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:
TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.
Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
TipRanks provides a ranking of each analyst up to 5 stars, which is representative of all recommendations from the analyst. An analyst's past performance is evaluated on a scale of 1 to 5 stars, with more stars indicating better performance. The star level is determined by his/her total success rate and average return.
摩根士丹利分析師Carlos De Alba維持$美國鋁業公司 (AA.US)$買入評級，並將目標價從48美元上調至49美元。
根據TipRanks數據顯示，該分析師近一年總勝率為56.6%，總平均回報率為16.3%。
此外，綜合報道，$美國鋁業公司 (AA.US)$近期主要分析師觀點如下：
在更新了估計值以納入第三季度後的最新公司指導以及 4Q24-1Q25 大宗商品價格的調整之後，根據當前現貨價格，預計收益將進一步上漲。
該公司在發佈第三季度報告後對美鋁的評估是，息稅折舊攤銷前利潤的顯著增長是氧化鋁定價、原材料和能源成本上漲的結果，在某種程度上被鋁定價下跌和貨幣影響所抵消。該分析師指出，隨着美鋁推進有關San Ciprian的決議，該股已從該公司的 「積極催化劑觀察」 中刪除。
繼美鋁第三季度收益超出預期之後，對短期估計進行了調整以反映當前的氧化鋁價格，預計第四季度的預測將顯示出進一步的改善。美鋁被認爲處於利用強勁的氧化鋁定價環境的有利地位。
提示:
TipRanks為獨立第三方，提供金融分析師的分析數據，並計算分析師推薦的平均回報率和勝率。提供的信息並非投資建議，僅供参考。本文不對評級數據和報告的完整性與準確性做出認可、聲明或保證。
TipRanks提供每位分析師的星級，分析師星級代表分析師所有推薦的過往表現，通過分析師的總勝率和平均回報率综合計算得出，星星越多，則該分析師過往表現越優異，最高爲5颗星。
分析師總勝率為近一年分析師的評級成功次數占總評級次數的比率。評级的成功與否，取決於TipRanks的虚擬投資組合是否從該股票中產生正回報。
總平均回報率為基於分析師的初始評級創建虚擬投資組合，並根據評級變化對組合進行調整，在近一年中該投資組合所獲得的回報率。
