Alcoa Corporation (AA) | Rumor.io

Alcoa

Attention (50-day avg)0%

Attention rank (50-day avg)#968

Bullish sentiment (50-day avg)37%

Price to earnings ratio8.78

Market capitalization11.2B

Earnings per share4.81

Dividend yield (TTM)0.95%

Revenue (annual)12.8B

Net income (annual)1.1B

Social

What share of all stock conversation is about AA?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% 0	0% 0	0% 0	0.01% +0.01

Jul 17

Alcoa Corporation (AA) reported record Q2 2026 earnings, with revenue $3.97B (+24% QoQ, +31% YoY), adjusted EBITDA $901M (+51% QoQ), and adjusted EPS $2.12, but missed the ~$2.25 Street estimate.
The stock fell ~3.4% to ~$45, despite a record Q2 2026, due to $155M of net special items (a $123M Ma'aden mark-to-market loss and $45M on energy contracts).
Alcoa is undervalued at current levels, with the stock trading below its Fair Value estimate, positioning the company among opportunities on the most undervalued stocks list.

Generated by AI

Sentiment

Of the messages about AA that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	0% 0	71.43% +37.95	83.17% +0.04
Bearish	—	100% 0	28.57% -37.95	16.83% -0.04

Bullish· May 22

UBS upgrades Alcoa's stock to Buy from Neutral, raises price target to $80 from $75, citing persistent smelter outages and strong aluminium pricing.
Strong option flow is detected in Alcoa, with 32,447 calls trading (4x expected) and implied volatility increasing, suggesting a bullish sentiment among traders.
Stan Druckenmiller, a well-known investor, is increasing his holdings in Alcoa, averaging up his positions at levels similar to the current market price.

Bearish· Jan 8

J.P. Morgan downgraded Alcoa Corporation to Underweight from Neutral, citing rising inventories in China, weak demand, and expected aluminum surpluses in FY26/27.
J.P. Morgan's price target for Alcoa Corporation was raised to $50, but this did not prevent the stock from sinking on the downgrade.
The market is expected to be impacted by new Indonesian supply and a ~15% rise in January 2026 China inventory, making aluminum less attractive than copper.

Generated by AI

Topics

Of the messages about AA that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	—	—	50.15%	2.16%
Technical Analysis	—	—	0%	27.39%
Macro	—	—	49.85%	36.82%
Earnings	—	—	0%	1.63%
Analysts	—	—	0%	31.98%
Controversies	—	—	0%	0.02%

Earnings· Jan 22

Alcoa Corporation ($AA) reported Q4 2025 earnings with adjusted EPS of $1.26, beating estimates by 37.7% and increasing 21.15% year-over-year.
Revenue for Q4 2025 was $3.45B, a 15% sequential increase and a 1.1% year-over-year decrease.
Alcoa's net income for Q4 2025 was $226M, with adjusted net income increasing to $335M and adjusted EBITDA excluding special items reaching $546M.

Analysts· Feb 22

Citigroup upgraded Alcoa Corp ($AA) to Buy from Neutral, citing a bullish outlook for aluminum, with a new price target of $65.
Analyst Alexander Hacking expects Alcoa to benefit from China's reopening, with a potential upside change of 38.62%.
22 analysts have analyzed Alcoa, with a 76% consensus to buy, indicating mildly confident sentiment towards the stock.

Announcements· Apr 16

Alcoa Corporation's Q1 2025 earnings exceeded estimates, with revenue of $3.37B and adjusted EPS of $2.15.
The company's adjusted EBITDA was $855M, and it sees FY aluminium shipments of 2.6M-2.8M metric tons and production of 2.3M-2.5M metric tons.
Alcoa expects to take a $90M hit in the current quarter due to U.S. tariffs on aluminium imports from Canada.

Macro· Jun 9

The potential for drone manufacturing in the Canadian defense sector is being explored by companies like Linamar, which recently acquired Alcoa.
Alcoa's aluminum processing capabilities in Canada could be leveraged to support defense industry needs.
The acquisition of Alcoa by Linamar has alleviated tariff implications, presenting a positive development for the company.

Technical Analysis· Feb 9

$AA is forming a textbook bull flag pattern, with a potential breakout to the 63.50 area.
The stock has strong group strength in Aluminum and a linear trend, making it a great buy candidate.
The bull flag pattern is holding a demand zone, with volume breaking and the stock aiming higher to the median of the base channel.

Generated by AI

Community

Of the messages about AA, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	—	100%	1.49%	17.85%
Newcomers	—	0%	98.51%	82.15%

Regulars· Jul 17

The stock is in oversold territory, with a likely bottom at $42.50-$45, making it a buying opportunity.
The company's adjusted EBITDA rose sharply, and the aluminum segment posted record profitability, making the recent earnings miss less alarming.
The stock is undervalued at current levels, with a Fair Value estimate suggesting it's among the most undervalued stocks on the market.

