Constellium (CSTM) Stock May Be 4% Undervalued On Raised 2026 Outlook
Constellium's stock has more than doubled in the past year and, despite this performance, appears to be trading close to its intrinsic value with a slight undervaluation of about 4.4% based on a Discounted Cash Flow model. While the company's P/E ratio suggests it is undervalued compared to industry and peer averages, reflecting caution from the market, its strong profitability and raised 2026 guidance support its current price. The key uncertainty lies in demand resilience within aerospace and North American automotive markets.
Constellium (CSTM) Is Up 7.4% After EPS Jump And Major Buyback Completion Has The Bull Case Changed?
Constellium (CSTM) shares increased by 7.4% following strong Q2 2026 results, which included US$2,748 million in sales and US$146 million in net income. The company also completed a US$242.36 million share repurchase program, buying back 10.86% of its shares, significantly boosting per-share profitability. While these developments strengthen the short-term investment narrative, long-term risks related to cyclical demand in the automotive and aerospace sectors, as well as capital needs for growth, still need to be considered.
FMR LLC and Abigail Johnson (CSTM) disclose 2.19M SE shares
FMR LLC and Abigail P. Johnson have disclosed beneficial ownership of 2,194,722.26 shares of SE common stock, representing 1.6% of the class, through a SCHEDULE 13G/A filing. FMR LLC holds sole voting power over 2,194,337 shares and sole dispositive power over 2,194,722.26 shares, while Abigail P. Johnson has sole dispositive power over the same number of shares but no voting power. This filing indicates a passive investment below the 5% threshold, not intended to influence control of the issuer.
Constellium (CSTM) Stock Looks Fully Valued After A 110% Run
Constellium (CSTM) stock has seen a 110.1% return over the past year, bringing its current price close to its intrinsic value estimate based on a Discounted Cash Flow (DCF) model. While the DCF model suggests it's roughly fairly valued with a small upside, the stock still appears undervalued on an earnings-style P/E multiple compared to industry peers. The article questions whether current margins and cash flows can sustain this valuation or if the earnings discount reflects a potential value trap.
Constellium (CSTM) Could Be 13% Undervalued After Lifting 2026 Guidance
Constellium (CSTM) has seen a strong performance, with its stock up 50.13% year to date and 117.76% over the past year, driven by strong Q2 and H1 2026 earnings and raised full-year guidance due to firm aerospace and automotive demand. Despite a recent 10.95% decline over 90 days, the company is considered 12.7% undervalued, with a fair value of $34.00 per share compared to its current price of $29.68. The valuation is based on its ability to convert EBITDA into free cash flow, margin effects from recycling, and capital allocation between buybacks and debt reduction.
Weekly Recap: CSTM EBITDA record and Wells Fargo target up
Constellium SE Class A (CSTM) reported record adjusted EBITDA, improved Q2 shipments, cash from operations, and free cash flow, leading to raised 2026 guidance. This performance, along with a share repurchase, prompted Wells Fargo to maintain an overweight rating and increase its price target for CSTM from $37 to $39.
Constellium (CSTM) Stock Jumps After Record EBITDA Lifts Outlook
Constellium (CSTM) shares jumped after the company reported record adjusted EBITDA and raised its full-year guidance, despite a recent weak month for the stock. Q2 2026 revenues increased by 31% year-over-year to US$2.7 billion, with net income quadrupling to US$146 million, driven by operational improvements, cost savings, and strong performance in its Aerospace & Transportation and Packaging & Automotive Rolled Products segments. While the company's improved margins and reduced leverage are positive, some analysts question the sustainability of these gains, citing potential tapering of favorable scrap spreads and metal pricing.
Constellium (CSTM) Is Down 5.8% After Record EBITDA, Upgraded Outlook And Buyback Completion - Has The Bull Case Changed?
Constellium (CSTM) recently reported strong Q2 2026 results with increased sales, net income, and record adjusted EBITDA, alongside a completed share buyback program. This performance strengthens the existing investment narrative focusing on higher-value aluminum products and reinforces confidence in the company's cash generation and balance sheet. However, the article notes that despite these positives, Constellium remains exposed to risks such as volatile European energy costs and automotive demand fluctuations.
Constellium (CSTM) Is Down 7.4% After Index Shuffle And China Exit Moves - What's Changed
Constellium (CSTM) recently saw its stock drop by 7.4% following an index shuffle and its exit from an automotive structures joint venture in China as part of its Vision 2028 optimization plan. Despite these changes, the company continues to focus on strong aerospace demand and value-added aluminum products for resilient cash generation. The index changes and a new shelf registration offer financing flexibility, but the core investment narrative still hinges on aerospace execution and mitigating risks in cyclical markets.
