Research Analysts’ Weekly Ratings Updates for Cleveland-Cliffs (CLF)

Several analysts have recently updated their ratings and price targets for Cleveland-Cliffs (NYSE: CLF):

• 2/14/2026 – Cleveland-Cliffs was upgraded by Wall Street Zen from “sell” to “hold”.
• 2/10/2026 – Cleveland-Cliffs had its price target lowered by Glj Research from $9.52 to $9.42. They now have a “sell” rating on the stock.
• 2/9/2026 – Cleveland-Cliffs had its price target raised by Citigroup Inc. from $11.00 to $13.00. They now have a “neutral” rating on the stock.
• 2/9/2026 – Cleveland-Cliffs had its “buy” rating reaffirmed by The Goldman Sachs Group, Inc.. They now have a $15.00 price target on the stock.
• 1/27/2026 – Cleveland-Cliffs had its “sell (d-)” rating reaffirmed by Weiss Ratings.
• 1/13/2026 – Cleveland-Cliffs had its price target raised by Glj Research from $5.75 to $9.52. They now have a “sell” rating on the stock.
• 1/9/2026 – Cleveland-Cliffs was upgraded by Morgan Stanley from “equal weight” to “overweight”. They now have a $17.00 price target on the stock, up from $12.80.
• 1/7/2026 – Cleveland-Cliffs was downgraded by KeyCorp from “overweight” to “sector weight”.

Insider Activity at Cleveland-Cliffs

In other Cleveland-Cliffs news, COO Clifford T. Smith sold 200,000 shares of the firm’s stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $10.46, for a total value of $2,092,000.00. Following the completion of the sale, the chief operating officer directly owned 560,529 shares in the company, valued at $5,863,133.34. This trade represents a 26.30% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Lourenco Goncalves sold 3,000,000 shares of Cleveland-Cliffs stock in a transaction on Wednesday, February 11th. The stock was sold at an average price of $12.42, for a total transaction of $37,260,000.00. The disclosure for this sale is available in the SEC filing. 1.76% of the stock is currently owned by corporate insiders.

Cleveland-Cliffs Inc is a leading North American producer of iron ore pellets and flat-rolled steel products. Tracing its roots to 1847, the company has evolved from an iron-ore mining concern in the Great Lakes region into a fully integrated steelmaker. Today, Cleveland-Cliffs operates iron ore mining complexes in Michigan and Minnesota as well as steelmaking and finishing facilities across the United States.

The company’s integrated platform begins with direct control of key raw materials, including iron ore and scrap, and extends through every stage of steel production.