GrafTech International Ltd.

Report azionario NYSE:EAF

Capitalizzazione di mercato: US$157.3m

GrafTech International Dividendi e riacquisti

Criteri Dividendo verificati 0/6

GrafTech International al momento non paga dividendi.

Informazioni chiave

0%

Rendimento del dividendo

0.2%

Rendimento del riacquisto

Rendimento totale per gli azionisti0.2%
Rendimento futuro dei dividendi0%
Crescita dei dividendin/a
Prossima data di pagamento dei dividendin/a
Data di stacco del dividendon/a
Dividendo per azionen/a
Rapporto di remunerazione0%

Aggiornamenti recenti su dividendi e riacquisti

Nessun aggiornamento

Recent updates

Aggiornamento della narrazione Jun 29

EAF: Mixed Rating Shifts And Execution Risks Will Shape Return Outlook

Analysts have lifted the fair value estimate for GrafTech International stock from $6.00 to $8.00, reflecting updated views on its earnings power and valuation after recent changes in Street price targets and ratings. Analyst Commentary Recent Street commentary on GrafTech International sends a mixed message.
Aggiornamento della narrazione Jun 15

EAF: Higher 2026 Volume Commitments Will Support Repriced Upside Case

Analysts have adjusted their view on GrafTech International with a revised price target of $11.00. This reflects updated assumptions for discount rate, revenue growth, profit margin and future P/E following mixed recent research that included both a target increase at one firm and a downgrade at another.
Aggiornamento della narrazione Jun 01

EAF: Mixed P/E Reset And 2026 Volume Commitments Will Shape Risk Balance

Analysts have adjusted their outlook on GrafTech International, lifting the average price target by $2 to reflect updated assumptions on profit margins and future P/E, following mixed recent research that includes both a price target increase and a downgrade. Analyst Commentary Recent research on GrafTech International sends a mixed message, with one price target raised by US$2 on updated margin and P/E assumptions while JPMorgan has turned more cautious with a downgrade.
Seeking Alpha May 30

GrafTech: Some Green Shoots, But A Long Way To Go

Summary GrafTech faces persistent losses, elevated net debt near $1B, and challenging market conditions from global overcapacity. GrafTech reported Q1 sales up 12% year-over-year, with EBITDA losses narrowing to $13M and price hikes of $600-$1,200/ton on uncommitted volumes. Guidance includes 5-10% volume growth and cost reductions to $3,600-$3,700/ton, potentially supporting break-even results as legacy contracts expire. While green shoots are emerging, the equity remains highly speculative given liquidity constraints and the need for further operational improvements before the 2029 debt maturity. Read the full article on Seeking Alpha
Aggiornamento della narrazione May 08

EAF: Mixed Street Reset And 2026 Volume Commitments Will Shape Risk Balance

GrafTech International's analyst fair value price target has been revised to $9.25 from $8.75, as analysts factor in updated views on growth, margins, and P/E following a mix of recent price target changes and a downgrade across the Street. Analyst Commentary Recent Street research on GrafTech International shows a mix of optimism and caution, with several price target changes and at least one downgrade shaping how analysts are framing valuation, execution risk, and growth potential.
Aggiornamento della narrazione Apr 23

EAF: Margin Reset And 2026 Volume Outlook Will Shape Balanced Risk Profile

The analyst price target for GrafTech International has been revised from $9.75 to $8.75 as analysts factor in recent Street research downgrades and target cuts, while also updating assumptions around profit margins and forward P/E multiples. Analyst Commentary Recent Street research on GrafTech International has centered on lower price targets and at least one downgrade, with analysts reassessing assumptions for profit margins and the level of P/E multiples they are willing to apply.
Aggiornamento della narrazione Apr 08

EAF: Lowered Expectations And Execution Risks Will Shape Future Return Profile

Analysts have lowered their price targets on GrafTech International by $4, $5 and $11, reflecting updated views on revenue growth, margins and P/E assumptions. The $6.00 fair value estimate and 12.33% discount rate remain unchanged.
Aggiornamento della narrazione Mar 25

