Century Aluminum Jumps 6.8% Amid Sector-Wide Rally
Century Aluminum Company (CENX) surged 6.8% on Friday, closing at $64.57, as part of a broader rally across the aluminum sector. This synchronized gain suggests investors are responding to sector-wide dynamics such as commodity price strength or shifts in supply-demand, rather than company-specific news. Other aluminum peers like AA and KALU also experienced significant jumps, indicating renewed interest in the entire group.
Century Aluminum faces earnings pressure from energy costs and aluminium price swings
Century Aluminum is facing profitability challenges due to declining aluminum prices and high power costs, as highlighted by its recent quarterly results. The company's financial performance is heavily influenced by LME aluminum prices, regional premiums, alumina costs, and electricity rates. Despite ongoing investments in expansion and low-carbon projects, which are adding pressure to near-term earnings, Century Aluminum is focusing on long-term power agreements, lower-carbon energy sourcing, and value-added products to improve cost stability and margins.
Century Aluminum Co stock (CA15135U1093): earnings volatility meets energy transition hopes
Century Aluminum Co (CENX) is navigating aluminum price swings and energy costs while positioning itself as a key supplier for the energy transition. The company's business model is highly sensitive to global aluminum prices, energy costs, and capacity utilization, leading to earnings volatility. Despite these challenges, its focus on low-carbon aluminum and US operations offers strategic relevance for investors tracking metals, infrastructure, and clean energy themes.
Why Century Aluminum (CENX) Is Down 7.6% After a Sharp First-Quarter 2026 Earnings Surge - And What's Next
Century Aluminum (CENX) recently reported a significant surge in its first-quarter 2026 earnings, with net income rising to US$337.5 million and EPS to US$3.41, despite a 7.6% stock price drop. This profitability jump, partly attributed to the Mt. Holly expansion, shifts the company's investment narrative, although risks related to power costs and tariffs persist. Analysts are projecting substantial revenue and earnings growth by 2029, suggesting a potential fair value significantly above its current price.
Why Century Aluminum (CENX) Is Down 7.6% After a Sharp First-Quarter 2026 Earnings Surge - And What's Next
Century Aluminum (CENX) stock dropped 7.6% despite reporting a significant surge in first-quarter 2026 earnings, with net income reaching US$337.5 million. The company's profitability jump, driven partially by the Mt. Holly expansion, highlights its reliance on U.S. production and policy support. Investors are cautioned about the ongoing risks related to tariff protections, power contracts, and the wide range of analyst expectations for future performance.
Is Century Aluminum Co (CENX) Overvalued After 6.5% Rally? GF Value Says Overvalued
Century Aluminum Co (CENX) shares rallied 6.5% to $58.44 but are deemed significantly overvalued according to GuruFocus' GF Value, which estimates its intrinsic value at $20.67. The stock also has an average GF Score of 56/100, with strong financial strength but poor valuation. Insider selling of $345.8 million without any buying activity in the last three months further suggests potential overvaluation and raises concerns for investors.
A Look At Century Aluminum (CENX) Valuation As Q1 Earnings Reset Expectations And Q2 Outlook Gains Attention
Century Aluminum (CENX) saw its share price pull back after Q1 earnings, despite revenue exceeding expectations and a confident Q2 EBITDA outlook. The stock is currently trading at a discount to analyst targets, with a significant valuation gap suggesting it is 28.4% undervalued, primarily due to anticipated future cash generation and policy support for increased U.S. primary aluminum production. However, this hinges on continued Section 232 support and progress on expansion projects.
Century Aluminum draws focus as Q1 miss meets strong US expansion outlook
Century Aluminum (CENX) is under scrutiny after its Q1 2026 financial results showed mixed performance, with revenue exceeding expectations but adjusted EPS missing estimates. Despite a dip in share price recently, the company's long-term outlook remains positive due to strong Q2 EBITDA guidance and progress on US expansion projects, including the Mount Holly expansion and plans for a new smelter. Analysts suggest potential upside of 28% based on a fair value estimate, though this relies on continued tariff support and successful project execution, with valuation methods presenting varied signals.
