Constellium Zukünftiges Wachstum
Future Kriterienprüfungen 1/6
Der Gewinn von Constellium wird voraussichtlich um 7.8% pro Jahr zurückgehen, während der Jahresumsatz um 7.1% pro Jahr wachsen soll. Der Gewinn je Aktie wird voraussichtlich um 6.3% pro Jahr sinken. Die Eigenkapitalrendite wird in 3 Jahren voraussichtlich 23.6% betragen.
Wichtige Informationen
-7.8%
Wachstumsrate der Gewinne
-6.29%
EPS-Wachstumsrate
| Metals and Mining Gewinnwachstum | 14.2% |
| Wachstumsrate der Einnahmen | 7.1% |
| Zukünftige Eigenkapitalrendite | 23.59% |
| Analystenabdeckung | Low |
| Zuletzt aktualisiert | 27 May 2026 |
Jüngste Aktualisierungen zum künftigen Wachstum
Recent updates
Narrativ-Update • Jun 06
CSTM: Free Cash Flow And Buybacks Will Shape Future Risk Reward Balance
Analysts have lifted the Constellium price target by roughly $9, citing updated assumptions for higher revenue growth, a lower discount rate, and a richer future P/E multiple, partially offset by slightly lower projected profit margins. Analyst Commentary Recent Street research on Constellium reflects a mix of optimism and caution, with several firms adjusting price targets and one major downgrade reshaping the risk reward debate.Seeking Alpha • Jun 03
Constellium: Quality Segments, Better Cash Flow, And Still Reasonable Upside
Summary Constellium SE offers quality exposure to aerospace, packaging, and automotive sectors, with strong segment margins and a healthy balance sheet supporting a bullish outlook. CSTM’s Q1 2026 results showed record segment adjusted EBITDA driven by improved price/mix and margin structure, not just volume or aluminum price movements. Valuation remains attractive with a DCF-derived fair value of $46.9 per share, implying 29% upside, though the stock is no longer a deep value play after its run-up. Key risks include margin normalization, working capital pressures, cyclical demand volatility, and leverage, making CSTM a quality cyclical rather than a buy-and-forget position. Read the full article on Seeking Alpha
Narrativ-Update • May 22
CSTM: Buybacks And Airbus Contract Will Shape Balanced Risk Reward Outlook
Analysts have lifted their price target for Constellium from about $29.22 to roughly $34.13, citing updated assumptions that include higher revenue growth, slightly stronger profit margins, and a modestly higher future P/E multiple. Analyst Commentary Recent Street research on Constellium shows a mix of views, with both supportive and cautious voices weighing in.
Narrativ-Update • May 07
CSTM: Future Cash Returns And Airbus Contract Will Drive Equity Upside
Narrative Update on Constellium The analyst price target for Constellium has shifted from about $30.01 to $40.00. This reflects analysts incorporating higher future P/E assumptions, along with recent bullish initiations and multiple price target raises following the company's Q4 results.Narrativ-Update • Apr 22
CSTM: Free Cash Flow And Buybacks Will Support Future Balance Sheet Progress
Constellium's updated analyst price target has edged higher by about $1 to $29.22, as analysts factor in a slightly higher assumed future P/E multiple and modest adjustments to growth, margin and discount rate assumptions following recent Q4 "beat and raise" commentary and expectations for improved free cash flow support for deleveraging and buybacks. Analyst Commentary Recent research updates cluster around Constellium's Q4 report, with several large firms adjusting their price targets following what has been described as a "beat and raise" quarter and expectations for improved free cash flow and balance sheet progress.
Neues Narrativ • Apr 08
Constellium jet another cyclical aluminum processor, or a mispriced aluminum platform?
