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.
FMR LLC holds 6.96M CSTM shares in Schedule 13G/A (NASDAQ: CSTM)
FMR LLC has filed a Schedule 13G/A disclosing beneficial ownership of 6,961,767.76 Ordinary Shares of CONSTELLIUM SE (CSTM), representing 5.1% of the class. The filing indicates FMR LLC holds sole dispositive power over these shares and sole voting power over 6,945,866 shares. This is a routine amendment for passive or qualifying holders, with the filing dated May 5, 2026.
The Bull Case For Constellium (CSTM) Could Change Following Record Q1, Higher Guidance And Buybacks – Learn Why
Constellium SE reported record-breaking first-quarter results for 2026, including US$2.46 billion in sales and US$199 million in net income, leading to higher full-year guidance and a new US$300 million share repurchase program. This strong performance, combined with a new supply agreement with Airbus, is prompting a reevaluation of the company's investment narrative, particularly regarding its leverage and cash generation capabilities. Despite the positive outlook, investors are advised to consider potential risks from higher energy and sustainability costs, and the need for the buyback program to coexist with capital expenditure and debt.
CSTM - Constellium SE Stock Price and Quote
This article provides a detailed stock overview for Constellium SE (CSTM), including its latest stock price, financial metrics, analyst ratings, and recent news. It also lists insider transactions, including both buys and sales by company directors and executives.
Is It Too Late To Reassess Constellium (CSTM) After Its 187% One-Year Surge?
Constellium (CSTM) has seen a significant 187% surge in its stock price over the past year, prompting an assessment of its current valuation. A Discounted Cash Flow (DCF) analysis suggests the stock is undervalued by 26.3% based on projected future cash flows. However, a Price/Earnings (P/E) ratio analysis, particularly when compared to its proprietary "Fair Ratio," indicates the stock might be overvalued.
Constellium SE Q1 2026 Earnings Call Summary
Constellium SE reported record adjusted EBITDA in Q1 2026, driven by North American automotive supply shortages and favorable scrap spreads. The company projects continued favorable market dynamics throughout 2026, with a strategic focus on recycling and casting investments for 2027 and a target of $900 million adjusted EBITDA by 2028. Key considerations include inflationary pressures, European automotive demand headwinds, and managing working capital due to higher metal prices.
Philippe Hoffmann sells Class A shares at Constellium (NYSE: CSTM)
Philippe Hoffmann has sold Class A shares of Constellium (NYSE: CSTM) through two transactions, totaling 84,728 shares. A Form 144 notice was filed detailing these sales, which amounted to over $2.2 million in proceeds. The filing also mentioned PSU and RSU issuances by Constellium.
Officer resale notice: Constellium SE (NYSE: CSTM) 5,000 shares via J.P. Morgan
Constellium SE filed a Form 144 notice indicating the proposed sale of 5,000 common shares through J.P. Morgan Securities LLC, valued at $160,207.94. The filing also details prior Class A share sales by Stephane Corre on several dates in early 2026, totaling 7,700 shares, and notes equity compensation grants (RSU 1,871 and PSU 3,129) from April 1, 2022.
Constellium (CSTM) Net Margin Rebound Tests Long Term Earnings Skepticism Ahead Of Q1 2026
Constellium (CSTM) reported a rebound in its net margin to 3.2% on $8.4 billion in sales, up from 0.8% in the prior year, coinciding with its Q1 2026 earnings. This improvement is seen by bulls as validation of sustainability-focused demand and efficiency efforts, although cautious investors question the stability given past fluctuations and a five-year earnings decline. The company's P/E of 16.1x is below industry averages, but high debt and modest growth forecasts raise concerns for bears, tempering the optimistic outlook despite recent performance gains.
Millennium Group files 13G/A on Constellium (NYSE: CSTM) showing 2.5% stake
Millennium Management LLC, Millennium Group Management LLC, and Israel A. Englander have filed an amended Schedule 13G/A for Constellium (NYSE: CSTM), indicating a shared voting and dispositive power over 3,470,091 ordinary shares, which represents a 2.5% stake in the company. This filing updates a previous Schedule 13G and includes a joint filing agreement dated April 23, 2026. The reported shares are held by entities managed by Millennium, and the filing clarifies that it does not, in itself, constitute an admission of direct beneficial ownership by the filers.
