EU to caution U.S. on broadening steel tariff measures, according to Bloomberg.
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 17 2025
0mins
Should l Buy NUE?
EU Concerns Over U.S. Tariffs: EU officials are apprehensive that the U.S. plan to expand tariffs on steel and aluminum could jeopardize their recent trade agreement, which includes a 15% tariff ceiling.
Advocacy for Quota System: The EU is proposing a quota system to facilitate some exports at lower duties and is seeking collaboration with the U.S. and other partners to manage imports and avoid market flooding.
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Analyst Views on NUE
Wall Street analysts forecast NUE stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for NUE is 179.00 USD with a low forecast of 168.00 USD and a high forecast of 200.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
10 Analyst Rating
8 Buy
2 Hold
0 Sell
Strong Buy
Current: 180.960
Low
168.00
Averages
179.00
High
200.00
Current: 180.960
Low
168.00
Averages
179.00
High
200.00
About NUE
Nucor Corporation is a manufacturer of steel and steel products, with operating facilities in the United States, Canada and Mexico. The Company also produces and procures ferrous and non-ferrous materials primarily for use in its steel manufacturing business. Its segments include steel mills, steel products and raw materials. Its products include carbon and alloy steel in bars, beams, sheet and plate; hollow structural section tubing; electrical conduit; steel racking; steel piling; steel joists and joist girders; steel deck; fabricated concrete reinforcing steel; cold finished steel; precision castings; steel fasteners; metal building systems; insulated metal panels; overhead doors; steel grating; wire and wire mesh; and utility structures. The Company, through The David J. Joseph Company and its affiliates, also brokers ferrous and nonferrous metals, pig iron and hot briquetted iron / direct reduced iron; supplies ferro-alloys; and processes ferrous and nonferrous scrap.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Trump Administration Celebrates Increase in U.S. Steel Production
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- Community Note Response: Social media users flagged the White House's graph with a Community Note, highlighting its misleading nature and emphasizing that the actual increase was only 1.2%, showcasing public concern for government transparency and data accuracy.
- Stock Market Performance: Major U.S. steel companies have seen strong stock performance over the past year, indicating that the robust U.S. steel production could continue to drive stock gains for these firms, particularly as the government promotes domestic production.
- Historical Misleading Issues: The White House's official accounts have previously been flagged for misleading data, indicating ongoing challenges in information dissemination, particularly regarding economic data and policy communications.
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- Strong Market Performance: Following Berkshire's divestment, Nu's stock outperformed all other Buffett holdings in 2025, already up 11% at the start of the year, highlighting its robust growth potential in the competitive fintech landscape.
- User Base Expansion: Over the past decade, Nu Holdings has rapidly grown to become the largest financial institution in Brazil, with 61% of the adult population on its platform, and penetration rates of 14% in Mexico and 10% in Colombia, showcasing its significant influence in the Latin American market.
- New Market Plans: Nu is set to open offices in the U.S., including Miami, Palo Alto, and Washington, D.C., further expanding its market share and expected to drive future growth, although it carries a higher risk profile compared to traditional Buffett investments.
See More
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- Growing Market Demand: Nucor's steel mill shipments are expected to grow by 5% year-over-year, with a 15% increase in backlog for the steel products segment, reflecting robust demand across infrastructure and advanced manufacturing sectors.
- Optimistic Profit Outlook: Management anticipates improved earnings across all segments in the coming quarters due to higher volumes and price increases, with price hikes announced across nearly all product categories.
- Risk Management Strategy: Nucor's stock price is supported near the 50-day moving average, and despite the pullback, market confidence remains strong, prompting investors to watch for a breakout to new highs to confirm the upward trend.
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- Health Insurance Sector Hit: The proposed flat reimbursement rate for Medicare Advantage plans in 2027 led to a significant drop in shares of UnitedHealth and Humana by over 20%, with CVS Health also falling 14%, potentially resulting in billions in federal payment cuts for these firms.
- GM's Earnings Boost: General Motors benefited from the Trump administration's relaxed environmental regulations, allowing it to sell more gas-powered vehicles without needing electric vehicle credits, resulting in an 8.75% stock price increase on Tuesday after reporting better-than-expected profits.
- Nucor's Gains: Although Nucor's earnings slightly missed expectations, its stock fell 2.3% on Tuesday but remains up 42% over the past year, benefiting from Trump's Section 232 tariffs that have significantly reduced U.S. finished steel imports, allowing Nucor to capture more market share.
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See More
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- Steel Production Data: The White House reported U.S. steel production at 80.8 million tons for 2024, rising to 81.8 million tons in 2025, reflecting a 1.2% increase; however, the graph misleadingly suggested a doubling of production, prompting public scrutiny.
- Community Note Response: Social media users flagged the White House's graph with a Community Note, highlighting its misleading nature and emphasizing that the actual increase was only 1.2%, showcasing public concern for government transparency and data accuracy.
- Stock Market Performance: Major U.S. steel companies have seen strong stock performance over the past year, indicating that the robust U.S. steel production could continue to drive stock gains for these firms, particularly as the government promotes domestic production.
