Century Aluminum outlines 630,000-ton shipment target for 2026 as Oklahoma smelter and Mt. Holly expansion advance
Century Aluminum has set a target of 630,000 tons for aluminum shipments by 2026, driven by a new smelter in Oklahoma and the expansion of its Mt. Holly facility in South Carolina. The company projects an EBITDA of $100 million for Q4 2024 and $650 million for 2026. This strategic growth aims to significantly increase production capacity and financial performance.
BMO raises Century Aluminum stock price target on Mt. Holly restart
BMO Capital has increased its price target for Century Aluminum (NASDAQ:CENX) to $61 from $52, maintaining an "Outperform" rating, following the company's Q4 2025 EBITDA report and the anticipated restart of its Mt. Holly facility. The firm expects improved EBITDA and free cash flow in Q1 2026, driven by current spot prices and the Grundartangi smelter's return to full operations. Century Aluminum is also engaging in a joint venture with Emirates Global Aluminium to build a new primary aluminum production plant in Oklahoma.
Century Aluminum Company Statement on U.S. Supreme Court IEEPA Ruling
Century Aluminum Company issued a statement affirming its support for President Trump's America First trade policies, specifically the Section 232 steel and aluminum tariffs, even after a U.S. Supreme Court decision on IEEPA tariffs. The company highlighted its investments in expanding U.S. primary aluminum production, including a 10% increase at its Mt. Holly smelter and plans for a new smelter in Oklahoma, crediting these actions to the effectiveness of the Section 232 program. Century Aluminum is the largest producer of primary aluminum in the U.S. and plans further significant investments.
Century Aluminum Company Supports Supreme Court Decision on IEEPA Tariffs, Strengthening Commitment to U.S. Aluminum Production
Century Aluminum Company has voiced strong support for the Supreme Court's decision on tariffs under the International Emergency Economic Powers Act (IEEPA), aligning itself with President Trump's trade policies. The company emphasized that these policies, including Section 232 tariffs on steel and aluminum, have been crucial in enabling the reshoring of U.S. aluminum production and fostering job creation. Century Aluminum, already the largest U.S. aluminum producer, plans further investments to expand production and build new facilities, reinforcing its dedication to American manufacturing and workforce development.
Century Aluminum Company Statement on U.S. Supreme Court IEEPA Ruling
Century Aluminum Company issued a statement regarding the U.S. Supreme Court's decision on IEEPA tariffs, expressing support for President Trump's America First trade policies. The company highlighted that Section 232 tariffs remain in effect and have enabled significant investments in U.S. primary aluminum production, including an expansion of its Mt. Holly smelter and plans for a new smelter in Oklahoma. Century Aluminum reaffirmed its commitment to boosting American industrial output and creating jobs.
Century Aluminum announces an additional multi-billion dollar investment to expand the capacity of the Mt. Holly plant and accelerate the Oklahoma aluminum smelting project.
Century Aluminum is making a multi-billion dollar investment to expand its Mt. Holly plant and accelerate the Oklahoma aluminum smelting project. This strategic initiative aims to boost domestic aluminum production in the US, meet growing market demand, and strengthen the company's position in the North American market. The investment will modernize facilities, build new production lines, create jobs, and support the clean energy transition.
Century Aluminum Company Statement on U.S. Supreme Court IEEPA Ruling
Century Aluminum Company has issued a statement affirming its support for President Donald J. Trump's America First trade policies following the U.S. Supreme Court's IEEPA ruling. The company highlighted that the decision did not impact Section 232 steel and aluminum tariffs, which remain in effect, and credited these policies for their investments in expanding U.S. primary aluminum production, including a new smelter project in Oklahoma. Century Aluminum reiterated its commitment to investing in American manufacturing and its role as the nation's largest primary aluminum producer.
BMO raises Century Aluminum stock price target on Mt. Holly restart
BMO Capital has raised its price target for Century Aluminum (NASDAQ:CENX) to $61 from $52, maintaining an Outperform rating, citing the expected positive impact of the Mt. Holly facility restart and improvements in EBITDA and free cash flow. The company also announced a joint venture with Emirates Global Aluminium for a new U.S. primary aluminum production plant and has seen initiation of coverage with a Buy rating from Texas Capital Securities. Century Aluminum's stock is currently trading near its 52-week high, with a 162% return over the past year.