Century Aluminum Company (NASDAQ:CENX) Given Average Rating of "Buy" by Analysts
Century Aluminum Company (NASDAQ:CENX) has received an average "Buy" rating from five brokerages with an average one-year target price of $80.00. While insiders have recently sold shares, institutional ownership has increased, with major investors like Glencore and Vanguard boosting their holdings. The company reported strong Q1 earnings, meeting consensus estimates, and analysts expect continued growth with an estimated 10.3 EPS for the current year.
Century Aluminum Drops 8.7% Amid Sector-Wide Selling
Century Aluminum Company (CENX) shares fell 8.7% to $56.10 on Friday, part of a broader sector-wide decline affecting aluminum producers. Competitors like Alcoa Corporation and Kaiser Aluminum also experienced drops, indicating macroeconomic pressures rather than company-specific issues. The coordinated selloff suggests institutional repositioning due to shifts in commodity pricing, demand forecasts, or industrial sentiment, with investors now monitoring aluminum spot prices and forward curves for further insights.
Century Aluminum Co (CENX) Stock Down 4.5% but Still Overvalued -- GF Score: 57/100
Century Aluminum Co (CENX) shares experienced a 4.5% decline but are still considered significantly overvalued with a GF Score of 57/100. Insiders have sold $345.8 million worth of shares in the last three months, with no buying activity, signaling a lack of confidence in the stock's future performance. The company's GF Value™ suggests CENX is 198.8% overvalued, indicating potential risk for investors at current price levels.
Century Aluminum (CENX) Reports Q1 Adjusted EPS
Century Aluminum (CENX) reported Q1 adjusted EPS of $1.63, missing consensus estimates but exceeding revenue expectations with $649.2M. The company projects strong Q2 adjusted EBITDA, driven by rising London Metal Exchange prices and its Mt. Holly facility expansion. Analyst Katja Jancic of BMO Capital raised her price target for CENX to $75, maintaining an Outperform rating due to expected earnings growth from higher commodity prices.
Century Aluminum (CENX) Reports Q1 Adjusted EPS
Century Aluminum (CENX) reported Q1 adjusted EPS of $1.63, falling short of consensus estimates, but beat revenue expectations. The company anticipates strong Q2 adjusted EBITDA, driven by higher prices and facility expansion. Analyst Katja Jancic of BMO Capital recently raised her price target for CENX to $75, maintaining an Outperform rating.
Century Aluminum Projects Robust Earnings Growth Momentum
Century Aluminum reported strong Q1 2026 results, exceeding analyst expectations for EPS and revenue, driven by asset sales, rising aluminum prices, and strategic growth projects. The company forecasts even higher adjusted EBITDA for Q2 2026, benefiting from a tightening global aluminum market and investments in green initiatives, despite some operational challenges. Analysts are largely positive on Century Aluminum's long-term outlook due to strategic investments and supportive market conditions.
Is Century Aluminum’s One-Time Boost and Higher EBITDA Outlook Altering The Investment Case For CENX?
Century Aluminum (CENX) reported Q1 2026 revenue of US$649.2 million and net income of US$337.5 million, significantly boosted by one-time gains from asset sales and insurance proceeds. Despite these non-recurring items, underlying operations improved, leading the company to raise its Q2 2026 adjusted EBITDA guidance to US$315-US$335 million. This article examines how these factors influence Century Aluminum's investment narrative, which relies on expanding U.S. operations and tariff support, and highlights potential risks associated with pricing reversals or operational setbacks.
Number of shareholders of Century Aluminum Company – NASDAQ:CENX
This page provides financial information for Century Aluminum Company (NASDAQ: CENX), specifically focusing on the number of shareholders. It indicates that the data is provided by ICE Data Services and FactSet, and refers to SEC filings for further details. The article does not contain the actual number of shareholders but sets the context for where such information would typically be located on the TradingView platform.
Century Aluminum advances Oklahoma smelter project, CEO says
Century Aluminum is moving forward with its massive smelter project in Inola, Oklahoma, in partnership with Emirates Global Aluminum, aiming for a final investment decision and groundbreaking by year-end. The company is also expanding production at its Mt. Holly, South Carolina, and Grundartangi, Iceland, facilities in response to increased demand, higher tariffs, and global supply disruptions. Century Aluminum reported strong Q1 net income of $337.5 million, significantly up from the previous quarter, and anticipates improved adjusted EBITDA in Q2 as expansions come fully online.
