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Kaiser Aluminum Corporation Stock Price

NasdaqGS:KALU Community·US$2.6b Market Cap
  • 2 Narratives written by author
  • 0 Comments on narratives written by author
  • 9 Fair Values set on narratives written by author

KALU Share Price Performance

US$157.78
66.25 (72.38%)
US$159.33
Fair Value
US$157.78
66.25 (72.38%)
1.0% undervalued intrinsic discount
US$159.33
Fair Value
Price US$157.78
AnalystConsensusTarget US$159.33
AnalystHighTarget US$179.00

KALU Community Narratives

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Fair Value US$159.33 1.0% undervalued intrinsic discount

Aerospace Expansion And Packaging Shift Will Support Long Term Aluminum Demand Narrative

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·
Fair Value US$179 11.9% undervalued intrinsic discount

Packaging And Aerospace Capacity Expansion Will Reshape Long Term Earnings Power

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US$179
11.9% undervalued intrinsic discount
Revenue
11.74% p.a.
Profit Margin
4.78%
Future PE
15.28x
Price in 2029
US$226

Trending Discussion

No trending discussion available.

Updated Narratives

KALU logo

KALU: Mixed Rating Shifts Will Test Earnings Resilience And Scrap Spread Exposure

Fair Value: US$179 11.9% undervalued intrinsic discount
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KALU logo

KALU: Tariff Headlines And Execution Risks Will Challenge Elevated Earnings Expectations

Fair Value: US$159.33 1.0% undervalued intrinsic discount
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Snowflake Analysis

Solid track record average dividend payer.

3 Risks
3 Rewards

Kaiser Aluminum Corporation Key Details

US$3.7b

Revenue

US$3.2b

Cost of Revenue

US$502.0m

Gross Profit

US$348.6m

Other Expenses

US$153.4m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
Jul 22, 2026
9.47
13.56%
4.14%
118.3%
View Full Analysis

About KALU

Founded
1946
Employees
3800
CEO
Keith Harvey
WebsiteView website
www.kaiseraluminum.com

Kaiser Aluminum Corporation, together with its subsidiaries, manufactures and sells semi-fabricated specialty aluminum mill products. It offers flat-rolled plate, sheet, and coil; extruded rod, bar, hollows, and shapes; drawn rod, bar, pipe, tube, and wire; and cast aluminum products. The company also offers aero/HS products, such as heat-treated plates and sheets, hard alloy extruded shapes, cold finish rods and bars, and seamless drawn tubes and billets used for end uses in the global aerospace, space, and defense industries, as well as packaging products, including bare and coated 3000 and 5000-series alloy aluminum coils used in beverage and food packaging industry. In addition, the company provides general engineering products comprising 6000-series aluminum alloy plate, sheet, rod, bar, tube, wire, and standard extruded shapes used in various applications, including the production of armor for military vehicles, ordnances, semiconductor manufacturing cells, electronic devices, power transmission bus pipe and bar, after-market motor sport parts, tooling plates, machinery and equipment parts, bolts, screws, and rivets. Further, it offers automotive extrusions consisting of 6000-series extruded aluminum products for structural components, crash management systems, anti-lock braking systems, and drawn tubes for drive shafts, as well as offers fabrication services, such as sawing and cutting to length. The company sells its products directly to aerospace and automotive manufacturers, tier one aerospace and automotive suppliers, beverage and food packaging manufacturers, and metal service centers through sales personnel located in the United States, Canada, and Western Europe. Kaiser Aluminum Corporation was founded in 1946 and is headquartered in Franklin, Tennessee.

Recent KALU News & Updates

Seeking Alpha Jul 13

Kaiser Aluminum: Markets Starting To Soften, Lowering PT

Summary Kaiser Aluminum is rated 'Hold' with a reduced price target of $105/share, reflecting overvaluation and sector headwinds. KALU faces structural disadvantages: low scrap utilization, high aerospace exposure, and elevated leverage versus peers like Constellium and Alcoa. Aluminum market fundamentals are weakening, with price declines expected into 2H26 and KALU's growth prospects now more limited. Insider selling, high P/E multiples (18–21x vs. sector 12–14x), and softer growth forecasts reinforce a cautious stance on KALU. Read the full article on Seeking Alpha

Recent updates

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