Rogers (ROG) Resumen de Acciones
Rogers Corporation diseña, desarrolla, fabrica y vende materiales y componentes de ingeniería en Estados Unidos, otras Américas, China, otros países de Asia-Pacífico, Alemania, Europa, Oriente Medio y África. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 1/6 |
| Crecimiento futuro | 3/6 |
| Rendimiento pasado | 1/6 |
| Salud financiera | 6/6 |
| Dividendos | 0/6 |
ROG Community Fair Values
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Analyst Price Targets
Competidores de Rogers Corporation
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$136.68 |
| Máximo en las últimas 52 semanas | US$169.00 |
| Mínimo de 52 semanas | US$75.14 |
| Beta | 0.50 |
| Cambio en 1 mes | -4.36% |
| Variación en 3 meses | -11.78% |
| Cambio de 1 año | 68.74% |
| Variación en 3 años | -2.86% |
| Variación en 5 años | -27.07% |
| Variación desde la OPV | 4,437.14% |
Noticias y actualizaciones recientes
Actualización de narrativa • Aug 13
ROG: New CEO And Share Buybacks Will Support Future Upside
Analysts have trimmed their price target for Rogers to $173.33 from $183.33, reflecting updated assumptions for slightly higher revenue growth, a lower profit margin profile, a higher discount rate, and a higher future P/E multiple. What’s in the News for Rogers Rogers completed a share repurchase tranche from April 1, 2026 to June 30, 2026, buying 22,618 shares for US$3 million.Seeking Alpha • Jul 31
Rogers Corporation: Operational Recovery Is Already Priced In
Summary Rogers Corporation (ROG) shows operational recovery with Q2 2026 revenues up 6.9% and net income returning positive, but valuation remains stretched. ROG's forward P/E of 31.1x is well above sector median, limiting near-term upside and leaving little margin for operational missteps. Supply chain disruptions, raw material shortages, and underutilized China capacity pose significant risks to margin expansion and future earnings stability. While ROG's long-term prospects are attractive, current pricing does not offer a sufficient safety margin given ongoing operational and market uncertainties. Read the full article on Seeking Alpha
Actualización de narrativa • Jul 30
ROG: Future CEO Transition Will Shape Earnings Outlook And Index Inclusion
Analysts have raised their price target for Rogers from $85.00 to $150.00, citing revised assumptions related to revenue growth, profit margins, the discount rate, and future P/E expectations. What’s in the News for Rogers Rogers Corporation reported second quarter 2026 results with nearly 7% year over year revenue growth and higher adjusted earnings per share and EBITDA margin, supported by improving customer demand and new product initiatives.Recent updates
Actualización de narrativa • Aug 13
ROG: New CEO And Share Buybacks Will Support Future Upside
Analysts have trimmed their price target for Rogers to $173.33 from $183.33, reflecting updated assumptions for slightly higher revenue growth, a lower profit margin profile, a higher discount rate, and a higher future P/E multiple. What’s in the News for Rogers Rogers completed a share repurchase tranche from April 1, 2026 to June 30, 2026, buying 22,618 shares for US$3 million.Seeking Alpha • Jul 31
Rogers Corporation: Operational Recovery Is Already Priced In
Summary Rogers Corporation (ROG) shows operational recovery with Q2 2026 revenues up 6.9% and net income returning positive, but valuation remains stretched. ROG's forward P/E of 31.1x is well above sector median, limiting near-term upside and leaving little margin for operational missteps. Supply chain disruptions, raw material shortages, and underutilized China capacity pose significant risks to margin expansion and future earnings stability. While ROG's long-term prospects are attractive, current pricing does not offer a sufficient safety margin given ongoing operational and market uncertainties. Read the full article on Seeking AlphaActualización de narrativa • Jul 30
ROG: Future CEO Transition Will Shape Earnings Outlook And Index Inclusion
Analysts have raised their price target for Rogers from $85.00 to $150.00, citing revised assumptions related to revenue growth, profit margins, the discount rate, and future P/E expectations. What’s in the News for Rogers Rogers Corporation reported second quarter 2026 results with nearly 7% year over year revenue growth and higher adjusted earnings per share and EBITDA margin, supported by improving customer demand and new product initiatives.