EAF: Reset Earnings Expectations And Execution Risks Will Shape Future Returns

For GrafTech International, the analyst fair value estimate has been cut from $8.00 to $6.00 as analysts factor in more moderate revenue growth expectations, along with higher profit margin assumptions and a lower future P/E multiple. Analyst Commentary Recent Street research has focused on lower price targets for GrafTech International, with several bearish analysts revisiting their assumptions on revenue growth, profitability, and valuation multiples.
Aggiornamento della narrazione Mar 11

EAF: Margin Reset And 2026 Volume Guidance Will Support Upside

Analysts have lowered their price targets on GrafTech International by $4 to $11, reflecting updated views on profit margins and longer term P/E expectations, while leaving fair value estimates broadly unchanged. Analyst Commentary Recent Street research around GrafTech International has centered on recalibrated price targets while keeping fair value views relatively stable.
Aggiornamento della narrazione Feb 25

EAF: Higher Margin Profile Will Support Repriced Upside Case Going Forward

Analysts have trimmed their price target on GrafTech International to $11 from $20, citing updated expectations for slower revenue growth, a higher profit margin profile, and a lower future P/E multiple. Analyst Commentary Recent research on GrafTech International has centered on recalibrated price targets that reflect updated views on revenue, profit margins, and valuation multiples.
Aggiornamento della narrazione Feb 11

EAF: Margin Resilience And 2026 Volume Outlook Will Support Upside

Analysts have reduced their price target on GrafTech International from US$14.75 to US$9.75, citing updated assumptions for revenue growth, profit margins, and a lower forward P/E multiple. Analyst Commentary Recent Street research on GrafTech International points to a cluster of lower price targets, including cuts of US$11, US$5, and US$4, as analysts reset their expectations for revenue, margins, and the appropriate forward P/E multiple.
Aggiornamento della narrazione Jan 24

EAF: Higher Margin Outlook Will Still Leave Shares Looking Expensive

Analysts have modestly revised their price outlook for GrafTech International to $14.75, citing updated assumptions for revenue growth of about 10.63%, a profit margin near 12.32%, and an expected future P/E of roughly 6.27x. Valuation Changes Fair Value Estimate held steady at US$14.75, reflecting no change in the central price assumption.
Aggiornamento della narrazione Jan 10

EAF: Margin Discipline And Cost Savings Will Not Offset Overvaluation Risk

Analysts have kept their price target for GrafTech International steady at US$14.75, reflecting unchanged views on fair value, discount rate, revenue growth, profit margin and future P/E assumptions. What's in the News GrafTech completed a share buyback program announced on November 5, 2021, repurchasing 5,740,502 shares, representing 21.97% of the program, for US$50.97m.
Articolo di analisi Dec 22

GrafTech International Ltd. (NYSE:EAF) Surges 27% Yet Its Low P/S Is No Reason For Excitement

GrafTech International Ltd. ( NYSE:EAF ) shareholders would be excited to see that the share price has had a great...
Aggiornamento della narrazione Dec 17

EAF: Margin Discipline And Cost Improvements Will Support Balanced Outlook In 2025

Analysts have modestly increased their price target on GrafTech International to $14.75 per share from $14.50 per share, citing slightly improved profit margin expectations and a marginally lower forward price to earnings multiple while maintaining their long term growth and risk assumptions. What's in the News Completed share repurchase of 5,740,502 shares, representing 21.97% of outstanding shares, under the buyback program announced on November 5, 2021, with no additional shares repurchased in the July 1 to September 30, 2025 tranche (Key Developments).
Aggiornamento della narrazione Dec 03