Constellium (NYSE: CSTM) boosts 2026 guidance after record Q2 Adjusted EBITDA
Constellium (NYSE: CSTM) reported record Q2 2026 results, with Adjusted EBITDA reaching $439 million and net income at $148 million. The company has consequently raised its full-year 2026 guidance for Adjusted EBITDA to $980 million-$1.020 billion and Free Cash Flow to over $300 million, aiming to achieve its 2028 financial targets two years ahead of schedule. Constellium also maintained strong liquidity and reduced its leverage to 1.8x.
Constellium SE Class A Revenue Breakdown – LS:A2PWZL
Constellium SE Class A generated €7.19 billion in revenue last year, with its Packaging & Automotive Rolled Products segment contributing €4.31 billion. The United States was the largest regional contributor, accounting for €2.82 billion of the company's revenue.
Constellium (CSTM) Heads Into Q2 Earnings With Turnaround Hopes And Undervalued Appeal
Constellium (CSTM) is approaching its Q2 2026 earnings release with expectations of strong demand and higher metal prices balancing increased input costs. Despite a recent share price pullback, CSTM has shown robust long-term performance, with a 49% year-to-date gain. The company is considered undervalued at $29.51 against a fair value of $34, driven by its transition from a turnaround narrative to tangible delivery, including strong 2025 results.
Can Constellium (CSTM) Justify Its Price After A 117% Run?
Constellium (CSTM) has seen a significant 117% return over the past year, yet valuation models suggest it remains undervalued. Both Discounted Cash Flow (DCF) and earnings-based multiples indicate the stock is trading below its fair value, with a DCF analysis showing a 38.5% discount and a P/E ratio below industry averages. The company's new solar power agreement offers long-term cost benefits but execution risks might contribute to the market's ongoing discount, presenting a potential opportunity for investors if Constellium can meet its projected cash flows and margins.
Constellium (CSTM) Signs 10 Year Solar Power Deal For German Plants
Constellium (NYSE:CSTM) has secured a 10-year Power Purchase Agreement for solar electricity for its Gottmadingen and Singen plants in Germany, expected to cover over a quarter of their electricity needs and reduce annual CO₂ emissions. This move aligns with Constellium’s sustainability objectives, energy resilience, and competitiveness, reflecting a broader trend of industrial companies integrating lower-carbon electricity. Investors are advised to consider how this PPA impacts cost, energy sourcing, and decarbonization against an outlook of declining forecast earnings.
Constellium to Source Local Renewable Energy for its German Facilities
Constellium announced that its German facilities in Gottmadingen and Singen will source locally produced solar electricity through a 10-year Power Purchase Agreement with the community of Gottmadingen. This agreement will cover over 25% of the plants' combined total electricity needs, leading to an estimated reduction of 3,500 metric tons of CO₂ emissions annually. Deliveries are expected to begin in spring 2027.
Weekly Recap: Q2 2026 results release and analysts cut near-term targets
Constellium SE Class A (NYSE:CSTM) is set to release its Q2 2026 results on July 29, with CEO Ingrid Joerg and CFO Jack Guo hosting a conference call. Analysts from Wells Fargo and UBS have slightly lowered their near-term price targets for CSTM but maintained their buy/overweight ratings. Wells Fargo adjusted its target from $39 to $37, while UBS moved from $38 to $35.
Constellium (CSTM) Joins New Russell Indexes, Is It Still A Bargain?
Constellium (CSTM) has been reclassified in Russell indexes, moving from value to defensive growth, which will impact index fund holdings. The stock has seen a significant one-year gain but a recent pullback. Despite a narrative suggesting it's 13% undervalued with a fair value of $34.00, driven by strong end markets, improved earnings, and a favorable valuation compared to its peers, potential challenges include softer-than-expected earnings or leverage concerns.
Constellium to Report Second Quarter 2026 Results on July 29, 2026
Constellium SE (NYSE: CSTM) announced it will report its second-quarter 2026 results on July 29, 2026. The company will host a conference call and webcast at 10:00 AM Eastern Time, led by CEO Ingrid Joerg and CFO Jack Guo. Details for accessing the webcast and conference call will be available on Constellium's Investor Relations page.
Constellium SE to Host Second Quarter 2026 Results Conference Call and Webcast on July 29
Constellium SE (NYSE: CSTM) announced it will host a conference call and webcast on July 29, 2026, at 10:00 AM Eastern Time, to discuss its second-quarter 2026 financial results. The call will be led by CEO Ingrid Joerg and CFO Jack Guo, with details available on the company's Investor Relations page. The article also provides details on recent insider trading activity, hedge fund movements, analyst ratings, and price targets for CSTM.