Actualización de narrativa • Jul 16
ROG: New Leadership And Index Inclusion Will Support Future Repricing
Analysts have lifted their price target for Rogers from $127.00 to $200.00, citing updated assumptions on discount rate, revenue growth, profit margin, and future P/E that reshape their valuation framework. What’s in the News for Rogers B.Actualización de narrativa • Jul 01
ROG: AI Data Center Materials And New CEO Will Drive Future Upside
Analysts have lifted their price target for Rogers to $183.33 from $161.67, citing updated assumptions around revenue growth, profit margins, and a higher future P/E multiple. What’s in the News for Rogers Rogers Corporation reported Q1 revenue that was 5.2% higher year over year, met analyst expectations on sales, and exceeded consensus on earnings per share and next quarter revenue guidance, according to recent earnings coverage.Actualización de narrativa • Jun 17
ROG: Strong Guidance And New CEO Point To Balanced Future Returns
Analysts have raised their price target on Rogers stock from $150 to approximately $161.67 per share, citing updated fair value estimates and a modestly higher assumed future P/E multiple as the main factors behind the change. What’s in the News for Rogers Rogers reported Q1 revenue that was 5.2% higher year over year, in line with analyst expectations, with earnings per share and revenue guidance for the next quarter coming in above estimates.Artículo de análisis • Jun 16
Rogers (ROG) Stock Could Be 3.3% Overvalued After Fresh Revenue And Loss Figures
Rogers (ROG) stock has drawn fresh attention after reporting annual revenue of $820.8 million and a net income loss of $55.9 million, prompting investors to reassess how the business mix might support future profitability. See our latest analysis for Rogers. Rogers stock has recently picked up strong momentum, with a 53.38% 90 day share price return and a 68.46% year to date share price return, while the 1 year total shareholder return of 121.80% contrasts with weaker 3 and 5 year total...Actualización de narrativa • Jun 01
ROG: New Leadership And Higher Margins Will Support Balanced Future Returns
Analysts have raised their price target for Rogers to $150 from about $124, citing updated assumptions for higher revenue growth, a wider profit margin and a lower future P/E multiple as the main factors behind the change. What's in the News Rogers Corporation appointed Ali El-Haj as permanent President and CEO and added him to the Board of Directors, effective immediately, after serving as Interim CEO since July 2025.Actualización de narrativa • Apr 23
ROG: Ongoing Buybacks And Stable Margins Will Support Balanced Future Returns
Analysts now set a refreshed price target of $124.33 for Rogers, with the update framed by only slight adjustments to the discount rate, revenue growth, profit margin, and expected future P/E assumptions. What's in the News Rogers reported that from October 1, 2025 to December 31, 2025, it repurchased 174,276 shares, representing 0.97% of shares, for $14.3 million under its ongoing share buyback program (Key Developments).Actualización de narrativa • Apr 07
ROG: Ongoing Share Repurchases And Stable Margins Will Support Future Upside
Narrative Update on Rogers Analysts are maintaining their fair value estimate for Rogers at $124.33 per share, with only very small adjustments to inputs such as discount rate, revenue growth, profit margin, and future P/E used to support their updated price target work. What's in the News Rogers issued earnings guidance for the first quarter of 2026, targeting net sales in a range of $193 million to $208 million, giving investors a sense of expected near term revenue levels (Company guidance).Actualización de narrativa • Mar 23
ROG: Share Repurchases And Stable Margins Will Support Future Upside Potential
Analysts have kept their price target for Rogers steady at $124.33, citing only marginal tweaks to their discount rate, long term revenue growth, profit margin assumptions and future P/E expectations that leave their overall valuation view essentially unchanged. What's in the News Rogers issued earnings guidance for the first quarter of 2026, expecting net sales in a range of $193 million to $208 million, giving you a sense of the revenue level management is planning for in the near term (Key Developments).Actualización de narrativa • Mar 09
