$KALU

Moody's upgraded Kaiser Aluminum's (KALU) rating to Ba3 from B1, citing improved cash flow, debt metrics, and operational efficiency. The company's EBITDA is expected to rise to $425M-$450M in 2026, with free cash flow of at least $100M. However, declining aluminum prices may impact profitability in late 2026 and 2027.

Kaiser Aluminum Corp (KALU) shares fell 3.1% to $149.75 on September 18, 2026. Analysts estimate the stock is 42.0% overvalued compared to its GF Value™ estimate of $105.49. KALU has a GF Score™ of 69/100, with notable insider selling of $16.7 million over the past year. The stock's P/E ratio is 11.1x, below its 5-year median of 19.9x.

Kaiser Aluminum (KALU) was upgraded to a Zacks Rank #1, reflecting stronger earnings expectations driven by its aerospace, packaging, and engineering products. Analysts project 2029 revenues of $4.4B and earnings of $202.2M, with a 13% potential upside. The upgrade is tied to operational improvements and higher capacity utilization, though debt and cash flow coverage remain risks.

UBS upgraded Kaiser Aluminum (KALU) to buy with a $184 price target, citing a temporary selloff as a buying opportunity. The stock fell 19% from its August high due to trade uncertainty, leadership change, and scrap profit doubts. UBS argues that strong earnings, aerospace demand, and a cheaper valuation justify the upgrade, despite mixed Wall Street sentiment.

Kaiser Aluminum (KALU) announced Fred Stephan as CEO, with Keith Harvey becoming Executive Chairman. The company reported Q2 2026 net income of $96.8M and EPS of $5.92. Projections for 2029 include $4.4B revenue and $202.2M earnings, with varied analyst expectations. The board expands to ten directors.

Analysts upgraded Deere (DE) to Outperform with a $800 target, citing strong North American demand. Abercrombie & Fitch (ANF) was upgraded to Buy with a $162 target after Q2 earnings beat. Agco (AGCO) upgraded to Outperform with a $150 target, expecting 2027 volume recovery. Kaiser Aluminum (KALU) upgraded to Buy with a $184 target. Stag Industrial (STAG) upgraded to Outperform. PG&E (PCG) downgraded by Wells Fargo and BMO. Mizuho downgraded PG&E, Sempra Energy (SRE), and Edison International (E

Kaiser Aluminum (KALU) shares rose 3.7% after UBS upgraded the stock to Buy and raised its price target to $184. The upgrade follows a 19% share price drop due to USMCA renegotiations, CEO transition, and scrap spread concerns. UBS cites improving earnings power and strong EBITDA growth as reasons for the upgrade.

Baird upgraded Deere (NYSE:DE) to Outperform, raising its price target to $800 from $640. Itau BBA upgraded XP Inc. (NASDAQ:XP) to Outperform with a $22 target. Baird also upgraded AGCO (NYSE:AGCO) to Outperform, lifting its target to $150 from $120. Argus upgraded Abercrombie & Fitch (NYSE:ANF) to Buy with a $162 target. UBS upgraded Kaiser Aluminum (NASDAQ:KALU) to Buy, raising its target to $184 from $179.

Wall Street analysts made several calls: Baird upgraded AGCO to $150 and Deere to $800, while Mizuho downgraded Edison International and Sempra Energy. Evercore ISI initiated Lumentum at Outperform with a $1,100 target, and Roth Capital started Ticketplus at Buy with a $14 target. Markets closed lower Friday due to Fed rate-hike concerns, with Treasury yields rising and major indices down.

Analysts made several calls on Monday. Morgan Stanley initiated Attovia Therapeutics with an overweight rating and $39 target. UBS upgraded Kaiser Aluminum to buy with an $184 target. Baird upgraded Deere to outperform. Jefferies reiterated Apple as underperform, citing potential downside risks. Bernstein reiterated SpaceX as outperform but noted uncertainty in its direct-to-device mobile business. Melius reiterated Nvidia as buy, suggesting potential upside. Goldman Sachs initiated Braveheart B