BMO raises Century Aluminum stock price target on Mt. Holly restart
BMO Capital has increased its price target for Century Aluminum (NASDAQ:CENX) to $61 from $52, maintaining an Outperform rating, following the company's Q4 2025 EBITDA results and the anticipated restart of its Mt. Holly facility. The firm expects improved EBITDA and free cash flow in Q1 2026 and has raised its estimates for the company. Additionally, Century Aluminum announced a joint venture with Emirates Global Aluminium for a new primary aluminum production plant in the US, and Texas Capital Securities initiated coverage with a Buy rating.
Heavy industry competes with AI for grid access
The sale of a Kentucky aluminum smelter to a data center developer highlights the growing competition between energy-intensive industries and AI data centers for affordable electricity. While states like Kentucky hoped to revive manufacturing, the shift towards data centers creates fewer jobs and strains the electric grid. Oklahoma, with its low electricity prices and port infrastructure, has successfully attracted a new aluminum smelter, demonstrating the critical role of cheap and reliable power in industrial development.
11 Most Volatile Stocks to Buy According to Hedge Funds
This article identifies Century Aluminum Company (CENX) as one of the most volatile stocks favored by hedge funds. It details recent analyst upgrades, including B. Riley raising its price target to $64 and Wells Fargo to $61, both maintaining Buy/Overweight ratings. The article also highlights Century Aluminum's new project with Emirates Global Aluminium and Bechtel to build a primary aluminum facility in Oklahoma, aiming to boost US production and create thousands of jobs.
Century Aluminum Company Reports Fourth Quarter 2025 Results
Century Aluminum Company has announced its financial results for Q4 and full year 2025, reporting increased net sales and adjusted net income despite a decrease in primary aluminum shipments. The company also detailed strategic initiatives including a new smelter in Oklahoma and the redevelopment of the Hawesville smelter. For Q1 2026, Century Aluminum anticipates an Adjusted EBITDA between $215 to $235 million.
Century: Q4 Earnings Snapshot
Century Aluminum Co. (CENX) reported a net income of $1.8 million in its fourth quarter, translating to 2 cents per share. The company's revenue for the quarter was $633.7 million. For the full year, Century Aluminum posted a profit of $41.8 million, or 42 cents per share, on revenues of $2.53 billion.
Century: Q4 Earnings Snapshot
Century Aluminum Co. reported net income of $1.8 million in the fourth quarter of the fiscal year, with a profit of 2 cents per share. The company's revenue for the quarter was $633.7 million. For the full year, Century Aluminum posted a profit of $41.8 million, or 42 cents per share, on revenue of $2.53 billion.
Press Release: Century Aluminum Company Reports Fourth Quarter 2025 Results
Century Aluminum Company announced its fourth-quarter 2025 financial results. Additionally, Unity Software reported its Q4 earnings, with revenue increasing 35% year-over-year to $609 million, surpassing analyst estimates, despite the company reporting a quarterly loss of 66 cents per share. The article highlights these key financial announcements from both companies.
Century Aluminum Company Reports Fourth Quarter 2025 Results
Century Aluminum Company announced its fourth quarter and full-year 2025 financial results, highlighting net sales, net income, and Adjusted EBITDA. The company also provided an outlook for the first quarter of 2026, expecting improved Adjusted EBITDA, and detailed recent strategic developments including a joint development agreement for a new smelter and the restart of Mt. Holly production. The report includes comprehensive financial statements and reconciliations of non-GAAP measures.
Century Aluminum earnings ahead: Profit surge expected tonight
Century Aluminum is expected to report a significant profit surge for its fourth quarter, with analysts forecasting earnings of $1.30 per share on $646 million in revenue, a substantial improvement from the previous quarter. Investor focus will be on the company's profit trajectory, aluminum pricing dynamics, and capital allocation strategies following recent transactions, including a significant stake in a new Oklahoma smelter. The market is highly optimistic, with shares up over 280% from last year's low, and tonight's results will be crucial in validating this confidence.
