STLD — Steel Dynamics Inc

Founder-Led

Stock analysis, trade plans, and proprietary indicators by Trend Edge.

Trend Edge Setup Score

Trend Edge rates STLD Bullish with a Setup Score of 54, net conviction 57, actionability 52. How the Setup Score works →

Total Setup Score54
Directional BiasBullish
Net Conviction57
Actionability52 (in range)

Key signals behind this score

About Steel Dynamics Inc

Steel Dynamics, Inc., together with its subsidiaries, operates as a steel producer and metal recycler in the United States. It operates through four segments: Steel Operations, Metals Recycling Operations, Steel Fabrication Operations, and Aluminum Operations. The Steel Operations segment offers hot rolled, cold rolled, and coated steel products; parallel flange beams and channel sections, large unequal leg angles, and reinforcing steel bars, sta… Read full Trend Edge analysis →

Trend Edge Proprietary Indicators

Key Metrics

Current Price$231.08
Market Cap$31.39B
Float133.5M
Shares Outstanding143.3M
P/E (Forward)13.35
P/E (TTM)20.96
Price/Sales (TTM)1.53
vs. Analyst Target+18.0% to analyst PT
Profit Margin7.83%
Operating Margin (TTM)11.50%
Revenue (TTM)$20.54B
Earnings Growth (YoY)83.60%
Dividend Rate2.1%
Analyst Target Price$272.64 (14 analysts)

Financial History

Annual Revenue & Earnings History

YearRevenueNet IncomeGross ProfitEBITDA
2020 $9.60B $551M $1.43B $1.13B
2021 $18.41B $3.21B $5.36B $4.61B
2022 $22.26B $3.86B $6.12B $5.50B
2023 $18.80B $2.45B $4.05B $3.15B
2024 $17.54B $1.54B $2.80B $2.52B
2025 $18.18B $1.19B $2.36B $2.11B

Recent Quarterly Revenue & Net Income

QuarterRevenueNet Income
Sep 2025 $4.83B $404M
Dec 2025 $4.41B $266M
Mar 2026 $5.20B $403M
Jun 2026 $6.09B $534M

Ownership & Float

Insider Ownership6.6%
Institutional Ownership86.2%
Short Float3.0%
% of All Funds Holding11.54%
Number of Funds Holding1,015

Current Moving Averages

Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.

TimeframeSMAValueTrend Context
Weekly10-Week SMA$240.62Near-term / short-term trend
Weekly40-Week SMA$210.03Medium-term trend
Weekly80-Week SMA$171.61Cyclical trend (business cycle)
Weekly200-Week SMA$139.22Secular trend (multi-year)
Monthly10-Month SMA$209.06Near-term monthly trend
Monthly20-Month SMA$170.72Medium-term monthly trend
Monthly40-Month SMA$146.11Secular monthly trend

Volume Shelves — Support & Resistance

Trend Edge identifies volume shelves: price zones where historically elevated trading volume creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.

Price LevelTypeVolume RatioAge
$227.00 support 1.01x 0 months ago
$257.00 resistance 1.07x 1 months ago
$115.00 support 1.23x 18 months ago

Historical Earnings Reactions (119 events)

TimeframeAvg ReturnMedianWin RateBestWorst
Gap 0.53% 0.46% 66.39% 8.46% -4.69%
1 Day 0.79% 0.53% 54.62% 22.65% -8.42%
1 Week 2.63% 2.17% 64.71% 28.38% -11.73%
2 Weeks 3.39% 2.66% 65.55% 62.89% -15.07%
1 Month 2.88% 3.36% 65.25% 35.86% -29.47%

Next earnings: October 19, 2026 (54 days away)

Seasonality & Day-of-Week Patterns

Monthly Seasonality

MonthAvg ReturnWin RateSamples
Jan5.7%53.3%30
Feb2.7%60.0%30
Mar2.2%56.7%30
Apr3.7%66.7%30
May-0.3%46.7%30
Jun-1.2%36.7%30
Jul5.7%76.7%30
Aug-3.9%41.4%29
Sep-3.2%44.8%29
Oct5.0%69.0%29
Nov3.7%65.5%29
Dec2.2%63.3%30

Day-of-Week Tendencies

DayAvg ReturnWin RateSamples
Monday -0.02% 48.8% 1408
Tuesday 0.22% 51.8% 1537
Wednesday 0.06% 49.5% 1535
Thursday 0.04% 48.6% 1505
Friday 0.17% 50.5% 1497

Top Institutional Holders

Institutional holder breakdown coming soon.

Total institutional ownership: 86.2%

Insider Transactions — Smart Summary

Total insider ownership: 6.6%

Founder-led management: Mark Millett (Co-Founder, Chairman & CEO)

12-Month Insider Activity Summary

Total Filings7
Net Value-$7.9M
Net Shares Change-39,376
% of Float-0.0%
C-Suite Filings6
Clusters Detected0

Key Insiders

NameTitleNet ValueFilingsActivity
Anderson James Stanley Senior Vice President -$2.7M 1 1 sell
Alvarez Miguel Senior Vice President -$2.4M 2 2 sell
Graham Christopher A Senior Vice President -$2.1M 1 1 sell
Cornew Kenneth W. -$1.1M 1 1 sell
Poinsatte Richard A Senior Vice President -$538,453 1 1 sell
Pushis Glenn Senior Vice President -$117,049.44 1 1 sell

Significant Filings

DateInsiderTitleNet ValuePrice After
2026-06-08 Anderson James Stanley Senior Vice President -$2.7M Transaction at $268.70, now -14.0%
2026-05-15 Graham Christopher A Senior Vice President -$2.1M Transaction at $236.81, now -2.4%
2026-05-14 Poinsatte Richard A Senior Vice President -$538,453 Transaction at $234.11, now -1.3%
2026-04-24 Alvarez Miguel Senior Vice President -$1.1M Transaction at $225.58, now +2.4%
2026-04-24 Cornew Kenneth W. -$1.1M Transaction at $224.87, now +2.8%
2025-10-30 Alvarez Miguel Senior Vice President -$1.3M Transaction at $162.79, now +41.9%

View full insider transaction history on Trend Edge →

AI Consult Analysis

Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for Steel Dynamics Inc (STLD) powered by Claude Opus — Anthropic's most capable AI model. The analysis covers five layers: technical analysis (near-term, medium-term, cyclical, and secular trend, momentum, volume shelf support and resistance, breakout and breakdown signals), qualitative analysis (business model, competitive moat, sector dynamics), insider sentiment (buy and sell signals from executive and director transactions), share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and fundamental analysis (valuation, revenue growth, profit margin, earnings quality).

AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit, stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward. Whether you are building a long position, initiating a short, or looking for a reversal setup, AI Consult identifies the highest-probability signal from the current trend.

Get the full AI Consult analysis for STLD on Trend Edge →