Cleveland-Cliffs: Buy This Overreaction

2026-01-08 08:20:00 ET

Updated Thesis On Cleveland-Cliffs Stock

Cleveland-Cliffs Inc. ( CLF ) is the largest flat-rolled steel company in North America that I've been covering for years on Seeking Alpha, always rating it as a "Buy" because I saw a massive potential in its business structure and the level of execution. Some of my calls—particularly the ones I made in March and May 2025—happened to age well. But since my very bullish initiation, CLF is down by over 40% amid the S&P 500's ( SPY ) rise of over 60%, so the stock hasn’t climbed to the levels I initially expected....

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