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KALUKALUBasic Materials · Aluminum

KALU Stock Forecast: Kaiser Aluminum Corp. Price Predictions for 2026-2027

Last close, 30 Oct 2026
$116
−2.96% on the day

The 5 Wall Street analysts covering Kaiser Aluminum Corp. hold a median 12-month price target of $140 — +20.4% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 78 of 100 as at 31 Oct 2026 — inside the top quartile. Here, the model and the Street point the same way.

Market cap
$1.9B
Ticker Nerd rank
78/ 100
Median analyst target
$140
Analysts covering
5
Revenue$1.3B+52.7% y/y
Operating income$133.7M
Net income$96.8M
Free cash flow$35.1M
Quarterly, 8 quarters to 30 June 2026 · latest quarter's figure shown
Total return, dividends reinvested
1W
+8.4%
1M
−19.3%
YTD
+3.4%
1Y
+34.0%
From 52W high
−40.0%
From 52W low
+34.0%
$87
$194
52-week range, adjusted closes · the dot is the last close
Ticker Nerd rank

KALU stock analysis: one number for the whole business

Consensus tells you what everyone already believes. The model scores Kaiser Aluminum Corp. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.

Where the model ranks itAs at 31 Oct 2026
78/ 100

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

Growth
98
Value
96
Quality
79
Momentum
78
Issuance
68
Revisions
39
Volatility
37
Size
36
Accruals
31

Growth (98): Sales and profits are climbing, and climbing faster than before.

Accruals (31): 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 systematic trader with 15+ years in markets.

Wall Street

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

The bullish and bearish analyst opinions on KALU, 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
$80$100$120$140$160$180$200Jan 26Apr 26Jul 26Oct 26KALUHigh $158Median $140Low $125

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
3 Buy2 Hold0 Sell
Low $125Median $140High $158

The green dot is the last close — the median target sits +20.4% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 3 moved their price target up and 7 moved it down.

DateFirmActionRatingTarget
27 Oct 2026UBSMaintainsBuy$184 → $158
26 Oct 2026BarclaysMaintainsOverweight$180 → $155
26 Oct 2026JP MorganUpgradeNeutral$146 → $140
26 Oct 2026KeybancMaintainsOverweight$181 → $127
23 Oct 2026Wells FargoMaintainsEqual-Weight$160 → $125
14 Oct 2026BarclaysInitiatesOverweight$180
14 Oct 2026BarclaysInitiatesOverweight—
8 Oct 2026KeybancMaintainsOverweight$183 → $181
8 Oct 2026KeybancMaintainsOverweight—
18 Sept 2026Wells FargoUpgradeEqual-Weight—
18 Sept 2026Wells FargoUpgradeEqual-Weight$169 → $160
31 Aug 2026UBSUpgradeBuy$179 → $184
31 Aug 2026UBSUpgradeBuy—
24 July 2026Wells FargoMaintainsUnderweight$158 → $169
24 July 2026Wells FargoMaintainsUnderweight—
9 July 2026Wells FargoDowngradeUnderweight—
9 July 2026Wells FargoDowngradeUnderweight$158
8 July 2026UBSMaintainsNeutral—
8 July 2026UBSMaintainsNeutral$176 → $179
5 May 2026UBSInitiatesNeutral—

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.

KALU appears in the Radar on the weeks it earns a place.

  • Market Radar, every Monday: the week's biggest rank moves across ~4,600 US stocks, and the reason for each.
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Performance

KALU 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 30 Oct 2026, Kaiser Aluminum Corp. returned +34.0% against +12.4% for the S&P 500, dividends included.

