$KALU

UBS reduced its price target for Kaiser Aluminum (KALU) to $158 from $184, citing operational challenges and a Q3 2026 EBITDA miss. Shares fell 30% post-results, trading at 5.7x EV/EBITDA. UBS maintains a Buy rating, noting recoverable headwinds. KeyBanc cut its target to $127, while JPMorgan upgraded to Neutral with a $140 target. Q3 earnings missed estimates at $1.89 per share vs. $2.37 expected, though revenue matched forecasts at $1.21B.

KeyBanc reduced its price target for Kaiser Aluminum (KALU) to $127 from $181, citing margin pressures. The stock fell 28.1% over a week. Despite the cut, KeyBanc maintains an Overweight rating. Kaiser's Q3 2026 earnings missed estimates, with adjusted EPS of $1.89 vs. $2.37 expected, though revenue met forecasts. JPMorgan upgraded KALU to Neutral with a $140 target.

Wall Street analysts issued updates on various companies. Upgrades include Lockheed Martin (LMT) to Overweight, Tesla (TSLA) to Overweight, and Roper Technologies (ROP) to Neutral. Downgrades include Block (SQ) to Equal Weight and Equifax (EFX) to Sector Perform. Initiations include FirstEnergy (FE) with Outperform and Lumentum Holdings (LITE) with Buy. Markets saw mixed movements, with tech earnings in focus and Treasury yields rising.

JPMorgan upgraded Kaiser Aluminum (KALU) to Neutral from Underweight, setting a $140 price target. The move follows the company's Q3 2026 results and a 29% stock decline. The stock trades at $107.28, with a P/E ratio of 8.25, suggesting undervaluation. JPMorgan cited short-term execution issues and expects improved aerospace demand and pricing power in 2027. Q3 earnings missed estimates by $0.48 per share, but revenue met forecasts at $1.21 billion.

Kaiser Aluminum's Q3 earnings missed expectations, with adjusted EPS at $1.89, 42 cents below forecasts. Revenue was $1.2 billion, and profits $31 million. The stock fell 25%, losing $600 million in market value. CEO Keith Harvey cited unfavorable metal prices and packaging slowdowns. The company revised shipment growth outlook downward.

Kaiser (KALU) reported Q3 EPS of $1.89, missing estimates by $0.48, while revenue matched expectations at $1.21B. The stock is down 5.39% over 3 months but up 98.18% year-over-year. Analysts revised EPS estimates 3 times positively and once negatively in the last 90 days.

KAISER ALUMINUM CORP (KALU) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 Kaiser Aluminum Corporation Reports Third Quarter 2026 Financial Results Third Quarter 2026 Highlights: o Net Sales $1.2 Billion; Conversion Revenue $439 Million o Net Income $31 Million; Net Income per Diluted Share $1.84 o Adjusted Net Income $32 Million; Adjusted

Barclays initiated Alcoa (AA) and Kaiser Aluminum (KALU) with Overweight ratings, setting price targets of $55 and $180 respectively, citing a positive near-term outlook for aluminum due to a tight global market.

Wall Street analysts made several calls: Mizuho upgraded Albemarle (ALB) citing battery storage demand, Goldman upgraded Trane (TT) with a $565 target, Morgan Stanley reiterated SpaceX (SPCX) overweight, Barclays downgraded Dell (DELL), Jefferies upgraded Brinker (EAT), Barclays initiated Alcoa (AA) and Kaiser (KALU) as overweight, JPMorgan initiated Kirby (KEX) and Arcus (RCUS) as overweight, and reiterated Apple (AAPL) overweight.

KAISER ALUMINUM CORP (KALU) filed an SEC Form 8-K — Other Events. Exhibit 99.1 FOR IMMEDIATE RELEASE Kaiser Aluminum Corporation Announces Quarterly Dividend Payment FRANKLIN, Tenn., October 13, 2026 – Kaiser Aluminum Corporation (NASDAQ:KALU) today announced that its Board of Directors has declared a quarterly cash dividend of $0.77 per share.