Constellium SE

NYSE:CSTM Aktierapport

Börsvärde: US$4.5b

Constellium Utdelningar och återköp

Utdelning kriterier kontrolleras 0/6

Constellium har inte registrerat sig för att betala utdelning.

Viktig information

n/a

Avkastning på utdelning

2.9%

Återköpsavkastning

Total avkastning till aktieägarna2.9%
Framtida utdelningsavkastning0%
Utdelningstillväxtn/a
Nästa utbetalningsdag för utdelningn/a
Ex utdelningsdagn/a
Utdelning per aktien/a
Utdelningsandeln/a

Senaste utdelnings- och återköpsuppdateringar

Recent updates

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
Analysuppdatering 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.
Ny analys 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysartikel 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...
Analysuppdatering 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).
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysartikel 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...
Analysartikel 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...
Analysartikel Apr 11

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

Constellium SE ( NYSE:CSTM ) shares have had a horrible month, losing 33% after a relatively good period beforehand...
Analysartikel Apr 04

Constellium (NYSE:CSTM) Has No Shortage Of Debt

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Analysartikel Mar 14

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

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
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
Analysartikel Feb 09

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

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 19x, you may...
Analysartikel Dec 06

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

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...
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Ny analys 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.
Analysartikel Nov 18

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

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Analysartikel Oct 31

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

The market wasn't impressed with the soft earnings from Constellium SE ( NYSE:CSTM ) recently. Our analysis has found...
Analysartikel Oct 22

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

Key Insights The projected fair value for Constellium is US$23.74 based on 2 Stage Free Cash Flow to Equity Current...
Analysartikel Oct 04

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

Constellium SE's ( NYSE:CSTM ) price-to-earnings (or "P/E") ratio of 12.8x might make it look like a buy right now...
Analysartikel May 21

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

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 17x, you may...
Analysartikel May 01

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

Constellium SE's ( NYSE:CSTM ) recent weak earnings report didn't cause a big stock movement. However, we believe that...
Analysartikel Apr 28

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

As you might know, Constellium SE ( NYSE:CSTM ) recently reported its quarterly numbers. Results overall were not...
Analysartikel Apr 16

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

Key Insights Using the 2 Stage Free Cash Flow to Equity, Constellium fair value estimate is US$35.78 Constellium's...
Analysartikel Mar 29

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

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Analysartikel Mar 11

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

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'll...
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
Analysartikel Jan 08

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

Key Insights Using the 2 Stage Free Cash Flow to Equity, Constellium fair value estimate is US$26.33 Constellium's...
Analysartikel Dec 18

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

There wouldn't be many who think Constellium SE's ( NYSE:CSTM ) price-to-earnings (or "P/E") ratio of 17.8x is worth a...
Analysartikel Nov 23

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

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Seeking Alpha Oct 26

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

Summary Constellium has potential for a rebound in FY'22 due to changing macro regime and attractive risk-reward profiles in adjacent sectors. CSTM's Q3 FY'23 earnings were below expectations, with reduced shipments and softer aluminum pricing impacting its operations. The uncertain outlook on aluminum pricing and the high correlations between spot aluminum and CSTM's stock price are important factors to consider. Read the full article on Seeking Alpha

Stabilitet och tillväxt i betalningar

Hämta utdelningsdata

Stabil utdelning: Otillräcklig data för att avgöra om CSTM s utdelningar per aktie har varit stabila tidigare.

Växande utdelning: Otillräcklig data för att avgöra om CSTM s utdelningsbetalningar har ökat.


Utdelningsavkastning jämfört med marknaden

Constellium Utdelningsavkastning jämfört med marknaden
Hur är CSTM:s direktavkastning jämfört med marknaden?
SegmentUtdelningsavkastning
Företag (CSTM)n/a
Marknadens lägsta 25% (US)1.4%
Marknad Topp 25% (US)4.2%
Genomsnitt för branschen (Metals and Mining)1.5%
Prognosanalytiker (CSTM) (upp till 3 år)0%

Anmärkningsvärd utdelning: Det går inte att utvärdera CSTM s utdelningsavkastning mot de lägsta 25 % av utdelningsbetalarna, eftersom företaget inte har rapporterat några senaste utbetalningar.

Hög utdelning: Det går inte att utvärdera CSTM s utdelningsavkastning mot de översta 25 % av utdelningsbetalarna, eftersom företaget inte har rapporterat några senaste utbetalningar.


Vinstutdelning till aktieägarna

Resultattäckning: Otillräcklig data för att beräkna CSTM s utbetalningskvot för att avgöra om dess utdelningar täcks av intäkter.


Kontantutbetalning till aktieägarna

Kassaflödestäckning: Det går inte att beräkna hållbarheten för utdelningar eftersom CSTM inte har rapporterat några utbetalningar.


Upptäck bolag med stark utdelning

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/06 12:26
Aktiekurs vid dagens slut2026/05/06 00:00
Intäkter2026/03/31
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Constellium SE bevakas av 20 analytiker. 5 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

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