Curamik Expansion Risks And EV Demand Uncertainty Will Pressure Margins And Earnings Outlook

AnalystLowTarget

Analyst Low Target compiles bearish analysts opinions to create narratives which represent one standard deviation below the consensus price target, using forecasted revenue and earnings figures, as well as the transcripts of earnings calls.

Published

21 Jan 26

Updated

30 Jul 26

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Shared on 30 Jul 26

Fair value Increased 76%

ROG: Future CEO Transition Will Shape Earnings Outlook And Index Inclusion

Rogers posts stronger recent results and expects more improvement ahead as customer demand and new products pick up. A new CEO and a fresh spot in a major index could change how the business is run—and how many funds end up owning the stock.

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Fair Value vs Share Price

US$150

vs US$136.688.9% undervalued

Revenue growth

10.1%

Profit margin

Recent News & Updates

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Recent updates

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Company analysis

Flawless balance sheet with moderate growth potential.

Market capUS$2.4b

PB2.0x

Estimated Growth8.3%

Dividend YieldN/A

Full analysis

CEO & management

Ali El-Haj

CEO

2.4yrs

CEO Tenure

Designs, develops, manufactures, and sells engineered materials and components in the United States, other Americas, China, other Asia Pacific countries, Germany, Europe, the Middle East, and Africa.