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Sector
Steel
P/S (TTM)
0.8
United States Steel Corporation, established in 1901 and based in Pittsburgh, Pennsylvania, is a prominent producer and supplier of flat-rolled and tubular steel goods. The company primarily operates across North America and Europe, organized into four distinct business divisions. The North American Flat-Rolled segment provides various products, including slabs, strip mill plates, sheets, and tin mill items, in addition to raw materials such as iron ore and coke. This division caters to a broad clientele across industries like service centers, conversion operations, transportation, automotive, construction, container manufacturing, appliance production, and electrical applications. The Mini Mill segment specializes in hot-rolled, cold-rolled, and coated sheets, as well as electrical products. Its customer base encompasses the automotive, appliance, construction, container, transportation, and service center markets. Through U. S. Steel Europe (USSE), the company delivers slabs, strip mill plates, sheets, tin mill products, and spiral welded pipes. This European division serves construction, container, appliance and electrical, service centers, conversion, and the crucial oil, gas, and petrochemical sectors. Finally, the Tubular Products division manufactures specialized steel piping, including seamless and electric resistance welded steel casing and tubing products, along with standard, line, and mechanical pipes. These products are predominantly distributed to the oil, gas, and petrochemical industries. Beyond its core steel manufacturing, the corporation also maintains an involvement in the real estate business.
www.ussteel.comNo one on the platform currently holds X.
No tracked institution reports a position in X as of their last filing.
| Ex-date | Per share | Pay date |
|---|---|---|
| 2025-05-12 | $0.0500 | 2025-06-11 |
| 2025-02-10 | $0.0500 | 2025-03-12 |
| 2024-11-08 | $0.0500 | 2024-12-11 |
| 2024-08-12 | $0.0500 | 2024-09-11 |
| 2024-05-10 | $0.0500 | 2024-06-12 |
| 2024-02-09 | $0.0500 | 2024-03-13 |
| 2023-11-03 | $0.0500 | 2023-12-07 |
No one on the platform has traded X yet.
No recent Form 4 filings on EDGAR — either no insider transactions reported recently or this isn't a SEC-registered issuer.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
Consensus does not cover every selected forecast year. Later assumptions are extrapolated from available analyst estimates.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 1.5% | — | — | — | ||
| Rev. Growth % | -13.4% | 3.9% | ||||
| Profit Margin % | 2.5% | 5.6% | 1.7% | |||
| Free Cash Flow Margin % | -8.7% | 1.3% | 0.7% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is -3.6% on the P/E track.
At today's price, your expected annual return is +4.1% on the P/E track.
At today's price, your expected annual return is +11.1% on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $17.2B | +3.8% | $3.08 | $2.84–$3.64 | 17.8× | 5 |
| 2027 | $17.0B | -1.3% | $3.54 | $2.99–$4.08 | 15.5× | 2 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 6 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2025-05-01 | $-0.49 | $-0.39 | +20.7% |
| 2025-01-30 | $0.20 | $-0.13 | -165.0% |
| 2024-10-31 | $0.47 | $0.56 | +19.1% |
| 2024-08-01 | $0.77 | $0.84 | +9.1% |
| 2024-05-02 | $0.83 | $0.82 | -1.2% |
| 2024-02-01 | $0.25 | $0.67 | +168.0% |
| 2023-10-26 | $1.15 | $1.40 | +21.7% |
| 2023-07-27 | $1.80 | $1.92 | +6.7% |
| $796M |
| — |
| RDUSRadius Recycling, Inc. | $30.00 | +0.00% | $842M | — |
| SUMSummit Materials, Inc. | $52.49 | +0.08% | $9.2B | — |
Source: Financial Modeling Prep · peers by sector/industry
$X Let's review. Obama had near zero rates for his entire 2 terms and they only raised rates AFTER Trump had won the election. It was the longest sugar high in US history by a large margin. The FED raised rates on Trump1 multiple times while CPI inflation was UNDER the FED target of 2% including before an election which used to be off limits. The FED refused to hike rates on Biden until mid-2022 and CPI had already passed 8% while repeating the Biden admin's "transitory" term which obviously was not true. The FED cut rates 3X for the Biden admin at the 2024 elections including a jumbo 50 basis points in SEP to juice the economy and markets for the incumbents. Notably, core CPI was 2.4% in that SEP 2024 jumbo cut EXACTLY where it is today. Should the FED raise this week, it confirms the evidence that they are an arm of the Democrat party.
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@Bradley_Copp 10% of NewCo is worth $X based on Starman's photonics upside." After: "10% of NewCo is a claim on profit that pays Aperion ~20% off the top once profitable, plus possible further equity dilution to NewPhotonics — on a business not yet producing domestically. The bull case just lost its cleanest assumption: that equity holders get 100% of the upside."
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@WFC11 IMO many foreseeable scenarios and/or potentially multiple sessions of squeezes could play out at any moment and could revisit over time at higher levels. >Dividends are a game changer. >NYSE full tokenization is a game changer. (not the Robinhood token) >GME 9.9% ownership would be a game changer. *Worst case: $40 (not really a squeeze) *Moderate: $XXX *Best case: $X,XXX+++++ It all depends as to what degree they are forced to cover in one or multiple future sessions.
