Nucor Stock Selloff Present a Buying Opportunity, UBS Says

MT Newswires Live03-26

Nucor (NUE) stock selloff presents a buying opportunity in a relatively insulated US steel market, UBS said in a Thursday research note.

The brokerage said it expects strong construction and federal stimulus to support 3% shipment growth in 2026 and 2027, analysts wrote.

While UBS expects higher utilization rates through 2027 with shipment growth matching capacity increases, prices are expected to decline in H2 2026 and 2027 as imports re-enter the market, according to the note.

The company has low energy price exposure to the Middle East conflict, and any exposure is partly hedged through captive energy assets, with potential upside from tariff refunds, the brokerage stated.

Factors like the ongoing Middle East conflict raising the effective cost of importing and subsequently safeguarding elevated US pricing are a slight net positive for the company, according to UBS.

The brokerage said it upgraded the stock to buy from neutral and raised its price target to $190 per share from $184 earlier.

Price: 166.32, Change: +1.15, Percent Change: +0.70

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