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Alcoa Corporation Stock Price

NYSE:AA Community·US$13.4b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 107 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

AA Share Price Performance

US$48.30
16.01 (49.58%)
​
US$62.98
Fair Value
US$48.30
16.01 (49.58%)
23.3% undervalued intrinsic discount
US$62.98
Fair Value
Price US$48.30
AnalystConsensusTarget US$62.98
AnalystHighTarget US$80.00
AnalystLowTarget US$49.70
Wed, 29 Jul 26
Fair ValueUS$62.98
Share Pricen/a

AA Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$62.98 23.3% undervalued intrinsic discount

Analysts Raise Alcoa Price Target as New Partnerships and Plant Closure Drive Valuation Upward

0users have liked this narrative
0users have commented on this narrative
47users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$80 39.6% undervalued intrinsic discount

Global Renewable Trends Will Expand Green Aluminum Markets Despite Risks

0users have liked this narrative
0users have commented on this narrative
7users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$49.7 2.8% undervalued intrinsic discount

Rising Carbon Regulations And Section 232 Tariffs Will Crush Margins

0users have liked this narrative
0users have commented on this narrative
3users have followed this narrative
AA logo
Alcoa
2.8% undervalued intrinsic discount

Rising Carbon Regulations And Section 232 Tariffs Will Crush Margins

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AN
AnalystLowTarget
AnalystLowTarget
Updated 26 Aug
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AA logo
Alcoa
39.6% undervalued intrinsic discount

Global Renewable Trends Will Expand Green Aluminum Markets Despite Risks

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AN
AnalystHighTarget
AnalystHighTarget
Updated 12 Aug
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AA logo
Alcoa
23.3% undervalued intrinsic discount

Analysts Raise Alcoa Price Target as New Partnerships and Plant Closure Drive Valuation Upward

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 29 Jul
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Trending Discussion

No trending discussion available.

Recently Updated Narratives

AN
AnalystLowTarget
AA logo

AA: New Gallium Project And Supply Headwinds Will Likely Cap Upside

Fair Value: US$49.7 2.8% undervalued intrinsic discount
3 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
AA logo

AA: Long Term Outlook Will Benefit From Wharf 17 Expansion Investment

Fair Value: US$80 39.6% undervalued intrinsic discount
7 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystConsensusTarget
AA logo

AA: Higher Margin Outlook And Gallium Expansion Will Support Future Upside

Fair Value: US$62.98 23.3% undervalued intrinsic discount
47 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
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Snowflake Analysis

Flawless balance sheet and good value.

1 Risk
2 Rewards
View Full Analysis

Alcoa Corporation Key Details

US$13.6b

Revenue

US$10.9b

Cost of Revenue

US$2.7b

Gross Profit

US$1.4b

Other Expenses

US$1.3b

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
4.82
19.79%
9.35%
29.9%
View Full Analysis

About AA

Founded
1886
Employees
14900
CEO
William Oplinger
WebsiteView website
www.alcoa.com

Alcoa Corporation, together with its subsidiaries, engages in the bauxite mining, alumina refining, aluminum production, and energy generation business in Australia, Brazil, Canada, Iceland, Norway, Spain, the United States, and internationally. The company operates through two segments: Alumina and Aluminum. It operates bauxite and other aluminous ores mining and processes bauxite into alumina for sale to aluminum smelter customers and customers who process it into industrial chemical products through supply contracts to third parties, as well as aluminum smelting and casting businesses. The company also offers aluminium powder and scrap and primary aluminum in the form of commodity grade ingot and value-add ingot to customers that produce products for transportation, building and construction, packaging, wire, and other industrial markets. In addition, it provides energy that generates and sells electricity in the wholesale market to traders, large industrial consumers, distribution companies, and other generation companies. The company was formerly known as Alcoa Upstream Corporation and changed its name to Alcoa Corporation in May 2016. The company was founded in 1886 and is headquartered in Pittsburgh, Pennsylvania.

Recent AA News & Updates

Seeking Alpha • 12h

Alcoa: Record Margins Meet Cyclical Realities

Summary Alcoa Corporation (AA) remains a Hold, with a price target 14-15% below current levels due to cyclical risks and earnings pressure. Q2 2026 delivered record revenues and EPS, but missed consensus estimates and highlighted operational divergence between Aluminum and Alumina segments. Upcoming South32 asset acquisition will boost alumina capacity by 53%, but elevated aluminum prices and energy costs threaten future margins and ROIC. Consensus expects FY2027 EPS of $5.80 (8.75x P/E), but mean reversion in aluminum prices and rising power costs could drive further downside. Read the full article on Seeking Alpha

Recent updates

No updates

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