ROG: Ongoing Share Repurchases And Margin Assumptions Will Support Upside Potential
Analysts have made a small adjustment to their price target on Rogers, with updated assumptions around discount rate, revenue growth, profit margin, and future P/E now indicating a fair value of about $124.33 per share. What's in the News Rogers issued earnings guidance for Q1 2026, with expected net sales in a range of $193 million to $208 million, giving investors a reference point for near term revenue expectations (Key Developments).Actualización de narrativa • Feb 22
ROG: Buybacks And Margin Outlook Will Support A Stronger Forward View
Analysts have revised their price target on Rogers to $124.33 from $104.00, citing updated views on fair value, discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News Rogers issued earnings guidance for the first quarter of 2026, with expected net sales in a range of $193 million to $208 million, giving you a rough sense of the revenue scale management is planning for that period (company guidance).Artículo de análisis • Feb 12
Is Rogers Corporation (NYSE:ROG) Expensive For A Reason? A Look At Its Intrinsic Value
Key Insights Rogers' estimated fair value is US$83.51 based on 2 Stage Free Cash Flow to Equity Rogers' US$110 share...Actualización de narrativa • Feb 08
ROG: Modest Model Tweaks Will Shape A Steady Forward View
Analysts have modestly adjusted their price target for Rogers to $104.00, reflecting updated assumptions around a slightly lower discount rate and a small tweak to the forward P/E used in their models. Valuation Changes Fair Value Estimate: Held steady at $104.0, indicating no change in the modelled target level.Nueva narrativa • Feb 05
Curamik Ramp And Cost Savings Will Transform Margins And Support A Stronger Long-Term Outlook
Catalysts About Rogers Rogers Corporation supplies advanced materials and solutions used in industrial, automotive, aerospace and defense, power electronics and portable electronics applications. What are the underlying business or industry changes driving this perspective?Actualización de narrativa • Jan 24
ROG: Buybacks And Q4 Guidance Will Shape A Balanced Forward View
Analysts have lifted their price target on Rogers from $96.67 to $104.00, pointing to their updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E as the key drivers of the change. What's in the News Rogers reported that from July 1, 2025 to September 30, 2025, it repurchased 137,879 shares for $10 million, representing 0.76% of shares, as part of its ongoing buyback program (Key Developments).Actualización de narrativa • Jan 09
ROG: Buybacks And Q4 Guidance Will Support A Steady Forward Outlook
Analysts have kept their price target for Rogers steady at US$96.67, citing only marginal adjustments to their discount rate, revenue growth outlook, profit margin assumptions, and expected future P/E multiple as the basis for maintaining their view. What's in the News Rogers updated its share buyback activity, reporting repurchases of 137,879 shares from July 1, 2025 to September 30, 2025, representing 0.76% of shares for US$10 million under the existing program (Key Developments).Artículo de análisis • Jan 07
Risks To Shareholder Returns Are Elevated At These Prices For Rogers Corporation (NYSE:ROG)
With a median price-to-sales (or "P/S") ratio of close to 2.5x in the Electronic industry in the United States, you...Actualización de narrativa • Dec 19
ROG: Share Repurchases And Earnings Guidance Will Shape A Balanced Outlook
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.Actualización de narrativa • Dec 05
ROG: Share Repurchases And Earnings Guidance Will Shape A Stable Outlook
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).Actualización de narrativa • Nov 21
ROG: Share Repurchases And Earnings Outlook Will Drive Further Gains