KALU vs S&P 500, last 12 monthsTotal return, rebased to 100
100150200Jan 26Apr 26Jul 26Oct 26KALUS&P 500

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

Data provided by Twelve Data

Estimates

KALU 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 movingThis fiscal year
EPS revision, 90 days
+0.7%
Analysts raising
0
Analysts cutting
0
Fundamentals

Kaiser Aluminum Corp. (KALU) 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
9.0×

Cheaper than 60% of US stocks

Price / sales
0.4×

Cheaper than 84% of US stocks

Price / book
1.9×

Cheaper than 44% of US stocks

EV / EBITDA
6.1×

Cheaper than 50% of US stocks

Growth & margins
Revenue growth (YoY)
44.0%

Higher than 84% of US stocks

Earnings growth (YoY)
−21.5%

Higher than 20% of US stocks

Gross margin
15.8%

Higher than 15% of US stocks

Operating margin
4.5%

Higher than 54% of US stocks

Net margin
4.8%

Higher than 59% of US stocks

Returns & dividend
Return on equity
24.5%

Higher than 84% of US stocks

Return on assets
7.8%

Higher than 87% of US stocks

Dividend yield
2.6%

Higher than 84% of US dividend payers

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

Key statistics

Kaiser Aluminum Corp. (KALU) statistics: revenue, profit & scale

The headline figures, each with its date. Every row carries its own link — cite it straight from here.

  • Kaiser Aluminum Corp. has a market value of $1.9B and an enterprise value of $2.8B.

  • Revenue in the twelve months to 30 June 2026: $4.1B. The latest quarter grew 44.0% year on year.

  • Net income over the same four quarters: $227.0M, a 5.5% net margin.

  • Diluted earnings per share, trailing twelve months: $13.49.

  • Free cash flow in the twelve months to 30 June 2026: $87.0M, after $98.9M of capital spending.

  • Kaiser Aluminum Corp. spent $52.0M on dividends in the twelve months to 30 June 2026.

  • Shares outstanding: 16.3M.

  • Trailing P/E: 9.0×; forward P/E: 10.6× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Forward dividend yield: 2.65%, paying out 24% of earnings.

  • Kaiser Aluminum Corp. employs 3,800 people — $1.1M of revenue per employee.

Statement figures: company filings via Twelve Data, four quarters to 30 June 2026 · market figures as at 31 Oct 2026

Data provided by Twelve Data

Peers

KALU 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
KALUKaiser Aluminum Corp.$1.9B78
CSTMConstellium SE$3.1B94
CENXCentury Aluminum Co.$3.3B56
AAAlcoa Corp.$10.3B44
SINDSinda Ltd.*$1.9B1
MTXMinerals Technologies, Inc.*$2.0B54
OLNOlin Corp.*$2.0B41

* 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 Kaiser Aluminum Corp. — and when they’d sell — is the membership. See the Ticker Nerd 20 →

News

Latest KALU news & analysis

Kaiser Aluminum: A 30% Crash Creates A Buying Opportunity (Rating Upgrade)

Seeking Alpha · 26 Oct 2026positive

Seeking Alpha upgraded Kaiser Aluminum to 'BUY' after a sharp valuation-driven selloff, citing a $120 per-share target. The excerpt notes margin pressure and a 20% EPS miss, while describing aerospace and packaging demand as robust and presenting normalized earnings and EBITDA estimates.

Why it matters — KALU watchers may note the contrast between recent earnings and margin weakness and the source's view that demand remains strong and operational inefficiencies are temporary.

KALU Q3 Earnings Call Highlights Demand Strength & Margin Pressure

Zacks Investment Research · 23 Oct 2026neutral

Kaiser Aluminum reported stronger aerospace demand and rising cash flow on its Q3 earnings call, while metal costs and operational disruptions pressured margins. The company also cited improving visibility into 2027.

Why it matters — KALU watchers may note the contrast between stronger demand and cash flow and ongoing factors weighing on margins.

Kaiser Aluminum Corporation (KALU) Q3 2026 Earnings Call Transcript

Seeking Alpha · 22 Oct 2026neutral

Kaiser Aluminum held its Q3 2026 earnings conference call on October 22, 2026. The excerpt lists company executives and analysts participating but provides no discussion of results or outlook.

