• Alcoa Corporation (NYSE:AA) continues to be a significant player in the aluminum industry, with a "Buy" rating from B. Riley and a raised price target from $44 to $78.
• The company reported a Q4 2025 revenue of $3.45 billion, slightly down by 1.1% year-over-year but surpassing the Zacks Consensus Estimate, indicating its ability to exceed market expectations.
• Earnings per share (EPS) for Q4 2025 were $1.26, significantly above the consensus estimate and highlighting Alcoa's profitability and operational efficiency.

Alcoa Corporation (NYSE:AA) is a leading player in the aluminum industry, known for its production of bauxite, alumina, and aluminum products. The company operates globally, serving various sectors including aerospace, automotive, and construction. Alcoa faces competition from other major aluminum producers like Rio Tinto and Norsk Hydro, but it remains a significant force in the market.

On January 23, 2026, B. Riley maintained its "Buy" rating for Alcoa, while the stock action remains as "hold." At that time, the stock price was $63.14. B. Riley also raised Alcoa's price target from $44 to $78, as highlighted by TheFly. This suggests confidence in Alcoa's future performance and potential for stock price appreciation.

Alcoa's Q4 2025 earnings call, as reported by Seeking Alpha, provided insights into its financial performance. The company reported a revenue of $3.45 billion, slightly down by 1.1% from the previous year. However, this exceeded the Zacks Consensus Estimate of $3.24 billion, resulting in a positive surprise of 6.34%. This indicates Alcoa's ability to surpass market expectations despite a minor revenue decline.

The company's earnings per share (EPS) were $1.26, up from $1.04 the previous year, and significantly above the consensus estimate of $0.95, delivering a surprise of 32.63%. This strong EPS performance highlights Alcoa's profitability and operational efficiency, which are crucial factors for investors assessing the company's stock potential.

Alcoa's fourth-quarter profit increased to $226 million, compared to $202 million in the same period the previous year, driven by gains in alumina and aluminum sales, as reported by WSJ. This growth underscores Alcoa's strong market position and effective sales strategies. The current stock price of $63.14 reflects a slight decrease of 1.14%, with a market capitalization of approximately $16.35 billion.