Rogers (ROG) Aperçu de l'action
Rogers Corporation conçoit, développe, fabrique et vend des matériaux et des composants techniques aux États-Unis, dans les autres Amériques, en Chine, dans d'autres pays d'Asie-Pacifique, en Allemagne, en Europe, au Moyen-Orient et en Afrique. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 1/6 |
| Croissance future | 3/6 |
| Performances passées | 0/6 |
| Santé financière | 6/6 |
| Dividendes | 0/6 |
Récompenses
Analyse des risques
ROG Community Fair Values
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Analyst Price Targets
Rogers Corporation Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$151.06 |
| Plus haut sur 52 semaines | US$155.67 |
| Plus bas sur 52 semaines | US$61.17 |
| Bêta | 0.52 |
| Variation sur 1 mois | 8.12% |
| Variation sur 3 mois | 48.36% |
| Variation sur 1 an | 121.30% |
| Variation sur 3 ans | -3.96% |
| Variation sur 5 ans | -21.13% |
| Évolution depuis l'introduction en bourse | 4,914.49% |
Nouvelles et mises à jour récentes
Mise à jour du récit • 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.Seeking Alpha • May 16
Rogers: 50x P/E+ Without A Yield And With Significant Risk
Summary Rogers Corporation is rated 'HOLD' despite recent price surges, with a new price target of $68/share reflecting cautious optimism. ROG's valuation is seen as disconnected from fundamentals, trading at a TTM P/E above 44x despite modest historical earnings growth and no dividend. Recent upside is attributed to aggressive cost-cutting, improved forecasts, and insider activity, but underlying revenue and profit trends remain unproven. AI and data center tailwinds are speculative for ROG; significant revenue from these segments is unlikely before 2027-2028, reinforcing the company's high-risk profile. Read the full article on Seeking AlphaRecent updates
Mise à jour du récit • 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.Seeking Alpha • May 16
Rogers: 50x P/E+ Without A Yield And With Significant Risk
Summary Rogers Corporation is rated 'HOLD' despite recent price surges, with a new price target of $68/share reflecting cautious optimism. ROG's valuation is seen as disconnected from fundamentals, trading at a TTM P/E above 44x despite modest historical earnings growth and no dividend. Recent upside is attributed to aggressive cost-cutting, improved forecasts, and insider activity, but underlying revenue and profit trends remain unproven. AI and data center tailwinds are speculative for ROG; significant revenue from these segments is unlikely before 2027-2028, reinforcing the company's high-risk profile. Read the full article on Seeking AlphaMise à jour du récit • 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).Mise à jour du récit • 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).Mise à jour du récit • 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).Mise à jour du récit • 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).Mise à jour du récit • 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).Article d’analyse • 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...Mise à jour du récit • 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.
Nouveau récit • 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?Mise à jour du récit • 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).Mise à jour du récit • 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).Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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).Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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).Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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 AlphaArticle d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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
Nouveau récit • 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.Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • Jun 10
Rogers' (NYSE:ROG) Returns On Capital Not Reflecting Well On The Business
When it comes to investing, there are some useful financial metrics that can warn us when a business is potentially in...Article d’analyse • May 03
We Think That There Are More Issues For Rogers (NYSE:ROG) Than Just Sluggish Earnings
The market rallied behind Rogers Corporation's ( NYSE:ROG ) stock, leading do a rise in the share price after its...Article d’analyse • Apr 25
We Think Rogers (NYSE:ROG) Can Stay On Top Of Its Debt
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...Seeking Alpha • Apr 22
Rogers: Short-Term Headwinds Are Likely Temporary
Summary Rogers Corporation's share price has decreased due to weaker volumes. Both gross profit and EBITDA margins remain high despite a temporary contraction. The balance sheet is very robust as the company has paid down almost all its long-term debt. The company is expected to report record-high revenues in 2025, and the management is ready to resume the M&A strategy. The recent share price decline represents a good opportunity. Read the full article on Seeking AlphaRendement pour les actionnaires
| ROG | US Electronic | US Marché | |
|---|---|---|---|
| 7D | 9.7% | 4.5% | 0.9% |
| 1Y | 121.3% | 98.4% | 24.5% |
Rendement vs Industrie: ROG a dépassé le secteur US Electronic qui a rapporté 98.4 % au cours de l'année écoulée.
Rendement vs marché: ROG a dépassé le marché US qui a rapporté 24.5 % au cours de l'année écoulée.
Volatilité des prix
| ROG volatility | |
|---|---|
| ROG Average Weekly Movement | 6.2% |
| Electronic Industry Average Movement | 9.1% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.1% |
Cours de l'action stable: ROG n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de ROG ( 6% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 1832 | 3,000 | Ali El-Haj | www.rogerscorp.com |
Rogers Corporation conçoit, développe, fabrique et vend des matériaux et des composants techniques aux États-Unis, dans les autres Amériques, en Chine, dans les autres pays d'Asie-Pacifique, en Allemagne, en Europe, au Moyen-Orient et en Afrique. Elle opère dans deux segments : Advanced Electronics Solutions (AES) et Elastomeric Material Solutions (EMS). Le segment AES propose des matériaux pour circuits, des matériaux pour substrats céramiques, des barres omnibus et des solutions de refroidissement pour des applications dans les véhicules électriques et hybrides, l'automobile, l'aérospatiale et la défense, les énergies renouvelables, les infrastructures sans fil, les transports en commun, l'industrie, les appareils connectés et les marchés d'infrastructures câblées.
Rogers Corporation Résumé des fondamentaux
| ROG statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$2.70b |
| Bénéfices(TTM) | -US$55.90m |
| Recettes(TTM) | US$820.80m |
3.3x
Ratio P/S-48.2x
Ratio P/ELe site ROG est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| ROG compte de résultat (TTM) | |
|---|---|
| Recettes | US$820.80m |
| Coût des recettes | US$556.40m |
| Marge brute | US$264.40m |
| Autres dépenses | US$320.30m |
| Les revenus | -US$55.90m |
Derniers bénéfices déclarés
Mar 31, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | -3.13 |
| Marge brute | 32.21% |
| Marge bénéficiaire nette | -6.81% |
| Ratio dettes/capitaux propres | 0% |
Quelles ont été les performances à long terme de ROG?
Voir les performances historiques et les comparaisonsAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/06/14 16:27 |
| Cours de l'action en fin de journée | 2026/06/12 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Rogers Corporation est couverte par 10 analystes. 3 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Craig Ellis | B. Riley Securities, Inc. |
| Jonathan Dorsheimer | Canaccord Genuity |
| Shawn Severson | Citizens JMP Securities, LLC |