Why it matters — KALU watchers can note that the quarterly call took place, though the excerpt contains no details on performance or company developments.

What Kaiser Aluminum (KALU) Said on Its Q3 Earnings Call

MarketBeat · 22 Oct 2026neutral

Kaiser Aluminum said its third-quarter 2026 results were largely in line with expectations. Higher conversion revenue and broad demand strength in aerospace, packaging and general engineering offset the reversal of favorable metal-market effects from a year earlier.

Why it matters — KALU watchers may note that demand and conversion revenue helped offset less favorable metal-market effects.

These 3 Dividend Stocks Could Help Pay Retirement Bills Without Selling Shares

24/7 Wall Street · 22 Oct 2026neutral

The article discusses three dividend stocks that could provide quarterly cash to help cover retirement expenses without selling shares. The excerpt does not identify the stocks or provide further details.

Why it matters — KALU watchers may note the retirement-income theme, but the supplied text does not establish whether Kaiser Aluminum is among the stocks discussed.

FAQ

Frequently asked questions about KALU stock

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

The 5 Wall Street analysts covering Kaiser Aluminum Corp. have a median 12-month price target of $140, with estimates ranging from $125 to $158. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.

Is KALU stock a buy right now?

Of the 5 analysts covering Kaiser Aluminum Corp., 3 rate it a Buy, 2 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Kaiser Aluminum Corp. 78 out of 100 across roughly 4,600 US stocks as at 31 Oct 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank KALU?

As at 31 Oct 2026, Kaiser Aluminum Corp. ranks 78 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 Growth (98 of 100).

Will KALU stock go up?

No one can know that. What the data says: the median 12-month target from 5 analysts implies +20.4% from the last close, and Ticker Nerd's factor model ranks Kaiser Aluminum Corp. 78 out of 100 as at 31 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.

What is the KALU stock forecast for 2030?

No analyst covering Kaiser Aluminum Corp. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for KALU are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $125 to $158 over the next 12 months.

How has KALU stock performed over the past year?

Kaiser Aluminum Corp. returned +34.0% over the 12 months to 30 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.

What does Kaiser Aluminum Corp. do?

Kaiser Aluminum Corporation is a specialty industrial materials company that produces semi-fabricated aluminum products for demanding applications across aerospace, packaging, general engineering, and automotive end markets. Kaiser Aluminum serves manufacturers and major suppliers with highly engineered plate, sheet, coil, extrusions, rod, bar, tube, wire, and forging stock designed to meet performance, weight, and durability requirements.

What is the latest news on KALU?

The most recent item we track (Seeking Alpha, 26 Oct 2026): "Kaiser Aluminum: A 30% Crash Creates A Buying Opportunity (Rating Upgrade)". Seeking Alpha upgraded Kaiser Aluminum to 'BUY' after a sharp valuation-driven selloff, citing a $120 per-share target. The excerpt notes margin pressure and a 20% EPS miss, while describing aerospace and packaging demand as robust and presenting normalized earnings and EBITDA estimates.

Company

About Kaiser Aluminum Corp.

Kaiser Aluminum Corporation is a specialty industrial materials company that produces semi-fabricated aluminum products for demanding applications across aerospace, packaging, general engineering, and automotive end markets. Kaiser Aluminum serves manufacturers and major suppliers with highly engineered plate, sheet, coil, extrusions, rod, bar, tube, wire, and forging stock designed to meet performance, weight, and durability requirements. The company’s product portfolio supports uses in aircraft structures, beverage and food packaging, transportation components, and a range of industrial and custom applications. Headquartered in Franklin, Tennessee, Kaiser Aluminum operates production facilities across North America and focuses on value-added aluminum solutions for customers in the United States and international markets.

CEO Mr. Keith A. Harvey · 3,800 employees · United States · https://www.kaiseraluminum.com