EAF: Margin Gains And Cost Efficiencies Will Support Balanced Outlook In 2025

Analysts have nudged their price target on GrafTech International slightly higher to approximately $14.75 from about $14.60 per share, citing improving profit margin expectations and a modestly richer future earnings multiple, despite tempering their revenue growth outlook. What's in the News Completed share repurchase program totaling 5.74 million shares, or about 22% of outstanding stock, for roughly $51 million under the 2021 authorization (company filing) Reported third quarter 2025 production volume of 26.6 MT, down from 29.4 MT a year earlier; nine month 2025 production rose to 84.5 MT from 72.2 MT, highlighting improved asset utilization over the year to date (company results) Raised 2025 sales volume outlook to an 8 to 10% year over year increase, and signaled a willingness to walk away from low margin business to protect profitability (company guidance) Now targets about a 10% year over year decline in 2025 cash cost of goods sold per MT, compared with prior 7 to 9% guidance, driven by production schedule efficiencies and cost optimization (company guidance) Continues to mitigate tariff and trade policy impacts through a flexible global production network and proactive supply chain measures, including shifting volume toward higher priced U.S. markets (company guidance) Valuation Changes Fair Value: raised slightly to about $14.75 per share from roughly $14.60, reflecting modestly improved profitability and valuation assumptions.
Aggiornamento della narrazione Nov 19

EAF: Improved Margins And Cost Reductions Will Drive Upside In 2025

Analysts have raised their price target for GrafTech International from $13.25 to $14.60. They cite improved profit margin projections and a modest adjustment to discount rates, even though lower anticipated revenue growth is expected.
Articolo di analisi Nov 07

It's Down 27% But GrafTech International Ltd. (NYSE:EAF) Could Be Riskier Than It Looks

GrafTech International Ltd. ( NYSE:EAF ) shareholders won't be pleased to see that the share price has had a very rough...
Articolo di analisi Sep 20

GrafTech International Ltd.'s (NYSE:EAF) Shares Leap 33% Yet They're Still Not Telling The Full Story

GrafTech International Ltd. ( NYSE:EAF ) shares have had a really impressive month, gaining 33% after a shaky period...
Aggiornamento della narrazione Aug 30

Decarbonization And EAF Transition Will Revitalize Steel Supply Chains

Despite minimal changes in both net profit margin and future P/E ratio, the consensus analyst price target for GrafTech International has surged from $1.28 to $12.75. What's in the News GrafTech International announced a 1-for-10 stock split effective August 29, 2025.
Articolo di analisi Aug 01

GrafTech International Ltd. (NYSE:EAF) Soars 39% But It's A Story Of Risk Vs Reward

GrafTech International Ltd. ( NYSE:EAF ) shares have continued their recent momentum with a 39% gain in the last month...
Articolo di analisi Jun 17

Investors Still Aren't Entirely Convinced By GrafTech International Ltd.'s (NYSE:EAF) Revenues Despite 41% Price Jump

GrafTech International Ltd. ( NYSE:EAF ) shareholders would be excited to see that the share price has had a great...
Articolo di analisi Apr 01

GrafTech International Ltd. (NYSE:EAF) Stock's 25% Dive Might Signal An Opportunity But It Requires Some Scrutiny

To the annoyance of some shareholders, GrafTech International Ltd. ( NYSE:EAF ) shares are down a considerable 25% in...
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Nuova narrazione Mar 28

US And European Markets Will Spur 800 Graphite Electrode Demand

Strategic cost reductions and a focus on 800-millimeter electrodes are expected to boost revenue and improve net margins significantly.
Articolo di analisi Feb 11

Revenues Working Against GrafTech International Ltd.'s (NYSE:EAF) Share Price Following 29% Dive

To the annoyance of some shareholders, GrafTech International Ltd. ( NYSE:EAF ) shares are down a considerable 29% in...
Seeking Alpha Jan 04

GrafTech: Debt Extension And Increase Buys Time

Summary GrafTech faces significant uncertainty due to declining graphite electrode prices, competition, and poor governance, making its shares a speculative call option on a market recovery. The company’s financial struggles are evident with declining revenues, increasing debt, and ongoing losses, despite efforts to cut costs. Recent positive developments include a debt maturity extension and potential acquisition interest from Indian-based HEG, but core business economics remain weak. Shares have risen from $1 to $1.70, driven by extended debt duration and acquisition hopes, yet investing remains highly speculative with limited immediate triggers. Read the full article on Seeking Alpha
Seeking Alpha Oct 28

