Century Aluminum（CENX）株式概要
センチュリー・アルミニウム社は子会社と共に、米国とアイスランドで一次アルミニウムとアルミナを生産している。 詳細
CENX Community Fair Values
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Analyst Price Targets
Century Aluminum Company 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$46.72 |
| 52週高値 | US$70.43 |
| 52週安値 | US$20.91 |
| ベータ | 2 |
| 1ヶ月の変化 | 12.58% |
| 3ヶ月変化 | -14.93% |
| 1年変化 | 100.86% |
| 3年間の変化 | 476.79% |
| 5年間の変化 | 335.01% |
| IPOからの変化 | 242.90% |
最新ニュース
Recent updates
ナラティブ更新 • Aug 12
CENX: TeraWulf Stake And Tariff Support Will Drive Future Upside
Analysts have trimmed their fair value estimate for Century Aluminum from $74 to $70.50, citing revised assumptions on discount rate, revenue growth, profit margins and future P/E. This comes even as recent research highlights potential benefits from capacity restarts, U.S. tariff support and value tied to the TeraWulf data center stake.Seeking Alpha • Jul 28
Century Aluminum: Trading At A Slight Discount And Set To Grow
Summary Century Aluminum (CENX) is rated a buy, supported by strong financials, discounted valuation, and favorable political and market tailwinds. CENX's expansion includes Mount Holly smelter recommissioning and a major Oklahoma joint venture, both poised to boost domestic production and revenue. The company maintains a robust asset-to-liability ratio (1.94x), improved liquidity, and ongoing deleveraging, positioning it for upcoming capital expenditures. Trading at a P/E of 4.58 and EV/EBITDA of 3.84, CENX appears undervalued versus sector peers, with significant upside if aluminum demand and policy support persist. Read the full article on Seeking Alphaナラティブ更新 • Jul 24
CENX: TeraWulf Equity Stake And Section 232 Support Future Cash Flows
Analysts have trimmed their price target on Century Aluminum to $74 from $86, citing updated valuation assumptions along with the potential long term value of the company’s 6.8% non dilutive equity stake linked to TeraWulf’s $19 billion, 20 year lease with Anthropic for the Kentucky data center campus. What's in the News for Century Aluminum Century Aluminum publicly supported a U.S. executive order under President Donald Trump that allows approved companies investing in new primary aluminum production in the United States to import a matching volume of primary aluminum at a reduced tariff rate, according to company statements.
ナラティブ更新 • Jul 10
CENX: Kentucky Data Center Stake Will Drive Future Upside Potential
Analysts have updated their price target framework for Century Aluminum, with the fair value estimate moving from $61 to $83. They cited revised assumptions for revenue growth, profit margins, discount rate and future P/E, alongside recent commentary on the company's 6.8% non dilutive equity stake in TeraWulf's Kentucky data center project and related monetization options.