CSTM - Constellium SE Latest SEC Filings
This article provides a detailed financial overview of Constellium SE (CSTM), an aluminum company, including its latest stock performance, key financial metrics, valuation ratios, and insider/institutional ownership data. It highlights the company's market capitalization, income, sales, and various growth rates, alongside recent earnings and sales surprises.
Constellium SE(NYSE: CSTM) dropped from Russell Small Cap Comp Value Benchmark
Constellium SE (NYSE: CSTM), an aluminum products manufacturer, has been removed from the Russell Small Cap Comp Value Benchmark. This decision by S&P Capital IQ was announced on June 29, 2026. The company recently sold a stake in a Chinese automotive joint venture and had its price target adjusted by UBS to $35 from $38, while maintaining a 'Buy' rating.
Price to earnings forward of Constellium SE – NYSE:CSTM
This article provides the "Price to earnings forward" value for Constellium SE (NYSE: CSTM). It confirms that the market is closed with no trades and lists various sections related to company financials, news, community, and technical analysis available on the TradingView platform. The content is mostly navigational and informational regarding the stock's data presentation.
Constellium SE Class A Actuals & Estimates (SWB:3OK)
This article provides an overview of Constellium SE Class A (SWB:3OK), including its financial actuals, analyst estimates, historical price data, and upcoming earnings reports. It details the company's past earnings and revenue performance, confirms that it does not pay dividends, and provides information on its employee count and EBITDA.
Price to earnings forward of Constellium SE Class A – LS:A2PWZL
This article provides financial information for Constellium SE Class A (LS:A2PWZL) ticker, specifically its price to earnings forward. It appears to be a stub or data-focused page from TradingView, displaying no current trades or detailed financial figures beyond the metric's title.
Price to sales forward of Constellium SE Class A – LS:A2PWZL
This page displays the "Price to sales forward" metric for Constellium SE Class A (LS:A2PWZL). It's a financial data point presented on a TradingView page, indicating no trades have occurred for the period shown, and the market is currently closed.
Constellium SE Class A Actuals & Estimates (NYSE:CSTM)
This article provides an overview of Constellium SE's (NYSE: CSTM) financial actuals and analyst estimates. It details the company's stock performance, market capitalization, earnings, and revenue data. The content also addresses frequently asked questions regarding CSTM's stock price, forecasts, historical highs and lows, volatility, and dividend policy.
Constellium SE (NYSE: CSTM) files shelf registration to offer shares
Constellium SE (NYSE: CSTM) has filed a shelf registration statement (Form S-3) to allow for the periodic offering and sale of its ordinary shares. This mechanism enables the company to issue shares over time, with the specific terms and pricing of any offering to be determined by market conditions and detailed in future prospectus supplements. The proceeds from these offerings are intended for general corporate purposes, and as of March 31, 2026, the company had 136,150,450 outstanding ordinary shares.
Constellium (CSTM) director John Ormerod sells 8,000 ordinary shares
Constellium SE director John Ormerod sold 8,000 ordinary shares at an average price of $35.01 per share in an open-market transaction on June 4, 2026. Following this sale, Ormerod directly holds 24,873 ordinary shares, maintaining a significant equity position in the company. This transaction is characterized as a routine portfolio move and a modest reduction in his direct ownership.
Constellium (CSTM) Stock Could Be 31% Below Fair Value After Margin Gains
Constellium (CSTM) has shown strong share price momentum and improved margins despite higher costs, with its stock trading at $34.00. While an internal valuation suggests it could be 31% undervalued at $49.04, the most followed narrative pegs its fair value at exactly $34.00. The company's low P/E ratio compared to peers suggests the market remains cautious due to cyclicality and debt, despite its strong performance in high-value aluminum products.
Constellium Skilled Trades scholars among students recognized
Six students have been selected for the Constellium Skilled Trades Scholarship Program, a partnership with WVU Parkersburg. This program provides scholarships for an Associate Science degree and guarantees employment with Constellium upon graduation, ensuring students are debt-free and strengthening West Virginia's skilled workforce. The scholars were recognized at an annual signing ceremony that celebrated their commitment to careers in advanced manufacturing.
Constellium vs. Alcoa: Which Aluminum Stock Looks More Promising?
This article compares Constellium (CSTM) and Alcoa (AA), two major aluminum companies, to determine which presents a better investment opportunity. It analyzes their fundamentals, growth prospects, challenges, and financial metrics, concluding that Constellium appears to be a more promising pick due to strong segment growth and shareholder-friendly policies, despite Alcoa's benefits from demand and production expansion.
