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KALUKALUBasic Materials · Aluminum

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

Last close, 6 Oct 2026
$154
−1.28% on the day

The 4 Wall Street analysts covering Kaiser Aluminum Corp. hold a median 12-month price target of $172 — +11.5% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 96 of 100 as at 6 Oct 2026 — among the strongest tenth. Here, the model and the Street point the same way.

Market cap
$2.5B
Ticker Nerd rank
96 / 100
Median analyst target
$172
Analysts covering
4
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
+1.7%
1M
−6.3%
YTD
+36.0%
1Y
+106.1%
From 52W high
−21.0%
From 52W low
+106.1%
$75
$195
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 6 Oct 2026
96 / 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
Revisions
92
Momentum
91
Value
90
Quality
82
Issuance
77
Size
32
Volatility
32
Accruals
23

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

Accruals (23): 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.

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
$60$80$100$120$140$160$180$200Jan 26Apr 26Jul 26Oct 26KALUHigh $184Median $172Low $146

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 says4 analysts
2 Buy1 Hold1 Sell
Low $146Median $172High $184

The green dot is the last close — the median target sits +11.5% from it.

Recent analyst actionsNewest first

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

DateFirmActionRatingTarget
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—
30 Apr 2026JP MorganDowngradeUnderweight—
24 Apr 2026KeybancMaintainsOverweight—
16 Apr 2026KeybancInitiatesOverweight—
16 Apr 2026Wells FargoMaintainsEqual-Weight—
23 Feb 2026JP MorganMaintainsNeutral—
20 Feb 2026Wells FargoMaintainsEqual-Weight—
13 Jan 2026Wells FargoDowngradeEqual-Weight—
28 Oct 2025JP MorganMaintainsNeutral—
24 Oct 2025Wells FargoMaintainsOverweight—
8 Oct 2025Wells FargoInitiatesOverweight—

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. KALU appears on the weeks it earns a place.

Free, every Monday. Unsubscribe any time.

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 6 Oct 2026, Kaiser Aluminum Corp. returned +106.1% against +17.3% for the S&P 500, dividends included.

KALU vs S&P 500, last 12 monthsTotal return, rebased to 100
100150200250Jan 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 movingNext fiscal year
EPS revision, 90 days
+36.8%
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
11.6×

Cheaper than 54% of US stocks

Price / sales
0.6×

Cheaper than 78% of US stocks

Price / book
2.7×

Cheaper than 35% of US stocks

EV / EBITDA
7.7×

Cheaper than 46% of US stocks

Growth & margins
Revenue growth (YoY)
52.7%

Higher than 87% of US stocks

Earnings growth (YoY)
317.2%

Higher than 93% of US stocks

Gross margin
15.8%

Higher than 15% of US stocks

Operating margin
10.6%

Higher than 65% of US stocks

Net margin
5.5%

Higher than 61% of US stocks

Returns & dividend
Return on equity
26.4%

Higher than 86% of US stocks

Return on assets
7.8%

Higher than 87% of US stocks

Dividend yield
2.0%

Higher than 78% 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 $2.5B and an enterprise value of $3.5B.

  • Revenue in the twelve months to 30 June 2026: $4.1B. The latest quarter grew 52.7% 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: 11.6×; forward P/E: 13.4× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Forward dividend yield: 1.98%, paying out 23% 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 6 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.$2.5B
96
CSTMConstellium SE$3.5B
98
CENXCentury Aluminum Co.$3.7B
62
AAAlcoa Corp.$11.4B
43
TTAMTitan America SA*$2.5B
36
IOSPInnospec, Inc.*$2.4B
88
NGVTIngevity Corp.*$2.6B
98

* 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 Corporation Announces Third Quarter 2026 Earnings Release and Conference Call

Business Wire · 1 Oct 2026neutral

Kaiser Aluminum Corporation announced it will release its third quarter 2026 financial and operating results on Wednesday, October 21, 2026, after market close. The company will host its quarterly conference call on Thursday, October 22, 2026, at 10:00 a.m. Eastern Time, with dial-in details provided for U.S., Canada, and international callers.

Why it matters — This announcement informs KALU watchers of the scheduled date and access details for the company's upcoming third-quarter earnings report and conference call.

2 Metal Fabrication Stocks to Watch Amid Ongoing Industry Headwinds

Zacks Investment Research · 29 Sept 2026positive

Zacks Investment Research reports that the Metal Products - Procurement and Fabrication industry's near-term prospects look bleak, but identifies KALU (Kaiser Aluminum) as one of two stocks poised to weather the challenges amid ongoing industry headwinds.

Why it matters — A KALU watcher would note that the company is singled out as being positioned to withstand difficult industry conditions, suggesting resilience relative to its peers.

New Strong Buy Stocks for September 22nd

Zacks Investment Research · 22 Sept 2026positive

Kaiser Aluminum Corp. (KALU) was added to the Zacks Rank #1 (Strong Buy) List on September 22nd, 2026, along with OPHC, NMR, MOV and ECO, as reported by Zacks Investment Research.

Why it matters — Being placed on the Zacks Strong Buy list signals a favorable analyst-rated outlook for KALU that stock watchers may find notable.

Best Income Stocks to Buy for September 22nd

Zacks Investment Research · 22 Sept 2026positive

On September 22nd, 2026, Zacks Investment Research added Kaiser Aluminum Corp. (KALU) to its Zacks Rank #1 (Strong Buy) income stocks list, alongside ECO and MOV.

Why it matters — KALU watchers would care because the company was recognized as a strong buy income stock by Zacks, signaling favorable institutional attention for the stock.

Are Investors Undervaluing Kaiser Aluminum (KALU) Right Now?

Zacks Investment Research · 21 Sept 2026neutral

Zacks Investment Research published an analysis asking whether investors are currently undervaluing Kaiser Aluminum (KALU). The piece explains Zacks' methodology, which centers on its Rank system based on earnings estimates and estimate revisions, while also monitoring value, growth, and momentum trends to identify strong picks.

Why it matters — A KALU watcher would care because the piece frames whether the stock is undervalued using Zacks' earnings-estimate and value-focused framework, which can inform how the market is currently pricing the company.

FAQ

Frequently asked questions about KALU stock

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

The 4 Wall Street analysts covering Kaiser Aluminum Corp. have a median 12-month price target of $172, with estimates ranging from $146 to $184. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.

Is KALU stock a buy right now?

Of the 4 analysts covering Kaiser Aluminum Corp., 2 rate it a Buy, 1 a Hold and 1 a Sell. Ticker Nerd's systematic factor model ranks Kaiser Aluminum Corp. 96 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 KALU?

As at 6 Oct 2026, Kaiser Aluminum Corp. ranks 96 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 4 analysts implies +11.5% from the last close, and Ticker Nerd's factor model ranks Kaiser Aluminum Corp. 96 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 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: $146 to $184 over the next 12 months.

How has KALU stock performed over the past year?

Kaiser Aluminum Corp. returned +106.1% over the 12 months to 6 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 (Business Wire, 1 Oct 2026): "Kaiser Aluminum Corporation Announces Third Quarter 2026 Earnings Release and Conference Call". Kaiser Aluminum Corporation announced it will release its third quarter 2026 financial and operating results on Wednesday, October 21, 2026, after market close. The company will host its quarterly conference call on Thursday, October 22, 2026, at 10:00 a.m. Eastern Time, with dial-in details provided for U.S., Canada, and international callers.

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