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Rogers CorporationNYSE:ROG Voorraadrapport

Marktkapitalisatie US$2.7b
Prijs aandeel
US$151.06
US$150
0.7% overgewaardeerd intrinsieke korting
1Y121.3%
7D9.7%
1D
Portefeuillewaarde
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Rogers Corporation

NYSE:ROG Voorraadrapport

Marktkapitalisatie: US$2.7b

Rogers (ROG) Aandelenoverzicht

Rogers Corporation ontwerpt, ontwikkelt, produceert en verkoopt technische materialen en componenten in de Verenigde Staten, andere Amerika's, China, andere landen in Azië en de Stille Oceaan, Duitsland, Europa, het Midden-Oosten en Afrika. Meer informatie

ROG Community Fair Values

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Rogers Corporation Concurrenten

Prijsgeschiedenis en prestaties

Overzicht van hoogtepunten, dieptepunten en veranderingen in de aandelenkoersen voor Rogers
Historische aandelenkoersen
Huidige aandelenkoersUS$151.06
52 Week HoogtepuntUS$155.67
52 Week LaagUS$61.17
Bèta0.52
1 maand verandering8.12%
3 maanden verandering48.36%
1 Jaar Verandering121.30%
3 jaar verandering-3.96%
5 jaar verandering-21.13%
Verandering sinds IPO4,914.49%

Recent nieuws en updates

Narratiefupdate 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 Alpha

Recent updates

Narratiefupdate 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 Alpha
Narratiefupdate 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).
Narratiefupdate 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).
Narratiefupdate 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).
Narratiefupdate 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).
Narratiefupdate 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).
Analyseartikel 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...
Narratiefupdate 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.
Nieuw narratief 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?
Narratiefupdate 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).
Narratiefupdate 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).
Analyseartikel 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...
Narratiefupdate 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.
Narratiefupdate 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).
Narratiefupdate 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.
Narratiefupdate 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.
Analyseartikel 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...
Narratiefupdate 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.
Narratiefupdate 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).
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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 Alpha
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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
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Nieuw narratief 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.
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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 Alpha

Rendement voor aandeelhouders

ROGUS ElectronicUS Markt
7D9.7%4.5%0.9%
1Y121.3%98.4%24.5%

Rendement versus industrie: ROG overtrof de US Electronic industrie, die het afgelopen jaar een rendement 98.4 % opleverde.

Rendement versus markt: ROG overtrof de US markt, die het afgelopen jaar een rendement opleverde van 24.5 %.

Prijsvolatiliteit

Is ROG's price volatile compared to industry and market?
ROG volatility
ROG Average Weekly Movement6.2%
Electronic Industry Average Movement9.1%
Market Average Movement7.2%
10% most volatile stocks in US Market16.7%
10% least volatile stocks in US Market3.1%

Stabiele aandelenkoers: ROG heeft de afgelopen 3 maanden geen significante prijsvolatiliteit gekend vergeleken met de US markt.

Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 6% ) van ROG is het afgelopen jaar stabiel geweest.

Over het bedrijf

OpgerichtWerknemersCEOWebsite
18323,000Ali El-Hajwww.rogerscorp.com

Rogers Corporation ontwerpt, ontwikkelt, produceert en verkoopt technische materialen en componenten in de Verenigde Staten, andere Amerika's, China, andere landen in Azië en de Stille Oceaan, Duitsland, Europa, het Midden-Oosten en Afrika. Het bedrijf is actief in twee segmenten: Advanced Electronics Solutions (AES) en Elastomeric Material Solutions (EMS). Het AES-segment biedt circuitmaterialen, keramische substraatmaterialen, busbars en koeloplossingen voor toepassingen in elektrische en hybride elektrische voertuigen, auto's, lucht- en ruimtevaart en defensie, hernieuwbare energie, draadloze infrastructuur, massatransit, industrie, aangesloten apparaten en bekabelde infrastructuurmarkten.

Rogers Corporation Samenvatting

Hoe verhouden de winst en inkomsten van Rogers zich tot de beurswaarde?
ROG fundamentele statistieken
MarktkapitalisatieUS$2.70b
Inkomsten(TTM)-US$55.90m
Inkomsten(TTM)US$820.80m
3.3x
P/S-verhouding
-48.2x
Koers/Winstverhouding

Inkomsten en omzet

Belangrijkste winstgevendheidsstatistieken uit het laatste winstverslag (TTM)
ROG resultatenrekening (TTM)
InkomstenUS$820.80m
Kosten van inkomstenUS$556.40m
BrutowinstUS$264.40m
Overige uitgavenUS$320.30m
Inkomsten-US$55.90m

Laatst gerapporteerde inkomsten

Mar 31, 2026

Volgende inkomensdatum

n.v.t.

Winst per aandeel (EPS)-3.13
Brutomarge32.21%
Nettowinstmarge-6.81%
Schuld/Eigen Vermogen Verhouding0%

Hoe presteerde ROG op de lange termijn?

Bekijk historische prestaties en vergelijking

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/06/14 04:24
Aandelenkoers aan het einde van de dag2026/06/12 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

Rogers Corporation wordt gevolgd door 10 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
Craig EllisB. Riley Securities, Inc.
Jonathan DorsheimerCanaccord Genuity
Shawn SeversonCitizens JMP Securities, LLC