CSTMBasic Materials · AluminumThe 5 Wall Street analysts covering Constellium SE hold a median 12-month price target of $40 — +51.5% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 98 of 100 as at 12 Sept 2026 — among the strongest tenth. Here, the model and the Street point the same way.
Consensus tells you what everyone already believes. The model scores Constellium SE on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Value (100): The shares cost little relative to the profits and assets behind them — which can mean the market is too gloomy, or that the business really is in trouble.
Accruals (26): A large share of reported profit has not shown up as cash, or the balance sheet is expanding quickly — both tend to unwind.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
As of 12 September 2026, Ticker Nerd's factor model ranks Constellium 98 of 100 across the roughly 4,600 US stocks it tracks. Value (99), Growth (99) and Debt/Equity Issuance (98) carry the score, with Quality (92) and Estimate Revisions (89) close behind. Investment/Accruals (26), Market Cap (28) and Low Volatility (45) drag it back.
The Street's targets sit well above the price. As of 14 September 2026 the five-analyst average target was $37.57 and the median $39.64, with a low of $33.71, against a last close of $26.17 on 11 September 2026; four rate the stock Buy and one Hold. The model's Value family and the Street's targets point the same way: a trailing price-to-sales ratio of 0.37 prices it below 86% of US stocks, on a trailing price-to-earnings ratio of 6.8.
The Street's own forecasts pull in opposite directions. As of 8 September 2026, 2026 consensus EPS had been raised 22.8% over 90 days to $3.66, while 2027 consensus had been cut 4.8% to $2.41. The weakest factor, Investment/Accruals at 26 of 100, reflects free cash flow of $218 million against net income of $545 million over the four trailing quarters, and in August 2026 falling aluminum prices prompted a research note to downgrade to Hold just as Zacks Investment Research added the stock to its Strong Buy list in September 2026.
As of 14 Sept 2026The bullish and bearish analyst opinions on CSTM, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +51.5% from it.
Of the 20 most recent actions, 1 moved their price target up and 2 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 30 July 2026 | Wells Fargo | Maintains | Overweight | $37 → $39 |
| 9 July 2026 | Wells Fargo | Maintains | Overweight | $39 → $37 |
| 9 July 2026 | Wells Fargo | Maintains | Overweight | — |
| 8 July 2026 | UBS | Maintains | Buy | $38 → $35 |
| 8 July 2026 | UBS | Maintains | Buy | — |
| 5 May 2026 | UBS | Initiates | Buy | — |
| 30 Apr 2026 | JP Morgan | Downgrade | Neutral | — |
| 30 Apr 2026 | Wells Fargo | Maintains | Overweight | — |
| 16 Apr 2026 | JP Morgan | Maintains | Overweight | — |
| 16 Apr 2026 | Wells Fargo | Maintains | Overweight | — |
| 19 Feb 2026 | BMO Capital | Maintains | Outperform | — |
| 19 Feb 2026 | Deutsche Bank | Maintains | Buy | — |
| 19 Feb 2026 | JP Morgan | Maintains | Overweight | — |
| 19 Feb 2026 | Wells Fargo | Maintains | Overweight | — |
| 13 Jan 2026 | Wells Fargo | Upgrade | Overweight | — |
| 30 Oct 2025 | JP Morgan | Maintains | Overweight | — |
| 30 Oct 2025 | Wells Fargo | Maintains | Equal-Weight | — |
| 8 Oct 2025 | Wells Fargo | Initiates | Equal-Weight | — |
| 24 Oct 2024 | BMO Capital | Maintains | Outperform | — |
| 24 Oct 2024 | Deutsche Bank | Downgrade | Hold | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. CSTM appears on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 11 Sept 2026, Constellium SE returned +74.7% against +17.5% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 64% of US stocks
Cheaper than 86% of US stocks
Cheaper than 34% of US stocks
Cheaper than 54% of US stocks
Higher than 78% of US stocks
Higher than 93% of US stocks
Higher than 17% of US stocks
Higher than 62% of US stocks
Higher than 62% of US stocks
Higher than 93% of US stocks
Higher than 92% of US stocks
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Constellium SE has a market value of $3.5B and an enterprise value of $5.3B.
Revenue in the twelve months to 30 June 2026: $9.6B. The latest quarter grew 30.7% year on year.
Net income over the same four quarters: $545.0M, a 5.7% net margin.
Free cash flow in the twelve months to 30 June 2026: $218.0M.
Constellium SE spent $113.0M on share buybacks in the twelve months to 30 June 2026.
Trailing P/E: 6.8×; forward P/E: 9.4× — the forward figure prices analyst consensus estimates, not reported earnings.
