Nucor's CEO Says He's Seeing the Strongest Steel Demand in His 31 Years at the Company

Nucor's CEO just made the boldest call of his career, and the numbers behind it stretch well past the AI data center boom everyone expects.

24/7 Wall Street • 17 hours ago

Nucor: Tariff Tailwinds And New Capacity Set Up A Stronger 2027

Nucor Corporation is rated Buy with a $355/share price target, reflecting robust growth through eFY27 driven by tariffs and expanding capacity. NUE delivered strong q3'26 results: 32% revenue growth, 541bps EBITDA margin expansion, and significant volume increases from new facilities. Capacity expansions in structural and sheet steel, plus automotive-grade qualifications, position NUE for higher volumes and margin-accretive growth into FY27.

Seeking Alpha • 16 hours ago

Best Dividend Aristocrats For November 2026

Dividend Aristocrats underperformed SPY in September but rebounded sharply in October, narrowing the YTD gap. NOBL and the average Aristocrat have YTD returns of 13.13% and 13.35%, trailing SPY's 14.15%. Dividend growth among Aristocrats accelerated, with the 2026 average increase now at 4.55%, bolstered by recent double-digit hikes.

Seeking Alpha • 21 hours ago

Heavy Metal: Why Nucor Could Be an Overlooked AI Infrastructure Winner

Global supply chains are fracturing, and domestic industrial capacity is rapidly becoming a premium asset. For years, reshoring American manufacturing and upgrading domestic infrastructure felt like a distant macroeconomic concept.

MarketBeat • Oct 28, 2026

Nucor Q3 Earnings Call Highlights Strong Demand and 2027 Growth

NUE sees strong steel demand, improving prices and rising contributions from investments driving growth in 2027, despite cost and shipment pressures.

Zacks Investment Research • Oct 28, 2026

What Nucor (NUE) Said on Its Q3 Earnings Call

Nucor NYSE: NUE reported its strongest quarterly performance in more than three years for the third quarter of 2026, citing record steel shipments, improved pricing and contributions from recently completed investments. The company generated net earnings of $1.3 billion, or $5.80 per share, and approximately $2.3 billion in EBITDA.

MarketBeat • Oct 27, 2026

Nucor Corporation (NUE) Q3 2026 Earnings Call Transcript

Nucor Corporation ( NUE ) Q3 2026 Earnings Call October 27, 2026 10:00 AM EDT Company Participants Chris Jacobi - Director of Investor Relations Leon Topalian - Chairman of the Board & CEO Stephen Laxton - President & COO Jack Sullivan - Executive VP, CFO & Treasurer John Hollatz - Executive Vice President of Fabricated Construction Products Randy Spicer - Executive Vice President of Bar & Rebar Fabrication Products Noah Hanners - Executive Vice President of Sheet Products Conference Call Participants Nicklaus Cash - Goldman Sachs Group, Inc., Research Division William Peterson - JPMorgan Chase & Co, Research Division Lawson Winder - BofA Securities, Research Division Tristan Gresser - BNP Paribas, Research Division Matthew Dushkin - Wells Fargo Securities, LLC, Research Division Richard Garchitorena - Barclays Bank PLC, Research Division Presentation Operator Good morning, and welcome to Nucor's Third Quarter 2026 Earnings Call. [Operator Instructions] Today's call is being recorded.

Seeking Alpha • Oct 27, 2026

NUE Q3 Earnings Beat on Higher Steel Prices and Shipments

Nucor's Q3 2026 earnings surge 120.5% on higher steel prices and shipments, beating estimates as sales jump 32%.

Zacks Investment Research • Oct 27, 2026

Nucor Posts Strong Q3, Easily Beating Estimates

Nucor Corp. (NYSE:NUE) posted its third-quarter fiscal 2026 results after Monday's closing bell, easily beating estimates on the top and bottom lines.

Benzinga • Oct 26, 2026

Nucor Shakes Off Q3 Miss As Steel Prices Hit 4-Year High

Steel prices are the highest since the Covid rebound caught the industry off guard.

Investors Business Daily • Oct 26, 2026