A Look At Constellium (CSTM) Valuation After New Airbus Supply Agreement
Constellium (CSTM) has secured a multi-year agreement to supply Airbus with aluminum alloy extrusions and Airware aluminum lithium solution, boosting its share price momentum. Despite recent gains, current valuation suggests the stock is still 10.9% undervalued according to one narrative, with a fair value of $34.00 per share against its current price of $30.28. Investors are encouraged to review the company's fundamentals and consider potential risks like cyclical demand slowdowns or margin pressures.
Constellium Stock Near 52-Week High, Airbus Deal In Focus
Constellium SE shares were trading near their 52-week high after announcing a multi-year agreement with Airbus SE to supply aluminum alloy extrusions for high-performance aircraft structural applications. The company, which generated $8.4 billion in revenue in 2025, sees the deal strengthening its long-term partnership with Airbus. Constellium's stock shows strong market momentum, trading above its 20-day and 100-day simple moving averages, with analysts maintaining a Buy Rating and raising price targets.
Constellium SE Enters Multi-Year Agreement with Airbus for Advanced Aluminum Alloy Extrusions
Constellium SE has secured a multi-year agreement with Airbus to supply advanced aluminum alloy extrusions, including its proprietary Airware® aluminum-lithium solution, for various aerospace programs. This deal reinforces Constellium's position as a key supplier for Airbus, highlighting Airbus's confidence in Constellium's product quality, industrial reliability, and supply continuity. The extrusions will be manufactured at Constellium's facilities in Issoire and Montreuil-Juigné, France, supporting demanding aircraft structural applications with optimized strength-to-weight performance.
Constellium : to Report First Quarter 2026 Results on April 29, 2026
Constellium SE (NYSE: CSTM) announced it will report its first quarter 2026 results on April 29, 2026. The company will host a conference call and webcast at 10:00 AM Eastern Time on that day, featuring 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 stock (NL0010480949): Why aluminum demand resilience matters more now amid rising rec
This article analyzes Constellium SE (NL0010480949), a leading producer of rolled aluminum products, highlighting its resilience amidst rising recession risks. It details the company's robust position in the automotive, packaging, and aerospace sectors due to aluminum's essential role and the company's focus on lightweight solutions and sustainability. The analysis covers Constellium's financial health, segment performance, and market relevance, emphasizing its ability to navigate economic uncertainties.
Constellium SE stock (NL0010480949): Why aluminum demand resilience matters more now amid rising recession risks
This article analyzes Constellium SE (CSTM), a leading rolled aluminum producer, highlighting its resilience amidst rising recession risks. The company benefits from strong demand in electric vehicles due to aluminum's lightweight properties, consistent demand in packaging due to sustainability trends, and high margins in aerospace with long backlogs. Constellium's strategic positioning, including its focus on decarbonization and protection from tariffs, helps it weather economic uncertainties.
Constellium SE to Announce First Quarter 2026 Results During Conference Call on April 29
Constellium SE will announce its first quarter 2026 results via a conference call and webcast on April 29, 2026, at 10:00 AM Eastern Time. The call will be hosted by CEO Ingrid Joerg and CFO Jack Guo, with details available on the Constellium Investor Relations page. The company, which generated $8.4 billion in revenue in 2025, emphasizes transparency and direct communication with stakeholders.
CONSTELLIUM (CSTM) SVP Martin reports 20,091-share equity stake
CONSTELLIUM SE's SVP and Chief Innovation Officer, Jarrett Martin, has filed an initial Form 3 detailing his equity holdings in the company. As of April 1, 2026, Martin beneficially owns 20,091 ordinary shares, which include 9,554 directly held shares and 10,537 restricted stock units (RSUs) subject to vesting. This filing establishes his starting ownership position as an officer and does not reflect a new stock transaction.
Form ARS CONSTELLIUM SE For: Dec 31
This Form ARS filing by Constellium SE for the fiscal year ended December 31, 2025, details the company's financial performance, operational segments, and risk factors. The report highlights increased revenue and net income in 2025 with strong Segment Adjusted EBITDA growth, particularly in Packaging & Automotive Rolled Products. It also outlines strategic priorities, market trends for aluminum products, and comprehensive financial disclosures including liquidity, debt, and key accounting estimates.