Century Aluminum (NasdaqGS:CENX) Stock Forecast & Analyst Predictions
Century Aluminum (CENX) is projected to see significant earnings and revenue growth, driven by strategic capacity expansions in Oklahoma and restarts in Iceland and South Carolina. Despite positive analyst revisions and developments like the Grundartangi smelter restart, the company faces risks related to earnings quality, debt levels, and volatile stock performance. Recent financial results have been influenced by one-off gains, highlighting the importance of consistent adjusted EBITDA for investors.
Century Aluminum (CENX) Margin Compression Raises Questions For Bullish Growth Narratives
Century Aluminum (CENX) reported steady revenue of US$2.5 billion for the trailing twelve months, but its net margin significantly compressed to 1.6% from 14.4% the prior year, raising concerns despite bullish growth forecasts. The company trades at a high P/E of 149.9x, much higher than its industry peers, which combined with thinner margins, complicates the investment narrative. While analysts project significant upside and strong earnings growth, investors are left to reconcile past profitability volatility with optimistic future projections.
Earnings call transcript: Century Aluminum beats Q1 2026 forecasts, stock falls
Century Aluminum reported strong Q1 2026 earnings, surpassing analyst expectations with adjusted EPS of $1.63 and revenue of $649.2 million. Despite positive results and ongoing expansion projects at Mount Holly and Grundartangi, the company's stock fell 5.92% in after-hours trading due to broader market concerns or profit-taking. Executives highlighted strategic initiatives to meet growing demand amid global aluminum market dynamics and disruptions, with optimism for future prospects and significant cash generation.
Kailix Advisors LLC Acquires Shares of 146,550 Century Aluminum Company $CENX
Kailix Advisors LLC has acquired a new stake of 146,550 shares in Century Aluminum Company (NASDAQ:CENX), valued at approximately $5.74 million, representing 6.4% of Kailix's portfolio. The move comes as Wall Street analysts show bullish sentiment towards CENX, with several price target increases and upgrades to "strong-buy" ratings. While the company reported strong Q1 results, there has also been notable insider selling by executives.
Is Century Aluminum’s One-Time Boost and Higher EBITDA Outlook Altering The Investment Case For CENX?
Century Aluminum reported a significant increase in Q1 2026 earnings, largely due to one-time gains from asset sales and insurance proceeds, alongside improved operational performance and expanded capacity. The company also raised its Q2 2026 adjusted EBITDA guidance, driven by higher prices and the Mt. Holly expansion. While these factors boost the short-term outlook, the underlying investment case still relies on sustained expansion, tariff support, and effective management of various risks.
Century Aluminum Company (NASDAQ:CENX) Q1 2026 Earnings Call Transcript
Century Aluminum Company discussed its Q1 2026 earnings, reporting EPS of $1.06 against expectations of $1.57, but highlighting strong operational performance and strategic investments. The company is actively pursuing expansion projects at Mt. Holly and Grundartangi, aiming to increase production and capitalize on a dynamic global aluminum market, particularly amidst supply disruptions in the Middle East. They also provided an outlook for Q2, anticipating an increase in adjusted EBITDA due to higher aluminum prices and regional premiums.
Century Aluminum (CENX) Margin Compression Raises Questions For Bullish Growth Narratives
Century Aluminum (CENX) reported steady revenue in FY 2025 but experienced significant margin compression, with net margins dropping from 14.4% to 1.6%. While analysts project strong earnings and revenue growth, the company's high P/E ratio of 149.9x, coupled with thinning margins and a volatile earnings track record, raises concerns for investors. This creates a split sentiment between bulls, who point to growth forecasts and DCF valuations, and bears, who highlight valuation risks and profitability issues.
