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UBS has upgraded Nucor and Steel Dynamics to Buy, citing increased U.S. steel trade protections and a positive price outlook, raising price targets to $160 and $149, respectively. Despite a recent drop in steel equities, UBS anticipates a recovery in demand and higher prices, projecting U.S. hot-rolled coil prices to average $800 per short ton by 2026-2028. The firm remains cautious on rebar and Commercial Metals Company due to expected supply growth pressures.
UBS has upgraded Nucor and Steel Dynamics to "Buy," citing strengthening US trade protections and higher price expectations for steel, while maintaining a "Neutral" stance on Commercial Metals Company. Price targets have been set at $160 for Nucor and $149 for Steel Dynamics, with expectations of US hot-rolled coil prices averaging $800 per short ton by 2026-2028, supported by tariff updates and rising scrap prices. Despite recent declines in the sector, UBS sees an attractive entry point for investors, anticipating a stabilization in demand and earnings growth through 2025.
UBS has maintained a Neutral rating on Commercial Metals Company (CMC) with a price target of $49, below the broader analyst range. The firm noted positive developments in import tariffs that could enhance earnings momentum, despite a recent earnings miss. CMC is focusing on growth through strategic initiatives and expanding production capabilities, particularly in key markets like construction and infrastructure, positioning itself for long-term success.
UBS has maintained a Neutral rating on Commercial Metals Company (CMC) with a price target of $49, below the analyst range of $50.87 to $68. The company, benefiting from recent import tariffs and a strong financial position, reported a slight earnings miss in Q2 2025 but remains optimistic about future growth, particularly in construction and infrastructure markets. CMC is expanding production capacity and focusing on strategic initiatives to enhance margins and operational efficiency.
UBS analyst Curt Woodworth has maintained a Neutral rating on Commercial Metals Company (NYSE: CMC) with a price target of $49.00. The reiteration reflects the analyst's assessment of the company's current market position.
Goldman Sachs analysts have identified stocks that provide stability and visibility amid global market uncertainty, highlighting companies like PepsiCo, Waste Management, and Travelers for their low volatility and strong financial returns. They also point to high-growth stocks such as Live Nation and Spotify, while recommending income-focused investments like Bank of America and Schlumberger for their strong dividend potential. Conversely, stocks like Lazard and Marsh & McLennan may face earnings vulnerabilities.
Vest Financial LLC increased its stake in Commercial Metals by 32.3% in Q2, owning 20,474 shares valued at $1.13 million. The company, which operates in steel and metal manufacturing and recycling, has a consensus "Hold" rating among analysts, with a target price of $63.83. Recent earnings showed $0.78 EPS, matching estimates, despite a 4.7% revenue decline year-over-year.
UBS has upgraded Commercial Metals Company from Sell to Neutral, lowering the price target to $54 from $56, following a 23% decline in share value since late November 2021. The adjustment reflects a more balanced risk/reward profile, with the stock now trading at 6.3 times NTM EV/EBITDA, aligning with historical lows. Despite a 20% cut in fiscal year 2025 EPS estimates due to ongoing challenges in Europe and the U.S. market, UBS believes the recent sell-off presents a more favorable investment opportunity.
UBS analyst Curt Woodworth has upgraded Commercial Metals Company (NYSE: CMC) from Sell to Neutral, setting a price target of $54.00. This change reflects a more favorable outlook for the company in the current market environment.
UBS has issued a double downgrade for Commercial Metals Company (CMC), lowering its rating from Buy to Sell, reflecting a bearish outlook on the steel industry. The firm also downgraded Steel Dynamics (STLD) and Nucor (NUE) to Neutral, citing a less compelling risk-reward profile for the sector.
Commercial Metals Company
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ubs upgrades steel stocks on tariff support and positive price outlook
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Steel Dynamics, Inc.
Commercial Metals Company
Nucor Corp
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16:46 24.03.2025
ubs upgrades nucor and steel dynamics on tariffs and price expectations
Chinese Yuan
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Steel Dynamics, Inc.
Commercial Metals Company
Nucor Corp
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16:16 24.03.2025
ubs maintains neutral rating on commercial metals with 49 dollar target
15:44 24.03.2025
ubs maintains neutral rating and price target for commercial metals company
15:30 24.03.2025
ubs maintains neutral rating and price target for commercial metals company
14:45 24.03.2025
Goldman Sachs highlights stable stocks amid global market uncertainty
Peruvian Sol
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Spotify Technology S.A.
Tradeweb Markets Inc.
BAXTER INTERNATIONAL
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Belden Inc.
PepsiCo, Inc.
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USA
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13:56 18.03.2025
vest financial increases stake in commercial metals amid mixed analyst ratings
14:14 10.01.2025
ubs upgrades commercial metals to neutral amid balanced risk reward profile
13:06 10.01.2025
ubs upgrades commercial metals company to neutral with price target of 54
11:14 10.01.2025
UBS Downgrades Steel Companies Citing Deteriorating Industry Outlook
22:03 12.12.2024
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