U.S. Steel (NISTF) Plans $11 Billion Investment in U.S. Operations by 2028

Written by Emily J. Thompson, Senior Investment Analyst

Source: TipRanks

Updated: Nov 10 2025

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Source: TipRanks

Investment Announcement: U.S. Steel, now owned by Nippon Steel, plans to invest $11 billion in its U.S. operations by 2028 as part of a growth strategy to modernize its facilities.
Acquisition Details: The investment follows Nippon Steel's $15 billion acquisition of U.S. Steel, which includes a "golden share" clause allowing the U.S. government to influence certain operational decisions.
Operational Improvements: The investment aims to unlock $2.5 billion in savings from capital investments and $500 million from operational efficiencies, with over 200 initiatives identified for cost savings.
Market Outlook: Nippon Steel holds a Moderate Buy rating from analysts, with a significant price target suggesting a potential 485% upside from current stock levels.

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.