Century Aluminum Croissance future
Future contrôle des critères 4/6
Century Aluminum devrait augmenter ses bénéfices et ses revenus de 31% et de 16.1% par an respectivement, tandis que le BPA devrait croître de croître de 33.3% par an.
Informations clés
31.0%
Taux de croissance des bénéfices
33.31%
Taux de croissance du BPA
| Metals and Mining croissance des bénéfices | 13.6% |
| Taux de croissance des recettes | 16.1% |
| Rendement futur des capitaux propres | n/a |
| Couverture par les analystes | Low |
| Dernière mise à jour | 11 May 2026 |
Mises à jour récentes de la croissance future
Recent updates
Seeking Alpha • Apr 22
Century Aluminum: A Decade-Long Growth Runway
Summary Century Aluminum is the largest domestic producer of primary aluminum in the United States, operating smelters in Kentucky, South Carolina, and Iceland. At the time of purchase, CENX shares were trading at approximately 6.1x our 2026E EBITDA and roughly 2.1x trailing twelve-month sales. Century's role in reducing American dependence on imported aluminum from higher-carbon foreign sources provides an additional sustainability dimension. Read the full article on Seeking Alpha
Mise à jour du récit • Apr 20
CENX: Section 232 Tariffs Will Support Future Cash Flows
Century Aluminum's updated analyst price target has moved from $66 to about $79, with analysts pointing to refreshed views on fair value, revenue growth, profit margins and future P/E assumptions as key drivers of the shift. Analyst Commentary Recent Street research on Century Aluminum clusters around higher price targets and updated views on earnings power, with analysts reworking their models for aluminum pricing, premiums and upcoming capital spending.Mise à jour du récit • Apr 06
CENX: Section 232 Tariffs And Oklahoma Smelter Plans Will Shape Future Cash Flows
Narrative Update: Century Aluminum Analyst Targets Analysts have lifted their average price target on Century Aluminum to $69. They cite updated supply and demand work that points to a wider projected aluminum deficit, firm Midwest Premiums, and potential earnings support from elevated power costs and new smelter plans in Oklahoma.Mise à jour du récit • Mar 22
CENX: Section 232 Tariffs Will Support Future Cash Flows For Oklahoma Project
Century Aluminum's updated fair value estimate of $66, up from $63.33, reflects analysts' higher price targets in the $68 to $69 range as they factor in tighter aluminum supply, firm Midwest premiums, and anticipated EBITDA strength ahead of new smelter investments. Analyst Commentary Recent Street research shows bullish analysts lifting their price targets into the high $60s as they factor in updated aluminum market views and company specific guidance.Mise à jour du récit • Mar 07
CENX: Section 232 Tariffs And Oklahoma Smelter Project Will Drive Future Upside
Narrative Update: Century Aluminum Analyst Price Target Shift The analyst price target for Century Aluminum has moved from about $59 to roughly $63. Analysts point to stronger Q1 adjusted EBITDA guidance of $215 million to $235 million and expectations for solid cash generation supported by elevated Midwest Premiums ahead of new smelter capex in Oklahoma.Mise à jour du récit • Feb 20
CENX: Revised Risk Assumptions And Tariffs Will Shape Bullish Outlook
Analysts have raised their price target on Century Aluminum by $27 to $59, citing updated assumptions on discount rates, margins, and future P/E that refine their view of the stock’s valuation and risk profile. Analyst Commentary Recent commentary around the new US$59 price target focuses less on short term trading moves and more on how updated assumptions about discount rates, margins, and future P/E feed into Century Aluminum’s longer term risk and reward profile.Mise à jour du récit • Feb 05
CENX: Updated Assumptions Around Margins And Risk Will Drive Bullish Outlook
Analysts have raised their price target on Century Aluminum from US$50 to US$59, citing updated assumptions around revenue growth, profit margins, discount rate, and future P/E that they report are reflected in recent research. Analyst Commentary Bullish Takeaways Bullish analysts see the higher US$59 target as better aligned with their updated assumptions on revenue growth, indicating they now model a stronger earnings power for Century Aluminum than in prior research.
