CSTMCSTMBasic Materials · Aluminum

CSTM Stock Forecast: Constellium SE Price Predictions for 2026-2027

Last close, 7 Oct 2026
$25
−0.31% on the day

The 5 Wall Street analysts covering Constellium SE hold a median 12-month price target of $35 — +39.6% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 98 of 100 as at 6 Oct 2026 — among the strongest tenth. Here, the model and the Street point the same way.

Market cap
$3.4B
Ticker Nerd rank
98 / 100
Median analyst target
$35
Analysts covering
5
Revenue$2.7B+30.7% y/y
Operating income$285.0M
Net income$148.0M
Free cash flow$84.0M
Quarterly, 8 quarters to 30 June 2026 · latest quarter's figure shown
Total return, dividends reinvested
1W
+5.1%
1M
−6.3%
YTD
+34.9%
1Y
+65.3%
From 52W high
−29.7%
From 52W low
+76.4%
$14
$36
52-week range, adjusted closes · the dot is the last close
Ticker Nerd rank

CSTM stock analysis: one number for the whole business

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.

Where the model ranks itAs at 6 Oct 2026
98 / 100

Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested

Value
99
Growth
99
Issuance
98
Quality
93
Revisions
90
Momentum
75
Volatility
38
Size
28
Accruals
26

Value (99): 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.

The Ticker Nerd Read

Ranked 97.7 of 100; the price fell 21.1% in three months.

As of 29 September 2026, Ticker Nerd's factor model ranks Constellium 97.7 of 100 against the roughly 4,600 US stocks it tracks. Value ranks 99.5: the shares cost little against the profits and assets behind them, and the stock trades at 6.36 times trailing earnings. Growth (98.7), debt and equity issuance (97.6), Quality (93.1) and Estimate Revisions (89.3) carry the rank, while Investment and Accruals (26.0), market cap (28.0) and low volatility (30.5) drag it.

The shares closed at $24.59 on 29 September 2026, down 21.1% over three months and up 63.6% over twelve. The five analysts covering the stock rate it four buys and one hold, with an average target of $35.78. The model and the Street agree the price is low against earnings; the recent price action has gone the other way.

Analyst estimates as of 29 September 2026 put this fiscal year's consensus EPS at $3.66, up 22.8% in 90 days, and next year's at $2.41, down 4.8%. The Estimate Revisions family ranks 89.3, but its Reliability sub-score is 46.9 and the Momentum family's UpDown Volume sub-score is 16.1. A September-quarter report would show whether the earnings lift reaches beyond this year.

As of 30 Sept 2026
Wall Street

CSTM stock forecast 2026-2027: analyst price targets & predictions

The bullish and bearish analyst opinions on CSTM, reported as data — targets and ratings, the market's view beside the model's.

Share price and the analyst range, 12 monthsAdjusted close, US dollars
$15$20$25$30$35$40Jan 26Apr 26Jul 26Oct 26CSTMHigh $38Median $35Low $33

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

What Wall Street says5 analysts
4 Buy1 Hold0 Sell
Low $33Median $35High $38

The green dot is the last close — the median target sits +39.6% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 1 moved their price target up and 3 moved it down.

DateFirmActionRatingTarget
18 Sept 2026Wells FargoMaintainsOverweight$39 → $38
30 July 2026Wells FargoMaintainsOverweight—
30 July 2026Wells FargoMaintainsOverweight$37 → $39
9 July 2026Wells FargoMaintainsOverweight$39 → $37
9 July 2026Wells FargoMaintainsOverweight—
8 July 2026UBSMaintainsBuy$38 → $35
8 July 2026UBSMaintainsBuy—
5 May 2026UBSInitiatesBuy—
30 Apr 2026JP MorganDowngradeNeutral—
30 Apr 2026Wells FargoMaintainsOverweight—
16 Apr 2026JP MorganMaintainsOverweight—
16 Apr 2026Wells FargoMaintainsOverweight—
19 Feb 2026BMO CapitalMaintainsOutperform—
19 Feb 2026Deutsche BankMaintainsBuy—
19 Feb 2026JP MorganMaintainsOverweight—
19 Feb 2026Wells FargoMaintainsOverweight—
13 Jan 2026Wells FargoUpgradeOverweight—
30 Oct 2025JP MorganMaintainsOverweight—
30 Oct 2025Wells FargoMaintainsEqual-Weight—
8 Oct 2025Wells FargoInitiatesEqual-Weight—

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Market Radar

This page is one stock. Monday covers all of them.

