U.S. Steel and Nippon Merger: Should Investors Bet on It?
The steel stocks in the basic materials sector have been benefactors of President Trump's steel and aluminum tariffs. However, U.S. Steel's 26.5% year-to-date (YTD) performance as of Mar 28, 2025, may be caused by more than just tariff benefits, especially when peers like Nucor Co. NYSE: NUE and Steel Dynamics Inc. NASDAQ: STLD are only up 4.5% and 8.7% YTD, as of Mar 28, 2025, respectively.
3 Stocks to Watch as U.S. Steel Prices Surge More Than 25% YTD
The surge in U.S. steel prices, driven by tariffs, has created a favorable landscape for American steel producers like NUE, STLD and X.
Nucor's Low-Cost Model Makes It The Steel Maker To Own In This Market
Nucor's low-cost, sustainable steel production and strong domestic focus position it as a resilient player in the U.S. steel market. Despite a 30% stock drop, Nucor's innovative EAF technology and diversified product portfolio ensure cost efficiency and market adaptability. Nucor's valuation metrics, including a P/E GAAP of 15.49 and strong profitability, make it attractive compared to peers.
Nucor Projects Q1 Earnings to Decline on Lower Selling Prices
The primary reason for NUE's predicted decline in profitability in the first quarter is weaker selling prices.
Nucor Slides Below 50-Day SMA: How Should You Play the Stock?
While NUE's actions to grow through capacity expansion and acquisitions bode well, weak steel selling prices weigh on its prospects.
2 Metal Stocks in Motion as Tariffs Take Effect
The latest U.S. tariffs on steel and aluminum are already sending ripples through Wall Street, and putting major metal producers Nucor Corp (NYSE:NUE) and Alcoa Corp (NYSE:AA) in focus.
Cramer's Stop Trading: Nucor
CNBC's Jim Cramer breaks down why he's keeping an eye on shares of Nucor.
Nucor (NUE) Up 7.5% Since Last Earnings Report: Can It Continue?
Nucor (NUE) reported earnings 30 days ago. What's next for the stock?
The Smartest Steel Stocks to Buy With $2,000 Right Now
Tariffs come and tariffs go. And creative businesses often find ways around tariffs.
Nucor Trades at Premium Valuation: Buy, Sell or Hold the Stock?
While NUE gains on its actions to grow through acquisitions and capacity expansion, weak steel prices weigh on its prospects.
United States Steel Vs Nucor Stock: Which is the Better Investment Amid Trump Tariffs
Seeing as steel production is likely to increase in the U.S., it may be a worthy topic of which stock is the better investment at the moment between United States Steel (X) and Nucor (NUE).
Nucor: Time To Build A Position For The Next Cycle In The Megatrend (Rating Upgrade)
I am upgrading NUE shares to a BUY rating with a price target of $152/share, driven by supportive tariffs and strong market outlooks across key industries. Nucor may not be significantly impacted by tariffs as most of its steel exports are high-value-added products as opposed to commoditized steel. Nucor's long-term growth may be supported by multiple megatrends, including nearshoring, data center construction, and power transmission.
