Nucor Valuation In Focus As Tariff Uncertainty Meets Buffett Interest

  • Potential rollback of US steel tariffs by President Trump is back in focus, creating fresh questions for producers such as Nucor.
  • At the same time, Warren Buffett has taken a substantial stake in Nucor, signaling his interest in NYSE:NUE during a period of possible policy change.
  • Nucor shares last closed at $183.23, with a value score of 4 in this context.

Nucor, trading as NYSE:NUE, sits at the center of this policy story because tariff changes could influence pricing power, imports, and profitability across the US steel sector. The stock has returned 8.2% year to date and 35.2% over the past year, with a gain of 241.3% over five years, which puts recent news in the context of an already strong run for long term holders.

Buffett’s sizeable position indicates that some large, long term investors see value in Nucor’s fundamentals even as potential tariff shifts introduce fresh questions. As policy signals evolve, a key consideration for investors is to watch how pricing, volumes, and capital allocation at Nucor respond to any concrete changes rather than reacting only to headlines.

Stay updated on the most important news stories for Nucor by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Nucor.

NYSE:NUE 1-Year Stock Price Chart
NYSE:NUE 1-Year Stock Price Chart

See which insiders are buying and buying and selling Nucor following this latest news.

Quick Assessment

  • ⚖️ Price vs Analyst Target: Nucor trades at US$183.23, roughly 1.5% below the US$186.08 analyst price target, which is within the 10% band.
  • ✅ Simply Wall St Valuation: Simply Wall St’s model flags Nucor as trading 64.8% below its estimated fair value.
  • ✅ Recent Momentum: The 30 day return of about 6.3% points to positive short term momentum.

The decision to buy, sell or hold Nucor depends on your own analysis and circumstances. For more detail, see Simply Wall St’s
company report for the latest analysis of Nucor’s fair value.

Key Considerations

  • 📊 Potential tariff rollback could influence Nucor’s pricing power and margins, which ties directly to why Buffett’s stake has caught attention.
  • 📊 Watch the P/E of 24.0 versus the Metals and Mining average of 25.9, the analyst target range of US$162 to US$206, and any updates on earnings expectations.
  • ⚠️ The flagged risk is significant insider selling over the past 3 months, which some investors may weigh against the presence of a high profile buyer.

Dig Deeper

For the full picture including more risks and rewards, check out the
complete Nucor analysis. Alternatively, you can visit the
community page for Nucor to see how other investors believe this latest news will impact the company’s narrative.

This article by Simply Wall St is general in nature. We provide commentary based on historical data
and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice.
It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your
financial situation. We aim to bring you long-term focused analysis driven by fundamental data.
Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.
Simply Wall St has no position in any stocks mentioned.

Valuation is complex, but we’re here to simplify it.

Discover if Nucor might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.

Access Free Analysis

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com

Visited 1 times, 1 visit(s) today

Related Article

The Rise of Stephen Miller

Since Donald Trump’s first term, Stephen Miller has risen into an architect and enforcer of some of the president’s most controversial policies. On Washington Week With The Atlantic, panelists joined to discuss the senior aide’s rise, and how he’s become one of the most powerful figures in the Trump administration. Miller “has always believed that

Russia Poisoned Putin Critic Navalny in Prison With Rare Toxin – European States

Five European countries accused Russia of poisoning opposition politician Alexei Navalny on Saturday on the sidelines of the Munich Security Conference. “The U.K., Sweden, France, Germany and the Netherlands are confident that Alexei Navalny was poisoned with a lethal toxin,” the countries said in a joint statement following “analyses of samples” from his body. The

How Elon Musk’s company influences geopolitics

Lack of internet access is a major problem in many regions of the world today. Starlink was initially developed by the American tech billionaire Elon Musk to solve this problem. It was designed as a way of quickly getting the internet into regions all over the world where this was either impossible to do by conventional

Opinion | Pam Bondi’s ‘Cage Match’ and Trump’s Fraying Coalition

I’m Michelle Cottle. I cover politics. I’m – Do it again. Shouldn’t have had that margarita last night. No, I did have any margaritas last night, I swear. Just had a margarita this morning. It’s the one this morning. This week I am coming to you from beautiful Austin, Texas, where I am wallowing in

