Ball CorporationNYSE: BALL
Materials · Metal, Glass & Plastic Containers
$61.40
+0.52%
Vol: 1.0M
Research Digest
Friday, May 1, 2026
Ball President/CEO Dan Fisher steps down; Ronald Lewis assumes leadership
Ball Corporation President and CEO Dan Fisher stepped down effective immediately with Ronald Lewis, chief supply chain and operations officer, becoming new CEO. Transition unrelated to management disagreement. Q2 2025 adjusted EPS of 90 cents beat Zacks estimate of 87 cents with 22% YoY improvement. Company raised annual profit forecast on strong aluminum can demand. Daniel Rabbitt formally announced as CFO following interim tenure since May 2025. Stock down 14% YTD as Trump trade war pressures aluminum can manufacturing with key Mexico plant affected, forcing supply chain restructuring. 12-month consensus PT of $70.86 with 11 analysts recommending buy. Q1 2026 earnings due May 5. Stock trades $62.67 with 52-week range $44.83-$68.29.
Previous Market Intelligence
13 daysApr 30Ball Corp beats Q2 earnings, raises guidance; dividend raised; Q1 2026 earnings May 5Positive▶
Ball Corporation reported Q2 2025 adjusted EPS of $0.90, beating Zacks estimate of $0.87, with 22% YoY earnings growth. Management raised full-year profit forecast buoyed by strong global aluminum can demand. New CEO Ronald Lewis took over from Dan Fisher; Daniel Rabbitt confirmed as CFO. Board raised dividend to $0.20 per share. Stock is down 14% YTD due to Trump's trade war on aluminum; company raised can prices ~30% to offset tariffs. Ball will report Q1 2026 earnings on May 5, 2026. Average analyst rating is Buy with $69 price target.
Apr 16Ball Corporation received Buy ratings from Citigroup, Bank of America, and Deutsche Bank; Q1 2026 earnings May 5Mixed▶
Ball Corporation scheduled Q1 2026 earnings announcement for May 5, 2026 before market open with conference call at 6:30 a.m. MT. Analysts expect profit of $0.85 per share, up 11.8% from $0.76 in year-ago quarter. Recent analyst moves: Citigroup maintained Buy but lowered target from $74 to $73 on April 13; Bank of America lowered target to $70 from $71 on April 6; Deutsche Bank initiated with Buy rating on April 1. Zacks cut Q1 EPS estimate to $0.85 from $0.86 on April 9.
Apr 15Zacks cuts Q1 2026 EPS estimates; Citigroup maintains Buy but lowers price target to $73.Negative▶
On April 10, Zacks Research cut Ball Corporation's Q1 2026 EPS forecast to $0.85 from $0.86, citing softness in demand forecasts. On April 13, Citigroup analyst Anthony Pettinari maintained a Buy rating but lowered price target from $74 to $73. Bank of America also lowered price target to $70 from $71 on April 6. Ball will announce Q1 earnings on May 5, 2026. Stock remains under analyst pressure despite 9 of 15 analysts recommending Strong Buy.
Apr 14Ball Corp faces Q1 earnings headwinds with Zacks EPS cut and Citigroup price target lowered amid tariff uncertainty.Negative▶
Ball Corporation had Q1 2026 earnings forecast cut by Zacks to $0.85 per share from prior $0.86 estimate. Citigroup lowered its price target from $74.00 to $73.00 while maintaining Buy rating on April 13. April 6 White House tariff announcements imposed 50% Section 232 duties on pure aluminum articles and 25% on derivatives, directly impacting Ball's aluminum packaging operations. Q1 results due May 5.
Apr 13Ball Corporation earnings forecast cut by Zacks to $0.85 EPS for Q1 2026 with May 5 results announcement.Negative▶
Ball Corporation announced Q1 2026 earnings release May 5 before market open. Zacks Research lowered Q1 EPS forecast to $0.85. Bank of America reaffirmed Buy rating with price target lowered to $70. Deutsche Bank initiated with Buy April 1.
