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CSTM Overview

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$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
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Intellectia

Loading chart...

High
34.190
Open
34.000
VWAP
34.00
Vol
929.26K
Mkt Cap
4.61B
Low
33.790
Amount
31.60M
EV/EBITDA(TTM)
6.88
Total Shares
136.15M
EV
6.46B
EV/OCF(TTM)
12.81
P/S(TTM)
0.53
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.
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Events Timeline

(ET)
2026-04-29
06:10:00
Constellium Reports Q1 Revenue of $2.46B
select
2026-04-21 (ET)
2026-04-21
06:10:00
Constellium Enters Multi-Year Aluminum Supply Agreement with Airbus
select

News

seekingalpha
6.0
05-05seekingalpha
UBS Initiates Buy Rating on Constellium, Neutral on Kaiser Aluminum
  • Market Underestimation: UBS initiated coverage on Constellium (CSTM) with a Buy rating, arguing that the market is underestimating the support from elevated scrap spreads exceeding 60%, which are expected to sustain earnings growth over the next two to three years.
  • EBITDA Forecast Increase: UBS forecasts that Constellium's EBITDA for 2026 and 2027 will be approximately 30% above consensus estimates, driven by strong scrap economics, volume growth in can sheet, and a recovery in the aerospace and automotive markets, highlighting the company's competitive edge in the aluminum sector.
  • Cautious Outlook for Kaiser: UBS assigned a Neutral rating to Kaiser Aluminum (KALU), noting that its higher valuation is justified by its focus on technically complex products, but this limits its benefits from rising scrap prices, with projected EBITDA of about $424 million in 2026, a 37% increase.
  • Aerospace Market Recovery: UBS emphasized that the aerospace sector will be a key medium-term growth driver for both companies, with aluminum demand expected to rebound in 2027 due to production ramp-ups at Boeing and Airbus, although differing sensitivities to scrap economics and capital allocation priorities will shape their performance.
CNBC
6.0
05-05CNBC
Major Wall Street Rating Updates
  • Chipotle Upgrade: Argus upgraded Chipotle Mexican Grill from Hold to Buy, indicating a return to growth, which reflects market optimism about the company's future performance.
  • Full Truck Alliance Initiation: Bank of America initiated coverage on Full Truck Alliance (FTA) with a Buy rating and a price target of $11.3, implying a 33% total return potential, showcasing confidence in its business model.
  • Alto Neuroscience Promising Outlook: Bank of America initiated coverage of Alto Neuroscience (ANRO) with a Buy rating and a $35 price target, emphasizing its innovative potential in treating psychiatric disorders, which may attract more investor interest.
  • Amazon Supply Chain Expansion: Bank of America reiterated its Buy rating on Amazon, highlighting the significant market potential of Amazon Supply Chain Services, which offers comprehensive logistics solutions for all businesses, further solidifying its market leadership.
seekingalpha
9.5
04-29seekingalpha
Constellium SE Reports Record Q1 2026 Earnings and Raises Full-Year Outlook
  • Strong Performance: Constellium SE achieved shipments of 370,000 tons in Q1 2026, with revenue reaching $2.5 billion, a 24% increase year-over-year, and net income of $196 million, while adjusted EBITDA surged 93% to $359 million, showcasing the company's robust market performance and significant profitability enhancement.
  • Shareholder Return Plan: The company announced a new $300 million share repurchase program set to expire in December 2028, having already repurchased 1.2 million shares in Q1, returning $28 million to shareholders, indicating confidence in future cash flows and a commitment to shareholder value.
  • Optimistic Outlook: Management raised the 2026 adjusted EBITDA target to a range of $900 million to $940 million, with free cash flow expected to exceed $275 million, reflecting positive expectations regarding North American automotive product supply shortages and improvements in the aerospace market, highlighting the company's strategic positioning in the industry.
  • Risks and Uncertainties: Despite the optimistic outlook, management emphasized the uncertainties posed by macroeconomic and geopolitical factors, particularly in light of weak automotive demand in Europe, necessitating a cautious approach to potential market volatility.
seekingalpha
9.5
04-29seekingalpha
Constellium Q1 Earnings Exceed Expectations
  • Earnings Beat: Constellium reported a Q1 GAAP EPS of $1.42, surpassing expectations by $0.81, indicating a significant improvement in profitability and reflecting strong performance in the aluminum products market.
  • Significant Revenue Growth: The company achieved Q1 revenue of $2.46 billion, a 24.2% year-over-year increase, exceeding market expectations by $20 million, demonstrating its positive performance amid global market demand recovery.
  • Strong Adjusted EBITDA: Q1 adjusted EBITDA reached $359 million, showcasing the company's success in cost control and operational efficiency, thereby enhancing its capacity for future investments and expansion.
  • Optimistic Outlook: Constellium raised its guidance for 2026, now expecting adjusted EBITDA in the range of $900 million to $940 million and free cash flow exceeding $275 million, reflecting the company's confidence in future market conditions.
seekingalpha
9.5
04-28seekingalpha
Constellium Set to Announce Q1 Earnings on April 29
  • Earnings Announcement: Constellium (CSTM) is set to release its Q1 2023 earnings on April 29 before market open, with consensus estimates predicting an EPS of $0.59 and revenue of $2.44 billion, reflecting a robust 23.2% year-over-year growth in the aluminum sector.
  • Performance Beat Record: Over the past year, CSTM has exceeded EPS estimates 75% of the time and revenue estimates 100% of the time, indicating a strong reputation and consistent profitability among market analysts.
  • Upward Revision Trend: In the last three months, EPS estimates have seen one upward revision with no downward adjustments, while revenue estimates have experienced two upward revisions and no downgrades, showcasing optimistic market expectations for the company's future performance.
  • Long-term Supply Agreement: Constellium has secured a multi-year aluminum supply agreement with Airbus, further solidifying its market position in the aerospace sector and providing a stable revenue growth outlook for the future.
seekingalpha
7.5
04-21seekingalpha
Constellium Enters Multi-Year Aluminum Supply Agreement with Airbus
  • Supply Agreement Established: Constellium has signed a multi-year aluminum extrusion supply agreement with Airbus, which is expected to enhance the company's long-term supply position in the aerospace sector and improve market competitiveness.
  • Wide Product Range: The agreement includes a variety of aluminum alloy extrusions, such as bars and both small and large extrusions, designed to meet stringent quality requirements for demanding aircraft structural applications, ensuring high performance and reliability.
  • Production Base Advantage: Constellium will supply Airbus from its facilities in Issoire and Montreuil-Juigné, France, leveraging its advanced production capabilities and technology to further solidify its leadership in the aerospace market.
  • Customer Trust Reflected: Constellium's president, Philippe Hoffmann, stated that this agreement reflects Airbus's trust in its aluminum products and solutions, emphasizing the company's strengths in industrial reliability and consistent supply capabilities.
Wall Street analysts forecast CSTM stock price to rise
3 Analyst Rating
Wall Street analysts forecast CSTM stock price to rise
2 Buy
1 Hold
0 Sell
Moderate Buy
Current: 0.000
sliders
Low
20.00
Averages
22.33
High
25.00
Current: 0.000
sliders
Low
20.00
Averages
22.33
High
25.00
UBS
Buy
initiated
$38
AI Analysis
2026-05-05
Reason
UBS
Price Target
$38
AI Analysis
2026-05-05
initiated
Buy
Reason
UBS initiated coverage of Constellium with a Buy rating and $38 price target. The firm believes the market is \"too bearish\" on used beverage can spread normalization, saying it will be sustainably higher in the next few ears due to S232 tariffs. These \"higher for longer\" spreads are not priced into Constellium shares, the analyst tells investors in a research note.
Deutsche Bank
NULL
to
Buy
maintain
$29 -> $40
2026-04-30
Reason
Deutsche Bank
Price Target
$29 -> $40
2026-04-30
maintain
NULL
to
Buy
Reason
Deutsche Bank raised the firm's price target on Constellium to $40 from $29 and keeps a Buy rating on the shares. The firm views the company's Q1 report as strong. The results sett the bar for a record EBITDA year for Constellium, the analyst tells investors in a research note.
Unlock Full Analyst Thesis, Get the complete breakdown of rating reason for CSTM
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Valuation Metrics

