Shares of MP Materials Corp. (MP) closed 1% higher on Monday, while aluminum companies such as Alcoa Corp. (AA), Kaiser Aluminum Corp. (KALU) and Century Aluminum (CENX) were also in focus after President Donald Trump signed an executive order tightening sourcing rules for defense contractors and a…
Alcoa Corporation NYSE:AA just handed investors a lesson in reading between the lines. Shares fell after the aluminum giant reported Q2 2026 earnings and trimmed its full-year outlook, partly due to a weather-related disruption at one of its Australian facilities.However, the pressure on AA didn’t…
Alcoa Corp. NYSE:AA, a Pittsburgh-based producer of aluminum and alumina, has lowered its 2026 alumina production forecast after operational problems at an Australian refinery reduced output. The company now expects alumina production of between 9.5 million and 9.6 million metric tons, compared wit…
Record quarterly revenue and strong operational execution drove higher earnings, despite alumina headwinds from Pinjarra. Strategic acquisition of South32 assets is expected to be immediately accretive, with robust cash flow and disciplined capital allocation supporting growth.Based on Alcoa Corpor…
Alcoa reported record second-quarter revenue of $3.97 billion and net income attributable to the company of $407 million, or $1.53 per diluted share. On an adjusted basis, Alcoa reported adjusted net income of $562 million, or adjusted diluted EPS of $2.12, and adjusted EBITDA excluding special ite…
Record Q2 2026 revenue and strong operational performance were driven by higher aluminum prices and increased shipments. Strategic moves included a $4.1 billion acquisition agreement and major investments, while guidance for alumina production was reduced due to refinery disruptions.Original docume…
Strong 2Q26 results featured higher revenue, EBITDA, and free cash flow, driven by robust aluminum prices and shipments. The announced $4.1B acquisition of South32's assets is expected to enhance scale, supply chain resilience, and long-term growth.Original document: Alcoa Corporation [AA] Slides R…
Alcoa Corporation (NYSE: AA; ASX: AAI) (Alcoa or the Company) today reported results for the second quarter 2026 that included record quarterly revenue, strong operational performance, and progress on multiple smelter capacity restarts, in addition to the announced acquisition of South32 Limited’s…
Explore more price target data and ratings for Alcoa Corporation on the Forecasts tab, and track all previous and future analyst recommendations for Alcoa Corporation in the dedicated News Flow.Select reference data provided by FactSet. Copyright © 2026 FactSet Research Systems Inc. This informatio…
Alcoa Corporation (NYSE:AA) faces margin pressure as aluminum prices slide about 18% from recent highs and a 50% tariff raises costs, while low‑cost Canadian hydropower gives rivals an edge; UBS kept a Buy but trimmed its price target to $68 from $80.Previous Week Recap This is an AI-ge…
Moody's Ratings said on Friday it placed Australian miner South32's ASX:S32 credit ratings on review for downgrade after it agreed to sell most of its aluminium assets to Alcoa NYSE:AA for as much as $5.6 billion."The divestment would materially reduce the company's scale, commodity diversification…
Alcoa announced an agreement to acquire South32’s bauxite, alumina, and aluminum operations for $3.1 billion in cash and approximately 17 million Alcoa shares valued at about $1.0 billion, with up to $750 million in contingent payments over four years based on commodity prices. Closing is subject t…
Explore more price target data and ratings for Alcoa Corporation on the Forecasts tab, and track all previous and future analyst recommendations for Alcoa Corporation in the dedicated News Flow.Select reference data provided by FactSet. Copyright © 2026 FactSet Research Systems Inc. This informatio…
South32's aluminum sale pleases Macquarie, which reckons the miner will be better able to pursue copper growth as a result. The deal "daylights value in the upstream portfolio, closing out the conglomerate discount and moving S32 to a simpler growth focus," it says. Macquarie views the up to US$5.6…
By Caroline Valetkevitch and Niket NishantU.S. stocks finished slightly lower on Wednesday as technology shares fell, but gains in Meta Platforms limited the decline in the S&P 500 and Nasdaq.Chipmakers were among the biggest drags on the S&P 500 and Nasdaq, with an index of semiconductors NASDAQ:S…
By Bob TitaAlcoa has been reluctant to expand aluminum smelting in the U.S., despite recent sky-high prices for the metal. But the Pittsburgh-based company is taking a big swing at making more aluminum overseas by acquiring one of the world's largest smelters in South Africa.Alcoa plans to buy the…
By Caroline Valetkevitch and Niket NishantU.S. stocks finished slightly lower on Wednesday with falling technology shares, but gains in Meta Platforms provided some support along with comments from Federal Reserve Chair Kevin Warsh that inflation risks had eased recently.Warsh also said he will sti…
Alcoa Price Target Maintained With a $79.00/Share by Morgan Stanley
Alcoa NYSE:AA has agreed to acquire South32's bauxite, alumina and aluminum assets in a deal valued at up to $5.6 billion, strengthening its position as one of the world's largest integrated aluminum producers. The transaction includes $3.1 billion in cash, about $1 billion in Alcoa shares, and $75…
By Ryan DezemberAlcoa shares are on track for their worst day since President Trump announced sweeping tariffs in April 2025, trading as much as 12% lower after the Pittsburgh company said it would pay up to $5.6 billion for bauxite, alumina and aluminum assets in South Africa, Australia and Brazil…
