Ticker: CSTM
Exchange: NYSE
Sector / Industry: Basic Materials / Aluminum Products
Initiation of coverage, Aug. 13, 2026
Publish date: Aug. 13, 2026
Rating: Buy
Summary
Constellium converts aluminum rather than smelting it, and a policy-made cost advantage has turned that into a cash machine. Guidance has been raised twice in six months while the stock trades near 7.5x earnings and 5.4x EV/EBITDA. Our call is Buy: cheapest in the group, accepting that part of the gain reverses with the metal.
Ratings and price targets state our opinion as of the publication date. See our disclaimer.