Analysts have slightly increased their price target for Rogers from $95.67 to $96.67. This reflects updated expectations for higher revenue growth and a modest adjustment in the company's future financial outlook.Actualización de narrativa • Nov 05
ROG: Stronger Profit Margins And Share Buybacks Are Set To Drive Upside
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.Artículo de análisis • Nov 01
Rogers Corporation Just Beat EPS By 118%: Here's What Analysts Think Will Happen Next
Rogers Corporation ( NYSE:ROG ) just released its third-quarter report and things are looking bullish. It was overall a...Actualización de narrativa • Oct 22
Analyst Maintains Rogers Price Target Amid Stable Valuation and Modest Profit Margin Adjustment
Rogers' analyst price target remains steady at $85.67. Analysts note minor adjustments in discount rate and profit margin projections that offset each other, resulting in no change in their overall valuation outlook.Actualización de narrativa • Oct 08
Global Electrification And Advanced Materials Will Unlock New Opportunities
Analysts have raised their fair value estimate for Rogers from $80 to approximately $85.67, citing slightly improved revenue growth projections and updated discount rates. What's in the News Starboard Value LP has engaged with Rogers Corporation’s management and Board, discussing ongoing opportunities for value creation (Key Developments).Artículo de análisis • Sep 24
Rogers (NYSE:ROG) Could Be Struggling To Allocate Capital
When researching a stock for investment, what can tell us that the company is in decline? Typically, we'll see the...Artículo de análisis • Jun 10
Rogers (NYSE:ROG) May Have Issues Allocating Its Capital
What financial metrics can indicate to us that a company is maturing or even in decline? A business that's potentially...Artículo de análisis • May 07
There May Be Reason For Hope In Rogers' (NYSE:ROG) Disappointing Earnings
Rogers Corporation's ( NYSE:ROG ) recent soft profit numbers didn't appear to worry shareholders, as the stock price...Artículo de análisis • Apr 11
Rogers Corporation's (NYSE:ROG) Share Price Is Still Matching Investor Opinion Despite 27% Slump
To the annoyance of some shareholders, Rogers Corporation ( NYSE:ROG ) shares are down a considerable 27% in the last...Seeking Alpha • Mar 22
Rogers: Glad I Rotated And Still A 'Hold'
Summary I achieved over 50% annualized RoR by rotating out of Rogers Corporation in 2023, avoiding a subsequent 56% decline. Rogers Corporation's strengths include global leadership in engineered materials, but geopolitical tensions and lack of dividends pose significant risks. Despite decent 2024 results, I foresee a challenging 2025-2026E recovery, with high P/E and no dividends making it less attractive. I rate Rogers Corporation a "hold" at current levels, recommending a buy only below $50/share for a more favorable risk/reward profile. Read the full article on Seeking AlphaArtículo de análisis • Mar 17
Calculating The Fair Value Of Rogers Corporation (NYSE:ROG)
Key Insights Rogers' estimated fair value is US$68.82 based on 2 Stage Free Cash Flow to Equity Rogers' US$78.39 share...Artículo de análisis • Feb 22
Investors Could Be Concerned With Rogers' (NYSE:ROG) Returns On Capital
What financial metrics can indicate to us that a company is maturing or even in decline? Typically, we'll see the trend...Artículo de análisis • Jan 09
Pinning Down Rogers Corporation's (NYSE:ROG) P/E Is Difficult Right Now
Rogers Corporation's ( NYSE:ROG ) price-to-earnings (or "P/E") ratio of 36.9x might make it look like a strong sell...Artículo de análisis • Nov 16
Rogers Corporation's (NYSE:ROG) Intrinsic Value Is Potentially 23% Below Its Share Price
Key Insights Rogers' estimated fair value is US$80.25 based on 2 Stage Free Cash Flow to Equity Rogers' US$104 share...Artículo de análisis • Sep 28
These Return Metrics Don't Make Rogers (NYSE:ROG) Look Too Strong
When researching a stock for investment, what can tell us that the company is in decline? When we see a declining...Seeking Alpha • Sep 24
Rogers Corporation Eyes Growth In EV And Renewable Energy Markets Despite Profit Challenges