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.

Free, every Monday. Unsubscribe any time.

Performance

CSTM vs the S&P 500

Both lines are total return — dividends reinvested — so the comparison is honest on both sides.

Over the twelve months to 7 Oct 2026, Constellium SE returned +65.3% against +17.7% for the S&P 500, dividends included.

CSTM vs S&P 500, last 12 monthsTotal return, rebased to 100
100150200250Jan 26Apr 26Jul 26Oct 26CSTMS&P 500

Download this chart as an image — free to reuse; link this page as the source.

Data provided by Twelve Data

Estimates

CSTM analyst estimate revisions

Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.

Which way the estimates are movingNext fiscal year
EPS revision, 90 days
+22.8%
Analysts raising
1
Analysts cutting
1
Fundamentals

Constellium SE (CSTM) financial data

A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.

Valuation
Trailing P/E
6.5×

Cheaper than 64% of US stocks

Price / sales
0.4×

Cheaper than 86% of US stocks

Price / book
2.8×

Cheaper than 34% of US stocks

EV / EBITDA
4.2×

Cheaper than 54% of US stocks

Growth & margins
Revenue growth (YoY)
30.7%

Higher than 78% of US stocks

Earnings growth (YoY)
305.6%

Higher than 93% of US stocks

Gross margin
17.5%

Higher than 17% of US stocks

Operating margin
8.9%

Higher than 62% of US stocks

Net margin
5.7%

Higher than 62% of US stocks

Returns & dividend
Return on equity
53.1%

Higher than 93% of US stocks

Return on assets
9.9%

Higher than 92% of US stocks

Dividend yield
0.0%

Higher than 1% of US dividend payers

Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.

Key statistics

Constellium SE (CSTM) statistics: revenue, profit & scale

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 $3.4B and an enterprise value of $5.2B.

  • 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.

  • Shares outstanding: 135.5M.

  • Trailing P/E: 6.5×; forward P/E: 9.3× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Forward dividend yield: 0.00%, paying out 0% of earnings.

  • Constellium SE employs 11,500 people — $833K of revenue per employee.

Statement figures: company filings via Twelve Data, four quarters to 30 June 2026 · market figures as at 6 Oct 2026

Data provided by Twelve Data

Peers

CSTM vs competitors

The nearest names by industry and size, scored by the same model — like for like.

Its peer group, ranked by the same modelAluminum
CompanyMarket capTKN rank
CSTMConstellium SE$3.4B
98
CENXCentury Aluminum Co.$3.7B
62
KALUKaiser Aluminum Corp.$2.5B
96
AAAlcoa Corp.$11.4B
43
ASHAshland, Inc.*$3.2B
88
TGBTrekor Metals Ltd.*$3.2B
79
USLMUnited States Lime & Minerals, Inc.*$3.2B
43

* 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 →

News

Latest CSTM news & analysis

Constellium: The Spread Between Feedstock And End Prices Keeps Widening

Seeking Alpha · 1 Oct 2026positive

Constellium is described as a Strong Buy, citing structural margin improvements and robust segment performance that led to raised guidance, with adjusted EBITDA now projected at $980M–$1.02B for 2026 and free cash flow above $300M, reflecting early achievement of 2028 targets.

Why it matters — A CSTM watcher would care because the raised 2026 guidance and early 2028 target attainment signal improved earnings and cash flow outlook ahead of prior expectations.

Here's Why You Should Consider Investing in CSTM Stock Now

Zacks Investment Research · 25 Sept 2026positive

Zacks highlights Constellium's strong end-market demand, strategic investments, and shareholder returns as supporting growth, with rising earnings estimates.