Nouveau récit • Jan 29
Bullish View Expects New U.S. Greenfield Smelter To Transform Long Term Outlook
Catalysts About Century Aluminum Century Aluminum produces primary aluminum and related products for customers in the U.S. and Europe. What are the underlying business or industry changes driving this perspective?Article d’analyse • Jan 29
Earnings Tell The Story For Century Aluminum Company (NASDAQ:CENX) As Its Stock Soars 26%
Century Aluminum Company ( NASDAQ:CENX ) shares have continued their recent momentum with a 26% gain in the last month...Mise à jour du récit • Jan 21
CENX: Emissions Exemption And Updated Assumptions Will Shape Balanced Return Profile
Analysts have raised their price target on Century Aluminum from US$40 to US$50. They cite updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E, which they believe better reflect the stock's current risk and return profile.Mise à jour du récit • Jan 06
CENX: Emissions Exemption And Operational Disruption Will Shape Balanced Future Prospects
Analysts have revised their price target on Century Aluminum from US$36 to US$40, citing updated assumptions for revenue growth, profit margins, discount rate, and future P/E that result in a higher estimated fair value. What's in the News U.S. President Donald Trump granted a two year compliance exemption from a Biden era rule that had imposed stricter limits on copper smelter emissions, with Century Aluminum mentioned alongside other listed peers in the aluminum space (Reuters).Mise à jour du récit • Dec 14
CENX: Supportive Trade Tariffs Will Drive Future Pricing Power And Upside
Analysts have raised their price target on Century Aluminum to $37 from $36, citing stronger than expected aluminum pricing driven by resilient China demand and the company’s leverage to supportive U.S. trade tariffs. Analyst Commentary Bullish Takeaways Bullish analysts highlight that recent aluminum prices have outpaced prior forecasts, supporting upward revisions to revenue and EBITDA expectations and justifying the higher price target.Mise à jour du récit • Nov 29
CENX: Power Agreement Extension and 50% Tariff Support Will Drive Future Gains
Analysts have reaffirmed Century Aluminum's fair value target at $36.00, citing improving profit margins and favorable aluminum market conditions as key factors that support their outlook. Analyst Commentary Analyst opinions regarding Century Aluminum's prospects reflect a careful balance of optimism about the company’s positioning in the current market environment and caution around certain industry trends.Mise à jour du récit • Nov 15
CENX: Aluminum Price Strength and 50% Tariff Support Will Drive Upside Momentum
Century Aluminum's analyst price target has been increased from $30.67 to $36.00. Analysts point to stronger-than-expected aluminum prices and favorable tariff impacts as key factors behind the upward revision.Mise à jour du récit • Nov 01
CENX: Recent Tariff Expansions And China Demand Will Shape Aluminum Outlook
Analysts have reduced Century Aluminum’s fair value estimate by $1.00 to $30.67 per share, citing shifting aluminum price trends, slightly higher discount rates, and recent research highlighting both supportive tariffs as well as stronger-than-expected demand in China. Analyst Commentary Industry experts have weighed in on Century Aluminum’s outlook, leading to new research coverage and updated valuations.Mise à jour du récit • Oct 18
Mt Holly Restart And US Smelter Will Drive Aluminum Expansion
Analysts have raised their price target for Century Aluminum to $31.67 from $29, citing stronger aluminum prices and improved profit margin forecasts as key drivers for the update. Analyst Commentary Recent research updates on Century Aluminum reflect evolving perspectives on the company’s future, with notable shifts in analyst sentiment following improved market conditions for aluminum and company-specific advantages.Mise à jour du récit • Oct 03