Vanguard Group Inc. Buys 1,094,257 Shares of Century Aluminum Company $CENX
Vanguard Group Inc. increased its stake in Century Aluminum Company (NASDAQ:CENX) by 18.7% in the fourth quarter, purchasing over 1 million shares and raising its total holding to 6.94 million shares valued at approximately $271.9 million. The company has received positive analyst sentiment, including a "strong-buy" rating from Zacks and a consensus "Buy" rating with an $80 average price target, following better-than-expected first-quarter results. Despite some mixed sentiment due to insider selling and comparisons to other earnings reports, institutional investors now own 61.59% of the company's stock.
AMU: Century CEO says Okla. smelter online sooner if permits expedited, brushes off power concerns
Century Aluminum's CEO Jesse Gary stated that their Oklahoma smelter could be operational sooner if regulatory permitting processes were faster. He assured that securing power for the 750,000 metric tons per year facility, which will significantly increase current US production, is not an insurmountable challenge, citing a location with available and competitively priced energy. The article also highlights the government's commitment to expediting permits and supporting domestic manufacturing, emphasizing national security concerns regarding aluminum production and the need to balance industrial and tech sector energy demands.
Century Aluminum Co stock (CA15135U1093): Q1 earnings beat and higher guidance lift shares
Century Aluminum Co reported stronger-than-expected Q1 2026 earnings per share and revenue, surpassing analyst consensus. The company also raised its second-quarter EBITDA guidance, driven by higher realized London Metal Exchange prices and regional premiums, along with its Mt. Holly smelter expansion. These positive developments have led to a significant rally in its stock on Nasdaq, reflecting double-digit percentage gains year-to-date.
Century Aluminum (NASDAQ:CENX) Given New $79.00 Price Target at Wells Fargo & Company
Wells Fargo & Company has raised its price target for Century Aluminum (NASDAQ:CENX) to $79.00 from $77.00, maintaining an "overweight" rating and suggesting a 32.5% upside. Other analysts have also issued "Buy" or "Strong Buy" ratings, with a consensus target price of $80.00. Despite positive analyst sentiment, company insiders have been net sellers recently, offloading approximately $13.6 million in shares over the past 90 days.
Hawesville sale helped lift Century Aluminum Q1 profit to $337.5M
Century Aluminum (NASDAQ: CENX) reported strong Q1 2026 results with net sales of $649.2 million and net income of $337.5 million, significantly boosted by a one-time $287.9 million gain from the sale of Hawesville and a $33.0 million insurance gain. The company's adjusted EBITDA reached $231.4 million, and it anticipates Q2 adjusted EBITDA to be between $315 million and $335 million, driven by favorable metal prices and the Mt. Holly expansion. Despite a 2.76% stock decline on the news day, likely due to unrealized derivative losses and production impacts, the company maintains a robust liquidity position of $611.0 million.
Century Aluminum Q1 Earnings Call Highlights
Century Aluminum discussed its Q1 2026 earnings, highlighting a dynamic aluminum market driven by strong demand and disruptions in the Middle East, leading to an expanded global deficit. The company provided updates on its Mount Holly expansion and Grundartangi restart projects, and the proposed Oklahoma smelter with Emirates Global Aluminium. Financially, Century reported net sales of $649 million and adjusted EBITDA of $231 million, with a positive outlook for Q2 due to higher realized pricing.
Century Aluminum Q1 2026 slides: EBITDA surges 35% on pricing strength
Century Aluminum (NASDAQ: CENX) reported a significant surge in Q1 2026 adjusted EBITDA by 35% to $231 million, driven by strong aluminum pricing and tight market conditions. The company's net income reached $338 million, primarily boosted by the sale of its Hawesville facility, which also improved liquidity to $611 million and reduced net debt. Century Aluminum is projecting continued growth for Q2 2026 with an estimated adjusted EBITDA of $315-335 million, supported by ongoing operational expansions and a new joint venture for a large smelter in Oklahoma.
Century Aluminum outlines Q2 adjusted EBITDA of $315M-$335M as Mt. Holly expansion targets full online by end of June
Century Aluminum (CENX) anticipates a significant increase in its second-quarter adjusted EBITDA, projecting a range of $315 million to $335 million. This positive outlook is primarily driven by the expected full operational status of its Mt. Holly expansion by the end of June, which will boost production capacity. The company aims to capitalize on market opportunities and improve its financial performance through this strategic expansion.
