AA
Snapshot
mcap $13.5B · fwd P/E 8.8 · P/S 1.0 · rev +31% y/y · margin 9% · short 3.5% of float · beta 1.6 · 40% of 52w range
Active theses holding AA
Recent news
Alcoa Western Australia gallium project achieves FID with allied backing
In July 2026, Alcoa reached a final investment decision for a gallium extraction facility at its Wagerup alumina refinery in Western Australia, backed by Australia, Japan, and the United States under the Minerals Securit
Jul 31, 2026
Alcoa's $4.1B acquisition could drive stock turnaround beyond metal prices
Alcoa is pursuing a $4.1 billion acquisition of South32 assets, its largest deal in a decade, to boost alumina production capacity by 53% and primary aluminum capacity by 37%. The company expects the deal to be immediate
Jul 17, 2026
Alcoa Q2 Revenue Hits Record, Alumina Outlook Cut
Alcoa shares fell after the company reported Q2 2026 earnings that missed analyst expectations and cut its full-year alumina production guidance. The company now expects to produce 9.5–9.6 million metric tons of alumina
Jul 16, 2026
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