Newcomers· Jul 16

The newcomer is excited about Alcoa Corporation's ($AA) respectable earnings and plans to buy more on the dip tomorrow, citing the need for aluminium in robotics and AI racks.
The newcomer believes the company's earnings are strong and beat expectations, but the market is trying to bring the price down, and thinks this is a sign of market manipulation.
The newcomer is predicting a price of $40 for Alcoa Corporation ($AA) and is speculating about whether the company will beat or miss earnings, and whether to buy calls or puts.

Generated by AI

Alcoa (NYSE:AA) has closed a financing package to fund its planned acquisition of South32’s bauxite, alumina and aluminum assets. The funding completion secures capital for the asset purchase, which still depends on shareholder and regulatory approvals. The new financing package for the South32 asset acquisition sits alongside wider themes that current research on Alcoa has identified. We have also flagged 1 warning sign for Alcoa. For a broader view on how demand for key materials is...

6d agoYahoo Finance

Alcoa closes $2.6 billion senior notes offering

6d agoInvesting.com

Alcoa Corporation Announces Closing of Debt Offering to Finance Cash Consideration for Acquisition of South32’s Bauxite, Alumina and Aluminum Assets

6d agoYahoo Finance

Freedom Broker raises Alcoa stock price target to $76 on pricing

7d agoInvesting.com

Alcoa (AA) Priced $2.6 Billion of Acquisition Notes. Can the Assets Cover $175 Million in Interest?

Alcoa Corporation (NYSE:AA) priced $2.6 billion of acquisition financing on September 9, 2026, through two wholly owned subsidiaries. Alumina Pty Ltd will issue $1.5 billion of 6.625% notes due 2034, while Alcoa Nederland Holding B.V. will issue $1.1 billion of 6.875% notes due 2036. Alcoa Corporation (NYSE:AA) and certain subsidiaries will guarantee the notes on […]

13d agoYahoo Finance

South32 Eyes Higher Operating Margin After Alcoa Deal Slims Portfolio

South32 (ASX:S32) said late Tuesday that it expects higher returns from a simplified business follow

14d agoYahoo Finance Australia

Also Discussed

Investors talking about AA also mention

#	Name	Attention
1	Kaiser Aluminum CorporationKALU	0%0
2	Century Aluminum CompanyCENX	0%+0
3	Constellium SE Class A Ordinary SharesCSTM	0%new
4	Steel Dynamics Inc.STLD	0%+0
5	Nucor Corp.NUE	0%new
6	Freeport-McMoRan Inc.FCX	0%-0.03
7	Quanex Building Products Corp.NX	0%0
8	SPDR S&P Metals & Mining ETFXME	0%new
9	Financial Select Sector SPDR FundXLF	0.08%+0.06
10	CSX CorporationCSX	0%0

Alcoa Corporation

Basic Materials
Aluminum

Alcoa Corporation is a global aluminum and materials company focused on bauxite mining, alumina refining, aluminum production, and energy generation. Its operations are organized around two main segments: Alumina and Aluminum. The Alumina segment centers on mining bauxite and refining it into smelter-grade and non-metallurgical alumina, while the Aluminum segment covers smelting, casting, and related energy assets that support production. Alcoa supplies products used across transportation, aerospace, construction, packaging, and industrial manufacturing, where lightweight and durable metal solutions are essential. The company also offers value-added cast products and low-carbon alumina and aluminum offerings under its Sustana portfolio, strengthening its role in industrial supply chains. Headquartered in Pittsburgh, Pennsylvania, Alcoa Corporation operates across multiple countries and remains a significant supplier in the global metals market.

Website

Location

201 Isabella Street

Pittsburgh, PA, 15212-5858

United States

Social

What share of all stock conversation is about AA?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% 0	0% 0	0% 0	0.01% +0.01

Jul 17

Alcoa Corporation (AA) reported record Q2 2026 earnings, with revenue $3.97B (+24% QoQ, +31% YoY), adjusted EBITDA $901M (+51% QoQ), and adjusted EPS $2.12, but missed the ~$2.25 Street estimate.
The stock fell ~3.4% to ~$45, despite a record Q2 2026, due to $155M of net special items (a $123M Ma'aden mark-to-market loss and $45M on energy contracts).
Alcoa is undervalued at current levels, with the stock trading below its Fair Value estimate, positioning the company among opportunities on the most undervalued stocks list.

Generated by AI

Sentiment

Of the messages about AA that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	0% 0	71.43% +37.95	83.17% +0.04
Bearish	—	100% 0	28.57% -37.95	16.83% -0.04

Bullish· May 22

UBS upgrades Alcoa's stock to Buy from Neutral, raises price target to $80 from $75, citing persistent smelter outages and strong aluminium pricing.
Strong option flow is detected in Alcoa, with 32,447 calls trading (4x expected) and implied volatility increasing, suggesting a bullish sentiment among traders.
Stan Druckenmiller, a well-known investor, is increasing his holdings in Alcoa, averaging up his positions at levels similar to the current market price.

Bearish· Jan 8

J.P. Morgan downgraded Alcoa Corporation to Underweight from Neutral, citing rising inventories in China, weak demand, and expected aluminum surpluses in FY26/27.
J.P. Morgan's price target for Alcoa Corporation was raised to $50, but this did not prevent the stock from sinking on the downgrade.
The market is expected to be impacted by new Indonesian supply and a ~15% rise in January 2026 China inventory, making aluminum less attractive than copper.

