NYSE:AA

Alcoa (AA)

48.68
-0.00 (0.00%)
as of Jul 2, 2026, 11:06:43 pm Market Open.
74 watching
0
Investor Insights
star iconJul 5, 2026, 12:00 am

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

Experts express a positive outlook on Alcoa (AA-N), highlighting the ongoing secular movement in commodities, which includes the resurgence of base metals like aluminum. There is an increasing demand for aluminum, driven by its applications across various industries, suggesting robust future growth potential. The past softness in aluminum trading is perceived as a temporary phase, and analysts anticipate a recovery as market dynamics shift favorably. With a yield of 1.08% and an analysts' price target of $38.88, the sentiment seems bullish, indicating that Alcoa could benefit from broader trends in commodity markets, including the performance of gold, silver, and uranium. This momentum in commodity trading positions Alcoa favorably in the market.

consensus icon
Consensus
Positive
valuation icon
Valuation
Fair Value
review icon
Similar
NUE
DON'T BUY
This is probably one of your prime economically sensitive stocks with a very high beta. When times are good, the stock does very well but in uncertain times, such as we are in now, the stock is suffering. Wait for clearer skies and or certainty with what is happening in Europe as well as China.
DON'T BUY
If he's going to own resources, he would rather only those that China really needs such as copper, coking coal, iron ore and oil. Not very cheap on a valuation basis either. Stinky balance sheet.
COMMENT
(Market Call Minute.) Reported reasonable earnings. If you are comfortable there will be a recovery in the 2nd half of the year, this is a good economic bellwether.
DON'T BUY
Alumina market as being in distress for a very long time. The big costs are energy. Europe is in the recession and won't get better anytime soon. The Asian bubble may be popping to some extent.
COMMENT
They will be announcing on Monday after the bell, so it will be interesting. Technicians will be interested in how the stock reacts to the news. The key to this one is to see how it reacts.
WAIT
One of worst performs this year. Historically has done well in springtime 3’rd week in Jan. Look for signs of bottoming.
DON'T BUY
2 problems. This is a commodity stock and commodity stocks are not trained very well right now. Aluminum in general has not been a good performer because of oversupply.
DON'T BUY
Largest pure play aluminum company globally. Aluminum has been mired in doldrums for years. Inventories are at record highs. Fabulously run company, strong balance sheet and trading at low P/E ratio. Doesn't see aluminum as being the best commodity going forward.
DON'T BUY
Fairly heavily dependent on the overall level of economic activity. Large company so lots has to go right in terms of the economy for it to grow to much of an extent. Skinny dividend.
TOP PICK
Cyclical company. Low cost aluminum producer. China is actually a high cost producer. Have cheap electricity. A light metal that will double in demand. Earnings have bottomed out.
SELL
He is not positive on aluminum. There seems to be excess capacity globally. Hard for them to hold their price lines and this is what is showing up in their margins.
DON'T BUY
A materials stock – the second worst sector this year. If you believe economy is going to turn around, this is the one to own. He was stopped out of it. Look at a more defensive stock until we know about Europe and China.
DON'T BUY
Looking out, particularly like cyclical like this one, doesn't have too much earnings momentum. Economically sensitive. Wouldn't buy at these levels.
DON'T BUY
There could be bad news on the horizon still. Prefers BHP.
DON'T BUY
Will grow at 6.5% a year on aluminum shipments alone. Negative thing is that nothing is news. He looks for something the market is missing and is miss-pricing a stock.
Showing 106 to 120 of 183 entries