Century: Q1 Earnings Snapshot
Century Aluminum Co. (CENX) reported a first-quarter profit of $337.5 million, translating to $3.23 per share. Adjusted for non-recurring gains, earnings were $1.06 per share, with the company also announcing revenues of $649.2 million for the period.
Century: Q1 Earnings Snapshot
Century Aluminum Co. (CENX) reported a first-quarter profit of $337.5 million, or $3.23 per share. Adjusted earnings for the Chicago-based company stood at $1.06 per share, with revenue reaching $649.2 million. This financial snapshot highlights the aluminum producer's performance for the quarter.
Earnings Flash (CENX) Century Aluminum Company Posts Q1 Adjusted EPS $1.63 per Share, vs. FactSet Est of $1.57
Century Aluminum Company (CENX) reported strong first-quarter adjusted earnings per share of $1.63, surpassing the FactSet estimate of $1.57. This financial flash indicates a positive performance for the aluminum producer in the reported quarter. The article also notes other recent news for Century Aluminum, including increased Q1 adjusted earnings and revenue, and the restart of a potline at its Grundartangi smelter.
Earnings Flash (CENX) Century Aluminum Company Reports Q1 Revenue $649.2M, vs. FactSet Est of $636.4M
Century Aluminum Company (CENX) reported its Q1 revenue reached $649.2 million, surpassing the FactSet estimated revenue of $636.4 million. The company is a global producer of primary aluminum and alumina with facilities in the United States, Iceland, and Jamaica, and also operates a carbon anode production facility in the Netherlands. This news highlights the company's strong financial performance relative to analyst expectations for the first quarter.
Century Aluminum (NASDAQ: CENX) jumps to Q1 profit on Hawesville sale
Century Aluminum (NASDAQ: CENX) reported a significantly stronger Q1 2026, driven by a $287.9 million gain from the sale of Hawesville and a $33.0 million gain from Iceland insurance proceeds. Net income attributable to Century jumped to $337.5 million, or $3.23 diluted EPS, compared to $0.02 in the prior quarter, even as net sales increased to $649.2 million. The company also provided a strong outlook for Q2 2026, expecting adjusted EBITDA between $315 million and $335 million.
Century Aluminum Company Reports First Quarter 2026 Results
Century Aluminum Company announced its first quarter 2026 results, reporting a significant net income attributable to Century of $337.5 million, up from $1.8 million sequentially. This increase was primarily driven by a one-time gain on the sale of Hawesville and insurance proceeds from an Iceland equipment failure. The company also reported an adjusted net income of $170.7 million and expects second-quarter Adjusted EBITDA to range between $315 million to $335 million, driven by higher metal prices and the Mt. Holly expansion.
Earnings Flash (CENX) Century Aluminum Company Posts Q1 Adjusted EPS $1.63 per Share, Vs. FactSet Est of $1.57
Century Aluminum Company (CENX) reported adjusted earnings per share of $1.63 for the first quarter, surpassing FactSet's estimate of $1.57. This flash report highlights the company's financial performance relative to analyst expectations.
Century Aluminum earnings on deck as capacity gains meet tight market
Century Aluminum (NASDAQ: CENX) is set to report first-quarter earnings, with analysts anticipating improved performance driven by strategic capacity expansion. The company restarted parts of its Norðurál smelter and expanded its Mt. Holly facility, positioning it to capitalize on surging aluminum prices due to Middle East supply disruptions. Investors will be observing whether these operational achievements translate into higher earnings, especially given the company's tight gross margin and mixed demand signals.
Century Aluminum (NASDAQ:CENX) Upgraded by Zacks Research to "Strong-Buy" Rating
Zacks Research has upgraded Century Aluminum (NASDAQ:CENX) to a "Strong-Buy" rating from "hold." This upgrade is supported by several other analysts who have issued "Buy" or "Overweight" ratings, with a consensus price target of $79.33. Despite a slight revenue miss, the company's Q1 EPS of $1.25 met estimates, and it shows strong institutional investment and positive share price movement.