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$BATRA $BATRK Here's what Claude pointed out: Malone can't wait for the stock price to get too low, because there's too much chance a third party will come in first: Suppose you're an outside billionaire or private-equity group. The Braves are public, so you have all the financial information you need to make a bid. You look at the SEC filings and conclude: Braves enterprise value: $X Public equity: $Y Cash/debt: $Z Battery: valuable MLB franchise: valuable and climbing §162(m): potentially problematic for public company CBA: uncertain You don't need normal due diligence and inside information to reach a fair value and launch your bid. Malone says, "I'm not selling because I'm the controller." Then Gabelli goes on CNBC and says “Someone is offering $105. Why isn't the controlling shareholder allowing shareholders to take the $105?” Then Malone has all kinds of problems. He would rather move first and offer less! Once the bid is made, he's locked in at $105 minimum!
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There’s already an example inside NervGen’s own strategy: the company says it intends to use the RESTORE regulatory alignment and endpoint framework to inform future registrational-quality development in subacute tetraplegia. This creates enormous option value in an acquisition price. After successful RESTORE an acquirer thought: SCI = $X MS opportunity = $Y × probability of success Stroke = $Z × probability Hearing = $A × probability Peripheral nerve = $B × probability Other neurological indications = additional option value The buyer doesn’t need to believe every indication succeeds. If even one or two additional large indications work, the lifetime economics could dwarf SCI alone. That’s why Big Pharma often pays for risk-adjusted future optionality, rather than simply applying a multiple to the first indication’s expected sales.
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$CSIQ Did management explicitly say “we recognized $X of 45X credits” in Q2? No. That confirmation is still missing. But look at what they ARE doing: 🇺🇸 Texas module capacity: 5 → 10 GW in H2 2026 🇺🇸 Indiana HJT cells: 2.1 GW operating → 6.3 GW in H1 2027 And management says the expansion is in response to strong customer demand. Companies generally don’t pour capital into another 4.2 GW of U.S. cell capacity because they think the economics are broken. 👀 Still waiting for definitive 45X recognition — but the behavior is bullish.
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$UAMY up 6% with 100 million buybacm $CRML up 20% Just starting imo USAR slid 5% despite $1.55B in government-backed funding satisfying a key merger condition; UAMY dropped 9% with no company-specific catalyst. MP fell 4% while REMX dropped just 2%, flagging today's selloff as small-cap risk rotation inside a still-intact rare earth bid. Serra Verde's Pela Ema mine is the only site outside Asia commercially producing all four magnetic rare earths, with over $1B already invested. $X $CLF $STLD
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$UAMY this trade war is picking up steam and don't be surprised if rare earth wss a factor. We're cut off from china and now canada President Donald Trump announced that tariffs on Canadian steel and automotive imports will increase to 50% on January 1, 2027, following a breakdown in trade negotiations. This builds on existing Section 232 national security levies and broader adjustments to metal imports enacted through recent White House proclamations.Background and Policy EvolutionSection 232 Actions: Originally initiated during his first term in 2018 under the Trade Expansion Act of 1962, Trump utilized national security justifications to place broad tariffs on foreign steel and aluminum.Recent Modifications: The administration adjusted and expanded these frameworks—applying duties to the full customs value of products, modifying country exemptions, and introducing temporary scaled rates for specific industrial and agricultural machinery inputs. $CRML $X $CLF $STLD
View on StockTwits ↗$UAMY But Carney said the government is looking at a "range of options" for retaliating against the new US duties and isn't ruling anything out when it comes to potentially using critical minerals, energy or other goods that Canada exports south of the border. "The strategic and symbolic scope of reprisals are very important," he said. "I think we need to do what's what's intelligent and hit where there's sensitivity." Carney acknowledged it's difficult to go dollar-for-dollar in counter-tariffs against the US, given how much bigger the American economy is. He said Canada may have to take a more targeted route in its retaliation. $CRML $X $CLF $STLD https://finance.yahoo.com/economy/policy/articles/carney-says-us-wants-destroy-182311597.html
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@nanthor This is where I think the post becomes especially silly. Even if swap volume doubled, it absolutely does not follow that: swap revenue > doubles. A swap isn’t necessarily a discrete full-price revenue transaction. You’ve got BaaS arrangements, included/free swap entitlements for certain users, energy charges, service fees, subscription structures, promotional benefits, different battery sizes, highway pricing, etc. NIO’s economics are considerably more complicated than: 1 swap = $X revenue. So: 100% increase in swaps ≠ 100% increase in swap revenue. And certainly not “more than doubled” automatically. There’s also an interesting contradiction in his battery argument One of the advantages of BaaS is precisely that the customer doesn’t own the battery. If you’re a BaaS customer, obsessing over preserving “your brand-new battery” is economically irrational because the whole architecture is built around battery interchangeability.
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$CLF $MT $NUE $X $RS U.S. to cut tariffs on Canadian steel, aluminum to 25%, Bloomberg reports The tentative trade agreement between the U.S. and Canada would cut tariffs on certain Canadian exports of steel and aluminum to 25%, Bloomberg's Josh Wingrove, Jennifer Douhy, and Alicia Diaz report, citing people familiar with the matter. Details have yet to be finalized and are not anticipated to apply across the board, and different rates could apply to certain derivative products that include such metals, the authors note. Publicly traded companies in the steel space include ArcelorMittal (MT), Cleveland-Cliffs (CLF), Nucor (NUE), Steel Dynamics (STLD) and U.S. Steel (X). Publicly traded companies in the aluminum space include Alcoa (AA), Kaiser Aluminum (KALU), Rio Tinto (RIO), Century Aluminum (CENX), and Constellium (CSTM).
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$AMC Bots keep begging us to leave like this one. Ticker spamming. Adam's not a good CEO. Movies are dead. BK and on and on. I'll leave at $X,XXX+
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.