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CSTM

Constellium SE

CSTM

NYSE·Basic Materials·Aluminum·Mkt cap $4.1B

$28.87

-4.53%

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Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

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52-Week Range

$13.04 - $36.99

P/E

9.17

Fwd P/E

16.24

Beta

1.54

Div Yield

0.00%

Avg Vol

2.3M

Shares Out

136.2M

Mkt Cap

$4.1B

Price action

Price chart

Up 113.7% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

4 reasons

  • Specialized manufacturing expertise in high-performance aluminum alloys for demanding aerospace and automotive applications
  • Integrated supply chain with direct relationships to major OEMs in packaging, aerospace, and automotive sectors
  • Advanced downstream capabilities including pre-machining, surface treatment, R&D, and technical support services
  • Strategic geographic footprint across Europe and North America serving global customers

Bear Case

2 risks

  • Above-average volatility (beta 1.5).
  • Premium valuation to Steel & Aluminum peers

Growth

Moderate growth ahead

Electric vehicle adoption driving demand for lightweight battery enclosures and structural components

Value

Premium valuation to Steel & Aluminum peers

Momentum

Strong

+9.5% over 3m

Quality

Thin

Exceptional business - top-tier fundamentals

Dividend

None

No dividend

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Apr 28, 2026

Q2 26 RECAP

APR 29, 2026

Reported EPS of $1.42 vs $0.62 consensus (+129.0% surprise). Revenue of $2.5B vs $2.4B expected (+1.2%). Beat on both top and bottom lines.

EPS beat +129.0%
Rev beat +1.2%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Q2 26

+129.0%

Next: Apr 28, 2026

Revenue trend · last 8Q

-23%

+14%

+17%

+32%

+41%

+24%

Q2 24

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

$1.8B

$1.6B

$1.6B

$2.0B

$2.1B

$2.2B

$2.2B

$2.5B

Margins · last 8Q

Gross

17.1%

Operating

9.3%

Profit

8.1%

Wall Street consensus

4 analysts · 75% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

3

75%

Hold

1

25%

Sell

0%

Median Price Target

$35.00

+21.2% vs $28.87

Low $29.00
Median $35.00
High $40.00

Latest: UBS · $38.00 · May 5, 2026

4 analysts covering

vs Industry

How CSTM stacks vs Aluminum

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.