Can Analyst Estimate Cuts Change the Long-Term Narrative for Centuri Holdings (CTRI)?

• Centuri Holdings is expected to report year-over-year earnings growth for the September 2025 quarter, but analyst EPS estimates were lowered by 20% in the last month, according to recent updates.
• This combination of anticipated earnings growth and reduced analyst expectations has contributed to increased caution in the market regarding Centuri Holdings' upcoming results.
• We'll explore how recent analyst estimate revisions and bearish sentiment are shaping Centuri Holdings' investment story ahead of its next earnings announcement.

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What Is Centuri Holdings' Investment Narrative?

Centuri Holdings is a stock for investors who believe in the essential nature of utility infrastructure, with a business model that relies on long-term partnerships and large project awards. Before the recent analyst estimate cut, the company's key catalysts centered around its pipeline of new contracts, such as the US$400 million in new awards this October, and expectations of a turn to profitability over the next few years. However, the 20% reduction in analyst EPS estimates suggests lowered short-term confidence, injecting some near-term uncertainty just ahead of a critical earnings update. While revenue growth guidance was raised a few months ago and the valuation remains favorable by peer comparison, the sharp revision in expectations may cool enthusiasm for an earnings beat and bring renewed attention to Centuri’s loss history and unseasoned leadership team. Any added pressure from recent estimate cuts could limit positive momentum from the company’s contract wins or management appointments, but unless market reaction becomes pronounced, the long-term investment thesis is intact. Still, if those leadership changes or new contracts take longer to show results, investors could face increased volatility in the months ahead.

Centuri Holdings' share price has been on the slide but might be up to 35% below fair value. Find out if it's a bargain.

Exploring Other Perspectives

Four Simply Wall St Community fair value estimates for Centuri Holdings range from just US$6.06 up to US$23.25. While professional analysts recently trimmed forecasts, some participants still see upside, reflecting just how much opinions diverge when near-term risks or catalysts come into focus.

Explore 4 other fair value estimates on Centuri Holdings - why the stock might be worth less than half the current price!

Build Your Own Centuri Holdings Narrative

Disagree with this assessment? Create your own narrative in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Centuri Holdings research is our analysis highlighting 2 key rewards that could impact your investment decision.
• Our free Centuri Holdings research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Centuri Holdings' overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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