Kaiser Aluminum Corp

Kaiser Aluminum Corp (KALU) Stock Analysis

$148.420

+0.252 (+0.17%)At close

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High
148.820
Open
146.630
VWAP
147.20
Volume
119.49K
Mkt Cap
1.38B
Low
144.350
Amount
17.59M
EV/EBITDA, TTM
5.47

Kaiser Aluminum Corporation is a producer of semi-fabricated specialty aluminum products. The Company's fabricated aluminum mill products include flat-rolled (plate, sheet, and coil), extruded (rod, bar, hollows, and shapes), drawn (rod, bar, pipe, tube and wire) and certain cast aluminum products. Its business focuses on producing rolled, extruded, and drawn aluminum products used principally for aerospace and defense, aluminum beverage and food packaging, general engineering that includes consumer durables, electronics and products for electrical and machinery and equipment applications, and automotive products. It provides its products for a range of market applications, including aerospace and high strength (Aero/HS products); beverage and food packaging products (Packaging); general engineering (GE products); automotive (Automotive Extrusions); and other products. Its Automotive Extrusions consist of extruded aluminum products for many North American automotive applications.

AI analysis of Kaiser Aluminum Corp (KALU)

Buy

Kaiser Aluminum Corp is a good buy right now, trading at $151.51 with a forward P/E of 27.70, which suggests strong future earnings potential. The company has shown significant growth in net income, with Q2 2026 net income at $96.8 million, up from $39.5 million in Q3 2025. However, there is a risk with insider selling increasing by 346.18% over the last month, which could indicate lack of confidence among insiders.

Analyst Ratings (8)

-28.24% Downside
Hold
2 Buy
5 Hold
1 Sell
Current: 148.42
Low
105.00
Average
106.50
High
108.00

Wells Fargo

2026-09-18

Price Target

$160

Equal Weight

UBS

2026-08-31

Price Target

$184

Buy

Wells Fargo

2026-07-09

Price Target

$158

Underweight

UBS

2026-07-08

Price Target

$179

Neutral

UBS

2026-05-05

Price Target

$176

Neutral

Valuation Metrics

The current forward P/E ratio for Kaiser Aluminum Corp (KALU) is 27.70, compared to its 5-year average forward P/E of 26.56.

Forward P/E

Fair
5Y Average P/E
26.56
Current P/E
27.70
Overvalued
40.50
Undervalued
12.63

Forward EV/EBITDA

Strongly Undervalued
5Y Average EV/EBITDA
9.30
Current EV/EBITDA
5.47
Overvalued
10.90
Undervalued
7.71

Forward P/S

Fair
5Y Average P/S
0.42
Current P/S
0.51
Overvalued
0.52
Undervalued
0.32

Alphio AI Price Scenarios for KALU

Scenario prices are the last monthly forecast band of the current year. Probabilities are fixed model weights (25 / 50 / 25), not guarantees.

B

Bull

Bull · 25%KALU

$94.24

Scenario price

B

Base

Base · 50%KALU

$84.87

Scenario price

B

Bear

Bear · 25%KALU

$80.89

Scenario price

Whales holding KALU

S

Systematic Financial Management LP

+ HoldingKALU

-8.76%

3M Return

Events Timeline

2026-08-26 (ET)

10:30:00

Canada Raises Tariffs on U.S. Steel and Aluminum to 50%

2026-08-25 (ET)

11:30:00

Canada Imposes 50% Tariffs on U.S. Steel and Aluminum

2026-08-19 (ET)

14:00:00

U.S.-Canada Tentative Trade Agreement Cuts Steel and Aluminum Tariffs to 25%

2026-07-22 (ET)

19:30:00

Nasdaq Composite Declines as Tesla Earnings Weigh

17:00:00

Company Raises 2026 Adjusted EBITDA Outlook to 45%-55% Growth

News

KALU FAQ — answered by Alphio AI

Kaiser Aluminum Corporation is a producer of semi-fabricated specialty aluminum products. The Company's fabricated aluminum mill products include flat-rolled (plate, sheet, and coil), extruded (rod, bar, hollows, and shapes), drawn (rod, bar, pipe, tube and wire) and certain cast aluminum products. Its business focuses on producing rolled, extruded, and drawn aluminum products used principally for aerospace and defense, aluminum beverage and food packaging, general engineering that includes consumer durables, electronics and products for electrical and machinery and equipment applications, and automotive products. It provides its products for a range of market applications, including aerospace and high strength (Aero/HS products); beverage and food packaging products (Packaging); general engineering (GE products); automotive (Automotive Extrusions); and other products. Its Automotive Extrusions consist of extruded aluminum products for many North American automotive applications. It operates in the Basic Materials sector (ROLLING DRAWING & EXTRUDING OF NONFERROUS METALS industry).

Kaiser Aluminum Corp is a good buy right now, trading at $151.51 with a forward P/E of 27.70, which suggests strong future earnings potential. The company has shown significant growth in net income, with Q2 2026 net income at $96.8 million, up from $39.5 million in Q3 2025. However, there is a risk with insider selling increasing by 346.18% over the last month, which could indicate lack of confidence among insiders.

8 analysts cover KALU: 2 rate it Buy, 5 Hold and 1 Sell. The average price target is 106.50.

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This page is for research only and is not investment advice. Models can be wrong. Past performance does not guarantee future results.

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