Analysts have raised their price target for GrafTech International from $13.25 to $14.60. They cite improved profit margin projections and a modest adjustment to discount rates, even though lower anticipated revenue growth is expected.
What's in the News
- GrafTech International revised its 2025 sales guidance and now expects an 8-10% year-over-year increase in sales volume. The company is shifting market focus to higher margin regions and implementing measures to enhance production efficiency (Key Developments).
- The company forecasts a 10% year-over-year decrease in cash cost of goods sold per metric ton for 2025, which exceeds previous guidance of a 7-9% decline (Key Developments).
- Production volume for the third quarter of 2025 was 26.6 MT, down from 29.4 MT a year prior. However, nine-month production rose to 84.5 MT from 72.2 MT in the previous year (Key Developments).
- Stockholders approved a 1-for-10 reverse stock split and a proportional reduction in authorized shares, effective August 29, 2025 (Key Developments).
Valuation Changes
- Consensus Analyst Price Target: Increased from $13.25 to $14.60, reflecting a modest rise in valuation.
- Discount Rate: Rose slightly from 12.32% to 12.5%.
- Revenue Growth: Decreased significantly from 24.46% to 12.56% forecasted growth.
- Net Profit Margin: Improved from 10.16% to 11.46%.
- Future P/E: Increased from 4.90x to 6.34x, indicating a higher valuation multiple.
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