Alcoa Corp. NYSE: He delivered a solid income report, but the shares fell by about 3% in the morning after the report on income in the first quarter. The revenue of 3.37 billion dollars was easier than $ 3.58 billion, which was forecasted by analysts. However, Profit per share (EPS) in the amount of $ 2.5 $ 24% higher than analysts estimates and more than 360% higher than from negative 81 cents per share of EPS in annual calculus.
Alcoa today
- 52-week range
- $ 21.53
▼
$ 47.77
- Dividend yield
- 1.72%
- Value is valuable
- $ 44,17
Because Alcoa is directly related to Current tariff riotsAnalysts and investors wanted to know how the company would cope with its future management. Go ahead of the income season, but some companies decided not to release direct management.
However, Alcoa did not just release the leadership; This confirmed his existing leadership Both for aluminum and clay. This happens, although Alcoa expects that tariffs will lead to an annual value of $ 100 million. This cost is based on about 20 million US dollars, incurred by the company after 25% of the tariff for global import of aluminum in March, and an additional $ 90 million, which it will carry in the next quarter.
According to William Opinger, Chief Executive Director of Alcoa (General Director), this is partly due to great demand in the first quarter caused by conducting. Nevertheless, Opinger also noted in an interview with CNBC that the company has a strong book of orders for the current quarter, which allowed the company to maintain its current management. However, he reminded the investors that the company would overestimate its leadership at the end of the current quarter.
This is a puzzle without a simple solution
A Trump of tariff policy The perceived goal is on land in the United States. But the opinger made it clear that for Alcoa it would be impractical to take steps to increase US production based on an exclusively tariff policy that may change.
Today, The United States import more than 4 million metric tons of aluminumMostly from Canada. According to the Opinger, the United States will have to build at least five new melting plants to close their aluminum deficit.
This will take 7-10 years, billions of dollars and a stunningly high increase in power, which, according to the company, will be equivalent to the report of seven nuclear reactors. The opinger added that at the moment the most effective chain of aluminum supply is Canadian aluminum entering the United States.
This is unlikely to be an answer that the Trump administration wants to hear, and that is why some analysts continue to believe that there will be a favorable decision for the current confrontation of the tariff.
A number of options make Alcoa Stock with a hard purchase
Alcoa shares forecast today
$ 44,17
89.87% growthModerate purchase
Based on 12 analysts ratings
| The current price | $ 23.26 |
|---|---|
| High forecast | $ 90.00 |
| Average forecast | $ 44,17 |
| Low forecast | $ 25.00 |
Alcoa Details of Promotion forecast
Like many industrial actions, Alcoa is faced with uncertain prospects with short -term to the average. A more complex part for investors will fight the fact that the decisions are not under the control of the company.
Current tariff environment It is difficult to recommend AA shares as a purchase. Nevertheless, there is a non -right chance of a favorable shift in a tariff policy that It can send Alcoa’s shares sharply higher.
A chain of options for Alcoa for July 2025, which coincides with the end of a 90-day pause, suggests that analysts believe that Alcoa can reach $ 22.50 or up to $ 30. Traiders can do with this how they will do it.
Alcoa took steps to reduce its net debt during the quarter, and these efforts can lead to strong capital profitability in the future. In fact, analysts are predicted on Marketbeat. Alcoa – moderate purchase rating with Consensus target price of $ 45.
But with a dividend that pays only 40 cents per share on an annual basis, investors do not have many incentives to take a long position. This is not an alcohol’s business; This is just the reality of the uncertainty of the company.
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