Why it matters — This item signals positive momentum in demand and earnings expectations that could matter to those tracking Constellium's performance.

Are Industrial Products Stocks Lagging Constellium (CSTM) This Year?

Zacks Investment Research · 24 Sept 2026neutral

The item compares the year-to-date performance of Constellium (CSTM) and Distribution Solutions Group (DSGR) relative to their industrial products sector, examining whether these stocks are lagging their peers.

Why it matters — A Constellium watcher would care because the comparison shows how the company is stacking up against its sector so far this year, offering a benchmark for its relative performance.

Constellium highlighted as Zacks Bull and AGCO Bear of the Day

Zacks Investment Research · 17 Sept 2026positive

Zacks Equity Research named Constellium (CSTM) as its Bull of the Day, while designating AGCO as the Bear of the Day, in a September 17, 2026 research note. The analysis also covered Kinder Morgan, MPLX LP, and The Williams Companies.

Why it matters — A prominent research firm highlighting Constellium as its Bull of the Day draws positive attention to the company among stock-watchers.

Constellium: The Market Still Thinks It's An Aluminum Producer, But It's Not

Seeking Alpha · 14 Sept 2026neutral

A Seeking Alpha article argues that Constellium is frequently mischaracterized as a highly cyclical aluminum producer whose earnings depend heavily on LME aluminum prices. The piece challenges these prevailing assumptions and contends that Constellium's business model and profit drivers are misunderstood, with earnings not solely tied to commodity price swings.

Why it matters — A CSTM watcher would care because the article presents a more nuanced earnings profile that could reshape how investors evaluate the company's actual exposure to aluminum price volatility versus its operational drivers.

FAQ

Frequently asked questions about CSTM stock

What is the CSTM stock price forecast for 2026-2027?

The 5 Wall Street analysts covering Constellium SE have a median 12-month price target of $35, with estimates ranging from $33 to $38. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.

Is CSTM stock a buy right now?

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 6 Oct 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank CSTM?

As at 6 Oct 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 (99 of 100).

Will CSTM stock go up?

No one can know that. What the data says: the median 12-month target from 5 analysts implies +39.6% from the last close, and Ticker Nerd's factor model ranks Constellium SE 98 out of 100 as at 6 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.

What is the CSTM stock forecast for 2030?

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: $33 to $38 over the next 12 months.

How has CSTM stock performed over the past year?

Constellium SE returned +65.3% over the 12 months to 7 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.

What does Constellium SE do?

Constellium SE is a France-based aluminum company that makes rolled and extruded aluminum products for aerospace, automotive, packaging, transport and industrial customers. Its products include aircraft structures, vehicle parts and packaging materials, and it recycles the metal it uses.

What is the latest news on CSTM?

The most recent item we track (Seeking Alpha, 1 Oct 2026): "Constellium: The Spread Between Feedstock And End Prices Keeps Widening". Constellium is described as a Strong Buy, citing structural margin improvements and robust segment performance that led to raised guidance, with adjusted EBITDA now projected at $980M–$1.02B for 2026 and free cash flow above $300M, reflecting early achievement of 2028 targets.

Why is the Investment and Accruals factor weak for Constellium?

It ranks 26.0 of 100 as of 29 September 2026, with its sub-scores also low: Capital Allocation at 30.7 and Earnings Quality at 36.0. The factor checks whether reported profit has arrived as cash and whether the balance sheet is expanding quickly; both patterns tend to unwind. Net income of $545 million sits close to operating cash flow of $551 million.

Company

About Constellium SE.

Constellium SE is a France-based aluminum company that makes rolled and extruded aluminum products for aerospace, automotive, packaging, transport and industrial customers. Its products include aircraft structures, vehicle parts and packaging materials, and it recycles the metal it uses. The company has about 11,500 employees and reported $9.58 billion of sales in the twelve months to 30 June 2026.

CEO Ms. Ingrid Joerg · 11,500 employees · France · https://www.constellium.com