KAISER ALUMINUM CORP (KALU) Forecast, Price Target & Analyst Ratings

NASDAQ:KALU • US4830077040

Current stock price

145.49 USD
+7.46 (+5.4%)
Last:

Analyst forecast overview

View the latest analyst price targets, stock forecast, EPS estimates, revenue projections, revisions, full estimates, rating distribution and upgrades/downgrades for KAISER ALUMINUM CORP (KALU).

Forecast Snapshot

Consensus Price Target

Price Target
$127.50
-12.37% Downside
→ Price target details

Next Earnings Forecast

Earnings Estimate
Release Date
Apr 22, 2026
Period
Q1 / 2026
EPS Estimate
$1.79
Revenue Estimate
956.76M
→ Full earnings forecast details

ChartMill Buy Consensus

Rating
45.71%
Weighted Analyst Rating Score
→ Analyst Ratings details

Price Target Details & History

Consensus Price Target and Range

Mean target
$127.50
Upside
-12.37%
From current price of $145.49 to mean target of $127.50, Based on 7 analyst forecasts
Low
$126.25
Median
$127.50
High
$131.25

Price Target Revisions

1 Month
0.00%
3 Months
17.37%

Price Target Summary

7 Wall Street analysts provided a forecast for the next 12 months for KALU. The average price target is 127.5 USD. This implies a price decrease of -12.37% is expected in the next year compared to the current price of 145.49.
The average price target has been revised upward by 17.37% in the past 3 months.
→ Find peer stocks trading 30% below analyst price target

Analyst Ratings & History

Current Analyst Ratings

KALU Current Analyst RatingKALU Current Analyst Buy, Sell and Hold Ratings.Current Analyst Rating Strong Buy Buy Hold Sell Strong Sell 0 0 0 0 0

Analyst Ratings History

KALU Historical Analyst RatingsKALU Historical Analyst Buy, Sell and Hold Ratings and number of analysts.Historical Monthly Analyst Rating -19 -17 -15 -13 -11 -9 -7 -5 -3 -1 2 4 6 8

Analyst Ratings Consensus

ChartMill Buy Consensus
45.71%
KALU was analyzed by 7 analysts. The buy percentage consensus is at 46. So analysts seem to be rather neutral about KALU.
In the previous month the buy percentage consensus was at a similar level.
KALU was analyzed by 7 analysts. More opinions would make the average more meaningful.
→ Find peer stocks with a buy consensus above 85%

Recent Upgrades & Downgrades

DateFirmActionFrom → To
2026-04-16KeybancInitiate Overweight
2026-04-16Wells FargoMaintains Equal-Weight -> Equal-Weight
2026-02-23JP MorganMaintains Neutral -> Neutral
2026-02-20Wells FargoMaintains Equal-Weight -> Equal-Weight
2026-01-13Wells FargoDowngrade Overweight -> Equal-Weight
2025-10-28JP MorganMaintains Neutral -> Neutral
2025-10-24Wells FargoMaintains Overweight -> Overweight
2025-10-08Wells FargoInitiate Overweight
2025-07-28JP MorganMaintains Neutral -> Neutral
2025-04-28JP MorganMaintains Neutral -> Neutral
2025-04-21BenchmarkMaintains Buy -> Buy
2025-04-11Wolfe ResearchUpgrade Underperform -> Peer Perform
2024-07-12BenchmarkMaintains Buy -> Buy
2024-04-19BenchmarkReiterate Buy -> Buy
2024-04-10JP MorganMaintains Neutral -> Neutral
2024-02-23JP MorganMaintains Neutral -> Neutral
2024-01-16UBSInitiate Neutral
2024-01-11JP MorganMaintains Neutral -> Neutral
2023-07-27Credit SuisseReiterate Neutral -> Neutral
2023-06-15BenchmarkReiterate Buy -> Buy
2023-05-08JP MorganInitiate Neutral
2023-05-01Goldman SachsMaintains Sell
2023-04-21BenchmarkMaintains Buy
2023-04-12Wolfe ResearchDowngrade Peer Perform -> Underperform
2023-02-27Goldman SachsMaintains Sell

Next Earnings Forecast Details

Next Earnings Details

Release Date
Apr 22, 2026
Period
Q1 / 2026
EPS Estimate
$1.79
Revenue Estimate
956.76M
Revenue Q2Q
23.07%
EPS Q2Q
23.96%
Number of Analysts
4

Next Earnings Revisions

Revenue (1 Month)
0.00%
Revenue (3 Months)
15.52%
EPS (1 Month)
0.00%
EPS (3 Months)
7.69%

