Century Aluminum Company (CENX)
Century Aluminum Bets on Tight Markets, Tariffs and Oklahoma Smelter to Drive Growth
Century Aluminum NASDAQ: CENX used a fireside chat at the Wells Fargo Industrials and Materials Conference to frame its investment case around tight aluminum markets, U.S. and European production exposure, and a planned new smelter in Oklahoma.
Century Aluminum: The Rally Still Has Plenty Fuel
Century Aluminum (CENX) remains a Buy, with ~50% upside potential over 12-16 months driven by industry structural deficits and strong aluminum pricing. CENX's Q1 adjusted EBITDA surged 35% QoQ to $231 million, with Q2 guidance of $315–335 million and a run-rate potentially exceeding $400 million. Long-term catalysts include a 40% stake in a new US smelter JV with EGA and anticipated share buybacks as CAPEX needs ease from 2H 2026 onward.
Century (CENX) Is a Great Choice for 'Trend' Investors, Here's Why
Century (CENX) could be a great choice for investors looking to make a profit from fundamentally strong stocks that are currently on the move. It is one of the several stocks that made it through our "Recent Price Strength" screen.
2 Aluminum Stocks Poised for Big Tariff-Related Gains
The price of aluminum has surged by almost 50% in the last year, reaching multi-year highs amid pressure due to the Iran war, domestic tariffs, and more. The shutdown of the Strait of Hormuz has had a particularly strong impact, given its critical role in the transmission of aluminum through the Middle East to other parts of the world.
Are Industrial Products Stocks Lagging Century Aluminum (CENX) This Year?
Here is how Century Aluminum (CENX) and Fanuc Corp. (FANUY) have performed compared to their sector so far this year.
Century Aluminum: Transformative Earnings Cycle
Century Aluminum Company benefits from U.S. tariffs, regulatory tailwinds, and Hormuz disruptions, supporting superior unit economics and a domestic price premium over international competitors. Despite tripling in value over the past year, CENX stock trades at a mid-single-digit forward P/E, reflecting ongoing upside amid favorable industry dynamics and capacity expansion. Risks center on commodity price volatility, but tariff protections and strong domestic demand position CENX to maintain high utilization and market share.
Century Aluminum Q1 Earnings Miss Estimates, Sales Rise Y/Y
CENX posted Q1 earnings growth and expects stronger Q2 EBITDA as higher aluminum prices and premiums offset weaker shipments.
Century Aluminum (CENX) Lags Q1 Earnings and Revenue Estimates
Century Aluminum (CENX) came out with quarterly earnings of $1.06 per share, missing the Zacks Consensus Estimate of $1.16 per share. This compares to earnings of $0.28 per share a year ago.
Century Aluminum Company (CENX) Q1 2026 Earnings Call Transcript
Century Aluminum Company (CENX) Q1 2026 Earnings Call Transcript
Is Century Aluminum (CENX) Stock Outpacing Its Industrial Products Peers This Year?
Here is how Century Aluminum (CENX) and Kennametal (KMT) have performed compared to their sector so far this year.
All You Need to Know About Century (CENX) Rating Upgrade to Strong Buy
Century (CENX) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
CENX Launches Expanded Production at Mt. Holly, Lifting U.S. Supply
CENX ramps Mt. Holly output toward full capacity, boosting U.S. aluminum supply and advancing a major expansion strategy with a new Oklahoma smelter.