Generated by AI

Topics

Of the messages about AA that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	—	—	50.15%	2.16%
Technical Analysis	—	—	0%	27.39%
Macro	—	—	49.85%	36.82%
Earnings	—	—	0%	1.63%
Analysts	—	—	0%	31.98%
Controversies	—	—	0%	0.02%

Earnings· Jan 22

Alcoa Corporation ($AA) reported Q4 2025 earnings with adjusted EPS of $1.26, beating estimates by 37.7% and increasing 21.15% year-over-year.
Revenue for Q4 2025 was $3.45B, a 15% sequential increase and a 1.1% year-over-year decrease.
Alcoa's net income for Q4 2025 was $226M, with adjusted net income increasing to $335M and adjusted EBITDA excluding special items reaching $546M.

Analysts· Feb 22

Citigroup upgraded Alcoa Corp ($AA) to Buy from Neutral, citing a bullish outlook for aluminum, with a new price target of $65.
Analyst Alexander Hacking expects Alcoa to benefit from China's reopening, with a potential upside change of 38.62%.
22 analysts have analyzed Alcoa, with a 76% consensus to buy, indicating mildly confident sentiment towards the stock.

Announcements· Apr 16

Alcoa Corporation's Q1 2025 earnings exceeded estimates, with revenue of $3.37B and adjusted EPS of $2.15.
The company's adjusted EBITDA was $855M, and it sees FY aluminium shipments of 2.6M-2.8M metric tons and production of 2.3M-2.5M metric tons.
Alcoa expects to take a $90M hit in the current quarter due to U.S. tariffs on aluminium imports from Canada.

Macro· Jun 9

The potential for drone manufacturing in the Canadian defense sector is being explored by companies like Linamar, which recently acquired Alcoa.
Alcoa's aluminum processing capabilities in Canada could be leveraged to support defense industry needs.
The acquisition of Alcoa by Linamar has alleviated tariff implications, presenting a positive development for the company.

Technical Analysis· Feb 9

$AA is forming a textbook bull flag pattern, with a potential breakout to the 63.50 area.
The stock has strong group strength in Aluminum and a linear trend, making it a great buy candidate.
The bull flag pattern is holding a demand zone, with volume breaking and the stock aiming higher to the median of the base channel.

Generated by AI

Community

Of the messages about AA, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	—	100%	1.49%	17.85%
Newcomers	—	0%	98.51%	82.15%

Regulars· Jul 17

The stock is in oversold territory, with a likely bottom at $42.50-$45, making it a buying opportunity.
The company's adjusted EBITDA rose sharply, and the aluminum segment posted record profitability, making the recent earnings miss less alarming.
The stock is undervalued at current levels, with a Fair Value estimate suggesting it's among the most undervalued stocks on the market.

Newcomers· Jul 16

The newcomer is excited about Alcoa Corporation's ($AA) respectable earnings and plans to buy more on the dip tomorrow, citing the need for aluminium in robotics and AI racks.
The newcomer believes the company's earnings are strong and beat expectations, but the market is trying to bring the price down, and thinks this is a sign of market manipulation.
The newcomer is predicting a price of $40 for Alcoa Corporation ($AA) and is speculating about whether the company will beat or miss earnings, and whether to buy calls or puts.

Generated by AI

Alcoa

Social

Jul 17

Bullish· May 22

Bearish· Jan 8

Earnings· Jan 22

Analysts· Feb 22

Announcements· Apr 16

Macro· Jun 9

Technical Analysis· Feb 9

Regulars· Jul 17

Newcomers· Jul 16

What Does Alcoa (AA) Debt Financing Mean For Its Planned Asset Acquisition?

Alcoa closes $2.6 billion senior notes offering

Alcoa Corporation Announces Closing of Debt Offering to Finance Cash Consideration for Acquisition of South32’s Bauxite, Alumina and Aluminum Assets

Freedom Broker raises Alcoa stock price target to $76 on pricing

Alcoa (AA) Priced $2.6 Billion of Acquisition Notes. Can the Assets Cover $175 Million in Interest?

South32 Eyes Higher Operating Margin After Alcoa Deal Slims Portfolio

Also Discussed

Alcoa Corporation

Company Information

Location

What Does Alcoa (AA) Debt Financing Mean For Its Planned Asset Acquisition?

Alcoa closes $2.6 billion senior notes offering

Alcoa Corporation Announces Closing of Debt Offering to Finance Cash Consideration for Acquisition of South32’s Bauxite, Alumina and Aluminum Assets

Freedom Broker raises Alcoa stock price target to $76 on pricing

Alcoa (AA) Priced $2.6 Billion of Acquisition Notes. Can the Assets Cover $175 Million in Interest?

South32 Eyes Higher Operating Margin After Alcoa Deal Slims Portfolio

Also Discussed

Social

Jul 17

Bullish· May 22

Bearish· Jan 8

Earnings· Jan 22

Analysts· Feb 22

Announcements· Apr 16

Macro· Jun 9

Technical Analysis· Feb 9

Regulars· Jul 17

Newcomers· Jul 16