Warren Buffett's Investment Moves: Berkshire Hathaway disclosed new investments, including over 5 million shares in UnitedHealth Group valued at $1.6 billion, which led to an 11% stock increase.
Focus on Homebuilders: Buffett has increased stakes in homebuilding companies like Lennar and D.R. Horton, indicating confidence in the housing market amid easing mortgage rates.
Consumer Staples Investments: Buffett expanded his positions in food and beverage companies such as Constellation Brands and Domino’s Pizza, reflecting a strategy focused on non-cyclical sectors that perform well during economic slowdowns.
Reduction in Apple and Bank of America Stakes: Berkshire Hathaway has significantly reduced its holdings in Apple by 69% and Bank of America by selling 26 million shares, continuing a trend of trimming large positions amidst changing market dynamics.
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
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.
8 Buy
2 Hold
0 Sell
Strong Buy
Current: 180.230
Low
168.00
Averages
179.00
High
200.00
Current: 180.230
Low
168.00
Averages
179.00
High
200.00
Morgan Stanley
Carlos De Alba
Overweight -> Equal Weight
downgrade
$165 -> $180
2026-01-09
Reason
Morgan Stanley
Carlos De Alba
Price Target
$165 -> $180
AI Analysis
2026-01-09
downgrade
Overweight -> Equal Weight
Reason
Morgan Stanley analyst Carlos De Alba downgraded Nucor to Equal Weight from Overweight with a price target of $180, up from $165. The firm adjusted ratings in North America steel as part of its 2026 outlook. It expects steel prices to remain elevated as 50% steel tariffs "remain firm." Morgan Stanley sees domestic mills continuing to take market share from imports on capacity increases despite a relatively muted demand outlook.
Wells Fargo
Timna Tanners
Overweight
downgrade
$178 -> $176
2025-12-18
Reason
Wells Fargo
Timna Tanners
Price Target
$178 -> $176
2025-12-18
downgrade
Overweight
Reason
Wells Fargo analyst Timna Tanners lowered the firm's price target on Nucor to $176 from $178 and keeps an Overweight rating on the shares. The firm notes management's Q4 guide was lighter than its cautious estimates, but it thinks investors will look through near-term weakness hurt by contract lags for 80% of its sheet shipments. Wells forecasts further price strength and market share gains from falling imports supporting 2026.
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Jefferies
Christopher LaFemina
Buy
maintain
$170 -> $190
2025-12-10
Reason
Jefferies
Christopher LaFemina
Price Target
$170 -> $190
2025-12-10
maintain
Buy
Reason
Jefferies analyst Christopher LaFemina raised the firm's price target on Nucor to $190 from $170 and keeps a Buy rating on the shares. The analyst notes that U.S. steel prices have risen in recent weeks as imports continue to decline and inventory levels fall, arguing that risk to consensus forecasts is "to the upside."
JPMorgan
Bill Peterson
Overweight
maintain
$175 -> $200
2025-12-05
Reason
JPMorgan
Bill Peterson
Price Target
$175 -> $200
2025-12-05
maintain
Overweight
Reason
JPMorgan analyst Bill Peterson raised the firm's price target on Nucor to $200 from $175 and keeps an Overweight rating on the shares. The firm adjusted price targets in the North America metals and mining group as part of its 2026 outlook.
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.