Assessing Constellium (CSTM) Valuation After Supply Shock Headlines Buyback Plan And Rising Analyst Attention
Constellium (CSTM) is experiencing increased attention due to supply shock concerns in the aluminum market, a $300 million buyback plan, and raised analyst price targets. The stock has seen significant year-to-date and one-year returns, now trading near its analyst price target of $28.78. Despite a current fair value assessment of $28.92 and being considered undervalued, investors are advised to consider potential risks like market weakness and higher capital spending.
Constellium (CSTM) Soars 11% on Aluminum Supply Concerns
Constellium (CSTM) saw its share price jump over 11% due to investor concerns about aluminum supply shortages following attacks on Middle Eastern producers. This rally, mirrored by other aluminum companies, is driven by the expectation of higher aluminum prices and increased profit margins. The company also announced a new $300 million share buyback program to replace a previous one.
PVH, Micron, Intel And Other Big Stocks Moving Higher On Wednesday
Several major stocks saw significant gains on Wednesday, with PVH Corp jumping after exceeding Q4 financial expectations. Other companies like Regencell Bioscience Holdings, Target Hospitality Corp, and Dave and Buster’s Entertainment also experienced sharp rises due to various corporate announcements and strong financial results. Micron Technology and Intel Corp posted solid gains following news about tender offers and a plant stake buyback, respectively.
Is It Time To Reassess Constellium (CSTM) After Its 120% One Year Share Price Surge
This article analyzes Constellium (NYSE: CSTM) after its significant 120% share price surge over the last year, using Discounted Cash Flow (DCF) and Price-to-Earnings (P/E) ratio analyses to assess its current valuation. Both methods suggest that Constellium is undervalued, with the DCF analysis indicating a 50.1% undervaluation compared to its intrinsic value of $48.02 per share, and the P/E ratio also falling below industry averages and a proprietary "Fair Ratio." The article encourages investors to consider these valuation narratives in conjunction with market sentiment.
Assessing Constellium (CSTM) Valuation After New US$300 Million Buyback And Strong Share Price Momentum
Constellium (CSTM) is back in focus following a new US$300 million share repurchase program and strong share price momentum, with a 39.37% return over 90 days and 111.87% over one year. The company is currently trading at US$25.17, indicating an intrinsic discount of approximately 47% and 15% headroom to the average analyst target. Despite being potentially undervalued with a fair value estimate of $28.92, its future performance hinges on demand in core markets and managing European energy and labor costs, which could impact margins and cash flow.
Constellium (CSTM) director Deslarzes buys 1,665 shares in open market
Constellium SE director Jean-Christophe Deslarzes recently purchased 1,665 ordinary shares in the open market. The transaction, on March 2, 2026, was at a price of $24.77 per share. Following this purchase, Deslarzes directly owns 40,700 ordinary shares of Constellium, indicating a positive sentiment towards the company.
Did Constellium’s US$300 Million Buyback to Limit Dilution Just Shift Its (CSTM) Investment Narrative?
Constellium SE has announced a new US$300 million share repurchase program through 2028, aiming to limit dilution and use shares for employee equity obligations. This move comes as the company shows improving momentum and strong 2025 earnings, with net income reaching US$273 million on US$8,449 million of sales. The buyback primarily reallocates capital, but the investment narrative still depends on market demand, debt management, and cyclical industry volumes.
Constellium (NYSE: CSTM) SVP sells 10,000 shares in open-market trade
Constellium SE's Senior Vice President and Chief Procurement Officer, Marcus Becker, sold 10,000 ordinary shares in an open-market transaction at a weighted average price of $25.09 per share. Following this sale, Becker directly holds 27,175 ordinary shares. This transaction was reported via an SEC Form 4 filing, detailing the sale prices ranging from $25.08 to $25.11 per share.
15,570-Share Insider Sale at Constellium (CSTM) and RSU/PSU Issuances
Constellium SE reported Rule 144 transactions, including a sale of 15,570 shares for $398,269.75 on February 20, 2026, and 1,113 shares for $28,796.79 on March 10, 2026, both by Marcus Becker. The filing also detailed RSU issuances of 6,912 shares and PSU issuances of 14,592 shares, both dated March 13, 2026. These transactions were reported as part of a Form 144 submission to the SEC.
