$BTU

StoneX reiterates Buy on Peabody Energy stock, $36 target

StoneX reiterated a Buy rating and $36 target for Peabody Energy (BTU), citing undervaluation. They lowered Q3 EBITDA forecast to $112M. Peabody maintained Q3 sales guidance for Centurion mine. Recent Q2 results missed estimates, with a loss of $0.74 per share. Analysts have mixed price targets but mostly positive ratings.

Original reporting
Published Oct 20, 2026, 2:38 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Oct 20, 2026, 3:00 PM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
AlphAI market briefFinancial news
Primary signal
$BTU
Bullish
high confidence
Mentioned
$BTU
Relevance
6/10
AlphAI data visualization · based on investing.com
Decision brief

The 30-second read

$BTUBullishHigh
01

Why it matters

The rating upgrade and higher target provide a fresh catalyst that could attract short-term buying, though the company's loss and mine ramp-up risks temper enthusiasm.

02

Market read

Analyst upgrade with a new price target offers a near‑term trading idea for BTU.

03

What to watch

Potential delays at the Centurion mine and weak profitability outlook could limit upside.

Relevance 6/10Novelty 6/10Timing: immediate

Background

StoneX issued a new research note reiterating a Buy rating on Peabody Energy (BTU) with a $36 price target, adjusting its Q3 EBITDA forecast downward.

Company-level read

Ticker impact

$BTUBullishHigh confidence
Context

StoneX reiterated a Buy rating and set a $36 price target for Peabody Energy, lowering its Q3 adjusted EBITDA forecast.

Expected impact

likely upward pressure as the market prices in the new $36 target above current levels

Evidence & confidence

The rating change and target are fresh analyst actions that can be acted on immediately.

Market effects

May lift sentiment in the coal and broader energy sector as a major producer receives a bullish rating.

Limited to U.S. equities; no broader regional effect.

Low; impact confined to Peabody Energy and its peers.

Counterpoint

Some investors may remain skeptical due to ongoing losses and cash flow concerns.

Key entities

  • Peabody Energy

    U.S. coal producer (ticker BTU) subject of the analyst rating.

  • StoneX

    Analyst firm issuing the Buy rating and target.

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Peabody Energy Q2 Earnings Call Highlights

Peabody Energy (BTU) reported Q2 segment results and gave 3Q and 2H 2026 guidance. Centurion targets 1.5-2.0M tons of sales in 2H 2026. Seaborne thermal shipped 3.0M tons, export price $95.87/ton. Seaborne metallurgical shipped 2.5M tons; adjusted EBITDA loss $17M. BTU issued $250M 0.5% converts and redeemed $241.2M 3.25% converts.