AA Alcoa Corporation Loading... : Bullish and Bearish Analyst Opinions
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21:00
Apr 29
Apr 29
Ford expects second-half 2026 Novellus aluminum recovery to bring 150,000 units of lost production back, but the cost to secure alternative aluminum is $1.5-2.0B, with Q1 costs at ~$300M. — The aluminum supply shortage and alternative sourcing costs highlight structural tightness in the aluminum supply chain, potentially supporting aluminum prices and benefiting producers.
MED
22:00
Feb 10
Feb 10
Ford expects to incur $1.5-2 billion of temporary costs (including tariffs and premium freight) to ensure aluminum supply continuity until the Novelis hot mill restarts between May and September, impacting 2026 EBIT and free cash flow. — Ford's temporary premium freight costs and aluminum supply de-risking could signal tightness in the aluminum supply chain, benefiting primary aluminum producers.
MED
About AA Analyst Coverage
Buzzberg tracks AA (Alcoa Corporation) across 1 sources. 0 bullish vs 0 bearish calls from 2 analysts. Sentiment: evenly split. 2 total trade ideas tracked. Latest voices: Sherry House, Sherry Howe.