Century Aluminum Co (CENX) Trading 3.45% Higher on Feb 18
Shares of Century Aluminum Co (CENX) saw a 3.45% increase on February 18, reaching an intraday high of $51.14 before closing at $50.58. Wall Street analysts have an average one-year target price of $56.27 for CENX, implying an 11.26% upside, and the average brokerage recommendation is "Outperform." However, GuruFocus estimates a GF Value of $18.23, suggesting a potential 63.95% downside.
Century Aluminum (CENX) Shares Surge 6.3% Despite Missing Q4 EPS by 81% on $75M Tax Credit
Century Aluminum (CENX) shares surged 6.3% despite an 81% miss on Q4 EPS, with investors focusing on a $75 million tax credit payment and a strategic smelter partnership. The company reported full-year revenue of $2.5 billion, up 17.3% year-over-year, and is backed by a significant Section 45X tax credit and plans for capacity expansion. The market anticipates a dramatic profit inflection, driven by increased utilization, tax credit monetization, and sustained aluminum prices.
These 4 Measures Indicate That Century Aluminum (NASDAQ:CENX) Is Using Debt Reasonably Well
Century Aluminum (NASDAQ:CENX) ended September 2025 with net debt of US$467.1m, with its debt-to-EBITDA ratio at 1.8 times and EBIT covering interest expense 4.2 times. While the company has shown strong EBIT growth of 70% over the last year, it has burned a significant amount of cash, increasing the risk associated with its debt. Despite some caution due to cash flow, other factors give cause for optimism, especially its EBIT growth.
Hawesville smelter to become AI data center; community split on economic impact
A former aluminum smelter in Hawesville, Kentucky, has been sold to an affiliate of TeraWulf Inc. to be converted into an AI data center campus. While local leaders anticipate job creation and tax revenue, environmental groups and some community members express concerns about energy consumption, job quality, and the potential for increased energy costs for residents. The project highlights the ongoing transition from traditional manufacturing to digital infrastructure and the differing perspectives on its economic and social impact.
DOE-Backed Century Aluminum Project Signals Industrial Resurgence
The Department of Energy has awarded $500 million to Century Aluminum for the first new primary aluminum smelter in the U.S. since 1980, located in Inola, Oklahoma. This project, which includes a joint venture with Emirates Global Aluminum, aims to reverse the decline in domestic aluminum production and strengthen critical material supply chains for defense, aerospace, and infrastructure. It signals a renewed federal commitment to reshoring heavy industry and critical materials processing in the U.S.
Why Century Aluminum (CENX) Is Down 12.1% After Announcing a New Oklahoma Smelter Project
Century Aluminum (CENX) shares dropped 12.1% after announcing a new multi-billion-dollar primary aluminum smelter project in Inola, Oklahoma, in partnership with Emirates Global Aluminium. This project, which aims to boost U.S. aluminum capacity and create 5,000 jobs, faces execution, capital intensity, and policy risks, particularly concerning Section 232 tariffs and 45X tax credits. The article delves into the potential impact on Century Aluminum's investment narrative, including revenue and earnings forecasts, and suggests exploring independent analysis due to varying analyst perspectives.
Why Century Aluminum (CENX) Is Down 12.1% After Announcing a New Oklahoma Smelter Project
Century Aluminum (CENX) shares dropped 12.1% after the announcement of a multi-billion-dollar primary aluminum smelter project in Oklahoma, a joint venture with Emirates Global Aluminium. This project aims to expand domestic aluminum capacity and strengthen supply chain resilience, but introduces significant execution, capital intensity, and policy risks. Analyst forecasts for Century Aluminum anticipate substantial revenue and earnings growth by 2028, suggesting a significant upside to its current price despite today's share decline tied to project risks.
Impala Asset Management Increases Stake in Century Aluminum Company
Impala Asset Management has significantly increased its stake in Century Aluminum Company (CENX) by purchasing 168,805 shares in Q4 2026, totaling $5.27 million and bringing their total ownership to 21.17%. This makes CENX Impala's largest single investment, reflecting a strong bullish outlook on the aluminum sector. The investment comes as analyst ratings on CENX are mixed, with B. Riley maintaining a Buy rating and Wells Fargo an Overweight rating, despite some recent stock price declines due to potential tariff changes.
