Alcoa

AA

Market cap $20.5B

Alcoa Corporation (AA) remains a 'Buy' with ~21% upside potential, supported by structural demand and portfolio streamlining. AA benefits from global aluminum supply disruptions, higher regional premiums, and a strong alternative energy portfolio amid new EU carbon regulations. San Ciprián smelter's turnaround and asset marketing to hyperscalers could unlock $500–1,000 million in incremental value and boost FY2027 EBITDA.

PITTSBURGH--(BUSINESS WIRE)--Alcoa Corporation (“Alcoa”) will participate in a live webcast session at the Wells Fargo Industrials and Materials Conference in Chicago on Wednesday, June 10, 2026. At 10:30 a.m. EDT (9:30 a.m. CDT), an Alcoa executive will participate in a question-and-answer session regarding Alcoa's business and outlook in the current market, including factors that could affect the present quarter's financial results. A slide presentation, to be used in connection with the conf.

AA's Alumina segment faces shipment, pricing and cost pressure after Q1 declines, but maintained 2026 guidance points to expected improvement.

AA and RYI ride higher aluminum prices, capacity expansion and shipment growth, but debt, costs and valuation gaps shape the aluminum stock debate.

A UBS analyst upgraded Alcoa, touting higher prices from Middle East smelter outages due to the Iran war. The stock surged past two buy points.

The Iran war started on February 27, and the aluminum market has not been the same since.

AA faces rising energy, raw material and restart costs, with higher diesel prices expected to hurt Q2 2026 results.

-- Name Change Approved by Shareholders with 99.7% Support -- -- Name Change and Stock Ticker Change Effective as of May 19, 2026 -- CHICAGO, IL / ACCESS Newswire / May 19, 2026 / (NYSE:KWY) Kingsway Corporation ("Kingsway" or the "Company"), the only publicly-traded US company employing the Search Fund model to acquire and build great businesses, today announced shareholder approval of its name change to Kingsway Corporation. The Company's name change, along with the change of its stock ticker to KWY, are effective as of May 19, 2026.

Despite elevated aluminum production costs and shipment timing issues, Alcoa (AA) is strongly capitalizing on structurally higher prices.

AA shares surge 91% in six months as higher aluminum prices, tariff support and stronger demand boosted sales growth.