Constellium SE

NYSE:CSTM Rapport sur les actions

Capitalisation boursière : US$4.8b

Constellium Croissance future

Future contrôle des critères 1/6

Les bénéfices de Constellium devraient diminuer de 7.8% par an tandis que son chiffre d'affaires annuel devrait croître de 7.1% par an. Le BPA devrait croître de diminuer de 6.3% par an. Le rendement des capitaux propres devrait être 23.6% dans 3 ans.

Informations clés

-7.8%

Taux de croissance des bénéfices

-6.29%

Taux de croissance du BPA

Metals and Mining croissance des bénéfices14.0%
Taux de croissance des recettes7.1%
Rendement futur des capitaux propres23.59%
Couverture par les analystes

Low

Dernière mise à jour27 May 2026

Mises à jour récentes de la croissance future

Recent updates

Mise à jour du récit • 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.
Mise à jour du récit • 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.
Seeking Alpha • Apr 30

Constellium SE: Q1 Earnings Beat, Buy On Operational Growth

Summary Constellium SE delivered a record Q1 2026, with adjusted EPS of $1.47 and revenue up 24% YoY, driving strong stock performance. I rate CSTM a buy, citing robust earnings growth, raised guidance, operational efficiency, and a discounted 16x PE despite the stock's 240% rally. Management expects adjusted EBITDA of $900–$940 million and free cash flow above $275 million for 2026, supporting deleveraging and resilience against aluminum price swings. CSTM's rising EBITDA per ton and improved conversion margin reduce reliance on commodity prices, positioning the company for sustainable, margin-driven growth. Read the full article on Seeking Alpha
Mise à jour du récit • 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.
Nouveau récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Article d’analyse • 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...
Mise à jour du récit • 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).
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Article d’analyse • 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...
Article d’analyse • 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...
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 Alpha
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Nouveau récit • 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.
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 Alpha

Prévisions de croissance des bénéfices et des revenus

NYSE:CSTM - Estimations futures des analystes et données financières antérieures (USD Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
12/31/202810,960383417N/A2
12/31/202710,5693753577085
12/31/202610,3694913536745
3/31/20268,931435171504N/A
12/31/20258,449273159489N/A
9/30/20257,969113-40332N/A
6/30/20257,60532-103298N/A
3/31/20257,43472-86322N/A
12/31/20247,33556-112301N/A
9/30/20247,165128-80314N/A
6/30/20247,45319448428N/A
3/31/20247,59615167432N/A
12/31/20237,82615266432N/A
9/30/20237,897151137475N/A
6/30/20238,481228137490N/A
3/31/20238,783156128463N/A
12/31/20228,53230876365N/A
9/30/20227,822274170432N/A
6/30/20227,907259142396N/A
3/31/20227,512429118376N/A
12/31/20217,002293142406N/A
9/30/20216,589317160359N/A
6/30/20216,255232206391N/A
3/31/20215,61266127311N/A
12/31/20205,965-26186408N/A
9/30/20205,877-29168434N/A
6/30/20205,957-49110381N/A
3/31/20206,4016209506N/A
12/31/20196,62666N/A501N/A
9/30/20196,467-22N/A399N/A
6/30/20196,709223N/A378N/A
3/31/20196,546264N/A249N/A
12/31/20186,514215N/A76N/A
9/30/20186,427193N/A50N/A
6/30/20186,290-34N/A85N/A
3/31/20186,523-84N/A123N/A
12/31/20176,283-37N/A192N/A
9/30/20176,08735N/A186N/A
6/30/20175,79127N/A138N/A
3/31/20175,25018N/A225N/A
12/31/20164,992-4N/A93N/A
9/30/20165,284-465N/A238N/A
6/30/20165,291-526N/A280N/A
3/31/20165,592-604N/A501N/A
12/31/20155,597-602N/A400N/A
9/30/20155,543-157N/A373N/A
6/30/20155,163-95N/A368N/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: Les bénéfices de CSTM devraient diminuer au cours des 3 prochaines années ( -7.8% par an).

Bénéfices vs marché: Les bénéfices de CSTM devraient diminuer au cours des 3 prochaines années ( -7.8% par an).

Croissance élevée des bénéfices: Les bénéfices de CSTM devraient baisser au cours des trois prochaines années.

Chiffre d'affaires vs marché: Le chiffre d'affaires de CSTM ( 7.1% par an) devrait croître plus lentement que le marché de US ( 11.9% par an).

Croissance élevée des revenus: Le chiffre d'affaires de CSTM ( 7.1% par an) devrait croître plus lentement que 20% par an.

Prévisions de croissance du bénéfice par action

Rendement futur des capitaux propres

ROE futur: Le retour sur capitaux propres de CSTM devrait être élevé dans 3 ans ( 23.6 %)

Découvrir les entreprises en croissance

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Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/27 07:02
Cours de l'action en fin de journée2026/05/27 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Constellium SE est couverte par 20 analystes. 5 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
David GaglianoBarclays
Bik Yun LauBernstein
Alexander Robert PearceBMO Capital Markets Equity Research