Next Earnings Summary

KALU is expected to report earnings on 4/22/2026. The consensus EPS estimate for the next earnings is 1.79 USD and the consensus revenue estimate is 956.76M USD.
The next earnings revenue estimate has been revised upward by 15.52% in the past 3 months. Upward revisions are a positive sign and indicate that analysts are more optimistic about the next earnings compared to 3 months ago.
→ Find peers expecting at least 20% revenue growth next quarter

Full Analyst Estimates 2026 - 2028

Yearly Earnings Per Share (EPS), Revenue, EBIT, EBITDA and Operating Margin Analyst Estimates

2023 2024 2025 2026 2027 2028
Revenue
YoY % growth
KALU revenue by date.KALU revenue by date.
3.087B
-9.94%		3.024B
-2.04%		3.373B
11.54%		3.824B
13.37%		3.924B
2.62%		3.404B
-13.25%
EBITDA
YoY % growth
KALU ebitda by date.KALU ebitda by date.
209.4M
56.27%		211.7M
1.10%		313.2M
47.95%		349.35M
11.54%		381.48M
9.20%		398.82M
4.55%
EBIT
YoY % growth
KALU ebit by date.KALU ebit by date.
100.8M
271.96%		95.3M
-5.46%		190.7M
100.10%		214.76M
12.62%		246.84M
14.94%		267.24M
8.26%
Operating Margin
KALU operating margin by date.KALU operating margin by date.
3.27%3.15%5.65%5.62%6.29%7.85%
EPS
YoY % growth
KALU eps by date.KALU eps by date.
2.74
251.28%		2.51
-8.39%		6.04
140.64%		7.69
27.33%		9.30
20.95%		10.71
15.13%

All data in USD

Quarterly Earnings Per Share (EPS), Revenue, EBIT and EBITDA Analyst Estimates

Q1 / 26 Q2 / 26 Q3 / 26 Q4 / 26 Q1 / 27 Q2 / 27 Q3 / 27 Q4 / 27
EPS
Q2Q % growth		1.79
23.96%		1.94
60.59%		1.98
6.39%		1.98
29.33%		2.30
28.57%		2.37
22.05%		2.32
17.27%		2.31
16.75%
Revenue
Q2Q % growth		956.76M
23.07%		967.47M
17.54%		956.25M
13.37%		943.5M
1.56%		830.28M
-13.22%		836.4M
-13.55%		836.4M
-12.53%		836.4M
-11.35%
EBITDA
Q2Q % growth		84.66M
15.66%		87.72M
-10.21%		88.74M
-36.79%		88.23M
-51.81%		92.82M
9.64%		93.84M
6.98%		93.84M
5.75%		93.84M
6.36%
EBIT
Q2Q % growth		51M
18.06%		54.06M
41.89%		55.08M
12.87%		54.57M
-9.95%		60.18M
18.00%		61.2M
13.21%		61.2M
11.11%		61.2M
12.15%

All data in USD

Yearly Earnings Per Share (EPS) and Revenue Trends vs Historical Data

KALU Yearly Revenue VS EstimatesKALU Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 1B 2B 3B
KALU Yearly EPS VS EstimatesKALU Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2 4 6 8 10

Long Term Forward Growth Forecast Summary

Long Term EPS Growth (CAGR)

EPS Next 3 Year
21.04%
EPS Next 5 Year
N/A

Long Term Revenue Growth (CAGR)

Revenue Next 3 Year
-0.17%
Revenue Next 5 Year
N/A

Long Term EBIT Growth (CAGR)

EBIT Next 3 Year
30.98%
EBIT Next 5 Year
N/A
→ Find peers expecting at least 20% CAGR revenue growth over the next 3 years

KAISER ALUMINUM CORP / KALU Forecast FAQ

What is the average price target for KAISER ALUMINUM CORP (KALU) stock?

7 analysts have analysed KALU and the average price target is 127.5 USD. This implies a price decrease of -12.37% is expected in the next year compared to the current price of 145.49.

When does KAISER ALUMINUM CORP (KALU) report earnings?

KAISER ALUMINUM CORP (KALU) will report earnings on 2026-04-22.

What are the consensus estimates for KAISER ALUMINUM CORP (KALU) next earnings?

The consensus EPS estimate for the next earnings of KAISER ALUMINUM CORP (KALU) is 1.79 USD and the consensus revenue estimate is 956.76M USD.

What is the expected long term growth rate for KALU stock?

The expected long term growth rate for KAISER ALUMINUM CORP (KALU) is -0.17%.