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Stock impact report

US bank downgrades Centrica, citing lack of near-term catalysts [Yahoo! Finance]

CENTRICA PLC S/ADR (CPYYY) 
NASDAQ:AMEX Investor Relations: centrica.com/investors
Company Research Source: Yahoo! Finance
Jefferies has cut its rating on Centrica PLC (LSE:CNA) , the British Gas owner, from 'buy' to 'hold', arguing that the stock's strong run this year has left it looking fully valued against a backdrop of limited near-term growth and deteriorating earnings momentum. The investment bank said Centrica's shares, which have risen more than 10% in 2026, now trade at around 10 times its estimated 2030 earnings, a level it considers to reflect a more balanced risk-reward rather than a compelling buying opportunity. Jefferies raised its price target by 5% to 210p, implying just 7% upside from the current price of 196p. It cut its earnings per share estimate for 2026 by 17%, primarily driven by £100 million of higher net interest costs than previously forecast, now tethered to company guidance. Its earnings before interest, tax, depreciation and amortisation (EBITDA) estimate for the same year was trimmed by 1%. Central to Jefferies' more cautious stance is uncertainty over Centrica's g Show less Read more
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