Alcoa Corporation Reports Second Quarter 2025 Results

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Jefferies Reiterates Buy Rating on Alcoa (AA)

July 18, 2025 9:00 AM EDT

Jefferies analyst Christopher LaFemina reiterated a Buy rating and $35.00 price target on Alcoa (NYSE: AA)

The analyst comments "Revisions to our Estimates: We have increased our 3Q and 4Q EBITDA forecasts by 12% each, in part due to increases in our assumed Midwest premium to 50% of the LME price. At this level, the Midwest premium should fully offset the negative impact of tariffs on Alcoa's Canadian business. Our... More

Alcoa (AA) Tops Q2 EPS by 6c, Beats on Revenue; Offers Guidance

July 16, 2025 4:11 PM EDT

Alcoa (NYSE: AA) reported Q2 EPS of $0.39, $0.06 better than the analyst estimate of $0.33. Revenue for the quarter came in at $3.02 billion versus the consensus estimate of $2.91 billion.

Alcoa expects 2025 total Alumina segment production and shipments to remain unchanged from its prior projection, ranging between 9.5 to 9.7 million metric tons, and between 13.1 and 13.3 million metric tons, respectively. The difference between production and shipments reflects... More