AA Alcoa Corporation

Alcoa (NYSE:AA) has closed a financing package to fund its planned acquisition of South32’s bauxite, alumina and aluminum assets. The funding completion secures capital for the asset purchase, which still depends on shareholder and regulatory approvals. The new financing package for the South32 asset acquisition sits alongside wider themes that current research on Alcoa has identified. We have also flagged 1 warning sign for Alcoa. For a broader view on how demand for key materials is...

Alcoa Corporation (NYSE:AA) priced $2.6 billion of acquisition financing on September 9, 2026, through two wholly owned subsidiaries. Alumina Pty Ltd will issue $1.5 billion of 6.625% notes due 2034, while Alcoa Nederland Holding B.V. will issue $1.1 billion of 6.875% notes due 2036. Alcoa Corporation (NYSE:AA) and certain subsidiaries will guarantee the notes on […]

Alcoa (NYSE:AA) CFO Molly Beerman said the aluminum producer is carrying momentum from the second quarter into the third quarter, supported by strong production, pricing realization and demand from customers in North America and Europe. Speaking at the Jefferies Global Industrials Conference 2026,

Investors need to pay close attention to AA stock based on the movements in the options market lately.

Sept 10 (Reuters) - The steep premium paid for aluminum in the U.S. will not drop significantly even if Washington halves the tariffs on metal from neighboring Canada, because imports from other

AA, AROC and EFXT have been added to the Zacks Rank #5 (Strong Sell) List on September 1, 2026.

South32 (LON:S32) reported stronger FY26 earnings and cash flow as its base metals business benefited from operating performance, commodity-price tailwinds and cost management, while the company outlined plans to reshape its portfolio around copper, zinc and other base metals. Chief Executive Offic

South32 (LON:S32) reported higher earnings and cash flow for FY26 as its base-metals operations benefited from commodity prices and operating performance, while the miner outlined plans to sharpen its focus on copper and zinc following the proposed sale of its aluminium value chain assets. Chief Ex

Agilent Technologies (NYSE:A) reported third-quarter fiscal 2026 revenue of $1.88 billion, with core revenue growth of 7.3%, exceeding the high end of its guidance range. The company said earnings per share were $1.56 excluding tariff-refund benefits, up 14% from a year earlier and $0.06 above the t

Alcoa is extracting gallium at its Wagerup refinery to supply tech and defense markets, backed by government funding and a Sojitz off-take deal, while its core aluminum business funds the pivot.

Wells Fargo just raised its Alcoa price target well above what the rest of Wall Street believes the stock is worth, and the reasoning traces back to a single CFO conversation about Middle East energy risk that changed everything.

The groundbreaking ceremony for the project was attended by officials from Alcoa and the governments of Australia, Japan and the US.

Alcoa (NYSE:AA) has broken ground on a new gallium production plant at its Wagerup alumina refinery in Western Australia. The project is focused on supplying gallium, a critical mineral used in advanced technologies, and is supported by partners from Australia, Japan, and the United States. The new facility is expected to add jobs at Wagerup and expand Alcoa's role in critical minerals beyond its core aluminum business. For readers watching how critical minerals are reshaping supply chains,...

Nucor, Steel Dynamics, Cleveland-Cliffs and Century Aluminum are likely winners from U.S.-Canada trade talks breaking down. All four stocks were higher early Monday after tumbling last week on the prospect of a Canada trade deal that would lower U.S. tariffs on steel and aluminum. Prime Minister Mark Carney vowed to retaliate "dollar for dollar," with its retaliatory tariffs starting Sept. 8 U.S. officials have threatened further escalation if that happens.

After a strong three year run that has seen Alcoa return 90.0%, the stock now trades at US$51.85, with both the intrinsic value estimate from a Discounted Cash Flow (DCF) model and market multiples indicating the shares screen as undervalued. Alcoa's 90.0% return over the last three years raises the question of how much of the improvement in its fundamentals and cash flow outlook is already reflected in the price. Expectations for the company's ability to keep generating cash from its...

Alcoa (AA) is back in focus after a recent share price move, with the stock closing at $51.85 on 19 August 2026. Investors are reassessing the aluminum producer’s performance and current valuation. See our latest analysis for Alcoa. The recent 1 month share price return of 17.20% follows a period where the 3 month share price return declined 27.36%. The 1 year total shareholder return of 64.96% shows Alcoa’s longer term performance has been much stronger than its recent pullback. If this kind...

Investing.com -- Canada could not fully meet U.S. aluminium import requirements, even if it redirected all domestic production south of the border, Morgan Stanley said in a research note examining potential tariff relief.

Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, Eagle Capital Management discussed how enthusiasm around AI capital spending has driven strong S&P 500 earnings growth while also increasing risks from elevated valuations, concentrated demand, and aggressive investment assumptions. […]

Investing.com -- The US and Canada still have significant differences to resolve before an August 19 deadline for threatened 50% tariffs on a range of Canadian products, Bloomberg reported on Saturday.

Oklahoma residents fear toxic emissions, threatening an effort to restore US industrial might.

