Analysts at Deutsche Bank provided their outlook on Arconic Corporation (NYSE:ARNC) ahead of the company’s Q1 earnings report.

The analysts expect investors to focus on the company’s exposure to Russia (around 12% EBITDA) in the context of the ongoing conflict with Ukraine, and how the company intends to navigate the situation over the coming months. The analysts said they want to understand the management's view and strategy going forward. The recent stock pullback let them think that investors likely have already priced in the geopolitical risks.