Update shared on 17 Dec 2025
Analysts have modestly increased their price target on GrafTech International to $14.75 per share from $14.50 per share, citing slightly improved profit margin expectations and a marginally lower forward price to earnings multiple while maintaining their long term growth and risk assumptions.
What's in the News
- Completed share repurchase of 5,740,502 shares, representing 21.97% of outstanding shares, under the buyback program announced on November 5, 2021, with no additional shares repurchased in the July 1 to September 30, 2025 tranche (Key Developments).
- Revised 2025 sales guidance to an 8 to 10% year over year increase in sales volume, slightly below the prior target of 10%, as the company prioritizes margin discipline over low priced volume (Key Developments).
- Plans to accelerate profitability normalization by optimizing its order book and shifting the geographic mix toward higher price regions, particularly the United States, while leveraging its global production network to navigate tariffs (Key Developments).
- Now expects an approximate 10% year over year decline in 2025 cash cost of goods sold per metric ton, improving on prior guidance of a 7 to 9% decline versus 2024 (Key Developments).
- Reported third quarter 2025 production volume of 26.6 MT versus 29.4 MT a year earlier, while nine month 2025 production rose to 84.5 MT from 72.2 MT, indicating stronger year to date output despite a softer quarter (Key Developments).
Valuation Changes
- Fair value estimate remains unchanged at $14.75 per share, reflecting stable long term assumptions despite modestly improved margin expectations.
- The discount rate is held steady at 12.5%, indicating no change in the assessed risk profile of GrafTech International.
- Revenue growth is effectively unchanged at approximately 9.83% per year, with only an immaterial rounding adjustment in the model.
- The net profit margin has risen slightly from about 11.78% to 11.82%, reflecting modestly better expected operating efficiency.
- The future P/E multiple has edged down marginally from roughly 6.70x to 6.68x, implying a slightly more conservative valuation for future earnings.
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