Aluminum Takes Center Stage: Stocks Are Rising Rapidly.
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 8 hours ago
0mins
Should l Buy CSTM?
Source: Barron's
Aluminum Producers Affected: Two major Middle Eastern aluminum producers experienced damage to their production facilities over the weekend.
Mining Stocks Surge: As a result of the damage, stocks of Alcoa, Century Aluminum, and other mining companies saw significant increases early Monday.
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Analyst Views on CSTM
Wall Street analysts forecast CSTM stock price to fall
3 Analyst Rating
2 Buy
1 Hold
0 Sell
Moderate Buy
Current: 23.370
Low
20.00
Averages
22.33
High
25.00
Current: 23.370
Low
20.00
Averages
22.33
High
25.00
About CSTM
Constellium SE is a France-based company. The Company is predominantly engaged in the development, manufacturing, and recycling of aluminum products and solutions. It focuses on the development of aluminum products for a broad scope of markets and applications, including aerospace, packaging and automotive. It operates through three segments: Aerospace & Transportation (A&T), Packaging & Automotive Rolled Products (P&ARP), and Automotive Structures & Industry (AS&I). A&T provides aluminum solutions for aircraft and transportation. P&ARP supplies rolled products for packaging and vehicles. AS&I focuses on structural components for automotive applications, including original equipment manufacturers.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Market Gains: The S&P 500 Index rose by 0.58%, the Dow Jones Industrial Average increased by 0.91%, and the Nasdaq 100 Index climbed by 0.30%, reflecting a positive market sentiment amid expectations that the Fed may keep interest rates unchanged.
- Declining Bond Yields: The 10-year Treasury note yield fell by 10 basis points to 4.33%, driven by concerns that the ongoing war in the Middle East could lead to a fuel shortage, potentially hindering global economic growth and influencing the Fed's future rate decisions.
- Rising Oil Prices: Crude oil prices surged over 2% to a three-week high due to Iranian attacks on shipping, raising fears that the closure of the Strait of Hormuz could disrupt global oil and gas supplies, which may lead to significant price increases.
- Manufacturing Activity Decline: The Dallas Fed's manufacturing activity survey dropped by 0.4 to -0.2, falling short of the expected increase to 2.0, indicating signs of economic slowdown that could impact future investment decisions.
See More
Middle East Tensions Impact Global Markets
- Market Recovery: The S&P 500 Index rose by 0.42%, the Dow Jones Industrial Average increased by 0.64%, and the Nasdaq 100 Index gained 0.32%, indicating a short-term market rebound amid escalating tensions in the Middle East, as investor confidence in future economic growth shows signs of recovery.
- Declining Bond Yields: The 10-year T-note yield fell by 8 basis points to 4.35%, reflecting market concerns that the ongoing war in the Middle East may lead to fuel shortages, thereby suppressing inflation expectations and potentially keeping the Fed from raising interest rates in upcoming meetings.
- Rising Oil Prices: Crude oil prices surged over 1% to a three-week high due to Iranian attacks on shipping, with fears that the closure of the Strait of Hormuz could disrupt global oil supplies, potentially driving prices to exceed the 2008 record high.
- Energy Infrastructure Damage: The International Energy Agency reported that more than 40 energy sites across nine Middle Eastern countries have been severely damaged, which could prolong disruptions to global supply chains after the war ends, further impacting international market stability.
See More
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Aluminum Producers Affected: Two major Middle Eastern aluminum producers experienced damage to their production facilities over the weekend.
Mining Stocks Surge: As a result of the damage, stocks of Alcoa, Century Aluminum, and other mining companies saw significant increases early Monday.
See More
Constellium Approves $300M Share Repurchase Program
- Repurchase Program Initiation: Constellium SE has authorized a share repurchase program of up to $300 million, set to take effect after the annual general meeting on May 21, 2026, indicating the company's confidence in its future stock performance.
- Replacement of Existing Plan: This new buyback program replaces the existing one approved in February 2024, demonstrating the company's ongoing adjustments in capital management strategies to adapt to market changes.
