Update shared on 05 Nov 2025
Fair value Increased 12%Analysts have raised their price target for Rogers from $85.67 to $95.67. They cite improved revenue growth projections and stronger profit margins as key factors behind the more positive outlook.
What's in the News
- Rogers completed the repurchase of 1,949,949 shares for $133.14 million, covering 10.53% under the ongoing buyback plan (Key Developments).
- Between July 1 and September 30, 2025, the company repurchased 134,113 shares, representing 0.74% for $10 million, under the announced buyback (Key Developments).
- Rogers issued earnings guidance for the fourth quarter of 2025, projecting revenues between $190 million and $205 million, with a midpoint increase of 3% year-over-year, but a 9% decline quarter over quarter. Expected EPS ranges from breakeven to $0.40 (Key Developments).
Valuation Changes
- Fair Value: Increased from $85.67 to $95.67, reflecting a more optimistic assessment of Rogers' intrinsic worth.
- Discount Rate: Decreased slightly from 8.28% to 8.26%, indicating a minor reduction in perceived risk.
- Revenue Growth: Raised from 5.44% to 6.31%, showing improved expectations for top-line expansion.
- Net Profit Margin: Increased notably from 8.71% to 11.48%, which signals anticipations of stronger profitability.
- Future P/E: Dropped significantly from 21.41x to 17.57x, which suggests the stock is now viewed as less expensive relative to its future earnings.
Disclaimer
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