Steel Dynamics (STLD) has made various impactful moves in the market recently. There has been insider selling by Steel Dynamics SVP, Alvarez Miguel, causing some concerns. Yet, analysts maintain a positive view of the company's prospects, with Citigroup maintaining its 'Buy' recommendation and raising its target price to $180. STLD recently launched BIOEDGE and EDGE, lower-embodied-carbon steel products, marking a significant move in environmental sustainability. The company's third quarter 2025 results were a mix. While Steel Dynamics surpassed revenue and EPS estimates, it had a more considerable dip than the broader market and the net profit margin dropping to 6.4%, challenging bullish margin narratives. The company also finalized the acquisition of the remaining 55% stake in New Process Steel, implying the completion of significant industry consolidation. Interestingly, STLD's recent strong Q3 earnings and firm aluminum and biocarbon growth may change the perspective for investors, even if some investors still remain hesitant. Regardless of the mixed reactions, the company's third quarter dividend announcement and increased price targets from reputed brokerages such as Goldman Sachs indicate a generally positive outlook for STLD.
Steel Dynamics STLD News Analytics from Tue, 27 May 2025 07:00:00 GMT to Sat, 01 Nov 2025 15:13:45 GMT -
Rating 6
- Innovation 4
- Information 7
- Rumor -3
