Constellium SE logo CSTM - Constellium SE

Price: -- -- | CONSENSUS: Buy DETAILS
STRONG
BUY 0
BUY 13
HOLD 4
SELL 0
STRONG
SELL 0
| PRICE TARGET: $35.75 DETAILS
HIGH: $39.00
LOW: $32.00
MEDIAN: $36.00
CONSENSUS: $35.75
UPSIDE: 36.61%

Stock News

Constellium SE: The Market Is Still Pricing The Old Earnings Base

Constellium SE: The Market Is Still Pricing The Old Earnings Base

I initiate coverage of Constellium SE with a Strong Buy rating and a $55 price target. Aerospace is my strongest growth driver, supported by recovering aircraft production, easing destocking and higher EBITDA per ton, while packaging, automotive rolled products and AS&I provide additional earnings growth. The valuation remains difficult for me to ignore, with CSTM trading at 6.54x FWD non-GAAP P/E and 5.23x FWD EV/EBITDA.

Aug 31, 2026 06:09 AM • seekingalpha.com
Constellium: Earnings Beat, Record Guidance, At A Discount Multiple

Constellium: Earnings Beat, Record Guidance, At A Discount Multiple

Constellium SE (CSTM) has twice raised FY2026 guidance, now targeting $980M–$1.02B Adjusted EBITDA and $300M+ free cash flow. CSTM trades at 7.4x trailing earnings and 5.4x EV/EBITDA, the lowest multiples in its peer group despite record results and active buybacks. Policy-driven tariff advantages and aerospace/auto contracts drive profitability, but commodity price lag and packaging softness present risks.

Aug 13, 2026 05:55 AM • seekingalpha.com
Constellium: Downgrading To Hold, But Quality Remains Intact (Rating Downgrade)

Constellium: Downgrading To Hold, But Quality Remains Intact (Rating Downgrade)

Constellium delivered record Q2 adjusted EBITDA, driven by robust aluminum pricing and disciplined execution, but faces near-term headwinds from falling commodity prices. CSTM raised guidance, expecting $980M–$1.02B in adjusted EBITDA and over $300M free cash flow, with 2028 targets now likely to be achieved ahead of schedule. I favor CSTM's quality and through-cycle economics over more levered peers, yet aluminum price volatility prompts a downgrade to Hold despite continued value.

Aug 12, 2026 02:14 AM • seekingalpha.com
Constellium: Interesting, But Too Expensive For A Play In Aluminum

Constellium: Interesting, But Too Expensive For A Play In Aluminum

Constellium SE is rated Hold due to valuation concerns, forecast volatility, and lack of dividend yield. CSTM's fundamentals are overshadowed by cyclical end-market exposure, unreliable forecasts, and a BB credit rating, making it less attractive than peers. Recent earnings strength is driven by non-recurring items and aerospace, with core automotive and packaging segments showing only low single-digit growth.

Jul 08, 2026 06:16 AM • seekingalpha.com

Price Targets