Alcoa Corporation (AA)
South32 shareholders to vote on $8 billion Alcoa asset sale
South32 Ltd (LSE:S32, ASX:S32, FRA:32Z, OTC:SHTLF, JSE:S32) shareholders will vote today on the proposed $8 billion sale of its aluminium and alumina assets to Alcoa (NYSE:AA), a transaction that would reshape the miner's portfolio and accelerate its transition towards higher-growth base metals. The vote at South32's annual general meeting marks a significant step in the company's strategy to move beyond its origins as a BHP spin-off and concentrate investment on copper, silver, lead, zinc and manganese.
Alcoa Gears Up to Post Q3 Earnings: What Lies Ahead for the Stock?
AA is poised for strong Q3 2026 revenue and earnings growth, fueled by aluminum sales and smelter restarts, but alumina weakness and rising costs loom.
Exploring Analyst Estimates for Alcoa (AA) Q3 Earnings, Beyond Revenue and EPS
Beyond analysts' top-and-bottom-line estimates for Alcoa (AA), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended September 2026.
Small Caps Watch: XSO drops 1.2% as uranium names retreat
The S&P/ASX Small Ordinaries fell sharply at the open on Friday as broad market weakness swept through the smaller end of the Australian share market, with uranium stocks among the early decliners. The XSO was trading around 3,361 at 10.14am AEST, down about 40.7 points, or 1.2%, after opening at its session high of 3,401.7 and falling to a low of 3,361.
Alcoa Sees Aluminum Deficit, Strong Demand and Tariff Upside at Jefferies Conference
Alcoa NYSE: AA CFO Molly Beerman said the aluminum producer is carrying momentum from the second quarter into the third quarter, supported by strong production, pricing realization and demand from customers in North America and Europe.
Do Options Traders Know Something About Alcoa Stock We Don't?
Investors need to pay close attention to AA stock based on the movements in the options market lately.
Alcoa's Discount Looks Too Wide
Alcoa is rated Buy, driven by strong cash generation, disciplined capital allocation, and a deep valuation discount versus peers. The South32 asset acquisition boosts AA's alumina capacity by 53% and aluminum by 37%, with $900M in synergy value and immediate accretion to EPS and cash flow expected. AA's pro forma leverage remains manageable (~2x), with $1.4B cash and a flexible financing plan, supporting integration and future capital deployment.
New Strong Sell Stocks for September 1st
AA, AROC and EFXT have been added to the Zacks Rank #5 (Strong Sell) List on September 1, 2026.
Alcoa's Gallium Project Opens a New Door Beyond Aluminum
The global semiconductor supply chain has a critical vulnerability that traces back to a single raw material. Used in everything from advanced military radar to next-generation artificial intelligence (AI) hardware, gallium is a critical material for modern technology.
Alcoa Stock Price Prediction: Middle East Energy Outlook Pushes AA to $68
Alcoa Corp. (NYSE:AA | AA Price Prediction) had been a materials sector standout this year, with shares gaining more than 48% from January through their year-to-date (YTD) high on June 2.
Do Options Traders Know Something About Alcoa Stock We Don't?
Investors need to pay close attention to AA stock based on the movements in the options market lately.
The Market Sold Alcoa After Earnings—But It May Be Missing the Real Story
Alcoa Corporation NYSE: AA just handed investors a lesson in reading between the lines. Shares fell after the aluminum giant reported Q2 2026 earnings and trimmed its full-year outlook, partly due to a weather-related disruption at one of its Australian facilities.
