KALUKALUBasic Materials · Aluminum

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

Last close, 11 Sept 2026
$157
−0.77% on the day

The 4 Wall Street analysts covering Kaiser Aluminum Corp. hold a median 12-month price target of $176 — +12.0% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 96 of 100 as at 12 Sept 2026 — among the strongest tenth. Here, the model and the Street point the same way.

Market cap
$2.6B
Ticker Nerd rank
96 / 100
Median analyst target
$176
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
−2.2%
1M
−18.7%
YTD
+39.1%
1Y
+108.4%
From 52W high
−19.3%
From 52W low
+118.1%
$72
$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 12 Sept 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
95
Momentum
93
Value
90
Quality
82
Issuance
76
Size
33
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
$100$150$200Oct 25Jan 26Apr 26Jul 26KALUHigh $184Median $176Low $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 Buy0 Hold2 Sell
Low $146Median $176High $184

The green dot is the last close — the median target sits +12.0% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 3 moved their price target up and 0 moved it down.

DateFirmActionRatingTarget
31 Aug 2026UBSUpgradeBuy$179$184
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
28 July 2025JP MorganMaintainsNeutral
28 Apr 2025JP MorganMaintainsNeutral

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 11 Sept 2026, Kaiser Aluminum Corp. returned +108.4% against +17.5% for the S&P 500, dividends included.

KALU vs S&P 500, last 12 monthsTotal return, rebased to 100
100150200250Oct 25Jan 26Apr 26Jul 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
+35.7%
Analysts raising
3
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
11.7×

Cheaper than 54% of US stocks

Price / sales
0.6×

Cheaper than 78% of US stocks

Price / book
2.7×

Cheaper than 36% 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 44% 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 $2.6B and an enterprise value of $3.6B.

  • 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: 11.7×; forward P/E: 13.6× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Forward dividend yield: 1.96%, 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 14 Sept 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.$2.6B
96
CSTMConstellium SE$3.6B
98
CENXCentury Aluminum Co.$4.4B
61
AAAlcoa Corp.$12.7B
40
HWKNHawkins, Inc.*$2.6B
69
WDFCWD-40 Co.*$2.6B
71
NGVTIngevity Corp.*$2.5B
99

* 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

Is Kaiser Aluminum (KALU) Stock Undervalued Right Now?

Zacks Investment Research · 4 Sept 2026neutral

Zacks Investment Research published an article examining whether Kaiser Aluminum (KALU) stock is currently undervalued. The piece highlights the Zacks Rank system, which emphasises earnings estimates and estimate revisions, while also noting attention to value, growth, and momentum trends.

Why it matters — KALU watchers would care because the article assesses the stock's valuation through earnings-estimate and trend analysis, offering investors a data-driven perspective on the company's current standing.

Kaiser Aluminum: Update For H2 2026 Justifies A Price Target Raise

Seeking Alpha · 20 Aug 2026positive

Kaiser Aluminum reported exceptional Q2 2026 results, prompting an update that raises the estimate of normalized adjusted EPS to $10/share (from $8) and lifts the price target to $120/share, citing aerospace recovery and improved packaging fundamentals. The author notes that with the stock trading above a 15-18x P/E, the risk/reward is not seen as compelling.

Why it matters — Kaiser Aluminum watchers would care because the article revises the company's normalized earnings estimate and price target upward while also flagging valuation concerns.

New Strong Buy Stocks for August 20th

Zacks Investment Research · 20 Aug 2026positive

Kaiser Aluminum Corp. (KALU) was added to the Zacks Rank #1 (Strong Buy) List on August 20th, 2026, alongside HWM, MSGE, CAKE, and LEG.

Why it matters — A Strong Buy rating from Zacks signals positive analyst sentiment that a KALU watcher would note.

Best Income Stocks to Buy for August 20th

Zacks Investment Research · 20 Aug 2026positive

On August 20th, 2026, Kaiser Aluminum Corp. (KALU) was added to Zacks Investment Research's Zacks Rank #1 (Strong Buy) income stocks list, alongside LEG and CAKE.

Why it matters — This recognition signals that Zacks ranked KALU among its top income stocks, which may be of note to investors tracking the company's dividend profile.

3 Reasons Why Growth Investors Shouldn't Overlook Kaiser (KALU)

Zacks Investment Research · 19 Aug 2026positive

Zacks Investment Research published an article highlighting Kaiser Aluminum (KALU) as a stock with solid growth attributes, suggesting it could produce exceptional returns. The piece outlines three reasons why growth investors should not overlook the company.

Why it matters — The article draws attention to KALU's growth characteristics, which may matter to investors evaluating the company's potential.

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 $176, 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, 0 a Hold and 2 a Sell. Ticker Nerd's systematic factor model ranks Kaiser Aluminum Corp. 96 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.

How does Ticker Nerd's model rank KALU?

As at 12 Sept 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 +12.0% from the last close, and Ticker Nerd's factor model ranks Kaiser Aluminum Corp. 96 out of 100 as at 12 Sept 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 +108.4% over the 12 months to 11 Sept 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 (Zacks Investment Research, 4 Sept 2026): "Is Kaiser Aluminum (KALU) Stock Undervalued Right Now?". Zacks Investment Research published an article examining whether Kaiser Aluminum (KALU) stock is currently undervalued. The piece highlights the Zacks Rank system, which emphasises earnings estimates and estimate revisions, while also noting attention to value, growth, and momentum trends.

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