Alcoa Corporation (AA)

Alcoa Corporation, together with its subsidiaries, engages in the bauxite mining, alumina refining, aluminum production, and energy generation business in Australia, Brazil, Canada, Iceland, Norway, Spain, the United States, and internationally. The company operates through two segments: Alumina and Aluminum. It operates bauxite and other aluminous ores mining and processes bauxite into alumina for sale to aluminum smelter customers and customers who process it into industrial chemical products through supply contracts to third parties, as well as aluminum smelting and casting businesses. The company also offers aluminium powder and scrap and primary aluminum in the form of commodity grade ingot and value-add ingot to customers that produce products for transportation, building and construction, packaging, wire, and other industrial markets. In addition, it provides energy that generates and sells electricity in the wholesale market to traders, large industrial consumers, distribution companies, and other generation companies. The company was formerly known as Alcoa Upstream Corporation and changed its name to Alcoa Corporation in May 2016. The company was founded in 1886 and is headquartered in Pittsburgh, Pennsylvania.

• 16d agoNEGATIVE
  Alcoa Shares Tumble After Cyclone Cuts Into Alumina Output

  Alcoa Corp. has lowered its alumina production forecast due to operational issues at its Australian refinery, which have impacted output. This development overshadows a quarter where increased aluminum prices boosted the company's revenue. The production cut signals potential supply chain disruptions and operational challenges that could affect future earnings. Investors will be closely monitoring the resolution of these issues and their impact on Alcoa's market position and profitability.

• 6/30/2026POSITIVE
  Alcoa Bets on Aluminum With $5.6 Billion South32 Deal

  Alcoa Corp. is set to acquire South32 Ltd.'s bauxite, alumina, and aluminum assets across Australia, Brazil, and South Africa for up to $5.6 billion. This strategic move significantly bolsters Alcoa's standing as a global leader in aluminum production, anticipating robust long-term demand for the metal. The acquisition is expected to enhance Alcoa's integrated supply chain and market position, offering investors a strengthened profile in the aluminum sector.

• 6/10/2026NEGATIVE
  Alcoa Shares Drop as Firm Warns Alumina Unit Is ‘Underwater’

  Alcoa Corp. shares experienced a significant decline following a stark warning from a company executive regarding its alumina business. The division is reportedly 'underwater,' incurring losses attributed to ongoing energy disruptions and the critical near-closure of the Strait of Hormuz. These geopolitical and operational challenges are directly impacting Alcoa's profitability in a key segment. Investors are likely reassessing the company's near-term earnings potential and operational resilience in light of these adverse conditions.

• 4/19/2026NEUTRAL
  Aluminum giant Alcoa to sell dormant smelter to Bitcoin miner NYDIG: Report

  Alcoa Corporation is reportedly in advanced talks to sell its dormant Massena East aluminum smelter to New York Digital Investment Group (NYDIG), a Bitcoin mining firm. This potential transaction highlights a growing trend of US industrial sites being repurposed for energy-intensive digital asset operations and AI data centers. While the sale of an idle asset could be viewed positively for Alcoa's balance sheet, the strategic implications for the broader aluminum market and Alcoa's future operational focus remain unclear. The deal's impact on Alcoa's stock will depend on the sale price and how it aligns with the company's long-term strategy.

• 4/16/2026NEUTRAL
  Alcoa Reports Q1 2026 Results: Full Earnings Call Transcript

  Alcoa Corporation released its Q1 2026 earnings call transcript on April 16, 2026. The document provides a detailed account of the company's financial performance and strategic discussions during the quarter. While the transcript itself is informational, it does not contain immediate financial figures or forward-looking statements that would directly impact the stock price. Investors will need to analyze the content of the transcript for specific insights into operational efficiency, market conditions, and future guidance that could affect Alcoa's valuation.

• 3/30/2026POSITIVE
  Alcoa Surges 11% After Iran Claims Aluminum Plant Attacks

  Alcoa Corporation experienced an 11% surge in its stock price following reports of attacks on an aluminum plant in Iran. While the direct link to Alcoa's operations is not explicitly detailed, the market appears to be reacting to potential supply disruptions in the global aluminum market. Prediction markets indicate less than a 50% probability of the Strait of Hormuz reopening before June, suggesting ongoing geopolitical tensions could impact energy and commodity flows. Investors are likely factoring in potential price increases for aluminum due to these supply-side concerns, driving the significant intraday gain for Alcoa.