Mt Holly Restart And US Smelter Will Drive Aluminum Expansion
Analysts have raised their price target for Century Aluminum from $27 to $29 per share. They cite improved revenue growth outlook and favorable market updates as key factors behind the revision.Article d’analyse • Sep 20
Investors Appear Satisfied With Century Aluminum Company's (NASDAQ:CENX) Prospects As Shares Rocket 26%
Despite an already strong run, Century Aluminum Company ( NASDAQ:CENX ) shares have been powering on, with a gain of...Mise à jour du récit • Sep 10
Mt Holly Restart And US Smelter Will Drive Aluminum Expansion
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).Mise à jour du récit • Aug 08
Mt Holly Restart And US Smelter Will Drive Aluminum Expansion
The upward revision in Century Aluminum’s price target reflects stronger profitability, as evidenced by the notable improvement in net profit margin and a more attractive forward P/E, raising the fair value estimate from $22.50 to $25.50. What's in the News Century Aluminum will restart over 50,000MT of idled production at its Mt. Holly, SC smelter, investing $50 million and creating 100+ new jobs.Article d’analyse • Aug 06
The Return Trends At Century Aluminum (NASDAQ:CENX) Look Promising
There are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...Article d’analyse • Jun 10
Century Aluminum Company (NASDAQ:CENX) Soars 27% But It's A Story Of Risk Vs Reward
Century Aluminum Company ( NASDAQ:CENX ) shares have had a really impressive month, gaining 27% after a shaky period...Seeking Alpha • Apr 24
Century Aluminum's Long-Term Strategy Is Solid But Economic Uncertainty Weighs
Summary Growing US protectionism is validating Century Aluminum's strategy of high domestic US production levels. Century has a solid strategy of vertical and horizontal integration, which includes its Jamalco acquisition and planned new US smelter. The Midwest Premium continues to rise, but macroeconomic concerns and investor caution may impact the stock price. Read the full article on Seeking AlphaSeeking Alpha • Mar 02
Century Aluminum: A Value-Oriented Trump Trade
Summary Trump's tariffs on aluminum are set to transform the earnings power of Century Aluminum, causing a potential tripling of pre-tax profits. After the company's transformation, I believe it is worth $91 per share given the analog of BlueScope Steel. I recommend investors buy CENX stock, given its discount to estimated fair value. Read the full article on Seeking Alpha
Nouveau récit • Sep 14
Green Economy And Debt Reduction Fuel Growth, Yet Shrinking Margins And Market Challenges Loom Ahead
Strategic government actions and a favorable market for aluminum due to electrification and lightweighting trends are expected to positively impact Century Aluminum's revenue.Seeking Alpha • Sep 03
Century Aluminum Remains Sensitive To Highly Competitive Market
Summary Century Aluminum's Q1 net income was driven by a one-time gain, not ongoing profitability, making its current valuation misleading. The company’s operations are highly sensitive to aluminum prices and raw material costs, posing significant risks. Century Aluminum's heavy reliance on a single customer and lack of cash reserves limit its flexibility and growth potential. Despite recent optimism, without a clear catalyst, the stock is overvalued compared to industry peers and is best viewed as a hold. Read the full article on Seeking AlphaSeeking Alpha • Jun 10
Century Aluminum: Looming Capex Requirements And Weak Fundamentals
Summary Century Aluminum's stock price has increased by 89% YoY, most likely due to a spike in LME aluminum prices. In my view, the underlying company fundamentals are poor and do not justify a sustained outperformance compared to its peers at the moment. A simple model suggests a ~26% downside to the stock's fair-value. However, the strong correlation with spot aluminum markets suggests a short position could be a speculative bet. Read the full article on Seeking AlphaPrévisions de croissance des bénéfices et des revenus
