Alcoa (AA) News Today

Investors in Alcoa (NYSE:AA) are weighing a mix of strategic positives—such as a major asset sale, Q2 earnings beat and a high-conviction Citi Buy rating—against tariff-related headwinds, lowered earnings forecasts and multiple analyst price-target cuts. Below are key developments driving AA shares today:

• Positive Sentiment: Completed sale of 25.1% Ma’aden JV stake for $1.35B, boosting cash and reducing joint-venture exposure. Alcoa Completes $1.35B Sale of Ma’aden Joint Venture Stake
• Positive Sentiment: Citi maintains Buy rating with $42 target, implying ~47% upside. Alcoa’s Strategic Resilience and Strong Financial Performance Justify Buy Rating
• Positive Sentiment: Q2 revenue of $3.02B beat consensus and EPS of $0.39 topped forecasts by $0.10 despite a $115M tariff drag. Alcoa Reports $3 Billion in Q2 Revenue
• Positive Sentiment: CEO highlights strong operational performance and resilience amid changing market conditions. Alcoa Corporation Delivers Strong Operational Performance Amid Changing Market Conditions
• Positive Sentiment: Featured in MarketBeat’s cyclical rebound list, citing aluminum sector bottoming and valuation upside. Cyclical Rebound or False Start for These 3 Stocks? (AA)
• Neutral Sentiment: SWOT analysis underscores tariff challenges and demand surge without altering the outlook. Alcoa's SWOT analysis: aluminum giant navigates tariffs, demand surge
• Neutral Sentiment: Seeking Alpha recommends waiting for clarity on tariff pressures and asset-sale progress. Alcoa: A Company Between Tariff Pressures And Asset Sales, Time To Wait And See
• Neutral Sentiment: Analysts set Q3 EPS forecast at $0.25/share, reflecting ongoing tariff and commodity headwinds. Analysts Set Expectations for Alcoa's Q3 Earnings (NYSE:AA)
• Neutral Sentiment: Q2 2025 earnings call transcript released, detailing strategic moves against market headwinds. Alcoa Corporation (NYSE:AA) Q2 2025 Earnings Call Transcript
• Negative Sentiment: Trump-era tariffs forced pause on Canadian growth projects, delaying capacity expansion. Alcoa CEO Says Trump Tariffs Force a Pause for Canada Growth Projects
• Negative Sentiment: JPMorgan cut its AA price target to $27 with a Neutral rating, signaling limited upside. JPMorgan Chase & Co. Has Lowered Expectations for Alcoa (NYSE:AA) Stock Price
• Negative Sentiment: Morgan Stanley trimmed its target from $40 to $38 despite an Overweight rating, lowering potential gains. Morgan Stanley Cuts Alcoa (NYSE:AA) Price Target to $38.00
• Negative Sentiment: Bank of America raised its AA target to $27 but kept an Underperform rating, underscoring downside risk. Alcoa (NYSE:AA) Stock Price Expected to Rise, Bank of America Analyst Says
• Negative Sentiment: B. Riley chopped Q3 EPS estimate to $0.25 (from $0.65), reflecting tariff pressures. Equities Analysts Offer Predictions for Alcoa Q3 Earnings
• Negative Sentiment: B. Riley trimmed Q2 EPS forecast to $0.34 (from $0.37), highlighting near-term earnings pressure. Alcoa (NYSE:AA) Price Target Lowered to $37.00 at B. Riley