Notícias

Freeport-McMoRan, Anglo American and Alcoa were among metal and mining stocks flashing buy signals or close to it on Tuesday morning on hopes for a sustainable end to the U.S.-Iran conflict. Meanwhile, the copper price dipped 0.4%, gold 0.3% and silver 0.1%. UBS upgraded Alcoa to buy from neutral, while raising its AA stock price target to 80 from 75.

AA and RYI ride higher aluminum prices, capacity expansion and shipment growth, but debt, costs and valuation gaps shape the aluminum stock debate.

Sensient Technologies delivers specialty ingredients and proprietary solutions to global food, beverage, and personal care markets.

UBS upgraded Alcoa (NYSE:AA) to Buy, citing sustained disruptions to aluminium production in the Middle East. The bank expects these supply issues to keep aluminium prices and physical premiums elevated for an extended period. UBS links this environment to potential improvement in Alcoa's earnings, cash flow and capacity for shareholder returns. Alcoa is a major producer of primary aluminium and related products, so prolonged supply constraints can materially influence its revenue mix and...

The S&P 500 Index ($SPX ) (SPY ) on Friday closed up +0.37%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.58%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +0.42%. June E-mini S&P futures (ESM26 ) rose +0.35%, and June E-mini Nasdaq futures...

Aluminum usually doesn’t get the spotlight like gold or copper, but right now the market is unusually tight. A mix of Middle East supply disruptions, shipping issues, and U.S. tariffs has pushed prices higher and given Alcoa (NYSE:AA) a massive boost. The stock is up nearly 134% over the past year and is now trading close to its highs around $70.

A UBS analyst upgraded Alcoa, touting higher prices from Middle East smelter outages due to the Iran war. The stock surged past two buy points.

Investing.com -- UBS has upgraded Alcoa shares to “Buy” from “Neutral,” raising its price target to $80 per share from $75, citing expectations that prolonged disruptions to Middle East aluminium production will keep prices and premiums elevated for years.

Alcoa (NYSE:AA) is facing higher energy expenses, particularly diesel, along with increased raw material costs. These cost pressures are affecting the company’s expense base and prompting operational adjustments. Management focus is shifting more toward cost efficiency and expanding the use of renewable energy sources. For investors watching NYSE:AA at a share price of $66.27, these cost pressures come after a period of strong longer term returns, including 139.1% over the past year and...

The Iran war started on February 27, and the aluminum market has not been the same since. Alcoa CEO William Oplinger told investors on the company’s Q1 2026 call that London Metal Exchange prices had recently exceeded $3,600 per metric ton on tight inventories and Middle East supply disruptions. Reuters dubbed it a shock that ... Aluminum Prices Have Surged Nearly 90% Since the Iran War Began, and Kiplinger Says Your Portfolio Should Respond

AA faces rising energy, raw material and restart costs, with higher diesel prices expected to hurt Q2 2026 results.

Alcoa Corporation (NYSE:AA) is one of the 8 Best American Mining Stocks to Buy Right Now. On May 11, 2026, Alcoa Corporation (NYSE:AA) announced a $65M investment to expand foundry production capabilities at its Mosjoen smelter in Norway to incorporate recycled content into the casting process. The company said the project will help expand its […]

AA shares surge 91% in six months as higher aluminum prices, tariff support and stronger demand boosted sales growth.

Highways, railroads and ports in Saudi Arabia, the U.A.E. and Oman have been transformed into an emergency logistics lifeline during the Iran war.

Alcoa (AA) has recently drawn fresh interest after its share price moved 3.4% in the latest session, following a period where the stock is down 10.5% over the past month but up 5.8% in the past 3 months. See our latest analysis for Alcoa. That recent 1-day share price return of 3.42% comes after a mixed stretch, with short term momentum softening over the past month. This is set against a year-to-date share price return of 15.56% and a very large 1-year total shareholder return of 134.97%,...

Alcoa Corporation recently declared a quarterly cash dividend of US$0.10 per share, payable on June 5, 2026, to shareholders of record on May 19, 2026, following its filing of a US$506.08 million shelf registration for up to 8,000,000 common shares tied to an ESOP-related offering. The combination of maintaining a regular cash dividend and preparing an employee stock ownership plan-linked share offering highlights Alcoa’s focus on shareholder returns alongside broader employee participation...

AA gains from strong aluminum demand, higher prices and U.S. tariffs, as production restarts and sales growth lift its 2026 outlook.

Pre-Market Stock Futures: Futures are trading modestly higher after a blowout midweek rally spurred by reports that a peace agreement with Iran could be forthcoming soon and by incredible technology earnings and forecasts that destroyed Wall Street estimates. All of the major indices were once again printing new highs as investors cheered the potential for ... Here Are Thursday’s Top Wall Street Analyst Research Calls: Alcoa, Chiron Real Estate, Clear Secure, Fortinet, Fresh Pet, Kennametal, Ora

Alcoa (NYSE:AA) held its 2026 Annual Meeting of Stockholders on May 6, with directors and management highlighting a renewed focus on safety, continued operational execution in 2025, and a disciplined approach to capital allocation and growth. Board chair cites safety recommitment and 2025 execution

The market seemed underwhelmed by the solid earnings posted by Alcoa Corporation ( NYSE:AA ) recently. We have done...

In April 2026, Alcoa Corporation reported that first-quarter 2026 sales eased to US$3,193 million and net income to US$425 million, with basic earnings per share from continuing operations of US$1.61, while aluminum production rose to 607 kmt alongside steady alumina output. The company also reaffirmed its 2026 production and shipment guidance for both alumina and aluminum, signaling confidence in its operating plan despite softer quarterly earnings. We'll now examine how Alcoa's combination...

Commodities are in a really interesting spot right now. Even though we’re well into 2026, inflation is still stubbornly above the Fed’s 2% target. The Consumer Price Index hit 336.1 in March, jumping over 1% in just a single month. At the same time, the 10-year Treasury yield is sitting right at 4.32%. That is ... Commodity Prices Are Soaring Again. Here Are 3 ETFs to Ride the Trend

OTIS' Q1 results show Service repair strength and modernization orders, but tariffs, investments and Middle East delays squeeze margins.

Alcoa missed Q1 2026 estimates, but aluminum prices above $3,557 per metric ton and Middle East supply disruptions keep the bullish case for AA stock intact.

American Airlines issued a statement yesterday, refuting the idea of a potential merger with United Airlines.

MMM beats Q1 EPS estimates with margin expansion, but revenues miss as organic sales slip; strength in industrial and safety supports growth outlook.

DHR beats Q1 EPS estimates and lifts 2026 outlook, but revenues miss as Diagnostics lags while bioprocessing strength and Masimo deal shape growth plans.