A Look At Century Aluminum (CENX) Valuation As Oklahoma Smelter Project Reshapes Growth Expectations
Century Aluminum (CENX) is gaining investor attention due to its new multi-billion dollar primary aluminum smelter project in Oklahoma, in partnership with Emirates Global Aluminium. Despite strong recent share price performance and analyst targets suggesting undervaluation, a high P/E ratio indicates the market may have already priced in future growth, creating a mixed signal for potential buyers. The narrative of undervaluation relies on ambitious earnings, improved profitability, and future earnings multiples that are still lower than many competitors, although heavily dependent on supportive tariffs and project execution without delays or cost overruns.
U.S. Getting Its First New Aluminum Production Plant in Nearly 50 Years
Emirates Global Aluminium (EGA) and Century Aluminum Company have partnered to build the first new primary aluminum production plant in the United United States since 1980. Located in Inola, Oklahoma, the plant is projected to produce 750,000 tons of aluminum annually, more than doubling current U.S. production and creating thousands of jobs. The partnership aims to revitalize the American aluminum industry, reducing reliance on imports and strengthening domestic supply chains.
A Look At Century Aluminum (CENX) Valuation As Oklahoma Smelter Project Reshapes Growth Expectations
Century Aluminum (CENX) is gaining investor attention due to its new Oklahoma smelter project with Emirates Global Aluminium, which is expected to expand its role in U.S. primary aluminum production. While analysis suggests CENX's fair value is $59, indicating it's currently undervalued at $53.44, its high P/E ratio of 61.7x compared to the industry average of 27x suggests the market may already be pricing in significant future growth, necessitating careful consideration of potential risks and market sentiment shifts. The company's expansion plans, including the Mt. Holly restart, are anticipated to boost revenue and margins, provided tariffs and incentives remain supportive and projects avoid delays.
Century Aluminum (CENX) Projected to Post Quarterly Earnings on Thursday
Century Aluminum (CENX) is expected to release its Q4 2025 earnings after market close on Thursday, February 19th, with analysts projecting earnings of $1.29 per share and revenue of $661.6330 million. The company's stock performance, analyst ratings, and recent insider transactions are detailed, showing a "Moderate Buy" consensus and a recent significant stock sale by the CEO. Institutional investors have also adjusted their positions in the aluminum producer.
How plans for a first-of-its-kind Kentucky aluminum smelter fell apart
Kentucky lost a multibillion-dollar aluminum smelter project to Oklahoma, which would have brought 1,000 union jobs and was supported by a $500 million Department of Energy grant. The state's inability to provide affordable, reliable, and carbon-free electricity, coupled with competition from data centers and shifting political landscapes, led Century Aluminum to invest in Oklahoma with Emirates Global Aluminium instead. This outcome highlights Kentucky's challenges in diversifying its energy sources and attracting large-scale industrial projects that require significant power.
APAA Applauds U.S. Secretary of Energy Chris Wright for Celebrating Emirates Global Aluminum and Century Aluminum's New Partnership
The American Primary Aluminum Association (APAA) has praised U.S. Secretary of Energy Chris Wright for acknowledging the new partnership between Emirates Global Aluminum (EGA) and Century Aluminum. This multi-billion-dollar investment is projected to more than double U.S. aluminum production and generate 5,000 new American jobs. APAA President Mark Duffy highlighted that the agreement demonstrates the effectiveness of President Trump's Section 232 aluminum tariff in boosting American manufacturing and creating high-paying employment opportunities.
Emirates Global Aluminium and Century Aluminum Partner to Establish New Primary Aluminum Smelter in Oklahoma
Emirates Global Aluminium and Century Aluminum are collaborating to build the first primary aluminum smelter in the U.S. in over 45 years, located in Inola, Oklahoma. This new facility will utilize advanced technology, create 5,000 jobs, and aims to position Oklahoma as a hub for critical metals, enhancing domestic supply chain resilience. The project highlights a significant step towards reviving American aluminum production for various industries.