CSTM (NYSE: CSTM) Rule 144 notice lists 2,095,000 shares
Constellium SE (NYSE: CSTM) has filed a Rule 144 notice for 2,095,000 Ordinary Shares, valued at $69,637,800.00, with an effective date of May 26, 2026. The filing indicates prior acquisition lots from 2013 and 2017, detailing shares acquired through an IPO, an underwritten offering, and open market purchases. This procedural disclosure provides insights into shares that may enter the market but does not specify sale timing or cash-flow treatment.
Constellium (CSTM) Stock After Strong Q1 2026 Results Weighing Growth Upgrades Against Insider Selling And Valuation Risk
Constellium (CSTM) is under scrutiny after strong Q1 2026 results, reporting higher revenue and profitability, and a significantly raised full-year earnings estimate. Despite an impressive year-to-date share price return of 80.07% and a one-year total shareholder return of 164.68%, the stock faces concerns due to heavy insider selling and valuation risks. The article discusses whether the stock, currently trading slightly above its narrative fair value, is still an underappreciated value opportunity or if its future growth is already priced in by the market.
Trade students sign onto scholarship program with WVU-Parkersburg, Constellium
Six trade students signed onto a scholarship program with WVU-Parkersburg and Constellium, ensuring them a debt-free future while allowing them to stay in their home area. This initiative aims to provide valuable opportunities for skilled trades and local workforce development.
Constellium Rises 92.9% in a Year: Should Investors Buy or Wait?
Constellium (CSTM) has seen its shares surge 92.9% in the past year, outperforming its industry and the S&P 500, driven by strong performance in its Packaging & Automotive Rolled Products and Aerospace & Transportation segments, as well as rising aluminum prices. While the company's fundamentals appear robust and it is actively returning capital to shareholders through buybacks, it faces challenges from escalating operating costs and intense competition. Analysts currently rate CSTM as a Zacks Rank #3 (Hold), suggesting that new investors might consider waiting for a pullback before entering.
[144] CONSTELLIUM SE SEC Filing
This article reports on a Form 144 SEC filing by Constellium SE (CSTM), indicating a proposed sale of 8000 ordinary shares with an aggregate market value of $278,363.16. The shares were acquired on October 28, 2024, through an open market purchase. The filing also provides details about Constellium SE's stock performance, recent news, and other SEC filings.
Constellium (CSTM) SVP sells 10,391 shares at $34.93 average
Constellium SE's Senior Vice President and Chief Procurement Officer, Marcus Becker, sold 10,391 ordinary shares in an open-market transaction. The shares were sold at a weighted average price of $34.93, within a range of $34.87 to $35.03 per share. After the sale, Becker directly owned 16,784 ordinary shares of Constellium SE, with the transaction coded as a sale (S) in the Form 4 filing.
Is It Too Late To Consider Constellium (CSTM) After Its 182% One Year Rally?
Constellium (CSTM) has seen a significant rally, gaining 182.2% over the past year, leading investors to question its current valuation. Analyses using Discounted Cash Flow (DCF) and Price/Earnings (P/E) ratios suggest the stock is currently undervalued by 30.3% and trades below its fair P/E ratio, respectively. The article also introduces "Narratives" for investors to customize their valuation models based on various assumptions, offering both bullish and cautious perspectives on Constellium's future prospects.
Bpifrance sells 4.19M Constellium (CSTM) shares, keeps 6.2% stake
Bpifrance Participations sold 4,190,000 Ordinary Shares of Constellium SE in two block trades on May 26, 2026, at $33.89 per share. Following this transaction, Bpifrance Participations retains 8,403,903 shares, representing approximately 6.2% of Constellium's outstanding Ordinary Shares. A 60-day lock-up period has been agreed upon, restricting further disposals by Bpifrance Participations, indicating a portfolio rebalancing rather than a full exit.
Constellium SE (CSTM) discloses 10,391 PSU issuance; insiders reported March sales
Constellium SE filed a Form 144 notice disclosing a PSU issuance of 10,391 shares dated March 9, 2026. The filing also reported sales by an insider, Marcus Becker, of 1,113 shares on March 10, 2026, and 10,000 shares on March 16, 2026. These transactions are considered administrative disclosures related to equity compensation and Rule 144.