Rating: Buy / Value-Oriented Cyclical Compounder Style: Materials / industrial value with structural aerospace and recycling upside Core debate: Is Constellium just another cyclical aluminum processor, or is it a mispriced value-added aluminum platform with improving margins, strong cash generation, and underappreciated exposure to aerospace, packaging, recycling, and lightweighting? Executive view Constellium looks like one of the more compelling value-oriented names in the materials space.Narrativ-Update • Apr 07
CSTM: Free Cash Flow And Buybacks Will Shape Balanced Future Returns
Constellium's analyst price target has been nudged slightly lower to about $28.78 from roughly $28.92, as analysts factor in updated assumptions on the discount rate, growth, and margins following recent Q4 beats and the company's continued focus on free cash flow, deleveraging, and share repurchases. Analyst Commentary Recent Street research on Constellium centers on the Q4 earnings beat, updated price targets, and the company’s focus on free cash flow, balance sheet repair, and buybacks.Narrativ-Update • Mar 24
CSTM: Future Free Cash Flow And Buybacks Will Support Higher Equity Value
Constellium's updated fair value estimate has shifted from about $22.0 to roughly $27.9. This reflects higher Street price targets in the $28 to $30 range after analysts cited a Q4 "beat and raise," stronger free cash flow, deleveraging, and ongoing share repurchases. Analyst Commentary Street research around the latest Q4 report has centered on a Q4 beat, guidance raise, and what that could mean for free cash flow, leverage, and buybacks.Narrativ-Update • Mar 09
CSTM: Stronger Free Cash Flow And Buybacks Will Support Future Upside
Analysts have raised their price target on Constellium to $30 from $25, citing stronger free cash flow supporting deleveraging and ongoing share repurchases following a Q4 "beat and raise" that several firms described as strong. Analyst Commentary Bullish analysts are leaning into a more constructive view on Constellium following its Q4 report, with a cluster of higher price targets and positive commentary around execution and capital allocation.Narrativ-Update • Feb 23
CSTM: Free Cash Flow And Buybacks Will Drive Future Returns
Analysts have raised their blended price target on Constellium from about $20.12 to roughly $28.92, citing Q4 earnings beats, stronger free cash flow trends that may support deleveraging and buybacks, and revised forward P/E assumptions in the low teens. Analyst Commentary Recent research updates cluster around the same core message: Q4 results came in ahead of expectations, free cash flow trends look supportive for the balance sheet and buybacks, and analysts have adjusted their valuation frameworks, including P/E assumptions, to reflect this backdrop.Narrativ-Update • Feb 09
CSTM: Higher Price View Will Face Ongoing Execution And Repricing Risks
Analysts have lifted their price target on Constellium to US$25 from US$22, reflecting updated assumptions for the discount rate, revenue growth, profit margin and future P/E that they see as better aligned with current expectations. Analyst Commentary The latest target move to US$25 is framed as more of a housekeeping adjustment than a shift in conviction, with the rating held at Hold.Narrativ-Update • Jan 26
CSTM: Higher Price View And Leadership Changes Will Shape Balanced Return Profile
Narrative Update Analysts have lifted their implied fair value estimate for Constellium from about $12.02 to $21.97, reflecting updated assumptions on discount rate, revenue growth, profit margin and future P/E that are broadly consistent with the recent increase in the Street's price target to $25 from $22. Analyst Commentary The recent move in the Street price target to $25, alongside a maintained Hold rating, suggests that some analysts see Constellium as more fairly priced than before, but not compelling enough to merit a more constructive stance.Narrativ-Update • Jan 11
CSTM: Singen Battery Foil Expansion And Share Buybacks Will Support Future Upside
