GrafTech International Ltd.

NYSE:EAF Voorraadrapport

Marktkapitalisatie: US$222.4m

GrafTech International Dividenden en inkoop

Dividend criteriumcontroles 0/6

GrafTech International keert momenteel geen dividend uit.

Belangrijke informatie

0%

Dividendrendement

0.2%

Terugkoop Rendement

Totaal aandeelhoudersrendement0.2%
Toekomstig dividendrendement0%
Dividendgroein/a
Volgende betaaldatum dividendn/a
Ex-dividenddatumn/a
Dividend per aandeeln/a
Uitbetalingsratio0%

Recente updates van dividend en inkoop

Geen updates

Recent updates

Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Seeking Alpha Feb 09

GrafTech: The Situation Becomes Dire

Summary GrafTech remains a highly speculative play amid persistent losses, severe debt, and worsening market conditions for graphite electrodes. Revenues have collapsed from $1.8 billion in 2018 to $504 million in 2025, with net debt ballooning to $987 million and negative EBITDA. Chinese and Indian overcapacity continues to pressure pricing and volumes, with management's cost-cutting and volume growth efforts proving insufficient. With limited catalysts and deepening financial distress, EAF's equity is now a risky bet on unpredictable market or policy intervention. Read the full article on Seeking Alpha
Narratiefupdate 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.
Narratiefupdate 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.
Analyseartikel 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...
Narratiefupdate 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).
Narratiefupdate 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.
Narratiefupdate 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.
Analyseartikel 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...
Analyseartikel 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...
Narratiefupdate 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.
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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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Nieuw narratief 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.
Analyseartikel 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
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Seeking Alpha Feb 08

O'Keefe Stevens Advisory - Graftech: Not In Their Circle Of Competence

Summary Graftech is heavily exposed to the European economy, which has lagged in its recovery. We invested in mid-2021, expecting a stable market, which did not materialize. Today, Graftech is contending with an excess supply of electric vehicles. We may exit the position if the business does not recover by Q4 2024. Read the full article on Seeking Alpha

Stabiliteit en groei van betalingen

Dividenden ophalen

Stabiel dividend: Er zijn onvoldoende gegevens om te bepalen of het dividend per aandeel van EAF in het verleden stabiel is geweest.

Groeiend dividend: Er zijn onvoldoende gegevens om te bepalen of de dividendbetalingen van EAF zijn gestegen.


Dividendrendement versus markt

GrafTech International Dividendrendement versus markt
Hoe verhoudt EAF dividendrendement zich tot de markt?
SegmentDividendrendement
Bedrijf (EAF)0%
Markt onderkant 25% (US)1.4%
Markt Top 25% (US)4.3%
Gemiddelde industrie (Electrical)0.6%
Analist prognose (EAF) (tot 3 jaar)0%

Opmerkelijk dividend: Het dividendrendement van EAF kan niet worden vergeleken met dat van de onderste 25% van de dividendbetalers, aangezien het bedrijf geen recente uitbetalingen heeft gerapporteerd.

Hoog dividend: Het dividendrendement van EAF kan niet worden vergeleken met dat van de top 25% van de dividendbetalers, aangezien het bedrijf geen recente uitbetalingen heeft gerapporteerd.


Winstuitkering aan aandeelhouders

Verdiendekking: EAF betaalt geen noemenswaardig dividend uit voor de US markt.


Contante uitbetaling aan aandeelhouders

Kasstroomdekking: De duurzaamheid van het dividend kan niet worden berekend, omdat EAF geen uitbetalingen heeft gerapporteerd.


Ontdek bedrijven met een sterk dividend

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/05/20 15:43
Aandelenkoers aan het einde van de dag2026/05/20 00:00
Inkomsten2026/03/31
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

GrafTech International Ltd. wordt gevolgd door 15 analisten. 3 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

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