A Look At Constellium (CSTM) Valuation After Strong Recent Share Price Momentum
Constellium (CSTM) has seen strong share price momentum recently, with a 31% gain in the last three months and 72% year-to-date. Despite a recent slight pullback, the stock is trading at an estimated 32% discount to its intrinsic value and 14% below the average analyst target. The company's valuation narrative suggests a fair value of around $34 per share, pointing to a modest undervaluation, especially considering its focus on high-value-added aluminum products and recycling initiatives.
CSTM - Constellium SE Stock Price and Quote
This page provides a comprehensive overview of Constellium SE (CSTM) stock, including its latest stock price, financial metrics, analyst ratings, and recent news. It details the company's performance, insider transactions, and upcoming earnings reports, offering a complete snapshot for potential investors.
Voting Results from Constellium's 2026 Annual General Meeting
Constellium SE announced the voting results from its Annual General Meeting of Shareholders held on May 21, 2026. Shareholders approved the appointment of Ingrid Joerg and the re-appointment of John Ormerod to the Company’s Board of Directors for three-year terms. The full voting results are available on the company's investor relations website.
Is It Too Late To Consider Constellium (CSTM) After Its 184% One Year Surge?
Constellium (CSTM) has seen a significant surge of 184% over the past year, prompting questions about its current valuation. According to a Discounted Cash Flow (DCF) analysis, the stock appears undervalued by 32.1% with an estimated intrinsic value of $48.93 per share compared to its current price of $33.24. Additionally, its current P/E ratio of 10.4x is below industry and peer averages, further suggesting it may be undervalued.
Constellium Enters Multi-Year Agreement with Airbus for the Supply of Aluminum Alloy Extrusions
Constellium SE announced a new multi-year agreement with Airbus to supply advanced aluminum alloy extrusions, including its Airware® aluminum-lithium solution. This partnership reinforces Constellium's role as a key supplier for Airbus's aerospace programs, delivering products engineered for stringent quality and optimized strength-to-weight performance. The materials will be supplied from Constellium's facilities in Issoire and Montreuil-Juigné, France.
Constellium SE (CSTM) Form 144 lists 4,716 shares; RSU/PSU grants noted
Constellium SE's latest Form 144 filing indicates a proposed sale of 4,716 shares of common stock by a selling holder through an intermediary, J.P. Morgan Securities LLC, on May 14, 2026. The filing also disclosed the grant of 1,516 Restricted Stock Units (RSUs) and 3,200 Performance Stock Units (PSUs) on March 9, 2026, and a past sale of 3,885 Class A Common shares for $97,669.46 on March 11, 2026. This notice provides standard regulatory disclosures regarding intended share dispositions and equity compensation.
Is It Too Late To Consider Constellium (CSTM) After Its Recent Share Price Surge
Constellium (CSTM) has seen substantial share price growth recently, with returns of 193.7% over the last year. Despite this surge, a Discounted Cash Flow (DCF) analysis suggests the stock is approximately 33.4% undervalued, and its current P/E ratio of 10.3x is below both the industry average and its calculated Fair Ratio of 14.1x. The article explores two valuation narratives for CSTM, showing perspectives ranging from 3.3% undervalued to 12.5% overvalued, depending on assumptions about revenue growth and future P/E.
Constellium SE (NYSE: CSTM) Form 144 — 26,661 shares via JPM
Constellium SE filed a Form 144 notice disclosing the proposed sale of 26,661 shares of Common Stock through J.P. Morgan Securities LLC, with an NYSE execution reference dated May 11, 2026. The filing also revealed previous insider activity, specifically the sale of 17,701 shares on March 9, 2026, for $436,679.21, and the issuance of equity awards (5,814 RSUs and 20,847 PSUs) on May 25, 2021. This notice is administrative and does not confirm the completion or final proceeds of the proposed sale.
A Look At Constellium (CSTM) Valuation After Strong First Quarter 2026 Results
Constellium (NYSE:CSTM) reported strong first-quarter 2026 results with significant increases in sales and net income, along with a substantial year-to-date share price return. Despite a strong run, the company is estimated to be undervalued by approximately 3.3%, with its fair value pegged at $34 per share by a popular narrative, which focuses on earnings quality, cash generation, and its competitive edge in aluminum recycling. This valuation considers both its current market price and long-term cash flow estimates, but is contingent on robust aerospace and automotive demand.
Rule 144 notice lists Class A share sales for CSTM (CSTM)
Stephane Corre has filed a Rule 144 notice for proposed sales of Class A common stock of Constellium SE (CSTM), including equity awards from prior grants. The filing details recent open-market sales and includes 1,500 RSU shares granted on April 7, 2023, and 3,500 PSU shares granted on April 1, 2022, as securities to be sold. This notice provides insight into insider selling activity and the release of previously restricted shares into the market.