- Repurchase Duration: The newly authorized buyback will run until December 31, 2028, providing a flexible timeframe to navigate future market fluctuations, aimed at enhancing shareholder value.
- Market Reaction: Despite the announcement of the buyback plan, Constellium's shares fell by 5.6% in after-hours trading, reflecting market concerns about the company's future performance, which may impact investor confidence.
See More
Constellium Releases 2025 Sustainability Report Highlighting Key Achievements
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- Significant Emission Reductions: The company reduced overall emissions intensity by 16% compared to 2024, with a 14% improvement in Scope 1 and 2 emissions intensity, surpassing its sustainability-linked bond targets, primarily driven by renewable electricity procurement and investments in energy-efficient technologies, showcasing its proactive approach to decarbonization.
- Increased Use of Recycled Aluminum: In 2025, scrap input reached 47% of Constellium's total metal input, a 13% increase from 2024, largely due to the ramp-up of the new recycling center in Neuf-Brisach, further enhancing the company's circular economy model.
- Enhanced Industry Recognition: Constellium was included in Forbes' 2025 list of the World's Best Employers and received a B rating from the Carbon Disclosure Project, reflecting the company's ongoing efforts and achievements in sustainability and workplace culture.
See More
Constellium Releases 2025 Sustainability Report Highlighting Key Achievements
- Safety Performance Improvement: In 2025, Constellium achieved a Recordable Case Rate of 1.91 per million hours worked, significantly better than industry averages in North America and Europe, with several sites operating for two years without a single recordable case, demonstrating the company's ongoing commitment to employee safety and industry leadership.
- Significant Emission Reductions: The company reduced overall emissions intensity by 16% compared to 2024, with a 14% improvement in Scope 1 and 2 emissions intensity, surpassing its Sustainability-Linked Bond targets, primarily driven by renewable electricity procurement and investments in energy-efficient technologies, showcasing its strong commitment to decarbonization.
- Increased Use of Recycled Aluminum: In 2025, the proportion of recycled aluminum as scrap input reached 47%, a 13% increase from 2024, largely due to the ramp-up of the new recycling center at Neuf-Brisach, further solidifying the company's leadership in aluminum recycling.
- Enhanced Industry Recognition: Constellium was included in Forbes' 2025 list of the World's Best Employers and improved its B rating from the Carbon Disclosure Project, reflecting the company's ongoing efforts and achievements in sustainability and workplace culture.
See More
US Stocks Rise as Oil Prices Hit Three-Week High
- Market Gains: The S&P 500 Index rose by 0.58%, the Dow Jones Industrial Average increased by 0.91%, and the Nasdaq 100 Index climbed by 0.30%, reflecting a positive market sentiment amid expectations that the Fed may keep interest rates unchanged.
- Declining Bond Yields: The 10-year Treasury note yield fell by 10 basis points to 4.33%, driven by concerns that the ongoing war in the Middle East could lead to a fuel shortage, potentially hindering global economic growth and influencing the Fed's future rate decisions.
- Rising Oil Prices: Crude oil prices surged over 2% to a three-week high due to Iranian attacks on shipping, raising fears that the closure of the Strait of Hormuz could disrupt global oil and gas supplies, which may lead to significant price increases.
- Manufacturing Activity Decline: The Dallas Fed's manufacturing activity survey dropped by 0.4 to -0.2, falling short of the expected increase to 2.0, indicating signs of economic slowdown that could impact future investment decisions.
See More
Middle East Tensions Impact Global Markets
- Market Recovery: The S&P 500 Index rose by 0.42%, the Dow Jones Industrial Average increased by 0.64%, and the Nasdaq 100 Index gained 0.32%, indicating a short-term market rebound amid escalating tensions in the Middle East, as investor confidence in future economic growth shows signs of recovery.
- Declining Bond Yields: The 10-year T-note yield fell by 8 basis points to 4.35%, reflecting market concerns that the ongoing war in the Middle East may lead to fuel shortages, thereby suppressing inflation expectations and potentially keeping the Fed from raising interest rates in upcoming meetings.