ナラティブ更新 • Jun 26
CENX: U.S. Mine To Metal Expansion Will Drive Future Upside Potential
Century Aluminum's analyst price target has been updated from $37 to $67, with analysts pointing to revised assumptions for revenue growth, profit margin, discount rate, and future P/E expectations as key drivers behind the new valuation range. Analyst Commentary Recent research on Century Aluminum highlights a wide range of valuation views, even as headline price targets move higher.分析記事 • Jun 17
Century Aluminum (CENX) Stock Could Be 33% Undervalued Ahead Of Wells Fargo Conference
Conference appearance puts Century Aluminum in focus Century Aluminum (CENX) is drawing attention ahead of its presentation at the 16th Annual Wells Fargo Industrials & Materials Conference on June 9, where President and CEO Jesse E. Gary is scheduled to speak. For investors watching Century Aluminum stock, the conference offers a chance to hear directly about the company’s primary aluminum operations in the United States and Iceland, its recent financial results, and the way management is...ナラティブ更新 • 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.ナラティブ更新 • May 23
CENX: Section 232 Premiums And Supply Shocks Will Support Future Cash Flows
Analysts lifted the Century Aluminum price target by $0.67 to $80.00, citing updated views on aluminum supply and demand, an expected margin profile, and a lower assumed future P/E multiple in their models. Analyst Commentary Recent Street research on Century Aluminum points to a mix of optimism around earnings power and project execution, alongside caution about costs and long term assumptions embedded in current valuations.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.新しいナラティブ • 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?分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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).ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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).ナラティブ更新 • 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.分析記事 • 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...分析記事 • 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...分析記事 • May 16
Century Aluminum (NASDAQ:CENX) Has A Somewhat Strained Balance Sheet
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...分析記事 • Apr 28
Century Aluminum (NASDAQ:CENX) Is Doing The Right Things To Multiply Its Share Price
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Ideally, a...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 Alpha分析記事 • Mar 10
Century Aluminum (NASDAQ:CENX) Is Posting Healthy Earnings, But It Is Not All Good News
Investors were disappointed with Century Aluminum Company's ( NASDAQ:CENX ) recent earnings release. We did some...Seeking 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分析記事 • Jan 30
These 4 Measures Indicate That Century Aluminum (NASDAQ:CENX) Is Using Debt Extensively
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Jan 09
Century Aluminum (NASDAQ:CENX) Is Looking To Continue Growing Its Returns On Capital
Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'll want...分析記事 • Nov 27
There's Reason For Concern Over Century Aluminum Company's (NASDAQ:CENX) Massive 31% Price Jump
Century Aluminum Company ( NASDAQ:CENX ) shares have continued their recent momentum with a 31% gain in the last month...株主還元
| CENX | US Metals and Mining | US 市場 | |
|---|---|---|---|
| 7D | -8.8% | -0.4% | 0.6% |
| 1Y | 100.9% | 64.8% | 20.1% |
業界別リターン: CENX過去 1 年間で64.8 % の収益を上げたUS Metals and Mining業界を上回りました。
リターン対市場: CENX過去 1 年間で20.1 % の収益を上げたUS市場を上回りました。
価格変動
| CENX volatility | |
|---|---|
| CENX Average Weekly Movement | 9.3% |
| Metals and Mining Industry Average Movement | 10.1% |
| Market Average Movement | 7.1% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: CENX 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: CENXの 週次ボラティリティ ( 9% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1995 | 2,906 | Jesse Gary | centuryaluminum.com |
センチュリー・アルミニウム社は子会社とともに、米国とアイスランドで一次アルミニウムとアルミナを生産している。同社は、標準グレードおよび付加価値の高い一次アルミニウム製品の生産に従事している。また、オランダのヴリシンゲンで炭素陽極製造施設を所有・運営し、ジャマイカでアルミニウム還元施設や製錬所、ボーキサイト採掘、アルミナ精製も行っている。同社は1995年に設立され、イリノイ州シカゴに本社を置く。
Century Aluminum Company 基礎のまとめ
| CENX 基礎統計学 | |
|---|---|
| 時価総額 | US$4.62b |
| 収益（TTM） | US$603.00m |
| 売上高(TTM) | US$2.67b |
7.7x
PER（株価収益率1.7x
P/SレシオCENX は割高か？
公正価値と評価分析を参照収益と収入
| CENX 損益計算書（TTM） | |
|---|---|
| 収益 | US$2.67b |
| 売上原価 | US$2.16b |
| 売上総利益 | US$503.80m |
| その他の費用 | -US$99.20m |
| 収益 | US$603.00m |
直近の収益報告
Jun 30, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 6.09 |
| グロス・マージン | 18.89% |
| 純利益率 | 22.61% |
| 有利子負債／自己資本比率 | 31.3% |
CENX の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/08/16 23:24 |
| 終値 | 2026/08/14 00:00 |
| 収益 | 2026/06/30 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Century Aluminum Company 4 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。19
| アナリスト | 機関 |
|---|---|
| David Gagliano | Barclays |
| Paretosh Misra | Berenberg |
| Katja Jancic | BMO Capital Markets Equity Research |