Apr 10Ball Corp announces Q1 2026 earnings for May 5; BofA lowers price target to $70 but reaffirms Buy rating.Positive▶
Ball Corporation announced Q1 2026 earnings on May 5, 2026. Bank of America Securities lowered the price target to $70 from $71 while reaffirming Buy rating. Deutsche Bank initiated Ball with Buy rating on April 1. Average analyst rating is Buy with $68.92 twelve-month price target.
Apr 9Ball reports record 2025 results; Q1 earnings due May 5; beverage can volumes up 4.2%Positive▶
Ball Corporation released 2025 Combined Annual & Sustainability Report reporting record-breaking year per CEO Ron Lewis. Q1 2026 earnings announcement May 5 before NYSE open; 6:30am MT (8:30am ET) earnings call. 2025 net sales $13.16B with 16K employees across 70+ plants globally. Q3 2025 EPS $1.02 (met expectations), revenue $3.38B (beat 2.11%). Beverage can volumes grew 4.2% across all regions; strength in energy drinks and non-alcoholic beverages. Stock at $59.12 (+1.48% past 24h), down 5.41% week, down 10.76% month, up 16.26% YoY. 13 analysts rate Buy with $68.92 PT (16.26% upside). BofA lowered PT to $70 from $71 (April 6); Deutsche Bank initiated Buy (April 1). Next earnings report April 30.
Apr 8Ball announces leadership transition: Ronald Lewis becomes new CEO; Q1 earnings May 5Positive▶
Ball President/CEO Dan Fisher stepping down; Ronald Lewis (former Chief Supply Chain/Operations Officer) named CEO. Daniel Rabbitt confirmed as CFO. Q1 2026 earnings announced May 5, 2026. FY2025 revenue $13.16B, 16,000 employees in 70+ plants.
Apr 7No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Apr 6Ball CEO Dan Fisher stepped down; Ronald Lewis becomes CEO; profit forecast raised.Positive▶
Ball Corporation announced CEO transition: Dan Fisher departed and Ronald Lewis became CEO. Daniel Rabbitt formalized as CFO. Company raised 2025 profit guidance to 12-15% growth. Strong global aluminum can demand supports forecast.
Apr 3Deutsche Bank initiated coverage of Ball Corporation with Buy rating and $72 price target April 2.Positive▶
Deutsche Bank began coverage of Ball Corporation with Buy rating and $72 price target April 2. Company reported strong 2025 results with $13.16B net sales, record adjusted free cash flow, and $1.54B returned to shareholders. Ball repurchased 20.7M shares for $1.08B in February 2026.
Apr 2Ball Corporation released 2025 Combined Annual and Sustainability Report showing record results with 74% recycled aluminum usage.Positive▶
Ball Corporation released 2025 Combined Annual and Sustainability Report showing record-breaking year with CEO Ron Lewis reporting exceptional results. Full-year 2025 net sales $13.16B with 16,000 employees in 70+ manufacturing plants globally. Deutsche Bank initiated Buy rating with $72 price target. 74% of aluminum used in beverage packaging came from recycled sources; 84% of global electricity from renewables. Consensus Buy rating with $68.55 price target.
Apr 1Ball lifts annual profit forecast on strong global aluminum can demand; new CEO Ronald Lewis assumes role.Positive▶
Ball Corporation announced CEO transition with Ronald Lewis assuming the role following Dan Fisher resignation. Q2 2025 adjusted EPS of $0.90 beat estimates with 22% YoY improvement. Beverage can volumes grew 4.2% across all regions.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| BALLBALL | $61.40 | +0.52% | +2.3% | 13.6x | 1.14 | $16.3B |
| LINLINDE | $508.66 | +1.50% | +0.3% | 25.7x | 0.79 | $232.2B |
| NEMNEWMONT | $108.91 | -1.96% | -1.5% | 9.8x | 0.47 | $118.6B |
| FCXFREEPORT | $56.78 | -1.74% | -5.4% | 15.7x | 1.47 | $82.9B |
| SHWSHERWIN | $317.83 | -1.18% | +1.6% | 24.2x | 1.27 | $79.3B |
| CRHCRH | $115.72 | -2.28% | +11.4% | 18.0x | 1.24 | $79.1B |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price between 50d and 200d. Testing 50d support.