Constellium SE

Report azionario NYSE:CSTM

Capitalizzazione di mercato: US$4.6b

Constellium Dividendi e riacquisti

Criteri Dividendo verificati 0/6

Constellium non ha registrato alcun pagamento di dividendi.

Informazioni chiave

n/a

Rendimento del dividendo

2.8%

Rendimento del riacquisto

Rendimento totale per gli azionisti2.8%
Rendimento futuro dei dividendi0%
Crescita dei dividendin/a
Prossima data di pagamento dei dividendin/a
Data di stacco del dividendon/a
Dividendo per azionen/a
Rapporto di remunerazionen/a

Aggiornamenti recenti su dividendi e riacquisti

Recent updates

Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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
Aggiornamento della narrazione 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.
Nuova narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Aggiornamento della narrazione 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).
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Articolo di analisi 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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Nuova narrazione 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

Stabilità e crescita dei pagamenti

Recupero dei dati sui dividendi

Dividendo stabile: Dati insufficienti per determinare se i dividendi per azione di CSTM siano rimasti stabili in passato.

Dividendo in crescita: Dati insufficienti per determinare se i pagamenti dei dividendi di CSTM siano aumentati.


Rendimento dei dividendi rispetto al mercato

Constellium Rendimento dei dividendi rispetto al mercato
Come si colloca il rendimento da dividendo di CSTM rispetto al mercato?
SegmentoRendimento dei dividendi
Azienda (CSTM)n/a
Fondo del 25% del mercato (US)1.4%
Top 25% del mercato (US)4.2%
Media del settore (Metals and Mining)1.5%
Analista previsionale (CSTM) (fino a 3 anni)0%

Dividendo notevole: Impossibile valutare il rendimento dei dividendi di CSTM rispetto al 25% inferiore dei pagatori di dividendi, poiché la società non ha segnalato alcun pagamento recente.

Dividendo elevato: Impossibile valutare il rendimento dei dividendi di CSTM rispetto al 25% dei maggiori pagatori di dividendi, poiché la società non ha segnalato alcun pagamento recente.


Distribuzione degli utili agli azionisti

Copertura degli utili: Dati insufficienti per calcolare il payout ratio di CSTM per determinare se i suoi pagamenti di dividendi sono coperti dagli utili.


Pagamenti in contanti agli azionisti

Copertura del flusso di cassa: Impossibile calcolare la sostenibilità dei dividendi poiché CSTM non ha segnalato alcun pagamento.


Scoprire le società che pagano dividendi forti

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/28 21:49
Prezzo dell'azione a fine giornata2026/05/28 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Constellium SE è coperta da 20 analisti. 5 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

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