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ROG: Share Repurchases And Earnings Guidance Will Shape A Balanced 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 19 Dec 2025

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-6.3%
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0.6%

Analysts have raised their price target on Rogers by 0.0 percent to approximately 97 dollars per share, citing slightly lower discount rate assumptions and a marginally reduced future price to earnings multiple. These factors collectively refine, but do not materially alter, their long term valuation outlook.

What's in the News

  • Rogers reported completing a major share repurchase program first announced on August 6, 2015, having bought back a total of 1,953,715 shares, or about 10.55% of its outstanding stock, for approximately 133.14 million dollars (company filing).
  • In the most recent tranche from July 1, 2025 to September 30, 2025, the company repurchased 137,879 shares, representing about 0.76% of shares outstanding, for 10 million dollars (company filing).
  • Rogers issued fourth quarter 2025 revenue guidance of 190 million to 205 million dollars, indicating roughly 3% year over year growth but a 9% sequential decline at the midpoint (company guidance).
  • The company projected fourth quarter 2025 earnings per share between breakeven and 0.40 dollars, indicating a wide range of potential profitability outcomes amid shifting demand conditions (company guidance).

Valuation Changes

  • Fair Value Estimate: Unchanged at approximately 97 dollars per share, indicating no material shift in long term intrinsic value.
  • Discount Rate: Fallen slightly from about 8.44% to 8.43%, reflecting a modestly lower perceived risk profile or funding cost.
  • Revenue Growth Assumption: Effectively unchanged at roughly 7.12% annually, suggesting a stable outlook for top line expansion.
  • Net Profit Margin: Essentially flat at around 11.22%, indicating no meaningful revision to long term profitability expectations.
  • Future P/E Multiple: Edged down marginally from about 17.84x to 17.83x, signaling a slightly more conservative view on valuation multiples.

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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.