Summary Rogers Corporation is strategically expanding ceramic power substrate production and investing in sustainable materials to capitalize on the electric vehicle and renewable energy sectors. Despite challenges like lower gross margins and geopolitical risks, Rogers' initiatives in China and renewable energy position it for long-term growth. Financial trends show declining revenues but improved gross margins due to cost reductions, with a projected 1.8% revenue growth and -9.5% earnings decline next year. Given the potential benefits from its strategic investments, Rogers' stock could be a Buy, anticipating growth and recovery in high-growth markets. Read the full article on Seeking Alpha
Nueva narrativa • Sep 24
Innovative Shifts And Tactical Expansion Set To Propel Growth In EV And Renewable Sectors
Consolidation of operations and strategic cost reduction initiatives are improving margins by lowering expenses and enhancing operating efficiency.Artículo de análisis • Aug 13
Rogers Corporation's (NYSE:ROG) Share Price Not Quite Adding Up
With a price-to-earnings (or "P/E") ratio of 32.7x Rogers Corporation ( NYSE:ROG ) may be sending very bearish signals...Artículo de análisis • Jul 02
Estimating The Intrinsic Value Of Rogers Corporation (NYSE:ROG)
Key Insights The projected fair value for Rogers is US$106 based on 2 Stage Free Cash Flow to Equity With US$116 share...Rentabilidad de los accionistas
| ROG | US Electronic | Mercado US | |
|---|---|---|---|
| 7D | 6.9% | 3.2% | -0.9% |
| 1Y | 68.7% | 50.5% | 14.2% |
Rentabilidad vs. Industria: ROG superó a la industria US Electronic, que obtuvo un rendimiento del 50.5% el año pasado.
Rentabilidad vs. Mercado: ROG superó al mercado US, que obtuvo un rendimiento del 14.2% el año pasado.
Volatilidad de los precios
| ROG volatility | |
|---|---|
| ROG Average Weekly Movement | 7.0% |
| Electronic Industry Average Movement | 9.3% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.3% |
| 10% least volatile stocks in US Market | 2.9% |
Precio estable de las acciones: ROG no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.
Volatilidad a lo largo del tiempo: La volatilidad semanal de ROG (7%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 1832 | 3,000 | Ali El-Haj | www.rogerscorp.com |
Rogers Corporation diseña, desarrolla, fabrica y vende materiales y componentes de ingeniería en Estados Unidos, otras Américas, China, otros países de Asia-Pacífico, Alemania, Europa, Oriente Medio y África. Opera en dos segmentos Advanced Electronics Solutions (AES) y Elastomeric Material Solutions (EMS). El segmento AES ofrece materiales para circuitos, materiales para sustratos cerámicos, barras colectoras y soluciones de refrigeración para aplicaciones en los mercados de vehículos eléctricos e híbridos eléctricos, automoción, aeroespacial y defensa, energías renovables, infraestructuras inalámbricas, transporte público, industrial, dispositivos conectados e infraestructuras cableadas.
Resumen de fundamentos de Rogers Corporation
| Estadísticas fundamentales de ROG | |
|---|---|
| Capitalización bursátil | US$2.44b |
| Beneficios(TTM) | US$31.30m |
| Ingresos (TTM) | US$834.80m |
78.0x
Ratio precio-beneficio (PE)2.9x
Ratio precio-ventas (PS)¿Está ROG sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de ROG | |
|---|---|
| Ingresos | US$834.80m |
| Coste de los ingresos | US$564.00m |
| Beneficio bruto | US$270.80m |
| Otros gastos | US$239.50m |
| Beneficios | US$31.30m |
Últimos beneficios comunicados
Jun 30, 2026
Próxima fecha de beneficios
n/a
| Beneficios por acción (BPA) | 1.75 |
| Margen bruto | 32.44% |
| Margen de beneficio neto | 3.75% |
| Ratio deuda/patrimonio | 0% |
¿Cómo se ha desempeñado ROG a largo plazo?
Ver rendimiento histórico y comparativaAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/09/13 16:21 |
| Precio de las acciones al final del día | 2026/09/11 00:00 |
| Beneficios | 2026/06/30 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Rogers Corporation está cubierta por 10 analistas. 3 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Craig Ellis | B. Riley Securities, Inc. |
| Jonathan Dorsheimer | Canaccord Genuity |
| Shawn Severson | Citizens JMP Securities, LLC |