Alcoa: Positioned For Long Term Success In Market Uncertainty
Alcoa Corporation (AA) is highly leveraged to aluminum and alumina price cycles, offering significant EBITDA upside during commodity recoveries. AA's vertical integration and strong balance sheet provide resilience and upside as aluminum and alumina prices recover from cyclical lows. Alcoa trades at a 50% discount to sector median EV/EBITDA, with NAV per share at $24.55 versus a $41.44 share price, reflecting early-cycle premium.
Alcoa Corporation (AA) Presents at Citigroup 2025 Basic Materials Conference Transcript
Alcoa Corporation (AA) Presents at Citigroup 2025 Basic Materials Conference Transcript
Must-Buy Non-Tech Stocks for 2026 Amid AI-Driven Data Center Boom
FIX, VRT, STRL, D and AA are five non-tech stocks poised to benefit as AI-fueled data center investment accelerates into 2026.
Best Value Stocks to Buy for Nov. 26
CMC, AA and JRVR made it to the Zacks Rank #1 (Strong Buy) value stocks list on Nov. 26, 2025.
What's Next After Alcoa's 40% Surge?
Alcoa (NYSE:AA) announced a net income of US $232 million in the third quarter of 2025 — more than double the US $90 million it earned in the same quarter the previous year. Here's an overview of why the stock has surged approximately 40% over the last six months, the factors driving this change, and points to monitor going forward.
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Michael Burry shorts Nvidia and Palantir
Alcoa Corporation (AA) Analyst/Investor Day Transcript
Alcoa Corporation ( AA ) Analyst/Investor Day October 30, 2025 9:00 AM EDT Company Participants Louis Langlois - Senior Vice President of Treasury & Capital Markets Thomas Gorman William Oplinger - President, CEO & Director Matthew Reed - Executive VP & COO Tammi Jones - Executive VP & Chief Human Resources Officer Renato Bacchi - Executive VP & Chief Commercial Officer Molly Beerman - Executive VP & CFO Conference Call Participants Alexander Hacking - Citigroup Inc., Research Division Carlos de Alba - Morgan Stanley, Research Division Christopher LaFemina - Jefferies LLC, Research Division William Peterson - JPMorgan Chase & Co, Research Division Simon Mawhinney Timna Tanners Alex Stansbury - UBS Investment Bank, Research Division Lucas Pipes - B. Riley Securities, Inc., Research Division Nick Giles - B.
Buy These 5 Low-Leverage Stocks as Market Touches New Record High
As the market hits record highs, investors can find stability in five low-leverage picks like NWG, CBOE, AA, SAFRY and CASY.
Alcoa Corporation (AA) Q3 2025 Earnings Call Transcript
Alcoa Corporation (NYSE:AA ) Q3 2025 Earnings Call October 22, 2025 5:00 PM EDT Company Participants Louis Langlois - Senior Vice President of Treasury & Capital Markets William Oplinger - President, CEO & Director Molly Beerman - Executive VP & CFO Conference Call Participants Christopher LaFemina - Jefferies LLC, Research Division Lawson Winder - BofA Securities, Research Division Timna Tanners - Wells Fargo Securities, LLC, Research Division Carlos de Alba - Morgan Stanley, Research Division Daniel Major - UBS Investment Bank, Research Division Alexander Hacking - Citigroup Inc., Research Division Nick Giles - B. Riley Securities, Inc., Research Division John Tumazos - John Tumazos Very Independent Research, LLC Glyn Lawcock - Barrenjoey Markets Pty Limited, Research Division William Peterson - JPMorgan Chase & Co, Research Division Presentation Operator Good afternoon, and welcome to the Alcoa Corporation Third Quarter 2025 Earnings Presentation and Conference Call.
Alcoa Sales, Profit Rise Following Sale of Saudi Arabia Joint Venture
Higher tariff costs on imported aluminum weighed somewhat on third-quarter income, the company said.
Alcoa Gears Up to Post Q3 Earnings: What Lies Ahead for the Stock?
AA's Q3 results are set to reveal higher revenues but weaker earnings, as Aluminum gains face Alumina and currency headwinds.
United States' critical mineral deal with Australia tipped to open project funding pipeline in coming months
A new deal between the United States and Australia could support the development of a Western rare earths supply chain, reducing reliance on China, analysts at UBS highlight in a note. The two countries signed a critical minerals framework as part of a wider deal to boost defence and technology cooperation, with the initial information pointing to US$8.5 billion in ready-to-go projects, and US$1 billion in funding each from the US and Australia over the next six months.
