Nucor (NUE) reported earnings 30 days ago. What's next for the stock?
Nucor Corporation is upgraded to Strong Buy with a $172 price target, following a significant Q3'25 earnings beat and optimistic market outlook. NUE is poised for growth from data center construction, power grid expansion, reindustrialization, and ongoing steel import tariffs supporting domestic demand. Capital investments in new mills and data center infrastructure position NUE for margin expansion and diversified revenue streams over the next several years.
Nucor Corporation (NYSE:NUE ) Q3 2025 Earnings Call October 28, 2025 10:00 AM EDT Company Participants Chris Jacobi Leon Topalian - President, CEO & Chairman of the Board Stephen Laxton - CFO, Treasurer & Executive VP John Hollatz - Executive Vice President of Fabricated Construction Products David Sumoski - Chief Operating Officer Noah Hanners - Executive Vice President of Sheet Products Randy Spicer - Executive Vice President of Bar & Rebar Fabrication Products Brad Ford - Executive Vice President of Plate & Structural Products Conference Call Participants Alexander Hacking - Citigroup Inc., Research Division William Peterson - JPMorgan Chase & Co, Research Division Lawson Winder - BofA Securities, Research Division Timna Tanners - Wells Fargo Securities, LLC, Research Division Philip Gibbs - KeyBanc Capital Markets Inc., Research Division Katja Jancic - BMO Capital Markets Equity Research Andrew Jones - UBS Investment Bank, Research Division Tristan Gresser - BNP Paribas Exane, Research Division Presentation Operator Good morning, and welcome to Nucor's Third Quarter 2025 Earnings Call. [Operator Instructions] And today's call is being recorded.
| - Industry | - Sector | Leon J. Topalian CEO | NYSE Exchange | 670346105 CUSIP |
| US Country | 32,700 Employees | 31 Dec 2025 Last Dividend | 1 Jun 2006 Last Split | 1 Sep 1983 IPO Date |
Nucor Corporation is a leading name in the steel production industry, focusing on the manufacture and sale of steel and steel products. With its foundation dating back to 1905 and headquarters in Charlotte, North Carolina, Nucor stands out in the market for its wide-ranging operations across three primary segments: steel mills, steel products, and raw materials. This structure enables Nucor to cater to a diverse customer base spanning steel service centers, fabricators, manufacturers, and consumers in various sectors across the United States, Canada, and Mexico. The company boasts a robust distribution network, facilitated by an in-house sales force and internal distribution and trading companies, ensuring a wide reach for its products in the market.