Morgan Stanley analyst Carlos De Alba maintains $Alcoa (AA.US)$ with a buy rating, and adjusts the target price from $48 to $49.
According to TipRanks data, the analyst has a success rate of 56.6% and a total average return of 16.3% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Alcoa (AA.US)$'s main analysts recently are as follows:
Following the update of estimates to include the most recent company guidance post-Q3 earnings and the adjustment of 4Q24-1Q25 commodity prices, there is an anticipation of further upside to earnings based on current spot prices.
The firm's assessment of Alcoa following its Q3 report is that the notable EBITDA enhancement was a result of elevated alumina pricing, raw materials, and energy costs, somewhat balanced by a dip in aluminum pricing and currency effects. The analyst notes that with Alcoa advancing towards a resolution on San Ciprian, the stock has been removed from the firm's 'Positive Catalyst Watch'.
Following Alcoa's third-quarter earnings surpassing expectations, near-term estimates have been adjusted to reflect current alumina prices, with projections for the fourth quarter anticipated to show further improvements. Alcoa is considered to be in a favorable position to take advantage of the robust alumina pricing climate.
Note:
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摩根士丹利分析师Carlos De Alba维持$美国铝业公司 (AA.US)$买入评级，并将目标价从48美元上调至49美元。
根据TipRanks数据显示，该分析师近一年总胜率为56.6%，总平均回报率为16.3%。
此外，综合报道，$美国铝业公司 (AA.US)$近期主要分析师观点如下：
在更新了估计值以纳入第三季度后的最新公司指导以及 4Q24-1Q25 大宗商品价格的调整之后，根据当前现货价格，预计收益将进一步上涨。
该公司在发布第三季度报告后对美铝的评估是，息税折旧摊销前利润的显著增长是氧化铝定价、原材料和能源成本上涨的结果，在某种程度上被铝定价下跌和货币影响所抵消。该分析师指出，随着美铝推进有关San Ciprian的决议，该股已从该公司的 “积极催化剂观察” 中删除。
继美铝第三季度收益超出预期之后，对短期估计进行了调整以反映当前的氧化铝价格，预计第四季度的预测将显示出进一步的改善。美铝被认为处于利用强劲的氧化铝定价环境的有利地位。
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