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AA

Snapshot
mcap $11.3B · fwd P/E 7.6 · P/S 0.8 · rev +31% y/y · margin 9% · short 4.6% of float · beta 1.6 · earnings in 18d · 21% of 52w range

Active theses holding AA

Recent news

Alcoa CFO Sees Aluminum Deficit, Tariff Benefit at Conference
Alcoa CFO Molly Beerman said at the Jefferies Global Industrials Conference 2026 that the company is carrying Q2 momentum into Q3, with strong production and demand in North America and Europe. She noted a global aluminu
Sep 12, 2026
South32 Sets Shareholder Vote on Alcoa Bauxite/Aluminum Sale
South32 Limited has issued a notice of meeting and explanatory memorandum to convene a general meeting where shareholders will vote on a resolution to approve the proposed sale of its interests in certain bauxite, alumin
Sep 11, 2026
Alcoa says cutting Canada tariffs won't lower US aluminum premium
Alcoa CFO Molly Beerman said on Sept. 10 that halving U.S. tariffs on Canadian aluminum would not significantly lower the Midwest premium, currently $1.09 per lb, because the U.S. still needs to import 1 million tons ann
Sep 10, 2026
Alcoa files 8-K for $2.6B note offering to fund South32 acquisition
On September 23, 2026, Alcoa Corporation closed a $2.6 billion senior notes offering to fund its acquisition of South32 Limited's bauxite, alumina, and aluminum smelter operations. The offering, reduced from an originall
Sep 09, 2026
South32 H2 earnings rise 28% on strong base metals, plans aluminium sale
South32 reported a 28% rise in underlying EBITDA to $2.5 billion for FY26, with underlying earnings up 55% to $1 billion, driven by strong base-metals prices and operational performance. Cash flow from operations increas
Aug 27, 2026
Alcoa breaks ground on gallium plant at Wagerup refinery
The U.S. Department of Defense has committed $93 million to a new gallium production facility at Alcoa Corporation’s Wagerup alumina refinery in Western Australia, 120 km southeast of Perth, as part of a trilateral effor
Aug 24, 2026
Alcoa (AA) Jumps 17%, Analysts See 18% Undervaluation
Alcoa (AA) shares surged 17% in one month, closing at $51.85 on August 19, 2026, following a 27.36% decline over three months. The stock's one-year total shareholder return stands at 64.96%. Analysts estimate the stock i
Aug 23, 2026
Eagle Capital Eyes Multi-Year Bull Case for Alcoa
Eagle Capital Management, in its Q2 2026 investor letter, outlined a multi-year bullish case for Alcoa Corporation (NYSE:AA), citing favorable supply/demand dynamics. The firm noted that China has imposed smelter caps an
Aug 20, 2026

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