Analysts Adjust Alcoa Earnings Expectations Before Call

Author: Logan Wright Updated: 07-15-2025 10:30 AM

Upcoming Earnings Report for Alcoa Corporation

Alcoa Corporation (NYSE: AA) is gearing up to release its earnings results for the second quarter soon. Analysts have set their sights on this event, with the consensus expecting Alcoa to report earnings around 51 cents per share. This stands in contrast to only 16 cents per share during the same period last year, reflecting a significant upward trend in profitability.

Revenue Projections

The anticipated revenue for Alcoa in this quarter is projected to be approximately $2.96 billion. This estimate indicates a slight increase from the $2.91 billion reported in the previous year. The company's performance is being closely watched due to fluctuating global market conditions and evolving industry dynamics.

Recent Developments Impacting Alcoa

On a recent note, Alcoa, in collaboration with its joint venture partner, announced delays regarding the operations of its San Ciprián smelter, which are now expected in mid-2026. This delay stems from issues related to a national power outage, which could affect production efficiency and revenue.

Performance and Stock Movement

In the lead-up to the earnings report, Alcoa's stock has experienced some volatility. Notably, shares declined by 4.2%, ending the day at $29.79. This price movement reflects the uncertainty in the market and investor sentiments surrounding the upcoming earnings call.

Analysts' Ratings and Adjustments

As the earnings date approaches, many analysts are revising their forecasts for Alcoa Corporation. Below are some of the latest ratings from various analysts:

Citigroup analyst Alexander Hacking reinstated a Buy rating with a price target of $42.
B. Riley Securities analyst Lucas Pipes maintained a Buy rating, adjusting the price target from $43 to $38.
UBS analyst Daniel Major downgraded the stock from Buy to Neutral with a price target of $31.
Morgan Stanley analyst Carlos De Alba has kept an Overweight rating but reduced the price target from $51 to $39.
Jefferies analyst Chris LaFemina maintained a Buy rating with a revised price target of $45, down from $50.

Each analyst's rating comes with a respective accuracy rate, showcasing their track record in forecasting Alcoa's stock movements.

Investment Considerations

Potential investors interested in Alcoa Corporation should consider the insights provided by analysts amidst the evolving market landscape. The analysts' ratings reflect not only their expectations for Alcoa's performance but also the broader economic indicators that may influence the stock's trajectory.

Frequently Asked Questions

What are the current earnings expectations for Alcoa?

Analysts expect Alcoa to report earnings of approximately 51 cents per share for the upcoming quarter.

How has Alcoa's stock performed recently?

Alcoa shares experienced a decline of 4.2%, closing at $29.79 in the days leading up to the earnings report.

What challenges is Alcoa facing with its production?

Alcoa has announced a delay in operations at its San Ciprián smelter due to a national power outage.

Which analysts have recently rated Alcoa's stock?

Analysts from Citigroup, UBS, B. Riley Securities, Morgan Stanley, and Jefferies have all provided recent ratings on Alcoa.

What is the significance of the upcoming earnings report?

The earnings report is significant as it can impact investor sentiment and the overall stock price of Alcoa Corporation.

About The Author

Dedicated Author and financial expert Logan Wright here, 29 years old. After earning an economics degree, I spent a number of years working in different financial industries. My great passion is enabling everyone, from any background or experience level, to understand and be literate in financial matters.

My books and writings are centered on simplifying difficult financial ideas into doable, understandable guidance. Whether it's retirement planning, investing, or budgeting, I want to arm readers with the information they need to make wise financial choices and realize their financial objectives.

Apart from writing, I also frequently post to financial blogs and organize webinars and workshops targeted at enlightening participants about personal finance. Always, my strategy is to offer concise, doable advice that can truly improve people's lives.

Away from work, I like to read, travel, and sample new foods. My goal is to infuse everything I do with the balance that I think is essential to both financial and personal well-being. By my profession, I want to encourage and enable people to confidently and clearly take charge of their financial futures.

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