Rubio sticks to Trump’s firm stance but takes softer tone in speech to European allies

Secretary of State Marco Rubio offered a reassuring message to America’s allies on Saturday, striking a less aggressive but still firm tone about the administration’s intent to reshape the trans-Atlantic alliance and push its priorities after more than a year of President Donald Trump’s often-hostile rhetoric toward traditional allies. Reminding his audience at the annual

Which president had the lowest approval rating? It’s not Trump

Feb. 14, 2026, 4:02 a.m. ET Presidential approval ratings, the public’s perception of how presidents are doing their jobs, are carefully watched indicators of presidential popularity that began with Franklin D. Roosevelt in the 1930s and continue with Donald Trump today. But in an unexpected announcement Feb. 11, Gallup said it would no longer track

Jeff Bezos: cutting the legs off The Washington Post

The Washington Post was, until recently, among the US’s most venerable papers, said Jill Abramson in The Boston Globe. Its reporting on the Watergate scandal under the legendary editor Ben Bradlee made history; the reporters responsible, Bob Woodward and Carl Bernstein, have inspired generations of journalists since; the paper’s writers and photographers were admired the

Why it’s happening, what it impacts and more

WASHINGTON — The Department of Homeland Security shut down this weekend as the White House and Democratic leaders continued to discuss changes to U.S. immigration enforcement after federal agents killed two American citizens in Minnesota last month. The two sides have continued to trade offers, signaling some hope for an agreement. But it remains unclear

Democrats open investigation into Trump’s threats to not open Gordie Howe Bridge

Gordie Howe Bridge fight heats up Windsor Mayor Drew Dilkens says there has been a step back in his relationship with Matthew Moroun, who heads up ownership of the Ambassador Bridge, following the Times report that Moroun met with the Trump administration shortly before President Trump threatened to delay the opening of the Gordie Howe.

Trump threatens an executive order to mandate voter IDs before elections | Donald Trump News

United States President Donald Trump has hinted at a new executive order that would force election organisers to require voter identification before distributing ballots. In a social media post on Friday, the Republican leader warned he would soon take executive action, apparently frustrated by a lack of progress on the issue in Congress. Recommended Stories

Trump privately lashes out at GOP lawmakers over racist video blowback, sources say

Hours after refusing to apologize for a racist video posted to his Truth Social account, President Donald Trump hadn’t let go. He spent last weekend complaining to allies about Republicans who had condemned the video depicting the Obamas as apes, questioning the lawmakers’ loyalty and vowing consequences, sources familiar with his comments told CNN. The

Musk’s xAI faces threat of NAACP lawsuit over pollution in Mississippi

Nikolas Kokovlis | Nurphoto | Getty Images Elon Musk’s xAI, which merged with SpaceX last week, is facing increased pressure from environmental and civil rights groups over pollution concerns, this time at the company’s facility in Southaven, Mississippi. On Friday, the Southern Environmental Law Center and Earthjustice, on behalf of the NAACP, sent a notice

How to watch the NBA Celebrity All-Star Game free stream tonight without Streameast

If you purchase a product through a link on our site, we may receive compensation. The 2026 NBA All-Star Weekend festivities will officially kick off tonight with the All-Star Celebrity Game. Fans can catch their favorite athletes, singers, actors and more compete against each other on ESPN at 7 p.m. ET. Streaming options are available

He Never Really Left). – Mother Jones

Elon Musk looks on as US President Donald Trump speaks at the US-Saudi Investment Forum at the John F. Kennedy Center for the Performing Arts in Washington, DC on November 19, 2025. BRENDAN SMIALOWSKI/AFP/Getty Get your news from a source that’s not owned and controlled by oligarchs. Sign up for the free Mother Jones Daily.

Angelina Jolie and More of the Bestest Party Pics This Week

Photo-Illustration: by The Cut; Photos: Getty Images, BFA It’s New York Fashion Week, and the celebrities are everywhere. Model Alex Consani was spotted in between shows with Gucci’s latest bag, Audrey Hobart dressed her part in a Burberry trench, and Angelina Jolie sparkled in a head-to-toe Givenchy look. Here’s what your favorite celebrities wore this

0
Would love your thoughts, please comment.x
()
x