Dec 30, 2025 • AD HOC NEWS
SOMEWHAT-BULLISH
CRH plc stock: steady climb, tactical consolidation and what Wall Street expects next
CRH plc has shown a steady climb, consolidating recently after a strong multi-month run, largely due to its focus on North American infrastructure. Analysts remain supportive, seeing further upside as infrastructure and U.S. construction spending remain resilient, contrasting with general building materials sector sentiment. The company's pivot towards higher-margin, U.S.-focused assets has led to significant re-rating and outperformance.
Dec 30, 2025 • AD HOC NEWS
BULLISH
Wall Street Is Sleeping on Steel Dynamics Inc – Here’s Why That Might Be Your Shot
Steel Dynamics Inc (STLD) is presented as a strong, often overlooked investment opportunity in the steel industry. Despite not being a social media favorite, the company's focus on essential infrastructure, efficient operations, and shareholder-friendly practices make it an attractive "cash-cow sleeper pick" for investors looking for stability and real-world economic exposure. The article contrasts STLD with its main rival, Nucor, highlighting STLD as a higher-upside, higher-volatility play for those who believe in the enduring strength of steel demand.
Dec 30, 2025 • AD HOC NEWS
BULLISH
Wall Street Is Sleeping on Steel Dynamics Inc – Here’s Why That Might Be Your Shot
Steel Dynamics Inc (STLD) is presented as a compelling investment opportunity, often overlooked by Wall Street caught up in meme stocks and AI plays. The article highlights STLD's strength in the physical economy, its efficient "mini-mill" business model, and its shareholder-friendly practices, suggesting it's a "money machine" for investors looking beyond speculative hype.
Dec 30, 2025 • Finviz
BULLISH
Nucor Stock Could Kick Off 2026 with More Highs
Nucor Corp (NYSE:NUE) is showing strong potential to extend its recent highs into 2026, based on historical data. Schaeffer’s Senior Quantitative Analyst Rocky White noted that similar conditions in the past have led to a 7.1% average gain for NUE within a month. With its current Schaeffer’s Volatility Index (SVI) at 28% and in the 4th percentile of its annual range, NUE could reach $177.96, a level not seen since February 2024.
Dec 30, 2025 • Investing.com Nigeria
NEUTRAL
Nucor EVP Batterbee sells $330k in common stock By Investing.com
Nucor Executive Vice President Thomas J. Batterbee sold 2,000 shares of common stock for $330,550 on December 23, 2025, reducing his direct ownership to 17,951.87 shares. This comes amidst Nucor's projected Q4 2025 earnings decline, an executive leadership change, and an increased quarterly dividend. BMO Capital also raised its price target for Nucor to $168 with an Outperform rating.
Dec 30, 2025 • The Edge Malaysia
SOMEWHAT-BULLISH
Tariffs to set US materials up for best earnings in five years
US materials stocks, including steelmakers and packaging manufacturers, are projected to achieve their highest earnings growth in five years, rising 20% in 2026, primarily due to tariffs and strategic volume plays. Metals and packaging industries are expected to see the most significant boost, with earnings growth over 30%, driven by trade protections strengthening steel prices and increasing demand for consumer goods packaging. While tariffs create headwinds for some, cost-cutting measures and anticipated interest rate cuts are also contributing factors across the broader materials sector.