Constellium SE employs 11,500 people — $833K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
| Company | Market cap | TKN rank |
|---|---|---|
| CSTMConstellium SE | $3.5B | 98 |
| CENXCentury Aluminum Co. | $4.4B | 61 |
| KALUKaiser Aluminum Corp. | $2.6B | 96 |
| AAAlcoa Corp. | $12.7B | 40 |
| AVNTAvient Corp.* | $3.8B | 95 |
| USLMUnited States Lime & Minerals, Inc.* | $3.4B | 40 |
| SMGScotts Miracle-Gro Co.* | $3.3B | 76 |
* Nearest Basic Materials names by size — few aluminum companies of this scale trade in the US universe.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Constellium SE — and when they’d sell — is the membership. See the Ticker Nerd 20 →
A Zacks Investment Research piece compares the year-to-date performance of Constellium (CSTM) and Distribution Solutions Group (DSGR) against their industrial products sector.
Why it matters — CSTM watchers would care because the article assesses how the stock is tracking relative to its sector and peers so far this year.
On September 8, 2026, Constellium SE (CSTM) was added to the Zacks Rank #1 (Strong Buy) List, alongside PSX, HRTG, THC, and BLMN, according to Zacks Investment Research.
Why it matters — Inclusion on Zacks' Strong Buy list signals a favorable research-based outlook for CSTM, which CSTM watchers may view as a positive development.
A Seeking Alpha analyst initiated coverage of Constellium SE with a Strong Buy rating, highlighting aerospace as its strongest growth driver, supported by recovering aircraft production, easing destocking and higher EBITDA per ton, while packaging, automotive rolled products and AS&I add further earnings growth. The note argues the stock's valuation remains low relative to its forward earnings.
Why it matters — CSTM watchers would care because this positive analyst coverage points to multiple earnings growth drivers and suggests the market may still be pricing the company's older earnings base.
Constellium SE (CSTM) has twice raised its FY2026 guidance, now targeting $980M–$1.02B Adjusted EBITDA and $300M+ free cash flow. The stock trades at the lowest multiples in its peer group despite record results and an active buyback program.
Why it matters — A CSTM watcher would care because the company is achieving record profitability with multiple guidance increases while trading at a deep discount to peers, suggesting potential upside if the market reassesses the valuation.
Constellium reported record Q2 adjusted EBITDA driven by robust aluminum pricing and disciplined execution, and raised its guidance to $980M–$1.02B in adjusted EBITDA with over $300M free cash flow, making its 2028 targets likely to be achieved ahead of schedule. However, near-term headwinds from falling commodity prices and aluminum price volatility prompted an analyst downgrade to Hold despite the company's quality and through-cycle economics.
Why it matters — CSTM watchers would care because the company delivered record results and raised guidance, but a rating downgrade to Hold signals near-term caution over aluminum price volatility even as the firm's long-term quality and targets remain intact.
The 5 Wall Street analysts covering Constellium SE have a median 12-month price target of $40, with estimates ranging from $34 to $41. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 5 analysts covering Constellium SE, 4 rate it a Buy, 1 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Constellium SE 98 out of 100 across roughly 4,600 US stocks as at 12 Sept 2026. None of this is personal advice — it does not consider your circumstances.
As at 12 Sept 2026, Constellium SE ranks 98 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Value (100 of 100).
No one can know that. What the data says: the median 12-month target from 5 analysts implies +51.5% from the last close, and Ticker Nerd's factor model ranks Constellium SE 98 out of 100 as at 12 Sept 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Constellium SE publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for CSTM are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $34 to $41 over the next 12 months.
Constellium SE returned +74.7% over the 12 months to 11 Sept 2026, with dividends reinvested. Past performance does not indicate future returns.
Constellium SE is a France-based aluminum company that develops, manufactures and recycles rolled and extruded aluminum products. Its customers sit in aerospace, transportation, packaging, automotive, commercial vehicles and general industry, and the business is organized around aerospace and transportation, packaging and automotive rolled products, and automotive structures and industry.
The most recent item we track (Zacks Investment Research, 8 Sept 2026): "Is Constellium (CSTM) Stock Outpacing Its Industrial Products Peers This Year?". A Zacks Investment Research piece compares the year-to-date performance of Constellium (CSTM) and Distribution Solutions Group (DSGR) against their industrial products sector.
Constellium SE is a France-based aluminum company that develops, manufactures and recycles rolled and extruded aluminum products. Its customers sit in aerospace, transportation, packaging, automotive, commercial vehicles and general industry, and the business is organized around aerospace and transportation, packaging and automotive rolled products, and automotive structures and industry. The group employs 11,500 people.
CEO Ms. Ingrid Joerg · 11,500 employees · France · https://www.constellium.com
