Constellium SE

Report azionario NYSE:CSTM

Capitalizzazione di mercato: US$4.4b

Constellium Crescita futura

Criteri Future verificati 0/6

Si prevede che gli utili di Constellium diminuiranno del 18.7% all'anno, mentre si prevede che il fatturato annuo crescerà del 2.4% all'anno. Si prevede che l'EPS diminuirà del 11.7% all'anno.

Informazioni chiave

-18.7%

Tasso di crescita degli utili

-11.68%

Tasso di crescita dell'EPS

Metals and Mining crescita degli utili14.0%
Tasso di crescita dei ricavi2.4%
Rendimento futuro del capitale proprion/a
Copertura analitica

Low

Ultimo aggiornamento30 Apr 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Constellium SE: Q1 Earnings Beat, Buy On Operational Growth

Apr 30

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.

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.

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.

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.

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.

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.

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.

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.

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.

Constellium SE's (NYSE:CSTM) P/E Is On The Mark

Jan 07
Constellium SE's (NYSE:CSTM) P/E Is On The Mark

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).

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.

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.

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.

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.

Constellium (NYSE:CSTM) Has No Shortage Of Debt

Jul 04
Constellium (NYSE:CSTM) Has No Shortage Of Debt

Are Investors Undervaluing Constellium SE (NYSE:CSTM) By 49%?

Jun 11
Are Investors Undervaluing Constellium SE (NYSE:CSTM) By 49%?

Constellium SE's (NYSE:CSTM) Share Price Is Still Matching Investor Opinion Despite 33% Slump

Apr 11
Constellium SE's (NYSE:CSTM) Share Price Is Still Matching Investor Opinion Despite 33% Slump

Constellium (NYSE:CSTM) Has No Shortage Of Debt

Apr 04
Constellium (NYSE:CSTM) Has No Shortage Of Debt

Investors Met With Slowing Returns on Capital At Constellium (NYSE:CSTM)

Mar 14
Investors Met With Slowing Returns on Capital At Constellium (NYSE:CSTM)

Constellium May Benefit From Both U.S. Tariffs And European Defense Spending

Feb 27

Constellium SE's (NYSE:CSTM) Shares Not Telling The Full Story

Feb 09
Constellium SE's (NYSE:CSTM) Shares Not Telling The Full Story

There's Been No Shortage Of Growth Recently For Constellium's (NYSE:CSTM) Returns On Capital

Dec 06
There's Been No Shortage Of Growth Recently For Constellium's (NYSE:CSTM) Returns On Capital
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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.

Constellium (NYSE:CSTM) Has A Somewhat Strained Balance Sheet

Nov 18
Constellium (NYSE:CSTM) Has A Somewhat Strained Balance Sheet

We Think That There Are More Issues For Constellium (NYSE:CSTM) Than Just Sluggish Earnings

Oct 31
We Think That There Are More Issues For Constellium (NYSE:CSTM) Than Just Sluggish Earnings

An Intrinsic Calculation For Constellium SE (NYSE:CSTM) Suggests It's 40% Undervalued

Oct 22
An Intrinsic Calculation For Constellium SE (NYSE:CSTM) Suggests It's 40% Undervalued

Fewer Investors Than Expected Jumping On Constellium SE (NYSE:CSTM)

Oct 04
Fewer Investors Than Expected Jumping On Constellium SE (NYSE:CSTM)

Why We're Not Concerned About Constellium SE's (NYSE:CSTM) Share Price

May 21
Why We're Not Concerned About Constellium SE's (NYSE:CSTM) Share Price

We Think That There Are More Issues For Constellium (NYSE:CSTM) Than Just Sluggish Earnings

May 01
We Think That There Are More Issues For Constellium (NYSE:CSTM) Than Just Sluggish Earnings

Earnings Miss: Constellium SE Missed EPS By 46% And Analysts Are Revising Their Forecasts

Apr 28
Earnings Miss: Constellium SE Missed EPS By 46% And Analysts Are Revising Their Forecasts

Constellium SE (NYSE:CSTM) Shares Could Be 41% Below Their Intrinsic Value Estimate

Apr 16
Constellium SE (NYSE:CSTM) Shares Could Be 41% Below Their Intrinsic Value Estimate

Is Constellium (NYSE:CSTM) Using Too Much Debt?

Mar 29
Is Constellium (NYSE:CSTM) Using Too Much Debt?

Constellium (NYSE:CSTM) Is Doing The Right Things To Multiply Its Share Price

Mar 11
Constellium (NYSE:CSTM) Is Doing The Right Things To Multiply Its Share Price

Constellium: Solid Fundamentals And Attractive Valuation, Despite Macro Headwinds

Jan 29

Constellium SE (NYSE:CSTM) Shares Could Be 30% Below Their Intrinsic Value Estimate

Jan 08
Constellium SE (NYSE:CSTM) Shares Could Be 30% Below Their Intrinsic Value Estimate

Potential Upside For Constellium SE (NYSE:CSTM) Not Without Risk

Dec 18
Potential Upside For Constellium SE (NYSE:CSTM) Not Without Risk

Constellium (NYSE:CSTM) Use Of Debt Could Be Considered Risky

Nov 23
Constellium (NYSE:CSTM) Use Of Debt Could Be Considered Risky

Constellium: Sensitivity To Exogenous Factors Capping Upside Potential, Rate Hold

Oct 26

Are Investors Undervaluing Constellium SE (NYSE:CSTM) By 33%?

Sep 21
Are Investors Undervaluing Constellium SE (NYSE:CSTM) By 33%?

Previsioni di crescita degli utili e dei ricavi

NYSE:CSTM - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
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

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: Si prevede che gli utili di CSTM diminuiranno nei prossimi 3 anni ( -18.7% all'anno).

Guadagni vs Mercato: Si prevede che gli utili di CSTM diminuiranno nei prossimi 3 anni ( -18.7% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di CSTM diminuiranno nei prossimi 3 anni.

Ricavi vs Mercato: Si prevede che il fatturato di CSTM ( 2.4% all'anno) crescerà più lentamente rispetto al mercato US ( 11.2% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di CSTM ( 2.4% all'anno) crescerà più lentamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Dati insufficienti per determinare se il Return on Equity di CSTM è previsto essere elevato tra 3 anni

Scoprire le aziende in crescita

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1Y

7D

1Y

7D

1Y

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/04 13:48
Prezzo dell'azione a fine giornata2026/05/01 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. 4 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