Nucor (NUE) Up 2.8% Since Last Earnings Report: Can It Continue?
Nucor (NUE) reported earnings 30 days ago. What's next for the stock?
Nucor: Multiple Secular Growth Trends Ahead For The Steelmaker (Rating Upgrade)
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 (NUE) Q3 2025 Earnings Call Transcript
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.
Big Day For Nucor After Q3 Earnings
Nucor crushed estimates with $2.63 EPS vs. $2.16 expected and 143% YoY net income growth.
Nucor Stock: Time To Be Greedy Despite The Lackluster Q3 Guidance
Nucor Corporation's stock sold off after the company guided for lower-than-expected Q3 earnings. The market is fixating on a transitory margin squeeze while ignoring a powerful supercycle in steel demand driven by mega-projects in manufacturing, infrastructure, energy, and data centers. I believe NUE's earnings are set to re-accelerate in the coming quarters. The current stock price reflects short-term fear, not the powerful long-term reality.
Nucor Gives Downbeat Q3 Guidance, Sees Lower Segment Earnings
NUE projects Q3 earnings of $2.05-$2.15 per share, signaling a sequential decline but year-over-year growth.
Nucor Stock Falls After Earnings. Why Its Guidance Was Far Off Rival Steel Dynamics.
Nucor expects to make about $2.10 a share in the third quarter. Wall Street was projecting closer to $2.46.
Nucor Gains 20% in 3 Months: How Should Investors Play the Stock?
Nucor stock has jumped 20% in three months as growth projects and acquisitions boost momentum despite the recent retreat in steel prices.
Nucor: Berkshire Hathaway's Bet On Quality Is Not A Fluke
Berkshire Hathaway recently disclosed a large stake in Nucor, which is quite telling about the company's standing within the sector. As margins reverse from their record lows in Q1 2025, investors should anticipate a significant improvement in free cash flow. There are also important implications for future shareholder returns stemming from Nucor's recent capital allocation decisions.
Berkshire Bought Nucor Stock. Buffett Will Hope It Works Out Better Than His Last Steel Play.
Shares of the manufacturer were up 6.4% in early trading Friday after the holding was disclosed.
Nucor CEO on earnings: Tariff impact was minimal and demand drivers remain robust
Leon Topalian, Nucor CEO, joins 'Closing Bell: Overtime' to discuss the company's latest quarterly earnings results, the proposed merger between Union Pacific and Norfolk Southern and much more.
Nucor Corporation (NUE) Q2 2025 Earnings Call Transcript
Nucor Corporation (NYSE:NUE ) Q2 2025 Earnings Conference Call July 29, 2025 10:00 AM ET Company Participants Allen C. Behr - Executive Vice President of Raw Materials Brad Ford - Executive Vice President of Plate & Structural Products David A.
