and Conference CallNucor plans to release its earnings after the markets close on Monday, July 27, 2026, and will host a conference call the morning of Tuesday, July 28, 2026 at 10:00 a.m. Eastern Time to review the Company's second quarter results. The event will be broadc...

Nucor Corporation (NYSE:NUE) is included among the 10 Best Value Dividend Stocks to Buy Now According to Warren Buffett. On June 10, JPMorgan analyst Bill Peterson raised the firm’s price recommendation on Nucor Corporation (NYSE:NUE) to $282 from $240. He reiterated an Overweight rating on the shares. The update came as part of the firm’s mid-quarter review of steel companies. JPMorgan expects Nucor to deliver a solid Q2 earnings report and sees a “better-than-seasonal” outlook for the second half of 2026. The firm also continues to view the U.S. steel industry as a “relative safe haven.” Earlier, on June 4, Wells Fargo raised its price goal on Nucor to $292 from $244. It kept an Overweight rating on the stock. The firm updated its steel sector models as part of a mid-quarter review and increased its steel price forecasts and earnings estimates. Wells Fargo expects steel market strength to continue through October. According to the analyst, “Unusually lean” service center inventories mean mills will need to replenish stock even if demand slows seasonally during the third quarter. The firm added that steel prices could come under pressure in the fourth quarter as supply begins to catch up with demand. Nucor Corporation (NYSE:NUE) manufactures steel and steel products and operates facilities across the United States, Canada, and Mexico. The company also produces and sources ferrous and non-ferrous materials, primarily to support its steel manufacturing operations. While we acknowledge the potential of NUE as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 12 Cash-Rich Stocks to Buy Right Now and 10 Best Dividend Stocks to Buy According to D. E. Shaw. Disclosure: None. Follow Insider Monkey on Google News.

Nucor recently attracted attention after analysts lifted earnings estimates and pointed to stronger-than-expected demand, tariff support, and ongoing capital projects that could lift future profitability. At the same time, the company formalized the future retirement terms for executive David A. Sumoski, highlighting leadership transition planning alongside its heavy reinvestment program. We’ll now examine how this wave of upward earnings revisions may influence Nucor’s existing investment narrative around capacity growth and tariffs. The future of work is here. Discover the 33 top robotics and automation stocks leading the charge in AI-driven automation and industrial transformation. To own Nucor, you have to believe that its U.S. focused steel business can keep converting tariff support, capital projects and disciplined costs into resilient earnings, even as steel cycles remain unpredictable. The recent wave of upward earnings revisions reinforces the near term catalyst around stronger demand and pricing, while also sharpening the biggest risk right now: that heavy reinvestment and capacity additions fail to deliver the returns implied by today’s valuation. The most relevant update here is the detailed retirement agreement for executive David A. Sumoski, which puts a timetable around a key leadership change. With a relatively new management team already in place and large projects such as the West Virginia sheet mill and other capacity expansions underway, investors may watch this transition closely for any impact on execution of the reinvestment program that many analysts see as central to Nucor’s earnings power. Yet despite all this optimism, investors should be aware that if these large projects ramp more slowly than expected and utilization lags… Read the full narrative on Nucor (it's free!) Nucor's narrative projects $39.5 billion revenue and $4.3 billion earnings by 2029. This requires 5.0% yearly revenue growth and a $2.0 billion earnings increase from $2.3 billion today. Uncover how Nucor's forecasts yield a $244.14 fair value, a 5% downside to its current price. While consensus focuses on near term tariff support, the most bullish analysts were already assuming earnings around US$4.0 billion by 2029, so you should weigh how this new burst of estimate upgrades might either reinforce or challenge that more optimistic view of Nucor’s long duration pr...

A month has gone by since the last earnings report for Nucor (NUE). Shares have added about 6.7% in that time frame, outperforming the S&P 500. Will the recent positive trend continue leading up to its next earnings release, or is Nucor due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important catalysts. Nucor reported earnings of $3.23 per share for the first quarter of 2026, up from 67 cents in the year-ago quarter. It beat the Zacks Consensus Estimate of $2.79. The company recorded net sales of roughly $9.5 billion, up around 21.3% year over year. The figure beat the Zacks Consensus Estimate of roughly $8.66 billion. Total sales tons to outside customers for steel mills in the first quarter were 5,619,000 tons, up 8% year over year. Volumes were up 22% from the prior quarter. The figure missed our estimate of 5,228,000 tons. Overall operating rates at the company's steel mills were 86%, up sequentially from 82% and from 80% in the first quarter of 2025. In the reported quarter, the Steel Mills segment posted earnings of $1.13 billion, up from the fourth quarter due to higher average selling prices and volumes across all product groups. The Steel Products segment earned $285 million, higher sequentially, reflecting increased volumes and stable average realized pricing. The Raw Materials segment delivered earnings of $45 million, up from the prior quarter due to higher average selling prices and volumes. Cash and cash equivalents were around $2.2 billion at the end of the quarter, down around 29.5% year over year. Long-term debt was roughly $6.88 billion, up 2.8%.In the first quarter, Nucor repurchased roughly 0.7 million shares of its common stock. The company expects higher consolidated earnings in the second quarter of 2026, supported by improvements across all three operating segments. In the steel mills segment, earnings are projected to rise due to higher realized selling prices while volumes remain stable. The steel products segment is also anticipated to deliver stronger performance, driven by higher volumes on steady pricing. The raw materials segment is expected to benefit from higher realized pricing, further contributing to overall earnings growth. It turns out, estimates revision have trended upward durin...

Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Nucor (NUE) is back in focus after its latest quarterly earnings update, which showed sharply higher sales and profits supported by record shipments, firmer steel prices, and management’s guidance for higher consolidated earnings ahead. See our latest analysis for Nucor. The strong first quarter has arrived alongside powerful share price momentum, with a 22.5% 1 month share price return, a 23.1% 3 month share price return, and a 101.4% 1 year total shareholder return suggesting sentiment has strengthened over time. If earnings driven moves in Nucor have your attention, it can be useful to see what else is moving in related areas and check out 37 power grid technology and infrastructure stocks After a strong run, Nucor now trades close to the average analyst price target, and company data suggests a large intrinsic value gap. Is this stock still undervalued, or is the market already pricing in future growth? The most followed narrative puts Nucor's fair value at $240.71, slightly above the last close of $232.34. This frames the current analyst debate around earnings power. Read the complete narrative. Curious what kind of revenue runway and margin profile has to sit behind that fair value. The narrative leans on richer products and a different earnings mix. Want to see which profit and growth assumptions need to line up for $240.71 to make sense. Result: Fair Value of $240.71 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, this hinges on steel demand and project execution, with weaker orders or delays at new mills both capable of undercutting the earnings and margin story. Find out about the key risks to this Nucor narrative. With both risks and rewards in play and mixed signals in the story so far, it may be useful to move quickly and review the data yourself using 2 key rewards and 1 important warning sign If Nucor is on your radar, do not stop there. Broaden your watchlist with a few focused stock ideas that fit different portfolio goals. Start with value first and see which companies currently screen as quality opportunities using 47 high quality undervalued stocks. Prioritise resilience by checking out companies that appear to have stronger finances through the solid balance sheet and f...

National Steel SID posted a first-quarter 2026 loss of 8 cents per share. The Zacks Consensus Estimate for the quarter’s bottom line was pegged at earnings of 23 cents. The company also posted a loss of 8 cents in the year-ago quarter. National Steel reported a modest top-line pullback in the first quarter of 2026, reflecting softer revenues across both key markets. Domestic-market net revenues dipped 1.7% year over year to R$5.42 billion ($1.09 billion), while foreign-market revenues declined 3.8% to R$5.19 billion ($1.04 billion). Overall, total net revenues were R$10.60 billion ($2.01 billion), down 2.8% from the year-ago quarter. SID posted a net loss of R$555 million ($111 million) for the quarter, narrower than the R$731.6-million loss reported in the prior-year period. Results reflected a seasonally weaker quarter with heavy rainfall, while steel demand was pressured early in the period by higher imports. National Steel Company price-consensus-eps-surprise-chart | National Steel Company Quote In the first quarter of 2026, SID reported cost of goods sold of R$8.08 billion ($1.62 billion), down 3.5% from the year-ago quarter. Gross profit totaled R$2.52 billion ($0.51 billion). While gross profit was down 0.4% year over year, the gross margin improved to 23.8% from 23.2%, aided by tighter cost control and the impacts of exchange-rate movements on certain U.S. dollar-denominated inputs. Adjusted EBITDA came in at R$2.65 billion ($0.53 billion), reflecting a 5.5% year-over-year increase, with an adjusted EBITDA margin of 23.9%. Steel: The segment’s revenues totaled R$5.60 billion ($1.12 billion), down 8.3% year over year. Steel sales were 1,116 thousand tons, down 2.5% from the first quarter of 2025, reflecting pressure from imports and weaker activity in January and February, partly offset by a stronger March. Mining: The segment generated revenues of R$3.19 billion ($0.64 billion), down 8.0% year over year. Iron ore sales were 9,636 thousand tons, broadly in line with the prior-year quarter, while production reached 10,063 thousand tons, down 1.4% year over year. Logistics: The segment’s revenues totaled R$1.07 billion ($0.23 billion). The segment reported revenues of R$771 million ($154 million) in the year-ago quarter. Adjusted EBITDA for the segment was R$448 million ($90 million), with an adjusted EBITDA margin of 41.8%. Energy: The segment’s revenu...