Constellium SE (CSTM) files Rule 144; insider sold 15,570 shares
Constellium SE filed a Rule 144 notice disclosing proposed sales of common stock related to equity compensation and a recent insider sale. The filing details 14,592 shares from a PSU issuance and 6,912 shares from an RSU issuance, both dated March 9, 2026. Additionally, it records the sale of 15,570 Class A shares by Marcus Becker on February 20, 2026, for $398,269.75.
Constellium Surges 101.5% in a Year: Is the Stock Still Worth Buying?
Constellium SE (CSTM) stock has surged 101.5% over the past year, outperforming both its industry and the S&P 500, driven by strong growth in its Packaging & Automotive Rolled Products segment, Aerospace & Transportation, and Automotive Structures & Industry segments. The company benefited from increased demand, higher metal prices, and shareholder-friendly initiatives like share buybacks. With an attractive valuation, positive analyst sentiment, and a Zacks Rank #1 (Strong Buy), the stock is considered a promising investment.
Constellium Board Authorizes a New $300 million Share Repurchase Program Expiring in December 2028
Constellium SE announced that its Board of Directors has authorized a new share repurchase program of up to $300 million. This new program will become effective following the Company’s 2026 Annual General Meeting on May 21, 2026, and will expire on December 31, 2028, replacing the current program. The move is part of the company's balanced capital allocation strategy to return capital to shareholders.
Constellium SE (CSTM) insider sales: 7,200 shares listed, 1,500 proposed
Constellium SE (CSTM) reported a Form 144 insider sale notice by Stephane Corre, detailing a proposed sale of 1,500 shares of Common Stock from an RSU issuance. The filing also listed prior dispositions by Corre totaling 7,200 shares across three dates in December 2025 and February 2026, with associated proceeds. These disclosures are routine administrative notices of proposed and completed stock dispositions.
Constellium SE (CSTM) reports proposed sale, PSU and RSU issuances
Constellium SE (CSTM) filed a Form 144, detailing proposed sales of Common Stock and recent equity compensation. The filing indicates PSU and RSU issuances on March 9, 2026, for 71,132 and 18,143 shares respectively. Additionally, it records a sale of 80,000 Class A shares on March 4, 2026, generating proceeds of over $2.1 million.
Constellium (NYSE: CSTM) CFO corrects Form 3 to include RSUs
Constellium (NYSE: CSTM) CFO Jack Q. Guo has filed an amended Form 3/A to correct his initial statement of beneficial ownership. The amendment includes 82,930 restricted stock units (RSUs) that were previously omitted, bringing his total reported beneficial ownership to 156,722 ordinary shares as of January 1, 2026. The Form 3/A clarifies that the 156,722 shares consist of 73,792 directly held ordinary shares and 82,930 RSUs still subject to vesting.
A Look At Constellium (CSTM) Valuation After Strong Recent Share Price Performance
Constellium (CSTM) has seen significant share price appreciation, with a 40.5% return in the past 3 months and 115.3% over the past year. Despite this, Simply Wall St suggests the stock is still undervalued with a fair value of $28.92 against its current price of $25.49, driven by increasing aluminum adoption in packaging. However, this valuation relies on key assumptions, and factors like a prolonged demand slump or higher capital spending could challenge the optimistic outlook.
Constellium (CSTM) SVP reports 30,242-share beneficial holding
Constellium SE's Senior Vice President, Niklaus Schild, has submitted an amended Form 3 for beneficial ownership. The update clarifies his holdings as of January 1, 2026, totaling 30,242 ordinary shares. This correction includes 18,115 ordinary shares held outright and an additional 12,127 restricted stock units that were previously omitted.
Constellium (CSTM) Form 144 lists equity awards and 137.8M shares
Constellium SE has submitted a Form 144 notice for the sale of Common Stock, facilitated by J.P. Morgan Securities LLC on March 9, 2026. The filing details various equity compensation entries, including RSU and PSU issuances, totaling over 17,000 shares, and also states that 137,801,779 shares were outstanding as of the same date. This neutral filing provides transparency regarding the company's equity awards and share count.
