$KALU

Wells Fargo Upgrades Kaiser Aluminum to Equalweight From Underweight, Adjusts PT to $160 From $169

Kaiser Aluminum Selloff Provides Attractive Entry Point, UBS Securities Says

Kaiser Aluminum (KALU) shares fell about 19% from August highs providing investors an attractive entry point into a business with improving earnings power, UBS Securities said in a note Monday.The selloff, which analysts described as overdone, is due to concerns over renegotiations of the US-Mexico-Canada Agreement, Fred Stephan's appointment as chief executive, and scrap spread sustainability, according to the note.Underlying fundamentals are strengthening, with price, volume and product mix driving roughly $41 million of Q2 EBITDA growth, the brokerage said.Scrap remains a significant tailwind, with the company's Q2 results suggesting that scrap-related tailwinds are a bigger earnings driver than appreciated by the market, analysts said.The brokerage said it sees continued benefits from investments at Warrick and Trentwood, alongside the end of aero destocking as build rates accelerate.UBS Securities upgraded Kaiser Aluminum to buy from neutral, and raised its price target to $184 from $179.Price: $157.51, Change: $+1.13, Percent Change: +0.72%

UBS Upgrades Kaiser Aluminum to Buy From Neutral, Adjusts PT to $184 From $179

Kaiser Aluminum Shares Fall After Wells Fargo Downgrade

Kaiser Aluminum (KALU) shares fell more than 2% in Thursday trading after Wells Fargo downgraded the stock to underweight from equal weight and lowered the price target to $158 from $160.Trading volume stood at 144,455 shares, compared with a daily average of 280,188.Price: $164.57, Change: $-4.32, Percent Change: -2.56%

UBS Adjusts Price Target on Kaiser Aluminum to $179 From $176, Maintains Neutral Rating

UBS Adjusts Price Target on Kaiser Aluminum to $179 From $176, Maintains Neutral Rating

Kaiser Aluminum Likely to Focus on Deleveraging, UBS Says

Kaiser Aluminum (KALU) is expected to return to earnings growth and generate stronger free cash flow, but deleveraging could be the near term priority, UBS said in a note Monday.The report said EBITDA is expected to benefit from recent investments and a recovery in aerospace demand following a roughly two-year de-stocking cycle.However, the note said elevated leverage will remain a constraint, with the company likely prioritizing debt reduction."In our view KALU is unlikely to lift cash returns (div growth + repurchases) until at least 2028," the report said.The note also said its products are less reliant on scrap & imports due to impurity thresholds, meaning it gets a smaller benefit from tariffs compared with its peers.UBS initiated coverage on the stock with a Neutral rating and a $176 price target.Price: $176.63, Change: $+7.21, Percent Change: +4.26%

Kaiser Aluminum Insider Sold Shares Worth $524,757, According to a Recent SEC Filing

Keith Harvey, Director, President & CEO, on April 29, 2026, sold 3,031 shares in Kaiser Aluminum (KALU) for $524,757. Following the Form 4 filing with the SEC, Harvey has control over a total of 94,308 common shares of the company, with 94,308 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/811596/000119312526201545/xslF345X05/ownership.xml

JPMorgan Downgrades Kaiser Aluminum to Underweight From Neutral, Adjusts Price Target to $142 From $124

KeyBanc Initiates Kaiser Aluminum at Overweight With $170 Price Target