NYSE:AA

Alcoa (AA)

65.55
-6.86 (9.47%)
as of Jun 10, 2026, 8:00:00 pm Market Open.
74 watching
0
Investor Insights
star iconJun 10, 2026, 12:00 am

This summary was created by AI, based on 1 opinions in the last 12 months.

Alcoa, symbol AA-N, is positioned positively in the commodities market, particularly within base metals such as aluminum. Expert opinions suggest a significant secular movement in commodities, with rising demand driven by various sectors including technology, where rare earth metals and base metals are particularly relevant. The recent recovery in aluminum trade is seen as promising, indicating potential for growth. Analysts highlight the broader rotation occurring within the commodity space and express optimism for Alcoa's prospects. With a yield of 1.08% and a price target set at $38.88, the outlook for this stock appears favorable amidst the increasing demand for metals across various industries.

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Consensus
Positive
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Valuation
Fair Value
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DON'T BUY
Stock got ahead of itself based on emerging market competition hiding. Some smelters recently closed down which should cut down on supply but stock continues to drop. Won't be priced on earnings but on expectations of the price of aluminium. Expects more downside.
DON'T BUY
(Market Call Minute.) The model price is $43.87, a 3% positive differential.
BUY
Good benchmark of what you need to do if you believe in worldwide growth.
COMMENT
He has a model price of $41.23, a positive 8% differential. He thinks the high on this one will probably be about $42.20 and if it broke up through there he would use $42.20 as a Stop.
BUY
Will probably see basic materials types of stocks doing very well going forward. Have likely entered an inflationary cycle in the US causing dollar-based assets to inflated value and the ability to people selling materials to increase prices. There is also growth in demand, especially from the 3rd world.
TOP PICK
Of all the base metals, aluminum is the only one that is hitting new highs. This company is the only way to play it.
BUY
There is still room to run because of the demands from the evolving economies for all the base metals.
BUY
Have been watching it. The take over bid will be wrapped up soon. Doesn't leave many left. Could be a subject of a take-over.
BUY
Aluminium used in automobiles has doubled over the last two years. Reducing greenhouse gases by 25%, and landfill by 50%. Increasing “green energy” used (37% at the moment).
TOP PICK
Likes the aluminum business long-term. Expecting a scarcity factor with some of the other players disappearing. Looking for $7 plus in earnings next year, which would be worth 7-8X cash flow.
TOP PICK
Likes the aluminum space. Cheap at the moment.
DON'T BUY
His model price is $45.14 giving it an 18% positive differential. He is finding so much value elsewhere, that it is not in his portfolio. Would probably have to go 10%/15% lower before he is interested.
COMMENT
To own as a long-term aluminum investment, it is probably overpriced. If you are looking for takeover speculation, they are the last major independent aluminum producers.
COMMENT
Some great assets, great managers. But he likes Alcan better.
TOP PICK
Enormously vulnerable to take out.
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