Analyst Consensus ?
ConsensusBuy26 ratings
Bullish1453.9%
Neutral1142.3%
Bearish13.8%
FN2 Earnings Intelligence
Steel Dynamics, Inc. (STLD) analyst consensus, price targets, and firm-level rating history from FN2 Research.
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 28, 2026. Not an FN2 forecast.
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| Keybanc | Overweight | Overweight | Maintain | Oct 23, 2026 |
| Barclays | Overweight | Overweight | Maintain | Oct 23, 2026 |
| Wells Fargo | Overweight | Overweight | Maintain | Oct 21, 2026 |
| JP Morgan | Neutral | Neutral | Maintain | Oct 9, 2026 |
| UBS | Neutral | Neutral | Maintain | Aug 10, 2026 |
| Morgan Stanley | Equal Weight | Equal Weight | Maintain | Jul 22, 2026 |
| B of A Securities | Neutral | Neutral | Maintain | Jul 9, 2026 |
| Citigroup | Buy | Buy | Maintain | Apr 22, 2026 |
| BMO Capital | Outperform | Outperform | Maintain | Apr 22, 2026 |
| Jefferies | Buy | Buy | Maintain | Dec 10, 2025 |
| Seaport Global | Buy | Buy | Maintain | Oct 18, 2024 |
| Exane BNP Paribas | Neutral | Outperform | Downgrade | Jul 5, 2023 |
| Credit Suisse | Outperform | Outperform | Maintain | Apr 21, 2023 |
| Goldman Sachs | Neutral | Buy | Downgrade | Jan 27, 2023 |
| Wolfe Research | Underperform | Peer Perform | Downgrade | Jan 11, 2022 |
| Deutsche Bank | Buy | Buy | Maintain | Sep 15, 2021 |
| Longbow Research | Buy | Neutral | Upgrade | Dec 9, 2019 |
| Bank of America | Neutral | Buy | Downgrade | Jul 24, 2019 |
| Macquarie | Outperform | Neutral | Upgrade | Apr 24, 2017 |
| Berenberg | Buy | Hold | Upgrade | Dec 6, 2016 |
| CLSA | Perform | Perform | Maintain | Sep 21, 2016 |
| Cowen & Co. | Outperform | Outperform | Maintain | Apr 22, 2016 |
| Rosenblatt | Neutral | Buy | Downgrade | Mar 14, 2016 |
| Nomura | Buy | Buy | Maintain | Mar 9, 2016 |
| Dahlman Rose | Hold | Buy | Downgrade | Aug 23, 2012 |
| S&P Capital IQ | Hold | Sell | Upgrade | Jul 24, 2012 |
Upside is calculated against the persisted current price $238.72. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| KeyBanc | Samuel McKinney | $265 | $246.91 | +11.0% | Oct 23, 2026 |
| Barclays | Richard Garchitorena | $280 | $239.9 | +17.3% | Oct 23, 2026 |
| Wells Fargo | Timna Tanners | $271 | $244.37 | +13.5% | Oct 21, 2026 |
| Goldman Sachs | Nick Cash | $299 | $245.17 | +25.2% | Oct 20, 2026 |
| Barclays | Richard Garchitorena | $285 | $240.54 | +19.4% | Oct 19, 2026 |
| Wells Fargo | Analyst unavailable | $257 | $245.35 | +7.7% | Sep 18, 2026 |
| UBS | Analyst unavailable | $276 | $263.72 | +15.6% | Aug 10, 2026 |
| Goldman Sachs | Analyst unavailable | $300 | $259.74 | +25.7% | Jul 29, 2026 |
| Morgan Stanley | Carlos De Alba | $260 | $239.1 | +8.9% | Jul 22, 2026 |
| Wells Fargo | Timna Tanners | $275 | $233.52 | +15.2% | Jul 22, 2026 |
| Barclays | Richard Garchitorena | $272 | $233.52 | +13.9% | Jul 22, 2026 |
| KeyBanc | Analyst unavailable | $262 | $243.69 | +9.7% | Jun 24, 2026 |
| Morgan Stanley | Analyst unavailable | $270 | $249.91 | +13.1% | Jun 22, 2026 |
| Wells Fargo | Analyst unavailable | $291 | $270.13 | +21.9% | Jun 18, 2026 |
| Wells Fargo | Analyst unavailable | $293 | $275.13 | +22.7% | Jun 4, 2026 |
| Barclays | Analyst unavailable | $270 | $231.84 | +13.1% | May 21, 2026 |
| Wells Fargo | Analyst unavailable | $207 | $195.3 | -13.3% | Apr 15, 2026 |
| Morgan Stanley | Carlos De Alba | $190 | $173.24 | -20.4% | Mar 17, 2026 |
| Morgan Stanley | Analyst unavailable | $194 | $172.16 | -18.7% | Jan 9, 2026 |
| KeyBanc | Philip Gibbs | $190 | $172.74 | -20.4% | Jan 7, 2026 |
| Jefferies | Analyst unavailable | $190 | $165.43 | -20.4% | Dec 10, 2025 |
| UBS | Andrew Jones | $165 | $155.97 | -30.9% | Nov 4, 2025 |
| Goldman Sachs | Analyst unavailable | $172 | $156.57 | -28.0% | Oct 31, 2025 |
| KeyBanc | Phillip Gibbs | $165 | $152.95 | -30.9% | Oct 27, 2025 |
| BMO Capital | Analyst unavailable | $167 | $153.82 | -30.0% | Oct 22, 2025 |
| Jefferies | Analyst unavailable | $180 | $153.82 | -24.6% | Oct 22, 2025 |
| UBS | Andrew Jones | $158 | $147.62 | -33.8% | Oct 21, 2025 |
| Morgan Stanley | Carlos De Alba | $140 | $126.46 | -41.4% | Apr 24, 2025 |
| Citigroup | Alexander Hacking | $160 | $129.86 | -33.0% | Oct 17, 2024 |
| BMO Capital | Katja Jancic | $130 | $130.18 | -45.5% | Oct 10, 2024 |
| Bank of America Securities | Lawson Winder | $155 | $129.41 | -35.1% | Oct 1, 2024 |
| BMO Capital | Katja Jancic | $127 | $115.12 | -46.8% | Sep 17, 2024 |
| Bank of America Securities | Lawson Winder | $140 | $115.16 | -41.4% | Sep 17, 2024 |
| UBS | Andrew Jones | $145 | $114.28 | -39.3% | Sep 3, 2024 |
| Morgan Stanley | Carlos De Alba | $138 | $115.05 | -42.2% | Aug 15, 2024 |
| BMO Capital | Katja Jancic | $135 | $127.28 | -43.4% | Jun 18, 2024 |
| Wolfe Research | Timna Tanners | $112 | $126.55 | -53.1% | Jun 17, 2024 |
| Jefferies | Christopher LaFemina | $135 | $121.81 | -43.4% | Jun 17, 2024 |
| Jefferies | Christopher LaFemina | $150 | $133.93 | -37.2% | May 20, 2024 |
| BMO Capital | Katja Jancic | $120 | $139.97 | -49.7% | Mar 18, 2024 |
| Goldman Sachs | Analyst unavailable | $114 | $94.53 | -52.2% | Apr 22, 2022 |
| J.P. Morgan | Michael Glick | $117 | $91.49 | -51.0% | Apr 21, 2022 |
Track every rating change on STLD the moment it posts. Free to start.
Start freeOne email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.