Analysts have lifted their price target on Constellium to $25 from $22, citing updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E as key drivers of the change. Analyst Commentary Recent research highlights a more constructive stance on Constellium, with the updated US$25 price target reflecting refreshed assumptions around fair value, discount rate, revenue growth, profit margins and future P/E.Analyseartikel • Jan 07
Constellium SE's (NYSE:CSTM) P/E Is On The Mark
Constellium SE's ( NYSE:CSTM ) price-to-earnings (or "P/E") ratio of 24.3x might make it look like a sell right now...Narrativ-Update • Dec 27
CSTM: Singen Battery Foil Expansion Will Support Stronger Future Profitability
Analysts have nudged their price target on Constellium slightly higher to approximately $22.17 from about $21.96, citing modestly stronger expectations for revenue growth, profit margins, and future earnings multiples, supported by a marginally lower assumed discount rate. What's in the News The company completed a EUR 30 million investment at the Singen plant in Germany, starting up new finishing lines to supply high quality aluminum foilstock for battery applications in Europe, with the first qualification coil produced for partner Lotte Infracell in November 2025 (company announcement).Narrativ-Update • Dec 13
CSTM: Singen Expansion And Buybacks Will Support Stronger Future Profitability
Narrative Update on Constellium Analysts have raised their price target on Constellium from approximately $18.90 to about $21.96. This reflects higher expected profitability and valuation multiples, despite slightly moderating revenue growth assumptions and a marginally higher discount rate.Narrativ-Update • Nov 28
CSTM: Share Buyback And CEO Transition Will Drive Future Returns
Analysts have reaffirmed their price target for Constellium at $20.12, citing unchanged expectations for revenue growth and profit margins. They also note a slight reduction in the discount rate along with a modest rise in projected future price-to-earnings ratios.Narrativ-Update • Nov 13
CSTM: Share Repurchase and Leadership Transition Will Drive Future Upside
Analysts have slightly increased their price target for Constellium, raising the estimate from $19.82 to $20.12. This adjustment reflects modestly higher revenue growth expectations, even though a lower projected profit margin is being considered.Narrativ-Update • Oct 30
CSTM: Share Buyback And Leadership Transition Will Drive Sustainable Momentum
Analysts have increased their price target for Constellium from $18.31 to $19.82. They cite adjustments in key financial metrics as the basis for this upward revision.Analyseartikel • Jul 04
Constellium (NYSE:CSTM) Has No Shortage Of Debt
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Analyseartikel • Jun 11
Are Investors Undervaluing Constellium SE (NYSE:CSTM) By 49%?
Key Insights Using the 2 Stage Free Cash Flow to Equity, Constellium fair value estimate is US$27.00 Constellium's...Analyseartikel • Apr 11
Constellium SE's (NYSE:CSTM) Share Price Is Still Matching Investor Opinion Despite 33% Slump
Constellium SE ( NYSE:CSTM ) shares have had a horrible month, losing 33% after a relatively good period beforehand...Analyseartikel • Apr 04
Constellium (NYSE:CSTM) Has No Shortage Of Debt
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Analyseartikel • Mar 14
Investors Met With Slowing Returns on Capital At Constellium (NYSE:CSTM)
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Seeking Alpha • Feb 27
Constellium May Benefit From Both U.S. Tariffs And European Defense Spending
Summary Constellium SE stands to benefit from U.S. tariffs on aluminum, boosting local demand and enabling price increases. President Trump's push for higher NATO defense spending could open new European markets for CSTM, enhancing sales in military and aerospace sectors. Positive management guidance for 2025 and beyond has recently driven a share price rebound, perhaps reflecting stronger future business prospects. Read the full article on Seeking AlphaAnalyseartikel • Feb 09
Constellium SE's (NYSE:CSTM) Shares Not Telling The Full Story
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 19x, you may...Analyseartikel • Dec 06
There's Been No Shortage Of Growth Recently For Constellium's (NYSE:CSTM) Returns On Capital
To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...