- Historical Misleading Issues: The White House's official accounts have previously been flagged for misleading data, indicating ongoing challenges in information dissemination, particularly regarding economic data and policy communications.
See More
Materials Sector Earnings Season Recap
- Earnings Overview: In this week's earnings recap, out of nine S&P 500 Materials Sector companies, five exceeded profit estimates while four fell short, indicating a divergence in earnings performance and reflecting uncertainty in material demand across the industry.
- Air Products Guidance: Air Products (APD) maintained its 2026 EPS guidance at $12.85 to $13.15, with expected capital expenditures of approximately $4 billion, demonstrating the company's ongoing efforts in optimizing its project portfolio and capital discipline.
- International Paper Spin-off: International Paper Company (IP) announced plans to separate into two independent publicly traded companies, guiding FY 2026 EBITDA to a range of $3.5B-$3.7B, in line with analyst expectations, showcasing strategic adjustments in response to market challenges.
- LyondellBasell Target Increase: LyondellBasell (LYB) raised its recurring EBITDA target to $1.5B by 2028 and increased its cash improvement plan target from $1.1 billion to $1.3 billion, reflecting proactive strategies in the context of accelerating market rationalization.
See More
Berkshire Hathaway's Performance Under Buffett's Legacy
- Digital Banking Surge: Nu Holdings has rapidly expanded in Brazil, Mexico, and Colombia, becoming the largest financial institution in Brazil with 61% of the adult population as customers, showcasing its strong appeal and growth potential in the Latin American market.
- Market Expansion Plans: Nu is set to open new offices in the U.S., including Miami, Palo Alto, and Washington, D.C., indicating its strategic focus on international markets and future growth, which is expected to further drive user acquisition.
- Investment Return Comparison: Although Berkshire Hathaway completely exited Nu Holdings by the end of 2024, the company's performance in 2025 has outpaced other top Berkshire stocks, highlighting potential missteps in investment decisions and Nu's robust market performance.
- Sustained Growth Expectations: Nu continues to rapidly add new customers in the Brazilian market, with expectations for higher growth in the coming years, reflecting its competitive advantages and market opportunities in the digital banking sector.
See More
Buffett Completely Exits Nu Holdings Investment
- Buffett's Exit: Warren Buffett completely sold his stake in Nu Holdings at the end of 2024, despite the company becoming Brazil's largest financial institution, indicating a potential missed opportunity for Berkshire Hathaway to capitalize on future gains in a rapidly growing market.
- Strong Market Performance: Following Berkshire's divestment, Nu's stock outperformed all other Buffett holdings in 2025, already up 11% at the start of the year, highlighting its robust growth potential in the competitive fintech landscape.
- User Base Expansion: Over the past decade, Nu Holdings has rapidly grown to become the largest financial institution in Brazil, with 61% of the adult population on its platform, and penetration rates of 14% in Mexico and 10% in Colombia, showcasing its significant influence in the Latin American market.
- New Market Plans: Nu is set to open offices in the U.S., including Miami, Palo Alto, and Washington, D.C., further expanding its market share and expected to drive future growth, although it carries a higher risk profile compared to traditional Buffett investments.
See More
Nucor Corp: A Top Stock in the Steel Industry
- Earnings Reaction Analysis: Nucor's latest earnings report missed both revenue and profit expectations, causing a 6% drop in stock price post-release, but subsequent buying activity indicates investor confidence in future performance.
- Growing Market Demand: Nucor's steel mill shipments are expected to grow by 5% year-over-year, with a 15% increase in backlog for the steel products segment, reflecting robust demand across infrastructure and advanced manufacturing sectors.
- Optimistic Profit Outlook: Management anticipates improved earnings across all segments in the coming quarters due to higher volumes and price increases, with price hikes announced across nearly all product categories.
- Risk Management Strategy: Nucor's stock price is supported near the 50-day moving average, and despite the pullback, market confidence remains strong, prompting investors to watch for a breakout to new highs to confirm the upward trend.
See More
Analysis of Trump's Policy Impact on Stock Market
- Health Insurance Sector Hit: The proposed flat reimbursement rate for Medicare Advantage plans in 2027 led to a significant drop in shares of UnitedHealth and Humana by over 20%, with CVS Health also falling 14%, potentially resulting in billions in federal payment cuts for these firms.
- GM's Earnings Boost: General Motors benefited from the Trump administration's relaxed environmental regulations, allowing it to sell more gas-powered vehicles without needing electric vehicle credits, resulting in an 8.75% stock price increase on Tuesday after reporting better-than-expected profits.
- Nucor's Gains: Although Nucor's earnings slightly missed expectations, its stock fell 2.3% on Tuesday but remains up 42% over the past year, benefiting from Trump's Section 232 tariffs that have significantly reduced U.S. finished steel imports, allowing Nucor to capture more market share.
- Command Economy Trend: Cramer emphasized that the U.S. increasingly resembles a command economy where businesses must comply with presidential policies or face severe consequences, highlighting a growing trend in the current market environment.
See More