Graftech: Why Sell Now

Summary We sold our stake in Graftech due to persistent negative short-term events and deteriorating business fundamentals over the past three years. Graftech's vertical integration and long-term contracts failed to provide the expected competitive advantage amid weak demand and strained customer relationships. Graftech's financial health is unsustainable, with high debt levels, low profitability, and reliance on favorable market conditions to meet obligations. Lessons learned: Avoid cyclical, capital-intensive investments without hard catalysts, and consider the impact of geopolitical and market-specific risks. Read the full article on Seeking Alpha
Seeking Alpha Sep 30

GrafTech: Uncertainty Prevails, The Business And Governance

Summary GrafTech International faces an uncertain outlook due to declining graphite electrode prices and competition, causing the business to be uneconomical here. EAF's equity is essentially a call option on a market recovery, with significant liquidity, and debt not being due until 2028. Poor governance and potential restructuring, with Brookfield's significant control, complicate the investment thesis and add uncertainty for investors. Read the full article on Seeking Alpha
Articolo di analisi Sep 24

GrafTech International Ltd. (NYSE:EAF) Surges 36% Yet Its Low P/S Is No Reason For Excitement

GrafTech International Ltd. ( NYSE:EAF ) shareholders are no doubt pleased to see that the share price has bounced 36...
Articolo di analisi Aug 08

Why Investors Shouldn't Be Surprised By GrafTech International Ltd.'s (NYSE:EAF) 44% Share Price Plunge

To the annoyance of some shareholders, GrafTech International Ltd. ( NYSE:EAF ) shares are down a considerable 44% in...
Articolo di analisi Jun 18

Lacklustre Performance Is Driving GrafTech International Ltd.'s (NYSE:EAF) 41% Price Drop

The GrafTech International Ltd. ( NYSE:EAF ) share price has fared very poorly over the last month, falling by a...
Articolo di analisi May 30

Is GrafTech International (NYSE:EAF) A Risky Investment?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Articolo di analisi Apr 25

GrafTech International Ltd.'s (NYSE:EAF) Share Price Boosted 29% But Its Business Prospects Need A Lift Too

GrafTech International Ltd. ( NYSE:EAF ) shareholders would be excited to see that the share price has had a great...
Articolo di analisi Mar 04

GrafTech International Ltd. (NYSE:EAF) Shares Fly 30% But Investors Aren't Buying For Growth

GrafTech International Ltd. ( NYSE:EAF ) shareholders are no doubt pleased to see that the share price has bounced 30...

Stabilità e crescita dei pagamenti

Recupero dei dati sui dividendi

Dividendo stabile: Dati insufficienti per determinare se i dividendi per azione di EAF siano rimasti stabili in passato.

Dividendo in crescita: Dati insufficienti per determinare se i pagamenti dei dividendi di EAF siano aumentati.


Rendimento dei dividendi rispetto al mercato

GrafTech International Rendimento dei dividendi rispetto al mercato
Come si colloca il rendimento da dividendo di EAF rispetto al mercato?
SegmentoRendimento dei dividendi
Azienda (EAF)0%
Fondo del 25% del mercato (US)1.3%
Top 25% del mercato (US)4.1%
Media del settore (Electrical)0.6%
Analista previsionale (EAF) (fino a 3 anni)0%

Dividendo notevole: Impossibile valutare il rendimento dei dividendi di EAF rispetto al 25% inferiore dei pagatori di dividendi, poiché la società non ha segnalato alcun pagamento recente.

Dividendo elevato: Impossibile valutare il rendimento dei dividendi di EAF rispetto al 25% dei maggiori pagatori di dividendi, poiché la società non ha segnalato alcun pagamento recente.


Distribuzione degli utili agli azionisti

Copertura degli utili: EAF non sta pagando un dividendo degno di nota per il mercato US.


Pagamenti in contanti agli azionisti

Copertura del flusso di cassa: Impossibile calcolare la sostenibilità dei dividendi poiché EAF non ha segnalato alcun pagamento.


Scoprire le società che pagano dividendi forti

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/07/02 03:52
Prezzo dell'azione a fine giornata2026/07/02 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; disponiamo inoltre di guide su come utilizzare i nostri report e di tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

GrafTech International Ltd. è coperta da 14 analisti. 3 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Katja JancicBMO Capital Markets Equity Research
Alexander Robert PearceBMO Capital Markets Equity Research
Eric ProutyCanaccord Genuity