Neues Narrativ • Nov 21
Innovative Recycling Center And Aerospace Optimism Propel Earnings And Margins
New recycling center and Vision '25 program are set to enhance earnings and margins through cost savings and improved EBITDA.Analyseartikel • Nov 18
Constellium (NYSE:CSTM) Has A Somewhat Strained Balance Sheet
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Analyseartikel • Oct 31
We Think That There Are More Issues For Constellium (NYSE:CSTM) Than Just Sluggish Earnings
The market wasn't impressed with the soft earnings from Constellium SE ( NYSE:CSTM ) recently. Our analysis has found...Analyseartikel • Oct 22
An Intrinsic Calculation For Constellium SE (NYSE:CSTM) Suggests It's 40% Undervalued
Key Insights The projected fair value for Constellium is US$23.74 based on 2 Stage Free Cash Flow to Equity Current...Analyseartikel • Oct 04
Fewer Investors Than Expected Jumping On Constellium SE (NYSE:CSTM)
Constellium SE's ( NYSE:CSTM ) price-to-earnings (or "P/E") ratio of 12.8x might make it look like a buy right now...Analyseartikel • May 21
Why We're Not Concerned About Constellium SE's (NYSE:CSTM) Share Price
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 17x, you may...Analyseartikel • May 01
We Think That There Are More Issues For Constellium (NYSE:CSTM) Than Just Sluggish Earnings
Constellium SE's ( NYSE:CSTM ) recent weak earnings report didn't cause a big stock movement. However, we believe that...Analyseartikel • Apr 28
Earnings Miss: Constellium SE Missed EPS By 46% And Analysts Are Revising Their Forecasts
As you might know, Constellium SE ( NYSE:CSTM ) recently reported its quarterly numbers. Results overall were not...Analyseartikel • Apr 16
Constellium SE (NYSE:CSTM) Shares Could Be 41% Below Their Intrinsic Value Estimate
Key Insights Using the 2 Stage Free Cash Flow to Equity, Constellium fair value estimate is US$35.78 Constellium's...Analyseartikel • Mar 29
Is Constellium (NYSE:CSTM) Using Too Much Debt?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Analyseartikel • Mar 11
Constellium (NYSE:CSTM) Is Doing The Right Things To Multiply Its Share Price
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'll...Seeking Alpha • Jan 29
Constellium: Solid Fundamentals And Attractive Valuation, Despite Macro Headwinds
Summary Constellium is a well-managed specialty metals company specializing in high-margin aluminum structures. Despite inflationary and macroeconomic pressures on its end markets, we anticipate CSTM to report in line Q4-2023 and FY-2023 results. We anticipate strong free cash flow generation and year-end net leverage dropping below 2.5x to persuade the board to authorize a share repurchase program. At 7x our 2024 adjusted EBITDA estimate, CSTM would trade at $27, representing 40% upside. Read the full article on Seeking AlphaAnalyseartikel • Jan 08
Constellium SE (NYSE:CSTM) Shares Could Be 30% Below Their Intrinsic Value Estimate
Key Insights Using the 2 Stage Free Cash Flow to Equity, Constellium fair value estimate is US$26.33 Constellium's...Gewinn- und Umsatzwachstumsprognosen
| Datum | Umsatz | Gewinne | Freier Cashflow | Bargeld aus operativen Tätigkeiten | Durchschn. Anz. Analysten |
|---|---|---|---|---|---|
| 12/31/2028 | 10,960 | 383 | 417 | N/A | 2 |
| 12/31/2027 | 10,569 | 375 | 357 | 708 | 5 |
| 12/31/2026 | 10,369 | 491 | 353 | 674 | 5 |
| 3/31/2026 | 8,931 | 435 | 171 | 504 | N/A |
| 12/31/2025 | 8,449 | 273 | 159 | 489 | N/A |
