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
Will unofficially kicked off earnings season on Monday. Has been beleaguered over the years by questionable management and poor decisions that didn't help shareholders. Prefers to play the metals area through other companies in Canada.
WAIT
Will be coming out with their numbers on July 11. Strong seasonality normally from October to December and then from February to May. There is a tendency for stocks like this to peak out at the end of April and then they tend to get hit.
COMMENT
Sold his holdings a few weeks ago, coming into the spring/summer months. This was a cyclical name. Still likes it, assuming the economy will resume its growth. With moderate growth, this company should do okay. Longer-term, he likes the stock.
DON'T BUY
Not a big fan of this one. There is a growing surplus of aluminum. Aluminum prices have gone up but this is more speculation than a sustainable increase in the lumen and prices.
BUY
Big fan of global growth and as a consequence this would be one of those companies where demand for aluminum should be there. Have had to grapple with higher input costs recently, which affected their earnings a bit but this is the aluminum marquee stock.
COMMENT
A classic earnings momentum stock. Chart shows it is forming a triple bottom. If you don’t own, write a naked Put for a month. It’s down its support and you should be willing to own the stock down here.
DON'T BUY
Large portion of demand is coming from China, Russia, Brazil and North America for auto related sectors and this area is not exactly booming. On a longer-term basis, he is reasonably positive, but on a short-term basis he is staying away because of what will be a problem from China. (See Comment on China.)
WEAK BUY
Great company. Aluminum. Totally integrated – Iron, Smelting – everything. Likes the fact they are integrated.
BUY
On a tear. Earnings were quite good. Stock is going higher.
BUY
Good earnings momentum. Materials sector is a good area to be in. Benefiting from the industrial usage globally.
BUY
Expects reasonable earnings. They cut costs. China has the biggest production but has been cutting back as part of energy conservation.
BUY
Likes base metals, which has had a tremendous run up. Aluminum consumption in Asia, India and China is increasing rapidly.
HOLD
Aluminum will do very well if we have very strong economic growth and this is a premier player.
BUY
Problems in the aluminum business are competition and energy costs. At this level it should do well but you have to be prepared to trade rather than holding it for long periods.
BUY
Had a good earnings report. Trading around 12X PE. Decent earnings momentum. Above the 50 and 200 day moving averages. 50 day also crossed the 200-day, which is a positive sign.
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