Wells Fargo & Company Raises Kaiser Aluminum (NASDAQ:KALU) Price Target to $125.00

Kaiser Aluminum (NASDAQ:KALU) had its price objective boosted by equities research analysts at Wells Fargo & Company from $120.00 to $125.00 in a research note issued to investors on Friday,Benzinga reports. The firm currently has an “equal weight” rating on the industrial products company’s stock. Wells Fargo & Company‘s price objective indicates a potential downside of 3.12% from the company’s previous close.

Other research analysts have also recently issued reports about the stock. Weiss Ratings reiterated a “hold (c+)” rating on shares of Kaiser Aluminum in a report on Monday, December 29th. Wall Street Zen upgraded shares of Kaiser Aluminum from a “buy” rating to a “strong-buy” rating in a report on Saturday, October 25th. Zacks Research raised shares of Kaiser Aluminum from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, February 17th. Finally, JPMorgan Chase & Co. lifted their price objective on shares of Kaiser Aluminum from $82.00 to $105.00 and gave the stock a “neutral” rating in a research report on Tuesday, October 28th. One analyst has rated the stock with a Strong Buy rating, one has given a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $101.33.

Kaiser Aluminum Stock Performance

Shares of NASDAQ KALU opened at $129.02 on Friday. The stock’s fifty day simple moving average is $126.22 and its 200 day simple moving average is $99.08. The stock has a market capitalization of $2.09 billion, a price-to-earnings ratio of 19.03 and a beta of 1.42. The company has a quick ratio of 1.08, a current ratio of 2.95 and a debt-to-equity ratio of 1.28. Kaiser Aluminum has a 52-week low of $46.81 and a 52-week high of $150.00.

Kaiser Aluminum (NASDAQ:KALU) last announced its earnings results on Wednesday, February 18th. The industrial products company reported $1.53 EPS for the quarter, missing the consensus estimate of $1.56 by ($0.03). The company had revenue of $929.00 million for the quarter, compared to analysts’ expectations of $902.00 million. Kaiser Aluminum had a net margin of 3.34% and a return on equity of 12.69%. The company’s revenue for the quarter was up 21.4% on a year-over-year basis. During the same period in the prior year, the company earned $0.33 earnings per share. As a group, sell-side analysts forecast that Kaiser Aluminum will post 5.14 earnings per share for the current fiscal year.

Hedge Funds Weigh In On Kaiser Aluminum

Institutional investors and hedge funds have recently modified their holdings of the stock. EverSource Wealth Advisors LLC raised its holdings in shares of Kaiser Aluminum by 18.3% during the fourth quarter. EverSource Wealth Advisors LLC now owns 471 shares of the industrial products company’s stock worth $54,000 after acquiring an additional 73 shares in the last quarter. Commonwealth Equity Services LLC increased its position in Kaiser Aluminum by 2.0% in the 4th quarter. Commonwealth Equity Services LLC now owns 3,916 shares of the industrial products company’s stock worth $450,000 after purchasing an additional 76 shares during the last quarter. ProShare Advisors LLC raised its stake in shares of Kaiser Aluminum by 3.2% during the 4th quarter. ProShare Advisors LLC now owns 3,127 shares of the industrial products company’s stock worth $359,000 after purchasing an additional 97 shares in the last quarter. GAMMA Investing LLC lifted its holdings in shares of Kaiser Aluminum by 20.0% during the 4th quarter. GAMMA Investing LLC now owns 630 shares of the industrial products company’s stock valued at $72,000 after buying an additional 105 shares during the last quarter. Finally, State of Alaska Department of Revenue grew its stake in shares of Kaiser Aluminum by 1.2% in the 4th quarter. State of Alaska Department of Revenue now owns 8,842 shares of the industrial products company’s stock valued at $1,014,000 after buying an additional 109 shares in the last quarter. 99.29% of the stock is currently owned by hedge funds and other institutional investors.

Key Stories Impacting Kaiser Aluminum

Here are the key news stories impacting Kaiser Aluminum this week:

• Positive Sentiment: Zacks upgraded KALU from “hold” to “strong-buy,” adding bullish analyst support that can attract buyers. Zacks Upgrade
• Positive Sentiment: Q4 revenue showed strength — revenue was reported above expectations and was up ~21% year-over-year, supporting outlook for demand recovery in industrial markets. Q4 Snapshot
• Positive Sentiment: Broad industrial-sector momentum (Zacks notes XLI strength) is lifting peer sentiment and interest in KALU as investors rotate into cyclical names. Sector Momentum
• Neutral Sentiment: Short-interest reports in the feed show anomalous/zero values (NaN/0 shares) and a 0.0-day ratio — data appears unreliable and shouldn’t be treated as a clear signal. (raw short-interest entries)
• Neutral Sentiment: Analysts and research pieces are discussing valuation: Zacks published a piece asking whether KALU is undervalued — useful context but not a direct catalyst. Valuation Discussion
• Negative Sentiment: KALU missed EPS expectations for Q4 ($1.53 vs. consensus ~$1.56), which pressured sentiment and prompted early selling. EPS Miss
• Negative Sentiment: Shares gapped down after the earnings release (reported by DefenseWorld), reflecting an immediate negative market reaction to the mixed print. Gap Down Report
• Negative Sentiment: Some bearish commentary and a Seeking Alpha piece flagging a rating downgrade and other concerns, which may add selling pressure for more cautious investors. Rating Downgrade
• Negative Sentiment: Wells Fargo raised its price target to $125 but kept an “equal weight” stance (signal that upside is limited relative to current levels), which is not a strong buy signal. Wells Fargo Note

About Kaiser Aluminum

Kaiser Aluminum Corporation is a U.S.-based producer of semi‐fabricated aluminum products, serving a diverse range of industrial and specialty markets. The company’s offerings include extruded, rolled, and forged aluminum products designed to meet stringent performance requirements in sectors such as aerospace, automotive, defense, electronics, and general engineering. By focusing on high‐value applications, Kaiser Aluminum aims to deliver lightweight, durable solutions that contribute to efficiency and innovation across its customer base.

Operationally, Kaiser Aluminum maintains a network of smelters, extrusion plants, and rolling mills located primarily in North America.