Update shared on10 Sep 2025
Fair value Increased 5.88%The upward revision in Century Aluminum's price target reflects stronger fundamentals, with analysts now expecting both higher revenue growth and improved net profit margins, resulting in a new consensus fair value of $27.00.
What's in the News
- Canada is expected to maintain its 25% import tariffs on U.S. steel and aluminum products, which directly impacts Century Aluminum (CENX) (Bloomberg, 2025-08-22).
- The Trump administration has expanded the scope of steel and aluminum tariffs to include 407 additional derivative product codes, with a 50% tariff rate now covering a broader range of aluminum imports, affecting Century Aluminum (Reuters, 2025-08-17).
- Century Aluminum has completed the repurchase of 7,186,521 shares (7.9% of the company) for $86.27 million under its 2011 buyback program, with no shares bought back in Q2 2025 (Key Developments, 2025-08-07).
- Century Aluminum announced a $50 million investment to restart over 50,000MT of idled production at its Mt. Holly, SC smelter, which will create over 100 jobs and return the plant to full production by June 30, 2026—a capacity not reached since 2015 (Key Developments, 2025-08-07).
- The Mt. Holly production restart is directly linked to higher Section 232 tariffs on aluminum imports, supported by favorable power arrangements with Santee Cooper and pending economic incentives from local and state entities, with significant anticipated economic impact in South Carolina (Key Developments, 2025-08-07).
Valuation Changes
Summary of Valuation Changes for Century Aluminum
- The Consensus Analyst Price Target has risen from $25.50 to $27.00.
- The Consensus Revenue Growth forecasts for Century Aluminum has significantly risen from 6.3% per annum to 7.6% per annum.
- The Net Profit Margin for Century Aluminum has significantly risen from 13.48% to 15.80%.
Disclaimer
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