| Date | Recettes | Les revenus | Flux de trésorerie disponible | Cash from Op | Moy. Nombre d'analystes |
|---|---|---|---|---|---|
| 12/31/2028 | 4,021 | 1,274 | 1,244 | N/A | 2 |
| 12/31/2027 | 4,019 | 1,197 | 1,179 | 3,671 | 3 |
| 12/31/2026 | 3,432 | 1,165 | 904 | 3,218 | 3 |
| 3/31/2026 | 2,543 | 349 | 27 | 181 | N/A |
| 12/31/2025 | 2,528 | 40 | 85 | 185 | N/A |
| 9/30/2025 | 2,525 | 81 | -37 | 41 | N/A |
| 6/30/2025 | 2,432 | 111 | -22 | 59 | N/A |
| 3/31/2025 | 2,365 | 113 | -11 | 63 | N/A |
| 12/31/2024 | 2,220 | 319 | -107 | -25 | N/A |
| 9/30/2024 | 2,102 | 306 | -19 | 83 | N/A |
| 6/30/2024 | 2,108 | 219 | -1 | 104 | N/A |
| 3/31/2024 | 2,123 | 229 | -19 | 91 | N/A |
| 12/31/2023 | 2,185 | -43 | 11 | 106 | N/A |
| 9/30/2023 | 2,203 | -175 | -70 | 8 | N/A |
| 6/30/2023 | 2,295 | -94 | -116 | -45 | N/A |
| 3/31/2023 | 2,576 | -69 | -86 | -12 | N/A |
| 12/31/2022 | 2,777 | -14 | -60 | 26 | N/A |
| 9/30/2022 | 2,907 | 148 | -103 | 5 | N/A |
| 6/30/2022 | 2,851 | 57 | -17 | 92 | N/A |
| 3/31/2022 | 2,522 | -10 | -79 | 23 | N/A |
| 12/31/2021 | 2,213 | -167 | -148 | -65 | N/A |
| 9/30/2021 | 1,943 | -263 | -50 | -2 | N/A |
| 6/30/2021 | 1,754 | -269 | -146 | -117 | N/A |
| 3/31/2021 | 1,628 | -261 | -56 | -41 | N/A |
| 12/31/2020 | 1,605 | -123 | 30 | 43 | N/A |
| 9/30/2020 | 1,651 | -93 | 24 | 55 | N/A |
| 6/30/2020 | 1,697 | -55 | 69 | 115 | N/A |
| 3/31/2020 | 1,768 | -49 | 19 | 74 | N/A |
| 12/31/2019 | 1,837 | -81 | N/A | 18 | N/A |
| 9/30/2019 | 1,888 | -141 | N/A | -14 | N/A |
| 6/30/2019 | 1,932 | -141 | N/A | -64 | N/A |
| 3/31/2019 | 1,929 | -100 | N/A | -58 | N/A |
| 12/31/2018 | 1,893 | -66 | N/A | -69 | N/A |
| 9/30/2018 | 1,840 | 32 | N/A | -58 | N/A |
| 6/30/2018 | 1,759 | 72 | N/A | 18 | N/A |
| 3/31/2018 | 1,678 | 60 | N/A | 30 | N/A |
| 12/31/2017 | 1,589 | 45 | N/A | 52 | N/A |
| 9/30/2017 | 1,495 | -157 | N/A | 73 | N/A |
| 6/30/2017 | 1,428 | -235 | N/A | 18 | N/A |
| 3/31/2017 | 1,366 | -251 | N/A | 12 | N/A |
| 12/31/2016 | 1,319 | -252 | N/A | 38 | N/A |
| 9/30/2016 | 1,363 | -127 | N/A | 15 | N/A |
| 6/30/2016 | 1,484 | -125 | N/A | -5 | N/A |
| 3/31/2016 | 1,681 | -146 | N/A | -69 | N/A |
| 12/31/2015 | 1,950 | -59 | N/A | 32 | N/A |
| 9/30/2015 | 2,117 | 53 | N/A | 142 | N/A |
| 6/30/2015 | 2,163 | 156 | N/A | 260 | N/A |
Prévisions de croissance des analystes
Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de CENX ( 31% par an) est supérieure au taux d'épargne ( 3.5% ).
Bénéfices vs marché: Les bénéfices de CENX ( 31% par an) devraient croître plus rapidement que le marché US ( 16.8% par an).
Croissance élevée des bénéfices: Les bénéfices de CENX devraient augmenter de manière significative au cours des 3 prochaines années.
Chiffre d'affaires vs marché: Le chiffre d'affaires de CENX ( 16.1% par an) devrait croître plus rapidement que le marché US ( 11.7% par an).
Croissance élevée des revenus: Le chiffre d'affaires de CENX ( 16.1% par an) devrait croître plus lentement que 20% par an.
Prévisions de croissance du bénéfice par action
Rendement futur des capitaux propres
ROE futur: Données insuffisantes pour déterminer si le retour sur capitaux propres de CENX devrait être élevé dans 3 ans
Découvrir les entreprises en croissance
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/18 05:02 |
| Cours de l'action en fin de journée | 2026/05/18 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Century Aluminum Company est couverte par 18 analystes. 3 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| David Gagliano | Barclays |
| Paretosh Misra | Berenberg |
| Alexander Robert Pearce | BMO Capital Markets Equity Research |