GERDAU S.A. - CONSOLIDATED INFORMATION

Gerdau reported 4Q25 adjusted EBITDA of R$2.4 billion, down 13% from 3Q25 but in line with 4Q24. The company approved R$4.7 billion in CAPEX for 2026 and declared a dividend of R$0.10 per share. Gerdau completed its 2025 share buyback program totaling R$1.0 billion and approved a new buyback program for up to 56.4 million shares.

02/23/2026, 5:10 PM • Benzinga

Stock Market Today, Feb. 11: Steelmaker Gerdau Jumps After Trading Volume Surges on U.S. Jobs Report

Gerdau (GGB) surged 2.95% on February 11, 2026, as trading volume spiked to 63 million shares (286% above average) following a strong U.S. jobs report. The January jobs data showing 130,000 new jobs and 4.3% unemployment boosted cyclical stocks like steel producers, with investors anticipating increased construction demand and higher steel prices. Peer companies Nucor and Steel Dynamics also gained on the positive economic outlook.

02/11/2026, 5:07 PM • The Motley Fool

Steel Stock Up 47% in a Year and This Fund Just Walked Away From a $6.5 Million Position

Kawa Capital Management fully liquidated its $6.49 million position in Gerdau S.A. (2,094,404 shares) in Q4, reducing exposure from 11.8% to 0% of assets under management. This comes after Gerdau shares surged 47% over the past year, significantly outperforming the S&P 500's 14% gain. The fund's exit appears driven by portfolio risk management following the sharp rally, despite the company's strong fundamentals including steady cash generation, capital returns, and balance sheet strength.

01/23/2026, 8:30 AM • The Motley Fool

From Search Engine to AI Engine: Baidu’s Rise at the Center of China’s AI Future

Contrarian Capital Management acquired a new stake in Baidu, signaling the company's strategic transformation from a search engine to an AI-focused technology provider with promising developments in cloud services and AI models.

11/19/2025, 8:16 PM • The Motley Fool