BMO Capital raises Century Aluminum stock price target to $26 on Mt. Holly restart

Published 08/08/2025, 12:40
BMO Capital raises Century Aluminum stock price target to $26 on Mt. Holly restart

Investing.com - BMO Capital has raised its price target on Century Aluminum (NASDAQ:CENX) to $26.00 from $21.00 while maintaining an Outperform rating on the stock. The company’s shares, currently trading at $22.64, have shown remarkable momentum with a 75% return over the past year. According to InvestingPro analysis, the stock appears to be trading below its Fair Value.

The aluminum producer reported second-quarter 2025 EBITDA of $74 million, falling below the company’s guided range and slightly under both BMO Capital’s and consensus estimates of $78 million, with the shortfall attributed to higher power prices. Despite this quarterly performance, Century Aluminum maintains a "GREAT" overall Financial Health score on InvestingPro, with trailing twelve-month EBITDA of $248.2 million.

BMO Capital expects Century Aluminum’s earnings and free cash flow to improve significantly in the third quarter of 2025 as the company begins to benefit from higher Midwest Premium (MWP) prices.

The price target increase follows Century Aluminum’s announcement of the restart of its Mt. Holly facility, which factored into BMO Capital’s decision to raise its 2025 and 2026 EBITDA estimates.

BMO Capital noted that Century Aluminum shares are currently trading at 4.8 times its 2026 estimated EBITDA and approximately 3.0 times current spot-based EBITDA, with the company expected to generate healthy free cash flow with double-digit yields.

In other recent news, Century Aluminum released its second-quarter 2025 earnings report, revealing mixed results. The company’s earnings per share (EPS) came in at $0.30, which was below analysts’ expectations of $0.42, representing a negative surprise of 28.57%. However, Century Aluminum exceeded revenue projections by reporting $628.1 million, surpassing the anticipated $606.18 million, marking a positive surprise of 3.62%. Despite the earnings miss, the company managed to impress with its revenue performance. These developments have caught the attention of investors and analysts alike. The earnings report highlights Century Aluminum’s ability to generate higher-than-expected revenue, even as it fell short on EPS. The financial results are part of the latest updates concerning the company.

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