Peabody Energy Corporation is rated Hold with a 12-month price target of $29.12, reflecting balanced risk/reward at current levels. BTU's Q1 results were mixed: revenue beat estimates, but adjusted EBITDA fell 43% YoY and free cash flow turned negative. Centurion mine ramp-up is the key growth driver, but met coal volatility and operational risks temper upside potential.
Peabody Energy NYSE: BTU stockholders approved all four proposals presented at the company's 2026 annual meeting, including the election of directors, an advisory vote on executive compensation, approval of the company's 2026 incentive plan and ratification of Ernst & Young LLP as its independent registered public accounting firm for 2026.
Peabody Energy is upgraded from hold to buy after a 30% share price pullback and improving long-term fundamentals. BTU's Q1 results showed rising production costs outpacing revenue growth, leading to a net loss, but external conditions may improve. I see thermal coal demand strengthening as global LNG supplies tighten, while metallurgical coal faces headwinds from slower economic growth.
Peabody Energy Corporation (BTU) Q1 2026 Earnings Call Transcript
Peabody Energy Corporation is rated a Buy, with recent share price weakness viewed as a compelling entry amid improving coking coal prices and Centurion ramp-up. Seaborne Metallurgical's earnings contribution is set to rise materially, driven by higher market prices and Centurion's low-cost production in Australia. Q1 2026 delivered $83M adjusted EBITDA, down materially due to the ramp-up issues with Centurion.
Peabody Energy (BTU) came out with a quarterly loss of $0.26 per share versus the Zacks Consensus Estimate of a loss of $0.01. This compares to earnings of $0.27 per share a year ago.
Peabody Energy (BTU) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
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Clean coal stock Peabody Energy Corp (NYSE:BTU) is trading at $28.34, down 13.8% this month already and 45% off its March 19, eight-year high of $41.14.
Amid the expected drop in U.S. coal production and consumption volumes, it will be better for the investors to avoid HCC, CNR and BTU until the coal market gives some positive signs of recovery.
Peabody Energy Corporation (BTU) Q4 2025 Earnings Call Transcript