Constellium SE

CSTM · NYSE

$25.76+$0.52 (+2.06%)TodayMarket closed · Oct 21, 5:22 AM ET

Prev close $25.24

CSTM analyst rating

BuyConsensus of 6 analysts over the last 12 months. 67% rate it a buy.

Strong buy0
Buy4
Hold2
Underperform0
Sell0

12-month price target · 7 analysts

Average $38.51 (+49.5% upside)

Low: $34.34
Now: $25.76
High: $42.00

Upgrades and downgrades

The latest rating actions, newest first

CSTM analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
Barclays	Oct 14, 2026	Initiates	Equal-Weight	$28.00	57%
UBS	Oct 8, 2026	Maintains	Buy	$34.00 → $32.00	0%
Deutsche Bank	Oct 8, 2026	Maintains	Buy	$39.00 → $36.00	29%
Wells Fargo	Sep 18, 2026	Maintains	Overweight	$39.00 → $38.00	55%
Wells Fargo	Jul 30, 2026	Maintains	Overweight	$37.00 → $39.00	55%
Wells Fargo	Jul 9, 2026	Maintains	Overweight	$39.00 → $37.00	55%
UBS	Jul 8, 2026	Maintains	Buy	$38.00 → $35.00	0%
UBS	May 5, 2026	Initiates	Buy	$38.00	0%
JP Morgan	Apr 30, 2026	Downgrade	Overweight → Neutral	$30.00 → $34.00	54%
Wells Fargo	Apr 30, 2026	Maintains	Overweight	$35.00 → $39.00	55%

The case for and against

Updated Jan 11, 2025

Bull case

Constellium SE is poised for a strong financial performance, reaffirming an EBITDA target of over €800 million by 2025, driven by multiple incremental contributors, including a recycling facility, aerospace contracts, and cost-saving initiatives. The company's EBITDA potential from the Neuf-Brisach facility and improved profitability in the Aerospace and Transportation segment suggest a robust growth trajectory, especially as market conditions improve. Additionally, with current trading multiples below historical averages, combined with an improved earnings profile, Constellium's risk/reward setup appears favorable for future stock performance.

Bear case

Constellium SE has revised its guidance downwards, anticipating a 5% reduction in 2024 EBITDA due to persistent market weaknesses, with expectations now set at approximately €703-732 million, despite free cash flow projections remaining above €100 million. The company faces significant challenges, including stagnation in its aerospace end market, ongoing softness in packaging, weakened industrial demand in Europe, and unaddressed inflationary pressures, which collectively contribute to a negative outlook. As a result, EBITDA estimates for 2025 have been markedly lowered from €777 million to €633 million, reflecting a broader reassessment of market conditions and performance expectations moving forward.

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.