Shares of aluminum-related companies are trading lower amid multiple catalysts including weak Q3 EPS guidance by steelmakers Nucor and Steel Dynamics, additional tariff threats from President Trump and physical aluminum markets retracing as the Gulf bottleneck premium weakens with the oil price.

Wells Fargo Maintains Overweight on Alcoa, Lowers Price Target to $60

Wells Fargo analyst Timna Tanners maintains Alcoa (NYSE:AA) with a Overweight and lowers the price target from $71 to $60.

8-K filing — Alcoa Corp (AA)

Filed: 2026-09-11 AccNo: 0001193125-26-388649 Size: 92 MB Item 8.01: Other Events Item 9.01: Financial Statements and Exhibits

Shares of aluminum-related companies are trading lower as dollar, energy price and rate outlook levels lead to concerns about lower metals demand. Also, Alcoa's CFO noted the impact of U.S. tariffs on Canadian aluminum and the need for imported metal, which may lead to dislocations and shortages that could lower demand.

Wells Fargo Maintains Overweight on Century Aluminum, Lowers Price Target to $79

Wells Fargo analyst Timna Tanners maintains Century Aluminum (NASDAQ:CENX) with a Overweight and lowers the price target from $83 to $79.

Trump Could Reportedly Cut Canadian Auto Tariffs to 15%, Aluminum and Steel to 25%: NUE, STLD, CENX in Focus (UPDATED)

The U.S. and Canada could be close to an agreement on cutting auto tariffs to 15% but effective rates may be lower.

This Etsy Analyst Turns Bullish; Here Are Top 5 Upgrades For Friday

Analysts upgraded RF, MTSI, ETSY, DT, with Etsy and Dynatrace moving to Buy; targets raised or set for several names.