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UBS Upgrades Kaiser Aluminum Corporation (KALU) to Buy

Mon, 31 Aug 2026 04:09:21 -0400

UBS analyst Alex Stansbury upgraded Kaiser Aluminum Corporation (NASDAQ: KALU) from Neutral to Buy with a price target of $184.00 (from $179.00).

The analyst comments: “We upgrade KALU to Buy with a $184 PT. Despite a strong 2Q26, shares are ~19% off Aug highs due to: 1) USMCA renegotiations; 2) CEO transition; & 3) scrap spread sustainability. The selloff provides investors attractive entry into a business with improving earnings power. While scrap remains a meaningful tailwind, underlying fundamentals are strengthening, with price/vol/mix driving ~$41m of 2Q26 EBITDA growth (+60% y/y). We see continued benefits from investments at Warrick/Trentwood, alongside the end

UBS Upgrades Kaiser Aluminum Corporation (KALU) to Buy

Mon, 31 Aug 2026 04:09:21 -0400

UBS analyst Alex Stansbury upgraded Kaiser Aluminum Corporation (NASDAQ: KALU) from Neutral to Buy with a price target of $184.00 (from $179.00).

Deutsche Bank sees mixed impact from potential US-Canada tariff cut

Thu, 20 Aug 2026 12:10:47 -0400

Investing.com -- Deutsche Bank analysts said a potential trade agreement between the US and Canada could reduce import tariffs on Canadian aluminium from 50% to 25%, creating varied effects across the aluminium sector.

Multiple sources indicate the two countries are close to reaching a deal focused on lowering steel and aluminium tariffs, a priority for Canada. The US remains structurally dependent on aluminium imports, having sourced about 80% of its primary aluminium needs from imports before tariffs took effect in early 2025, with roughly three-quarters coming from Canada.

The bank expects lower tariffs would reduce US Midwest premiums, which currently stand at

Deutsche Bank sees mixed impact from potential US-Canada tariff cut

Thu, 20 Aug 2026 12:10:47 -0400

The bank expects lower tariffs would reduce US Midwest premiums, which currently stand at

Deutsche Bank sees mixed impact from potential US-Canada tariff cut

Thu, 20 Aug 2026 12:10:47 -0400

The bank expects lower tariffs would reduce US Midwest premiums, which currently stand at

Morgan Stanley sees modest downside risks to US aluminum premium

Thu, 20 Aug 2026 10:14:30 -0400

Investing.com -- The United States is considering reducing import tariffs on Canadian aluminum to 25% from 50% as part of a potential trade agreement, according to people familiar with the matter. The deal has not been finalized.

Morgan Stanley analysts noted that even with reduced tariffs on Canadian imports, the US would remain short of its aluminum supply needs. The marginal ton would still enter the country at the 50% tariff rate.

The US relies on imports for approximately 80% of its aluminum demand, with Canada serving as its largest historical supplier. In the first half of 2026, the US imported 1.68

Morgan Stanley sees modest downside risks to US aluminum premium

Thu, 20 Aug 2026 10:14:30 -0400

The US relies on imports for approximately 80% of its aluminum demand, with Canada serving as its largest historical supplier. In the first half of 2026, the US imported 1.68

Morgan Stanley sees modest downside risks to US aluminum premium

Thu, 20 Aug 2026 10:14:30 -0400

The US relies on imports for approximately 80% of its aluminum demand, with Canada serving as its largest historical supplier. In the first half of 2026, the US imported 1.68

Form 8-K KAISER ALUMINUM CORP For: Aug 12

Mon, 17 Aug 2026 16:17:00 -0400

si-local-file:///var/storage/secattach/20260817/26938170.html

Form 8-K KAISER ALUMINUM CORP For: Aug 12

Mon, 17 Aug 2026 16:17:00 -0400

si-local-file:///var/storage/secattach/20260817/26938170.html

Kaiser Aluminum names Fred Stephan as CEO, effective November 2026

Mon, 17 Aug 2026 16:05:36 -0400

Kaiser Aluminum Corporation (NASDAQ: KALU) announced that its board of directors has appointed Fred Stephan as President and Chief Executive Officer, effective November 1, 2026, as part of a long-term succession planning process.

Stephan succeeds Keith A. Harvey, who has served as CEO since July 31, 2020, and as Chairman of the Board since January 1, 2025. Harvey will remain on the board as Executive Chairman and serve as a special advisor to Stephan through October 31, 2027. Stephan will also join the board upon his appointment.

Stephan brings 38 years of manufacturing and operations experience. He most recently served as Chief

Kaiser Aluminum names Fred Stephan as CEO, effective November 2026

Mon, 17 Aug 2026 16:05:36 -0400

Stephan brings 38 years of manufacturing and operations experience. He most recently served as Chief

Kaiser Aluminum Corporation Announces Executive Leadership Transition

Mon, 17 Aug 2026 16:05:00 -0400