New Oklahoma aluminum smelter aims to bring 5,000 jobs to Inola
Century Aluminum (NYSE:CENX) and Emirates Global Aluminium announced a partnership to build the first primary aluminum smelter in the United States in over 45 years. This state-of-the-art facility in Inola, Oklahoma, is expected to create 5,000 jobs and establish the region as a hub for critical metals. The announcement was made in conjunction with a meeting with U.S. Energy Secretary Chris Wright, emphasizing the project's significance for American industry.
EGA and Century Celebrate Historic Smelter Project, Meet With U.S. Energy Secretary Chris Wright
Emirates Global Aluminium (EGA) and Century Aluminum Company leaders met with U.S. Energy Secretary Chris Wright to discuss their partnership in building the first primary aluminum smelter in the U.S. in over 45 years. This new facility, planned for Inola, Oklahoma, is expected to create 5,000 jobs and establish a crucial hub for critical metal production using state-of-the-art technology.
EGA and Century Celebrate Historic Smelter Project, Meet With U.S. Energy Secretary Chris Wright
Emirates Global Aluminium (EGA) and Century Aluminum (CENX) CEOs met with U.S. Energy Secretary Chris Wright to announce their partnership in building the first primary aluminum smelter in the U.S. in over 45 years. This project aims to create 5,000 jobs in Inola, Oklahoma, establishing it as a hub for critical metals. The new smelter will feature state-of-the-art technology to produce aluminum for American industries.
Century Aluminum Kentucky smelter site to host data center
Century Aluminum has sold its former Hawesville, Kentucky smelter site to TeraWulf Inc., which plans to redevelop it into a data center for high-performance computing and AI workloads. Century will retain a non-controlling minority equity stake in the project. This move follows other significant investments by Century Aluminum in the US, including expansions and new smelter constructions, emphasizing its commitment to domestic primary aluminum production.
Century Aluminum Kentucky smelter site to host data center
Century Aluminum has sold its former Hawesville, Kentucky, primary aluminum smelter site to Justified DataPower LLC, an affiliate of TeraWulf Inc., for $200 million cash and a minority equity stake. TeraWulf plans to redevelop the 750-acre property into a digital infrastructure campus for high-performance computing and AI workloads. Century Aluminum will retain a noncontrolling minority equity stake in the project and views this as a productive transition for the site.
Century Aluminum taps Bechtel for preparatory engineering work on Oklahoma smelter (CENX:NASDAQ)
Century Aluminum has selected Bechtel to conduct preparatory engineering work for its proposed new aluminum smelter in Oklahoma. This project, a partnership with Emirates Global Aluminum, would be the first new primary aluminum production plant in the U.S. since 1980 and aims to double current U.S. primary aluminum production.
Emirates Global Aluminium and Century Aluminum Announce Bechtel as Engineering Partner for New Primary Aluminum Smelter in Oklahoma
Emirates Global Aluminium (EGA) and Century Aluminum have chosen Bechtel to conduct preparatory engineering for a new primary aluminum production plant in Inola, Oklahoma. This project, which will be the first new U.S. smelter since 1980, aims to double the nation's primary aluminum output and create 1,000 permanent jobs along with 4,000 construction jobs. Bechtel will design the facility using EGA's advanced EX technology and focus on efficient construction and logistics while preparing for a final investment decision by late 2026.
First new U.S. aluminum smelter since 1980 planned for Inola, Oklahoma
Emirates Global Aluminium (EGA) and Century Aluminum (CENX) have selected Bechtel to lead preparatory engineering for their planned primary aluminum plant in Inola, Oklahoma. This project, set to be the first new U.S. primary smelter since 1980, aims to double current U.S. primary aluminum production and create 1,000 permanent jobs and 4,000 construction jobs. The plant will utilize EGA’s advanced EX reduction technology, with a final investment decision and construction start targeted by the end of 2026.