Shares of Kaiser Aluminum climbed above a buy point Wednesday, just days after the company issued a bullish quarterly report, and as the stock stands out among peers. With an IBD Composite Rating of 98 and a three-month Relative Strength Rating of 82, Kaiser Aluminum has emerged as the leader among aluminum stocks. In last month's earnings report, CEO Keith Harvey said the "underlying story is increasingly one of stronger customer demand, improving market conditions and strengthening business fundamentals."

(Bloomberg) -- Last summer, about 80 government officials and industry executives gathered in Washington to answer a key question: How would the US aluminum supply chain hold up in the event of a major global conflict?Most Read from BloombergTrump Says Iran Talks Going Well as Hopes Rise for Hormuz DealChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersBeer Dynasty Families Sell €731 Million Stake in AB InBevTaco Bell Met With Michigan on Parasite Weeks Before RecallSpaceX’s AI Splur

Constellium heads into Q2 results with revenue and earnings growth expected, but higher costs and currency headwinds could shape the quarter.

Investors need to pay close attention to AA stock based on the movements in the options market lately.

Empire Metals Ltd (AIM:EEE, OTCQX:EPMLF) has strengthened its project delivery and environmental approvals team as it pushes the Pitfield Titanium Project through feasibility studies towards commercial development. The company appointed Chris Dodds as general manager for project delivery,...

Alcoa stock has pulled back sharply in recent weeks even after returning 41.7% over the past year, and both the Discounted Cash Flow (DCF) intrinsic value estimate and market multiples currently point to the shares trading at a discount to what the company’s cash flows may justify. Over the past 12 months Alcoa has returned 41.7%, which puts the recent share price weakness into focus for investors who are reassessing whether the earlier gains still leave room for further upside. The newly...

The White House announced two policy moves aimed at reducing reliance on foreign suppliers while encouraging domestic metals production.

Companies in The News Are: VIST, TRV, CVX, AA

The Pittsburgh-based company lowered its full-year alumina expectations as it looks to return its Pinjarra refinery to normal operations.

Alcoa shares fell after Q2 2026 earnings missed estimates and guidance was cut, but the drop was driven more by its $4.7 billion South32 acquisition than weak results.

Alcoa Corporation will release its second-quarter earnings report after the closing bell on Thursday, July 16. Analysts expect the company to report quarterly earnings of $2.19 per share, up from 39 cents per share in the year-ago period. The consensus...

Operational issues at an Australian refinery reduced output despite higher aluminum prices lifting quarterly revenue.

Alcoa shares tumble as management cuts full-year alumina production guidance. But should you load up on AA stock on the post-earnings dip?

Alcoa highlights the South32 acquisition strategy, record aluminum EBITDA and plans to strengthen its upstream portfolio in Q2 2026.

The company is making its biggest strategic bet in a decade, and it has nothing to do with just hoping for higher metal prices.

Alcoa cut its full-year alumina guidance, citing issues at its Pinjarra, Australia refinery, and said alumina prices remained stable despite uncertainty about global shipments driven by the war in Iran.

Alcoa (NYSE:AA) reported higher second-quarter revenue and adjusted earnings as stronger aluminum prices, increased shipments and value-added product premiums helped offset weakness in alumina operations, executives said on the company’s second-quarter 2026 earnings call. Molly Beerman, Alcoa’s exe

The headline numbers for Alcoa (AA) give insight into how the company performed in the quarter ended June 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

FEATURE Aluminum producer Alcoa reported improved earnings, but they didn’t match Wall Street estimates. Shares were lower in late trading. Thursday evening, Alcoa announced adjusted second-quarter earnings per share of $2.

Alcoa will manage both the construction and operation of the production plant.

In the past few days, Alcoa has been expected to report higher second‑quarter 2026 revenues and earnings, supported by stronger aluminum demand across packaging, electrical, and transportation end markets and the restart of key smelters in Spain, Brazil, and Norway, even as alumina shipments from Australia faced delays tied to geopolitical tensions and weather disruptions. An interesting angle for investors is how smelter restarts and recent moves such as the Alumina Limited acquisition and...

Alcoa and the governments of Australia, Japan and the United States have approved the construction of a new gallium production facility at the company's Wagerup alumina refinery in Western Australia.

Alcoa said it and the governments of Australia, Japan and the U.S. have reached a final investment decision to build a gallium production plant at the company’s Wagerup alumina refinery in Western Australia.

Alcoa (AA) has moved to expand its bauxite, alumina, and aluminum footprint by agreeing to acquire South32’s interests in several Brazilian and Australian assets, including Worsley Alumina and Hillside Aluminium, under a new transaction. See our latest analysis for Alcoa. At the latest share price of $48.72, Alcoa’s 30 day share price return is down 29.16% and the 90 day share price return is down 32.18%. However, its 1 year total shareholder return of 65.08% and 5 year total shareholder...

AA heads into Q2 earnings with revenues and EPS seen surging year over year as aluminum demand and smelter restarts offset pressure in alumina.

Get a deeper insight into the potential performance of Alcoa (AA) for the quarter ended June 2026 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.