Century Aluminum “well positioned” to benefit from tariffs, BMO upgrades stock

Investing.com

02-24

Investing.com -- BMO Capital Markets upgraded Century Aluminum Company (NASDAQ:CENX) to "Outperform" from "Market Perform" given its favourable valuation following a recent sell-off and the company's strong positioning amid rising aluminum prices and tariffs.

Century is the largest primary aluminum producer in the U.S. and is set to benefit from the upcoming increase in Section 232 aluminum tariffs to 25% from 10%. BMO noted that the Midwest Aluminum Premium (MWP) has already risen to around $0.40/lb from the low $0.20s in January, potentially adding millions to its EBITDA estimate. The brokerage sees further upside if the MWP jumps more.

The ongoing strategic review of Century's idled Hawesville smelter, with potential outcomes including a sale or restart, which could generate upto $250 million in EBITDA at current aluminum prices. Additionally, the firm pointed to increasing shareholder return potential as Century approaches its liquidity and net debt targets.

Century shares are trading at 5.6x and 5.3x BMO’s 2025 and 2026 EBITDA estimates, and below 4.0x on a spot basis, reinforcing the firm's view that the market is underappreciating the company’s earnings potential.

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BMO noted that the <a href=\"https://laohu8.com/S/MDWT\">Midwest</a> Aluminum Premium (MWP) has already risen to around $0.40/lb from the low $0.20s in January, potentially adding millions to its EBITDA estimate. The brokerage sees further upside if the MWP jumps more. <br/><br/>The ongoing strategic review of Century's idled Hawesville smelter, with potential outcomes including a sale or restart, which could generate upto $250 million in EBITDA at current aluminum prices. Additionally, the firm pointed to increasing shareholder return potential as Century approaches its liquidity and net debt targets.</p>\n<p>Century shares are trading at 5.6x and 5.3x BMO’s 2025 and 2026 EBITDA estimates, and below 4.0x on a spot basis, reinforcing the firm's view that the market is underappreciating the company’s earnings potential.</p>\n<p>Related Articles</p>\n<p>Century Aluminum “well positioned” to benefit from tariffs, BMO upgrades stock</p>\n<p>MongoDB acquires Voyage AI to boost AI-powered application capabilities</p>\n<p>Trump urges Putin and Zelenskiy to collaborate for peace deal</p>\n</body></html>\n<div class=\"bt-text\">\n\n\n<p> 來源：<a href=\"https://finance.yahoo.com/news/century-aluminum-well-positioned-benefit-140802230.html\">Investing.com</a></p>\n<p>為提升您的閱讀體驗，我們對本頁面進行了排版優化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"CENX","symbol_name":"世紀鋁業","start_time":0,"source_url":"https://finance.yahoo.com/news/century-aluminum-well-positioned-benefit-140802230.html","article_id":"2513724755","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2513724755","pubTimestamp":1740406082,"columns":[],"sourceInfo":{"source_id":"yahoofinance","name":"雅虎金融"},"weMediaInfo":null,"summary":"Investing.com --BMO Capital Markets upgraded Century Aluminum Company  to \"Outperform\" from \"Market Perform\" given its favourable valuation following a recent sell-off and the company's strong positioning amid rising aluminum prices and tariffs.Century is the largest primary aluminum producer in the U.S. and is set to benefit from the upcoming increase in Section 232 aluminum tariffs to 25% from 10%. 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