NUE
Nucor Corporation · Basic Materials · Steel
TECHSellZACKSHold
R500#70 today
$240.39
+1.87% today · -2.54% 1W
Oct 2 close or latest
PreviewWhy it's moving
Outperforming without a clear catalyst yet
- NUE +1.87% on the last session vs SPY +0.74%: +1.1 pts of stock-specific move.
- Aftermath, big drop (Sep 29): After its 56 big drops in the past 5 years, NUE typically lost 0.2% over the next day (median) and was higher only 41% of the time; half the outcomes fell between -1.5% and +1.1%. An ordinary day: +0.1%. Among S&P 500 stocks after big drops, that ranks #470 of 500.
- Market backdrop (Fri): Average Hourly Earnings m/m 0.1% vs 0.3% expected (cooler); Non-Farm Employment Change 29K vs 89K expected (weaker); S&P futures +0.41%, 10-year yield -5bp in the 30 minutes after.
Assembled from Wallsti's own signals.
Next report
Oct 26
After the close · in 22 days
EPS estimate
$5.82
$5.64 to $6.45 · 6 analysts
Revenue estimate
$10.8B
$10.3B to $11.1B
Track record
7/8 beats
last 8 reports · moved ±4.3% on average
Reports
| Reported | Quarter | EPS est. | EPS | EPS surprise | Revenue | Reaction | Gap | 5 days |
|---|---|---|---|---|---|---|---|---|
| Jul 27, 2026 AMC | 2Q2026 | $4.53 | $4.84 | +$0.31 (+6.9%) beat | — | +7.2% +6.9 vs SPY | +2.5% | +5.4% |
| Apr 27, 2026 AMC | 1Q2026 | $2.82 | $3.23 | +$0.41 (+14.7%) beat | $9.5B | +4.7% +5.2 vs SPY | +2.4% | +5.0% |
| Jan 26, 2026 AMC | 4Q2025 | $1.81 | $1.73 | −$0.08 (−4.4%) miss | $7.7B | -2.3% -2.7 vs SPY | -2.9% | +1.9% |
| Oct 27, 2025 AMC | 3Q2025 | $2.17 | $2.63 | +$0.46 (+21.3%) beat | $8.5B | +5.4% +5.2 vs SPY | +1.4% | +2.8% |
| Jul 28, 2025 AMC | $2.64 | $2.65 | +$0.01 (+0.4%) beat | — | -2.7% -2.4 vs SPY | -6.8% | -5.2% | |
| Apr 28, 2025 AMC | $0.66 | $0.77 | +$0.11 (+16.7%) beat | — | +1.9% +1.3 vs SPY | -1.2% | +3.4% | |
| Jan 27, 2025 AMC | $0.62 | $1.22 | +$0.60 (+96.8%) beat | — | +3.8% +2.9 vs SPY | 0.0% | +7.7% | |
| Oct 21, 2024 AMC | $1.41 | $1.49 | +$0.08 (+5.7%) beat | — | -6.5% -6.4 vs SPY | -1.7% | -5.4% | |
| Jul 22, 2024 AMC | $2.41 | $2.68 | +$0.27 (+11.2%) beat | — | -1.1% -0.9 vs SPY | -1.7% | -2.4% | |
| Apr 22, 2024 AMC | $3.62 | $3.46 | −$0.16 (−4.4%) miss | — | -8.9% -10.1 vs SPY | -7.3% | -8.6% | |
| Jan 29, 2024 AMC | $2.83 | $3.16 | +$0.33 (+11.7%) beat | — | +6.9% +7.0 vs SPY | +0.8% | +3.2% | |
| Oct 23, 2023 AMC | $4.23 | $4.57 | +$0.34 (+8.0%) beat | — | +4.8% +4.0 vs SPY | +1.9% | +6.0% | |
| Jul 24, 2023 AMC | $5.57 | $5.81 | +$0.24 (+4.3%) beat | — | +3.7% +3.5 vs SPY | -1.6% | +3.3% | |
| Apr 20, 2023 BMO | $3.89 | $4.45 | +$0.56 (+14.4%) beat | — | +5.5% +6.0 vs SPY | +2.0% | -2.1% | |
| Jan 26, 2023 BMO | $4.30 | $4.89 | +$0.59 (+13.7%) beat | — | +8.4% +7.3 vs SPY | +2.1% | +11.7% | |
| Oct 20, 2022 BMO | $6.53 | $6.50 | −$0.03 (−0.5%) miss | — | +2.5% +3.3 vs SPY | -3.7% | +12.4% | |
| Jul 21, 2022 BMO | $8.76 | $9.67 | +$0.91 (+10.4%) beat | — | +9.2% +8.1 vs SPY | +4.5% | +8.1% | |
| Apr 21, 2022 BMO | $7.34 | $7.67 | +$0.33 (+4.5%) beat | — | +3.8% +5.2 vs SPY | +1.3% | -6.1% | |
| Jan 27, 2022 BMO | $7.85 | $8.04 | +$0.19 (+2.4%) beat | — | +4.0% +4.5 vs SPY | +4.5% | +20.4% | |
| Oct 21, 2021 BMO | $7.42 | $7.28 | −$0.14 (−1.9%) miss | — | -2.9% -3.2 vs SPY | -4.7% | +2.9% | |
| Jul 22, 2021 BMO | $4.78 | $5.18 | +$0.40 (+8.4%) beat | — | — | — | — | |
| Apr 22, 2021 BMO | $3.12 | $3.15 | +$0.03 (+1.0%) beat | — | — | — | — | |
| Jan 28, 2021 BMO | $1.19 | $2.35 | +$1.16 (+97.5%) beat | — | — | — | — | |
| Oct 22, 2020 BMO | $0.54 | $0.65 | +$0.11 (+20.4%) beat | — | — | — | — |
BMO = before the open, AMC = after the close. Reaction: the first session that could trade on the report (the same day for BMO, the next session for AMC) against the close before it; "vs SPY" subtracts the S&P 500 over the same session. EPS surprise is in dollars, with the percentage only when the estimate is at least $0.10 (near zero, a small beat would show as hundreds of percent). Revenue surprise needs the estimate from before the report, so it starts with the reports Wallsti saw coming.
Analyst estimates
| Period | EPS | Range | vs year ago | 90-day trend | Revisions 30d | Revenue | vs year ago |
|---|---|---|---|---|---|---|---|
| Current quarter · Sep 30, 2026 | $5.82 (6) | $5.64 – $6.45 | +121% | +11.1% | ▲2 ▼3 | $10.8B | +27% |
| Next quarter · Dec 31, 2026 | $5.19 (5) | $4.11 – $5.65 | +200% | +21.8% | ▲3 ▼1 | $9.8B | +28% |
| Current year · Dec 31, 2026 | $18.74 (7) | $16.13 – $20.55 | +143% | +11.1% | ▲5 ▼0 | $40.4B | +24% |
| Next year · Dec 31, 2027 | $19.86 (10) | $15.67 – $24.17 | +6% | +16.4% | ▲6 ▼1 | $41.3B | +2% |
Consensus as of Oct 4, 2026. Source: Yahoo Finance analyst estimates; schedule and timing also from Nasdaq's earnings calendar.