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ROG: Share Repurchases And Earnings Guidance Will Shape A Stable Outlook

Analyst Maintains Rogers Price Target Amid Stable Valuation and Modest Profit Margin Adjustment

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ROG
AnalystConsensusTarget
Not Invested
Published 24 Sep 2024

Update shared on 05 Dec 2025

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Analysts have nudged their price target on Rogers modestly higher to approximately $97 per share, citing slightly improved long term assumptions for the discount rate and forward valuation multiples that reinforce a stable outlook for revenue growth and profit margins.

What's in the News

  • Rogers has updated its share repurchase activity, buying back 137,879 shares, or about 0.76% of outstanding shares, for $10 million between July 1 and September 30, 2025, bringing total repurchases under the August 6, 2015 authorization to 1,953,715 shares, or 10.55%, for $133.14 million (company filing).
  • The company issued fourth quarter 2025 guidance, forecasting revenue between $190 million and $205 million. This implies roughly 3% year over year growth at the midpoint but a 9% sequential decline, with EPS expected to range from breakeven to $0.40 (company guidance).

Valuation Changes

  • Discount Rate increased slightly from 8.42% to approximately 8.44%, suggesting a marginally higher required return applied to future cash flows.
  • Revenue Growth was effectively unchanged at about 7.12%, indicating a stable long term top line outlook.
  • Net Profit Margin was effectively unchanged at roughly 11.22%, implying no material shift in long term profitability assumptions.
  • Future P/E edged up modestly from about 17.83x to 17.84x, reflecting a slightly higher multiple applied to projected earnings.
  • Fair Value Estimate held steady at approximately $96.67 per share, signaling that small input adjustments did not alter the overall valuation conclusion.

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Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.