Jefferies analyst Chris LaFemina maintains $Steel Dynamics (STLD.US)$ with a hold rating, and adjusts the target price from $135 to $125.
According to TipRanks data, the analyst has a success rate of 47.7% and a total average return of 4.6% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Steel Dynamics (STLD.US)$'s main analysts recently are as follows:
Analysts have grown more cautious concerning the near-term prospects for the metals and mining sector due to cyclical factors, with an expectation that risk to consensus estimates could trend downwards. Despite recent market weaknesses, there's a preference for acquiring shares in select miners and steel producers. Anticipation for a stronger demand environment around 2026 and 2027 is likely to lead to significantly higher prices for certain commodities and improvement in the share prices of many firms in this sector.
Steelmakers are approaching 2025 still grappling with the repercussions of a significant 30% price decline over the previous year. There is a perceived 20% downside risk as the year progresses into the fourth quarter and first quarter, with distributors adopting a 'wait-and-see' approach. The drop in European demand is viewed as being more structural than cyclical.
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富瑞集团分析师Chris LaFemina维持$Steel Dynamics (STLD.US)$持有评级,并将目标价从135美元下调至125美元。
根据TipRanks数据显示,该分析师近一年总胜率为47.7%,总平均回报率为4.6%。
此外,综合报道,$Steel Dynamics (STLD.US)$近期主要分析师观点如下:
分析师们对金属期货和采矿板块的短期前景变得更加谨慎,这是由于周期性因素,预计共识估计的风险可能会向下趋势。尽管最近市场疲软,但仍偏向于收购部分矿业公司和钢铁生产商的股票。预计到2026年和2027年,需求环境将更加强劲,这可能会导致某些商品的价格大幅上涨,以及该板块内许多公司的股价改善。
钢铁生产商在接近2025年时仍在应对去年价格大幅下降30%的影响。随着第四季度和第一季度的推进,预计存在20%的下行风险,分销商采取了观望态度。欧洲需求的下降被视为更具结构性而非周期性。
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