Wells Fargo & Company Forecasts Strong Price Appreciation for Kaiser Aluminum (NASDAQ:KALU) Stock

Kaiser Aluminum (NASDAQ:KALU) had its target price raised by investment analysts at Wells Fargo & Company from $120.00 to $125.00 in a report released on Friday,Benzinga reports. The brokerage presently has an “equal weight” rating on the industrial products company’s stock. Wells Fargo & Company‘s target price indicates a potential downside of 0.54% from the company’s previous close.

KALU has been the subject of several other reports. Weiss Ratings restated a “hold (c+)” rating on shares of Kaiser Aluminum in a report on Monday, December 29th. JPMorgan Chase & Co. raised their target price on Kaiser Aluminum from $82.00 to $105.00 and gave the company a “neutral” rating in a research note on Tuesday, October 28th. Wall Street Zen upgraded Kaiser Aluminum from a “buy” rating to a “strong-buy” rating in a research report on Saturday, October 25th. Finally, Zacks Research upgraded Kaiser Aluminum from a “hold” rating to a “strong-buy” rating in a report on Tuesday. One analyst has rated the stock with a Strong Buy rating, one has given a Buy rating and four have given a Hold rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $101.33.

Kaiser Aluminum Trading Down 1.1%

Kaiser Aluminum stock traded down $1.37 during trading hours on Friday, reaching $125.68. The stock had a trading volume of 177,383 shares, compared to its average volume of 204,025. The company has a fifty day simple moving average of $125.81 and a 200-day simple moving average of $98.52. Kaiser Aluminum has a 52 week low of $46.81 and a 52 week high of $150.00. The stock has a market cap of $2.04 billion, a PE ratio of 18.54 and a beta of 1.42. The company has a debt-to-equity ratio of 1.29, a current ratio of 2.48 and a quick ratio of 1.08.

Kaiser Aluminum (NASDAQ:KALU) last posted its earnings results on Wednesday, February 18th. The industrial products company reported $1.53 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.56 by ($0.03). The business had revenue of $929.00 million during the quarter, compared to the consensus estimate of $902.00 million. Kaiser Aluminum had a return on equity of 12.88% and a net margin of 3.34%.The firm’s revenue for the quarter was up 21.4% compared to the same quarter last year. During the same period in the previous year, the business earned $0.33 earnings per share. Analysts forecast that Kaiser Aluminum will post 5.14 EPS for the current fiscal year.

Hedge Funds Weigh In On Kaiser Aluminum

Hedge funds and other institutional investors have recently added to or reduced their stakes in the business. First Horizon Corp bought a new stake in shares of Kaiser Aluminum in the 3rd quarter worth $27,000. Hantz Financial Services Inc. boosted its position in shares of Kaiser Aluminum by 340.0% during the third quarter. Hantz Financial Services Inc. now owns 374 shares of the industrial products company’s stock valued at $29,000 after buying an additional 289 shares during the last quarter. Farther Finance Advisors LLC increased its holdings in Kaiser Aluminum by 389.3% in the 4th quarter. Farther Finance Advisors LLC now owns 274 shares of the industrial products company’s stock worth $31,000 after buying an additional 218 shares in the last quarter. EverSource Wealth Advisors LLC raised its position in Kaiser Aluminum by 475.0% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 414 shares of the industrial products company’s stock worth $33,000 after buying an additional 342 shares during the last quarter. Finally, Global Retirement Partners LLC lifted its stake in Kaiser Aluminum by 408.3% during the 4th quarter. Global Retirement Partners LLC now owns 366 shares of the industrial products company’s stock valued at $42,000 after acquiring an additional 294 shares during the period. 99.29% of the stock is owned by institutional investors.

Key Kaiser Aluminum News

Here are the key news stories impacting Kaiser Aluminum this week:

• Positive Sentiment: Zacks upgraded Kaiser to a “strong-buy” recently, highlighting favorable estimate trends and making the name more attractive to growth/momentum investors. Zacks Upgrade / TickerReport
• Positive Sentiment: Multiple Zacks pieces argue KALU is a momentum/growth pick and may be undervalued based on earnings-estimate trends and sector strength, which can support longer-term upside if execution continues. Is Kaiser Aluminum (KALU) Stock Undervalued Right Now?
• Neutral Sentiment: Kaiser’s formal press release shows Q4 net sales of $929M (+21% YoY) and provides the company presentation/slide deck — useful for assessing whether revenue strength offsets the EPS miss. Business Wire: Q4 & Full-Year 2025 Results
• Neutral Sentiment: Earnings slides and the conference-call presentation are available for investors to review management’s commentary on demand trends, margins and 2026 guidance assumptions. Q4 Results — Earnings Call Presentation
• Neutral Sentiment: A short-interest snapshot in the data feed appears to show zero shares (likely a reporting glitch), so there’s no clear short-interest pressure signal to explain the move.
• Negative Sentiment: The modest EPS miss (1.53 vs. 1.56) triggered a sharp market reaction — shares gapped down at the open as traders sold into the earnings surprise despite the revenue beat. Shares Gap Down Following Weak Earnings
• Negative Sentiment: Some commentary includes a ratings downgrade/negative revision view on 2026 estimates, adding near-term analyst skepticism that can weigh on the stock while the market digests guidance and margins. Rating Downgrade / Seeking Alpha

About Kaiser Aluminum

Kaiser Aluminum Corporation is a U.S.-based producer of semi‐fabricated aluminum products, serving a diverse range of industrial and specialty markets. The company’s offerings include extruded, rolled, and forged aluminum products designed to meet stringent performance requirements in sectors such as aerospace, automotive, defense, electronics, and general engineering. By focusing on high‐value applications, Kaiser Aluminum aims to deliver lightweight, durable solutions that contribute to efficiency and innovation across its customer base.

Operationally, Kaiser Aluminum maintains a network of smelters, extrusion plants, and rolling mills located primarily in North America.