CENX logo

Century Aluminum Company Stock Price

NasdaqGS:CENX Community·US$6.0b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 37 Fair Values set on narratives written by author

CENX Share Price Performance

US$60.12
40.00 (198.81%)
US$80.00
Fair Value
US$60.12
40.00 (198.81%)
24.9% undervalued intrinsic discount
US$80.00
Fair Value
Price US$60.12
AnalystConsensusTarget US$80.00
AnalystHighTarget US$61.00
AnalystLowTarget US$37.00

CENX Community Narratives

·
Fair Value US$80 24.9% undervalued intrinsic discount

CENX: Recent Tariff Expansions And China Demand Will Shape Aluminum Outlook

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·
Fair Value US$61 1.4% undervalued intrinsic discount

Bullish View Expects New U.S. Greenfield Smelter To Transform Long Term Outlook

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·
Fair Value US$37 62.5% overvalued intrinsic discount

Power Reliance And Policy Risks Will Undermine Aluminum Smelter Expansion Prospects

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US$80
24.9% undervalued intrinsic discount
Revenue
22.42% p.a.
Profit Margin
34.16%
Future PE
7.62x
Price in 2029
US$102.9
US$61
1.4% undervalued intrinsic discount
Revenue
13.07% p.a.
Profit Margin
25.48%
Future PE
8.08x
Price in 2029
US$80.43
US$37
62.5% overvalued intrinsic discount
Revenue
9.52% p.a.
Profit Margin
19.87%
Future PE
6.91x
Price in 2029
US$48.76

Trending Discussion

Updated Narratives

CENX logo

CENX: Section 232 Tariffs And Power Costs Will Support Future Cash Flows

Fair Value: US$80 24.9% undervalued intrinsic discount
17 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
CENX logo

Bullish View Expects New U.S. Greenfield Smelter To Transform Long Term Outlook

Fair Value: US$61 1.4% undervalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
CENX logo

Power Reliance And Policy Risks Will Undermine Aluminum Smelter Expansion Prospects

Fair Value: US$37 62.5% overvalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Flawless balance sheet and undervalued.

2 Risks
4 Rewards

Century Aluminum Company Key Details

US$2.5b

Revenue

US$2.2b

Cost of Revenue

US$309.5m

Gross Profit

-US$39.8m

Other Expenses

US$349.3m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
3.53
12.17%
13.73%
42.5%
View Full Analysis

About CENX

Founded
1995
Employees
2906
CEO
Jesse Gary
WebsiteView website
centuryaluminum.com

Century Aluminum Company, together with its subsidiaries, produces primary aluminum and alumina in the United States and Iceland. The company engages in the production of standard-grade and value-added primary aluminum products. It also owns and operates a carbon anode production facility in Vlissingen, the Netherlands; and operates aluminum reduction facilities or smelters; and bauxite mining and alumina refining in Jamaica. The company was founded in 1995 and is headquartered in Chicago, Illinois.

Recent CENX News & Updates

Narrative Update Jun 06

CENX: Section 232 Tariffs And Power Costs Will Support Future Cash Flows

Narrative Update: Century Aluminum Analysts have lifted their price targets on Century Aluminum by up to $18, citing updated supply and demand work that points to a wider projected aluminum supply deficit in 2026 and ongoing support from high electricity costs that keep alternative power uses, such as data centers, competitive. Analyst Commentary Recent Street research has focused on how a tighter aluminum supply outlook and high electricity costs could feed into Century Aluminum's earnings power and valuation over the next few years.
Seeking Alpha Jun 03

Century Aluminum: The Rally Still Has Plenty Fuel

Summary Century Aluminum (CENX) remains a Buy, with ~50% upside potential over 12-16 months driven by industry structural deficits and strong aluminum pricing. CENX’s Q1 adjusted EBITDA surged 35% QoQ to $231 million, with Q2 guidance of $315–335 million and a run-rate potentially exceeding $400 million. Long-term catalysts include a 40% stake in a new US smelter JV with EGA and anticipated share buybacks as CAPEX needs ease from 2H 2026 onward. Energy costs and tariff policy remain the chief risks, but the stock's current valuation already assumes too little durability in today's aluminum squeeze scenario overall. Read the full article on Seeking Alpha

Recent updates

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