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Aurubis: Cinderella At The AI Ball

Aurubis AG is uniquely positioned to benefit from surging data center and AI infrastructure demand for high-purity metals. Recent metals price increases, especially in silver, could drive AIAGF's FY2026 EBT to nearly EUR665 million, more than doubling year-over-year. I set a EUR300 share price target for Aurubis, implying substantial upside from the current EUR160 if metals prices hold or improve.

Seeking Alpha • Jan 28, 2026

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