Sigma Planning Corp Buys New Position in Century Aluminum Company $CENX
Sigma Planning Corp has acquired a new position in Century Aluminum Company (CENX) as of the fourth quarter, purchasing 31,870 shares valued at approximately $1.25 million. Institutional ownership of the company stands at around 61.59%, while company insiders have been net sellers, offloading 251,626 shares totaling about $13.6 million in the last three months. Analysts have given Century Aluminum a "Moderate Buy" rating with an average target price of $79.33, following several upgrades and price target increases.
Century Aluminum Company $CENX Position Lessened by Glencore plc
Glencore plc reduced its stake in Century Aluminum Company (CENX) by 10.1%, although CENX remains its second-largest holding, representing 32.6% of Glencore's portfolio. Despite this reduction, other institutional investors like Vanguard and American Century increased their positions. CENX is trading near $59 with a market cap of $5.84 billion, and analysts provide a "Moderate Buy" rating with an average price target of $79.33.
Is Early Iceland Restart And New U.S. Smelter Plan Altering The Investment Case For Century Aluminum (CENX)?
Century Aluminum recently restarted a potline at its Norðurál smelter in Iceland ahead of schedule and is partnering to build a new U.S. aluminum smelter. These developments aim to boost the company's capacity for low-carbon aluminum, supporting its investment thesis. The article suggests this could reshape Century's financial profile, projected to reach $3.7 billion revenue by 2029, and highlights the ongoing importance of tariffs and power contracts.
Concurrent Investment Advisors LLC Buys Shares of 22,935 Century Aluminum Company $CENX
Concurrent Investment Advisors LLC has initiated a new position in Century Aluminum Company (NASDAQ:CENX), purchasing 22,935 shares valued at approximately $899,000 in the fourth quarter. This comes amidst significant insider selling, with the CEO and EVP disposing of over 250,000 shares recently. Despite insider divestment and a high P/E ratio of 147, analysts maintain a "Moderate Buy" rating for CENX with a consensus price target of $79.33, following a mixed earnings report where EPS met expectations but revenue fell short.
Is Early Iceland Restart And New U.S. Smelter Plan Altering The Investment Case For Century Aluminum (CENX)?
Century Aluminum recently restarted production early at its Norðurál smelter in Iceland and is partnering to build a new U.S. smelter, enhancing its capacity for low-carbon aluminum. This accelerated restart, combined with the new U.S. greenfield smelter project, supports the company's investment narrative of durable, profitable demand for low-carbon aluminum, despite potential reliance on tariffs and power contracts. Analyst forecasts for Century Aluminum project significant revenue and earnings growth by 2029, suggesting a substantial upside to its current price.
Century Aluminum restarts production at Iceland smelter ahead of schedule
Century Aluminum has announced the early restart of production at its Grundartangi smelter in Iceland. This move is ahead of schedule, indicating positive operational developments for the company. The accelerated restart suggests a proactive approach to leveraging market conditions or optimizing production capacity.
How Century Aluminum Company (CENX) Affects Rotational Strategy Timing
This article analyzes Century Aluminum Company (CENX) and its impact on rotational strategy timing, highlighting weak near and mid-term sentiment but a strong long-term outlook. It presents institutional trading strategies, including position trading, momentum breakout, and risk-hedging, with specific entry, target, and stop-loss levels. The analysis, generated by AI models, also provides multi-timeframe signal analysis indicating support and resistance levels for CENX.
Century Aluminum Sets Date for First Quarter 2026 Earnings Announcement
Century Aluminum Company (NASDAQ: CENX) announced that it will report its first quarter 2026 earnings on Thursday, May 7, 2026, after market close. The earnings will be released via GlobeNewswire, followed by a conference call at 5:00 p.m. Eastern time, which will be webcast live on the company's website. A replay of the webcast will also be available.
Century Aluminum schedules Q1 earnings call for May 7 at 5 p.m. ET
Century Aluminum (NASDAQ: CENX) is scheduled to release its first-quarter 2026 earnings on Thursday, May 7, 2026, after market close. A follow-up conference call will be held at 5:00 p.m. ET on the same day, with the news release distributed via GlobeNewswire and a live webcast available on the company's website. Investors are advised to register at least 10 minutes prior to the call.
