Upside Potential Attracts Billionaire Stan Druckenmiller

Alcoa Company (NYSE:AA) is one in all Billionaire Stan Druckenmiller’s 10 Small and Mid-Cap Inventory Picks with Big Upside Potential.

Alcoa Company (NYSE:AA) has made intermittent appearances within the 13F portfolio of Duquesne Capital. The fund first disclosed a stake within the firm within the fourth quarter of 2016. This holding comprised 1.2 million shares. The place was improved to almost 1.4 million shares within the subsequent quarter however offered off fully inside months of that disclosure. A brand new place, comprising 1.1 million shares, was opened in late 2020 and offered off in early 2021. Filings for the fourth quarter of 2025 present that the fund has as soon as once more made a wager on the corporate, shopping for virtually 1.4 million shares.

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Alcoa Company (NYSE:AA) has began grabbing Wall Road consideration in mild of latest geopolitical tensions. Hedge funds are treating aluminum as a main geopolitical hedge within the current setting. In late March 2026, strikes on main Persian Gulf aluminum smelters triggered an enormous world provide tightening. Aluminum costs spiked as Center East manufacturing went offline, and Alcoa—as a significant North American producer—has been a main beneficiary. Institutional traders view Alcoa as a secure haven provider for Western industries, automotive and aerospace, which are transferring away from Center Jap and Russian dependencies. The funds of the agency additionally stay robust. For This fall 2025, Alcoa reported adjusted EPS of $1.26, crushing analyst estimates of $0.93 by over 35%. Full-year 2025 adjusted web revenue rose to $1 billion, up from simply $296 million in 2024.

Whereas we acknowledge the potential of AA as an funding, we imagine sure AI shares provide better upside potential and carry much less draw back danger. In case you’re searching for an especially undervalued AI inventory that additionally stands to profit considerably from Trump-era tariffs and the onshoring development, see our free report on the greatest short-term AI inventory.

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