Constellium SE Class A (CSTM)

Constellium SE's stock (CSTM) has trended upwards by 79.98% in the past six months. Key events include the release of earnings reports, with Q2 2025 EPS missing estimates but revenue exceeding expectations, partnerships and projects such as the extended partnership with Embraer and a collaborative project with Nikon and America Makes, analyst ratings including downgrades from Wall Street Zen and Zacks Research, and Wells Fargo initiating coverage with an "equal weight" rating. As of October 27, 2025, the stock opened at $16.90, showing a 74.49% increase over the last six months.

Demand for aluminum products can exhibit seasonality, influenced by the end-markets Constellium serves. The construction business affects aluminum prices, and the period around September-October is traditionally considered a peak season. Demand for aluminum plate/sheet and strip is expected to decline after November. European extrusion demand decreased in the third quarter of 2025 due to seasonality. The rising demand for electric vehicles is influencing the usage of aluminum-tin alloys in automotive applications.

Constellium SE is a global leader in advanced aluminum products, focusing on high-value-added solutions within the Non-Energy Minerals sector, specifically the Aluminum industry. The company operates through three segments: Packaging & Automotive Rolled Products, Aerospace & Transportation, and Automotive Structures & Industry. These segments provide aluminum products and solutions to various end-markets, including aerospace, packaging, automotive, commercial transportation, general industrial, and defense. Constellium's C-TEC research center is known for its advancements in aluminum alloy technology.

Constellium SE is headquartered in Paris, France, with corporate offices in Baltimore and Zurich. The company sells its products directly or through distributors in countries including France, Germany, the Czech Republic, the United Kingdom, Switzerland, the United States, South Korea, and China. Constellium operates over 28 manufacturing sites across North America, Europe, and Asia.

Constellium maintains a strong reputation as a key innovator and supplier in the global aluminum industry, particularly in high-value segments. The company is recognized for its commitment to developing sustainable aluminum solutions and has a long history of innovation. Its C-TEC research center is credited for advancing technology in advanced aluminum alloys. Constellium's participation in collaborative projects enhances its reputation for innovation and strategic partnerships.

Institutional investors and hedge funds own a significant portion of Constellium SE's stock, with institutional ownership reported between 85.86% and 97.86%. Major institutional holders include State Street Corp., Schweizerische Nationalbank, Manulife Financial Corp., and SEI Investments Co. Recent activities show institutional investors increasing their stakes in Constellium during the first quarter of 2025.