Kaiser Aluminum (NASDAQ:KALU) Raised to Strong-Buy at Zacks Research

Kaiser Aluminum (NASDAQ:KALU) was upgraded by stock analysts at Zacks Research from a “hold” rating to a “strong-buy” rating in a report issued on Tuesday,Zacks.com reports.

A number of other analysts have also recently weighed in on the stock. Weiss Ratings reissued a “hold (c+)” rating on shares of Kaiser Aluminum in a report on Monday, December 29th. JPMorgan Chase & Co. increased their price objective on shares of Kaiser Aluminum from $82.00 to $105.00 and gave the stock a “neutral” rating in a research note on Tuesday, October 28th. Wall Street Zen raised Kaiser Aluminum from a “buy” rating to a “strong-buy” rating in a report on Saturday, October 25th. Finally, Wells Fargo & Company set a $120.00 price target on Kaiser Aluminum and gave the stock an “equal weight” rating in a report on Tuesday, January 13th. One investment analyst has rated the stock with a Strong Buy rating, one has given a Buy rating and four have issued a Hold rating to the company’s stock. According to MarketBeat.com, Kaiser Aluminum has an average rating of “Moderate Buy” and an average target price of $99.67.

Kaiser Aluminum Stock Down 7.2%

Shares of KALU traded down $10.00 during midday trading on Tuesday, hitting $129.38. The company had a trading volume of 96,498 shares, compared to its average volume of 192,059. The stock has a market cap of $2.10 billion, a price-to-earnings ratio of 23.40 and a beta of 1.42. The company’s 50 day moving average price is $125.46 and its 200 day moving average price is $98.32. The company has a quick ratio of 1.08, a current ratio of 2.48 and a debt-to-equity ratio of 1.29. Kaiser Aluminum has a 52 week low of $46.81 and a 52 week high of $150.00.

Kaiser Aluminum (NASDAQ:KALU) last posted its quarterly earnings results on Wednesday, February 18th. The industrial products company reported $1.53 EPS for the quarter, missing analysts’ consensus estimates of $1.56 by ($0.03). The firm had revenue of $929.00 million during the quarter, compared to analyst estimates of $902.00 million. Kaiser Aluminum had a return on equity of 10.67% and a net margin of 2.85%.The firm’s revenue for the quarter was up 21.4% on a year-over-year basis. During the same quarter last year, the business posted $0.33 earnings per share. On average, equities research analysts predict that Kaiser Aluminum will post 5.14 EPS for the current year.

Institutional Investors Weigh In On Kaiser Aluminum

Several hedge funds and other institutional investors have recently added to or reduced their stakes in KALU. Summit Global Investments boosted its stake in Kaiser Aluminum by 148.3% during the 4th quarter. Summit Global Investments now owns 13,274 shares of the industrial products company’s stock valued at $1,525,000 after purchasing an additional 7,927 shares in the last quarter. First Citizens Bank & Trust Co. boosted its stake in Kaiser Aluminum by 81.8% during the fourth quarter. First Citizens Bank & Trust Co. now owns 5,215 shares of the industrial products company’s stock valued at $599,000 after buying an additional 2,347 shares in the last quarter. State of Tennessee Department of Treasury grew its holdings in Kaiser Aluminum by 52.4% during the fourth quarter. State of Tennessee Department of Treasury now owns 11,747 shares of the industrial products company’s stock worth $1,440,000 after acquiring an additional 4,039 shares during the period. Mackenzie Financial Corp acquired a new stake in Kaiser Aluminum in the 4th quarter valued at about $2,028,000. Finally, Empowered Funds LLC lifted its holdings in Kaiser Aluminum by 8.0% in the 4th quarter. Empowered Funds LLC now owns 73,952 shares of the industrial products company’s stock valued at $8,494,000 after acquiring an additional 5,460 shares during the last quarter. Institutional investors own 99.29% of the company’s stock.

Trending Headlines about Kaiser Aluminum

Here are the key news stories impacting Kaiser Aluminum this week:

• Positive Sentiment: KALU was upgraded by Zacks Research from a “hold” to a “strong-buy,” which supports upside sentiment and attracts momentum investors. Zacks Upgrade
• Positive Sentiment: Analysts and commentators are highlighting industrial-sector momentum and listing KALU as a top momentum/industrial pick for 2026, which can draw inflows if the sector rally continues. 3 Industrial Stocks to Buy
• Positive Sentiment: Top-line beat: Q4 net sales rose ~21% YoY to $929M, exceeding consensus and indicating demand strength across end markets (a constructive signal for revenue growth). Business Wire: Q4 & Full-Year Results
• Neutral Sentiment: Company filed its full press release and slide deck (useful for modeling guidance and segment details) — important for longer-horizon investors but not an immediate catalyst by itself. Q4 Press Release PDF
• Neutral Sentiment: Media/analyst previews and snapshots (Beaumont Enterprise, Benzinga) provide context on expectations heading into the print; useful for follow-up but not directional on their own. Earnings Snapshot
• Negative Sentiment: Earnings miss: Q4 EPS of $1.53 fell short of the $1.56 consensus, creating near-term disappointment despite the revenue beat and pressuring the stock. Zacks: Q4 Lags
• Negative Sentiment: At least one outlet (Seeking Alpha) published a negative take/rating downgrade on KALU, which can amplify selling by cautious investors. Seeking Alpha Downgrade

About Kaiser Aluminum

Kaiser Aluminum Corporation is a U.S.-based producer of semi‐fabricated aluminum products, serving a diverse range of industrial and specialty markets. The company’s offerings include extruded, rolled, and forged aluminum products designed to meet stringent performance requirements in sectors such as aerospace, automotive, defense, electronics, and general engineering. By focusing on high‐value applications, Kaiser Aluminum aims to deliver lightweight, durable solutions that contribute to efficiency and innovation across its customer base.

Operationally, Kaiser Aluminum maintains a network of smelters, extrusion plants, and rolling mills located primarily in North America.