Assessing Constellium (CSTM) Valuation After Profit Return Buybacks And Sustainability Progress
Constellium (CSTM) has seen a significant surge in its stock price following strong Q4 and full-year 2025 results, including a shift to net income and completed share buybacks. Analysts now peg its fair value at $28.92, suggesting it is still undervalued despite recent gains, driven by expectations of free cash flow, share count changes, and an improved earnings profile. However, potential risks include weak demand in key markets and rising operational costs.
Constellium SE Hits New 52-Week High of USD 27.41, Showcasing Strong Growth
Constellium SE has reached a new 52-week high of USD 27.41, demonstrating strong market performance with a 31.83% return over the past year. The company reported a net profit of USD 71.64 million and record net sales of USD 2,103 million, marking a significant financial turnaround. This achievement highlights Constellium SE's notable position in the market, supported by effective management and solid financial metrics despite a high debt-to-equity ratio.
Constellium SE Publishes 2025 Sustainability Report Highlighting Progress in Decarbonization and Recycling Initiatives
Constellium SE has released its 2025 Sustainability Report, demonstrating significant progress in safety, recycling, and decarbonization of its aluminum production. Key achievements include a 16% reduction in overall emissions intensity, a 13% increase in recycled aluminum use to 47% of total metal input, and an improved employee safety record. The report underscores Constellium's commitment to a circular economy and sustainable practices, earning it recognition from Forbes and an improved CDP rating.
Constellium SE (NYSE: CSTM) reports 3,200-share resale via J.P. Morgan
Constellium SE (NYSE: CSTM) has filed a Rule 144 notice, disclosing the resale of 3,200 shares of Common Stock on February 25, 2026, through J.P. Morgan Securities LLC. The shares originated from a PSU Issuance in May 2021, and the filing also references previous Class A share sales by Stephane Corre in late 2025. This notice is a routine procedural disclosure.
Stephane Corre sells 6,000 Class A shares (NYSE: CSTM)
A recently filed Form 144 indicates that Stephane Corre proposed selling 6,000 Class A shares of Constellium SE (NYSE: CSTM) across four separate transactions. These sales, dated from November 2025 to February 2026, include share counts of 800, 1,000, 1,000, and 3,200 respectively, totaling the reported 6,000 shares. The filing, though neutral in sentiment, provides the typical disclosures for proposed insider sales.
Constellium Buyback Shrinks Share Count And Highlights Valuation Gap
Constellium (NYSE:CSTM) recently completed a significant share buyback, repurchasing over 13 million shares, which represents nearly 10% of its outstanding equity. This action highlights management's capital allocation strategy and occurs while the stock trades approximately 17% below analyst targets and 49.7% below Simply Wall St's fair value estimate. The buyback is expected to increase per-share metrics, but investors are advised to monitor the company's debt levels and interest costs following this cash outlay.
The Bull Case For Constellium (CSTM) Could Change Following Strong 2025 Earnings And Major Buyback Completion
Constellium SE reported strong Q4 and full-year 2025 results, with increased sales and net income, alongside a significant share repurchase program. This performance has boosted per-share results and management confidence, but the company still faces risks related to demand volatility, high debt, and capital needs. Despite a projected fair value presenting an 11% upside, investors are advised to consider various financial and operational factors.
JPMorgan Chase & Co. Boosts Holdings in Constellium SE $CSTM
JPMorgan Chase & Co. increased its stake in Constellium SE by 10.9% in the third quarter, now owning 2,407,597 shares valued at $35.8 million, representing about 1.75% of the company. This comes after Constellium surpassed earnings expectations, leading to several analysts raising their price targets and a consensus "Buy" rating with a $29 target. Despite insider sales, institutional investors maintain a significant holding of approximately 92.6% in the industrial products company.
Constellium SE Experiences Revision in Its Stock Evaluation Amid Strong Financial Performance
Constellium SE reported strong financial results for the quarter ending December 2025, with operating cash flow of USD 504.32 million and a return on capital employed of 32.93%. Despite low cash reserves, net sales reached USD 2,201 million, and raw material costs decreased significantly. The company has also dramatically outperformed the S&P 500, with a 128.32% return over the past year.