Bechtel to lead preparatory engineering work on Oklahoma aluminum project
Bechtel has been selected by Emirates Global Aluminium and Century Aluminum to lead preparatory engineering for their planned primary aluminum production plant in Inola, Oklahoma. This project will be the first new primary aluminum smelter built in the United States since 1980, aiming to double current U.S. primary aluminum production and create 1,000 permanent direct jobs. Bechtel's work focuses on value improvement, preparing for a final investment decision by the end of 2026, and ensuring efficient, sustainable construction and operations.
Bechtel to lead preparatory engineering work on Oklahoma aluminum project
Bechtel has been selected by Emirates Global Aluminium and Century Aluminum to conduct preparatory engineering for their planned primary aluminum production plant in Inola, Oklahoma. This project marks the first new primary aluminum smelter in the U.S. since 1980, aiming to double current U.S. production and create 1,000 permanent jobs. Bechtel will focus on design, value improvement, and construction efficiency, with a final investment decision expected by the end of 2026.
Century Aluminum (CENX), EGA partner to build $4B Oklahoma smelter, first new US facility since 1980
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Century Aluminum stock hits 52-week high at 52.15 USD By Investing.com
Century Aluminum Company (CENX) stock has reached a new 52-week high of $52.15, marking a 176.46% increase over the past year. This achievement follows significant corporate developments, including a joint venture with Emirates Global Aluminium to build the first new primary aluminum plant in the U.S. since 1980, and Texas Capital Securities initiating coverage with a Buy rating. Despite a recent earnings miss, these strategic moves and an analyst's positive outlook indicate strong investor confidence and growth trajectory for the company.
Century Aluminum (NASDAQ:CENX) Hits New 52-Week High - What's Next?
Century Aluminum (CENX) recently hit a new 52-week high of $52.78, closing at $52.3350 with a market cap of $4.89 billion. The stock maintains a "Moderate Buy" analyst rating with an average target price of $53.00, despite a notable insider sale by CEO Jesse E. Gary on January 23rd who reduced his holdings by 33.9%.
Century Aluminum stock hits 52-week high at 52.15 USD By Investing.com
Century Aluminum Company (CENX) stock has reached a 52-week high of $52.15 USD, marking a significant 176.46% increase over the past year. This comes amid news of a joint venture with Emirates Global Aluminium to build a new primary aluminum production plant in the US and mixed reactions to recent earnings. Texas Capital Securities has initiated coverage with a Buy rating, while Glencore Plc is reportedly looking to sell a stake in the company.
Century Aluminum Partners With EGA to Build US Aluminum Plant
Emirates Global Aluminum (EGA) and Century Aluminum Co. are forming a joint venture to construct the first new U.S. aluminum plant since 1980 in Oklahoma. EGA will hold a 60% stake, with Century Aluminum owning the remaining share, in the plant expected to cost over $5 billion and produce 750,000 metric tons of aluminum annually. This initiative aims to reduce U.S. reliance on imported aluminum and comes amidst increased aluminum prices due to tariffs.
Century Aluminum Recasts Footprint With New Smelter Plans And Data Campus Sale
Century Aluminum (NasdaqGS:CENX) is strategically reshaping its asset base by planning a new large-scale aluminum smelter in Oklahoma, a first for the U.S. in nearly 50 years, in partnership with Emirates Global Aluminium. Simultaneously, the company is selling its Hawesville, Kentucky site for conversion into a data campus. These moves aim to expand Century Aluminum's role in U.S. industrial supply chains and align with current digital economy demands, while the stock has seen significant gains recently.
Century Aluminum Company to Announce Fourth Quarter 2025 Earnings on February 19, 2026
Century Aluminum Company (CENX) will announce its fourth-quarter 2025 earnings after market close on February 19, 2026. A conference call will follow at 5:00 p.m. Eastern Time, webcast live on the company's website, with a replay available afterward. The announcement provides financial transparency and stakeholder engagement through the conference call and webcast.
Century Aluminum Sets Date for Fourth Quarter 2025 Earnings Announcement
Century Aluminum Company (NASDAQ: CENX) announced that it will report its fourth-quarter 2025 earnings on Thursday, February 19, 2026, after market close, with the news release distributed via GlobeNewswire. The company will also host a conference call at 5:00 p.m. Eastern time on the same day, which will be webcast live on its website. A replay of the webcast will be available approximately two hours after the live call.
