Kaiser Aluminum: Update For H2 2026 Justifies A Price Target Raise

Kaiser Aluminum Corporation delivered exceptional Q2 '26 results, driving a reassessment of normalized earnings and long-term outlook. I now estimate KALU's normalized AEPS at $10/share, up from $8, reflecting persistent aerospace recovery and improved packaging fundamentals. My KALU stock price target is raised to $120/share, but with KALU trading above 15-18x P/E, the risk/reward is not compelling.

Seeking Alpha • Aug 20, 2026

New Strong Buy Stocks for August 20th

HWM, MSGE, CAKE, KALU and LEG have been added to the Zacks Rank #1 (Strong Buy) List on August 20th, 2026.

Zacks Investment Research • Aug 20, 2026

Best Income Stocks to Buy for August 20th

LEG, KALU and CAKE made it to the Zacks Rank #1 (Strong Buy) income stocks list on August 20th, 2026.

Zacks Investment Research • Aug 20, 2026

Is Kaiser Aluminum (KALU) a Great Value Stock Right Now?

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.

Zacks Investment Research • Aug 19, 2026

3 Reasons Why Growth Investors Shouldn't Overlook Kaiser (KALU)

Kaiser (KALU) could produce exceptional returns because of its solid growth attributes.

Zacks Investment Research • Aug 19, 2026

Kaiser Aluminum Corporation Announces Executive Leadership Transition

FRANKLIN, Tenn.--(BUSINESS WIRE)--Kaiser Aluminum Corporation (“Kaiser Aluminum” or the “Company”) (NASDAQ: KALU) today announced a leadership transition, with the Board of Directors appointing Fred Stephan as Chief Executive Officer and President, effective November 1, 2026, as part of its long-term succession planning process. He will be based in Franklin, Tennessee. Mr. Stephan succeeds Keith A. Harvey, who has led the Company since July 31, 2020, and has served as Chairman of the Board of D.

Business Wire • Aug 17, 2026

Aluminum Stock Briefly Tops Buy Point. Earnings Surge 357% Amid Strong Trends.

Kaiser Aluminum has emerged as the leader among aluminum stocks.

Investors Business Daily • Aug 12, 2026

Are Industrial Products Stocks Lagging Kaiser Aluminum (KALU) This Year?

Here is how Kaiser Aluminum (KALU) and UniFirst (UNF) have performed compared to their sector so far this year.

Zacks Investment Research • Jul 31, 2026

Should Value Investors Buy Kaiser Aluminum (KALU) Stock?

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.

Zacks Investment Research • Jul 30, 2026

Kaiser (KALU) Upgraded to Strong Buy: Here's What You Should Know

Kaiser (KALU) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).

Zacks Investment Research • Jul 30, 2026