The current forward P/E ratio for Constellium SE (CSTM.N) is 8.16, compared to its 5-year average forward P/E of 10.13. For a more detailed relative valuation and DCF analysis to assess Constellium SE's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PE
10.13
Current PE
8.16
Overvalued PE
13.11
Undervalued PE
7.15

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average EV/EBITDA
6.02
Current EV/EBITDA
5.53
Overvalued EV/EBITDA
6.67
Undervalued EV/EBITDA
5.38

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PS
0.29
Current PS
0.51
Overvalued PS
0.36
Undervalued PS
0.22

Financials

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Whales Holding CSTM

S
Scopus Asset Management, L.P.
Holding
CSTM
+21.88%
3M Return
C
Capstone Investment Advisors, LLC
Holding
CSTM
+21.46%
3M Return
E
Encompass Capital Advisors LLC
Holding
CSTM
+19.99%
3M Return
C
Crestline Investors Inc.
Holding
CSTM
+7.86%
3M Return
B
Bpifrance Participations SA
Holding
CSTM
+7.74%
3M Return
C
Cooper Creek Partners Management LLC
Holding
CSTM
+5.07%
3M Return

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Frequently Asked Questions

What is Constellium SE (CSTM) stock price today?

The current price of CSTM is 34.035 USD — it has increased 0.46

What is Constellium SE (CSTM)'s business?

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.

What is the price predicton of CSTM Stock?

Wall Street analysts forecast CSTM stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for CSTM is22.33 USD with a low forecast of 20.00 USD and a high forecast of 25.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

What is Constellium SE (CSTM)'s revenue for the last quarter?

Constellium SE revenue for the last quarter amounts to 2.46B USD, increased 24.36

What is Constellium SE (CSTM)'s earnings per share (EPS) for the last quarter?

Constellium SE. EPS for the last quarter amounts to 1.42 USD, increased 446.15

How many employees does Constellium SE (CSTM). have?

Constellium SE (CSTM) has 11500 emplpoyees as of May 11 2026.

What is Constellium SE (CSTM) market cap?

Today CSTM has the market capitalization of 4.61B USD.