| 9/30/2025 | 7,969 | 113 | -40 | 332 | N/A |
| 6/30/2025 | 7,605 | 32 | -103 | 298 | N/A |
| 3/31/2025 | 7,434 | 72 | -86 | 322 | N/A |
| 12/31/2024 | 7,335 | 56 | -112 | 301 | N/A |
| 9/30/2024 | 7,165 | 128 | -80 | 314 | N/A |
| 6/30/2024 | 7,453 | 194 | 48 | 428 | N/A |
| 3/31/2024 | 7,596 | 151 | 67 | 432 | N/A |
| 12/31/2023 | 7,826 | 152 | 66 | 432 | N/A |
| 9/30/2023 | 7,897 | 151 | 137 | 475 | N/A |
| 6/30/2023 | 8,481 | 228 | 137 | 490 | N/A |
| 3/31/2023 | 8,783 | 156 | 128 | 463 | N/A |
| 12/31/2022 | 8,532 | 308 | 76 | 365 | N/A |
| 9/30/2022 | 7,822 | 274 | 170 | 432 | N/A |
| 6/30/2022 | 7,907 | 259 | 142 | 396 | N/A |
| 3/31/2022 | 7,512 | 429 | 118 | 376 | N/A |
| 12/31/2021 | 7,002 | 293 | 142 | 406 | N/A |
| 9/30/2021 | 6,589 | 317 | 160 | 359 | N/A |
| 6/30/2021 | 6,255 | 232 | 206 | 391 | N/A |
| 3/31/2021 | 5,612 | 66 | 127 | 311 | N/A |
| 12/31/2020 | 5,965 | -26 | 186 | 408 | N/A |
| 9/30/2020 | 5,877 | -29 | 168 | 434 | N/A |
| 6/30/2020 | 5,957 | -49 | 110 | 381 | N/A |
| 3/31/2020 | 6,401 | 6 | 209 | 506 | N/A |
| 12/31/2019 | 6,626 | 66 | N/A | 501 | N/A |
| 9/30/2019 | 6,467 | -22 | N/A | 399 | N/A |
| 6/30/2019 | 6,709 | 223 | N/A | 378 | N/A |
| 3/31/2019 | 6,546 | 264 | N/A | 249 | N/A |
| 12/31/2018 | 6,514 | 215 | N/A | 76 | N/A |
| 9/30/2018 | 6,427 | 193 | N/A | 50 | N/A |
| 6/30/2018 | 6,290 | -34 | N/A | 85 | N/A |
| 3/31/2018 | 6,523 | -84 | N/A | 123 | N/A |
| 12/31/2017 | 6,283 | -37 | N/A | 192 | N/A |
| 9/30/2017 | 6,087 | 35 | N/A | 186 | N/A |
| 6/30/2017 | 5,791 | 27 | N/A | 138 | N/A |
| 3/31/2017 | 5,250 | 18 | N/A | 225 | N/A |
| 12/31/2016 | 4,992 | -4 | N/A | 93 | N/A |
| 9/30/2016 | 5,284 | -465 | N/A | 238 | N/A |
| 6/30/2016 | 5,291 | -526 | N/A | 280 | N/A |
| 3/31/2016 | 5,592 | -604 | N/A | 501 | N/A |
| 12/31/2015 | 5,597 | -602 | N/A | 400 | N/A |
| 9/30/2015 | 5,543 | -157 | N/A | 373 | N/A |
| 6/30/2015 | 5,163 | -95 | N/A | 368 | N/A |
Analystenprognosen zum zukünftigen Wachstum
Einkommen vs. Sparrate: CSTMFür die nächsten 3 Jahre wird ein Rückgang der Gewinne prognostiziert (-7.8% pro Jahr).
Ertrag vs. Markt: CSTMFür die nächsten 3 Jahre wird ein Rückgang der Gewinne prognostiziert (-7.8% pro Jahr).
Hohe Wachstumserträge: CSTMFür die nächsten 3 Jahre wird mit einem Rückgang der Erträge gerechnet.
Einnahmen vs. Markt: CSTMDie Einnahmen des Unternehmens (7.1% pro Jahr) werden voraussichtlich langsamer wachsen als der Markt US (13% pro Jahr).
Hohe Wachstumseinnahmen: CSTMDie Einnahmen des Unternehmens (7.1% pro Jahr) werden voraussichtlich langsamer wachsen als 20% pro Jahr.
Wachstumsprognosen für den Gewinn je Aktie
Künftige Eigenkapitalrendite
Künftige Eigenkapitalrendite: CSTMDie Eigenkapitalrendite des Unternehmens wird in 3 Jahren voraussichtlich hoch sein (23.6%)
Wachstumsunternehmen entdecken
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/06/20 15:12 |
| Aktienkurs zum Tagesende | 2026/06/18 00:00 |
| Gewinne | 2026/03/31 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Details des Analysemodells, das zur Erstellung dieses Berichts verwendet wurde, sind auf unserer GitHub-Seite verfügbar. Außerdem haben wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf YouTube.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
Constellium SE wird von 20 Analysten beobachtet. 5 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| David Gagliano | Barclays |
| Bik Yun Lau | Bernstein |
| Alexander Robert Pearce | BMO Capital Markets Equity Research |