Nucor: Steel for Data Centers, Power Poles, and the US Border Wall – Cash Flow Opportunity 2027

Data centers account for 15% of the order backlog. Nucor can supply approximately 95% of the steel required there. The power pole order backlog has doubled. The long-term EBITDA target has increased to $200 million. Record deliveries and new steel plants are driving profits. By 2027, free cash flow could also see significant growth. The US steel market benefits from higher selling prices, but there is more to the growth story for Nucor (NUE) . The company increasingly provides steel products for AI data centers and power grids. At the same...