- Rising Oil Prices: Crude oil prices surged over 1% to a three-week high due to Iranian attacks on shipping, with fears that the closure of the Strait of Hormuz could disrupt global oil supplies, potentially driving prices to exceed the 2008 record high.
- Energy Infrastructure Damage: The International Energy Agency reported that more than 40 energy sites across nine Middle Eastern countries have been severely damaged, which could prolong disruptions to global supply chains after the war ends, further impacting international market stability.
See More
Aluminum Takes Center Stage: Stocks Are Rising Rapidly.
Aluminum Producers Affected: Two major Middle Eastern aluminum producers experienced damage to their production facilities over the weekend.
Mining Stocks Surge: As a result of the damage, stocks of Alcoa, Century Aluminum, and other mining companies saw significant increases early Monday.
See More
Constellium Approves $300M Share Repurchase Program
- Repurchase Program Initiation: Constellium SE has authorized a share repurchase program of up to $300 million, set to take effect after the annual general meeting on May 21, 2026, indicating the company's confidence in its future stock performance.
- Replacement of Existing Plan: This new buyback program replaces the existing one approved in February 2024, demonstrating the company's ongoing adjustments in capital management strategies to adapt to market changes.
- Repurchase Duration: The newly authorized buyback will run until December 31, 2028, providing a flexible timeframe to navigate future market fluctuations, aimed at enhancing shareholder value.
- Market Reaction: Despite the announcement of the buyback plan, Constellium's shares fell by 5.6% in after-hours trading, reflecting market concerns about the company's future performance, which may impact investor confidence.
See More
Constellium Releases 2025 Sustainability Report Highlighting Key Achievements
- Safety Performance Improvement: In 2025, Constellium achieved a Recordable Case Rate of 1.91 per million hours worked, significantly better than industry averages in North America and Europe, with several sites operating for two years without a single recordable case, demonstrating the company's ongoing commitment to employee safety and industry leadership.
- Significant Emission Reductions: The company reduced overall emissions intensity by 16% compared to 2024, with a 14% improvement in Scope 1 and 2 emissions intensity, surpassing its sustainability-linked bond targets, primarily driven by renewable electricity procurement and investments in energy-efficient technologies, showcasing its proactive approach to decarbonization.
- Increased Use of Recycled Aluminum: In 2025, scrap input reached 47% of Constellium's total metal input, a 13% increase from 2024, largely due to the ramp-up of the new recycling center in Neuf-Brisach, further enhancing the company's circular economy model.
- Enhanced Industry Recognition: Constellium was included in Forbes' 2025 list of the World's Best Employers and received a B rating from the Carbon Disclosure Project, reflecting the company's ongoing efforts and achievements in sustainability and workplace culture.
See More
Constellium Releases 2025 Sustainability Report Highlighting Key Achievements
- Safety Performance Improvement: In 2025, Constellium achieved a Recordable Case Rate of 1.91 per million hours worked, significantly better than industry averages in North America and Europe, with several sites operating for two years without a single recordable case, demonstrating the company's ongoing commitment to employee safety and industry leadership.
- Significant Emission Reductions: The company reduced overall emissions intensity by 16% compared to 2024, with a 14% improvement in Scope 1 and 2 emissions intensity, surpassing its Sustainability-Linked Bond targets, primarily driven by renewable electricity procurement and investments in energy-efficient technologies, showcasing its strong commitment to decarbonization.
- Increased Use of Recycled Aluminum: In 2025, the proportion of recycled aluminum as scrap input reached 47%, a 13% increase from 2024, largely due to the ramp-up of the new recycling center at Neuf-Brisach, further solidifying the company's leadership in aluminum recycling.
- Enhanced Industry Recognition: Constellium was included in Forbes' 2025 list of the World's Best Employers and improved its B rating from the Carbon Disclosure Project, reflecting the company's ongoing efforts and achievements in sustainability and workplace culture.
See More
