Stock of the Day

October 27, 2022

Constellium (CSTM)

$26.36
-$0.62 (-2.3%)
Market Cap: $3.66B

About Constellium

Constellium SE, together with its subsidiaries, engages in the design, manufacture, and sale of rolled and extruded aluminum products for the packaging, aerospace, automotive, defense, and other transportation and industry end-markets. The company operates through three segments: Packaging & Automotive Rolled Products, Aerospace & Transportation, and Automotive Structures & Industry. The Packaging & Automotive Rolled Products segment produces rolled aluminum products, including can stock and closure stock for the beverage and food industry, as well as foil stock for the flexible packaging market. This segment also supplies automotive body sheets and heat exchangers for the automotive market; and specialty reflective sheets. The Aerospace & Transportation segment provides rolled aluminum products, including aerospace plates, sheets, and extrusions; and aerospace wing skins, as well as plates and sheets for use in transportation, industry, and defense applications. The Automotive Structures & Industry segment offers extruded aluminium products and aluminium structural components for the automotive industry, including crash-management systems, body structures, side impact beams, and battery enclosures; and fabricates hard and soft alloy extruded profiles for various industry applications in the automotive, engineering, rail, and other transportation end markets. This segment also provides downstream technology and services, which include pre-machining, surface treatment, research and development, and technical support services. It sells its products directly or through distributors in France, Germany, the Czech Republic, the United Kingdom, Switzerland, and the United States, as well as Shanghai, and Seoul. The company was incorporated in 2010 and is headquartered in Paris, France.

Today's Trend

Constellium SE (NYSE: CSTM) shares have been supported by strong second-quarter results, improved full-year guidance and a bullish analyst revision.

  • Q2 earnings exceeded expectations: Constellium reported adjusted earnings of $1.04 per share, ahead of the $0.86–$0.91 analyst estimates, while revenue reached $2.75 billion versus the $2.73 billion consensus. EPS rose sharply from $0.25 in the year-ago quarter, and revenue increased 30.7% year over year. Constellium Reports Strong Second Quarter and First Half 2026 Results
  • Record profitability and higher guidance: The company reported record segment adjusted EBITDA for the quarter and first half, prompting management to raise its full-year 2026 outlook. The improved forecast signals confidence in demand, operating execution and continued earnings momentum. Constellium raises full-year outlook
  • Optimistic earnings call: Management highlighted record growth and a favorable strategic outlook, reinforcing the positive market reaction to the quarterly results. Constellium Q2 2026 Earnings Call Highlights
  • Wells Fargo raised its price target: The firm increased its target for CSTM from $37 to $39 and maintained an “overweight” rating, implying approximately 36% upside from the referenced price. The upgrade in valuation reflects stronger expected earnings and business performance. Benzinga analyst note

Overall, the combination of an earnings beat, record adjusted EBITDA, raised guidance and a higher analyst target provides a clear fundamental catalyst for Constellium’s recent strength. Investors will likely focus next on whether the company can sustain this growth and deliver against its upgraded 2026 outlook.

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