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Morgan Advanced Materials plc Stock Price

LSE:MGAM Community·UK£670.4m Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 38 Fair Values set on narratives written by author
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MGAM Share Price Performance

UK£2.43
0.31 (14.66%)
​
UK£2.59
Fair Value
UK£2.43
0.31 (14.66%)
6.5% undervalued intrinsic discount
UK£2.59
Fair Value
Price UK£2.43
AnalystConsensusTarget UK£2.59
AnalystHighTarget UK£2.90
AnalystLowTarget UK£2.10
Thu, 20 Aug 26
Fair ValueUK£2.59
Share Pricen/a

MGAM Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value UK£2.59 6.5% undervalued intrinsic discount

Semiconductor Capacity Expansion And Decarbonization Will Unlock New Opportunities

0users have liked this narrative
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23users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value UK£2.9 16.4% undervalued intrinsic discount

Clean Energy And Digitalization Will Unlock Advanced Materials Potential

0users have liked this narrative
0users have commented on this narrative
2users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value UK£2.1 15.5% overvalued intrinsic discount

Weak Semiconductor Demand Will Test Stability Yet Efficiency Eases Downturn

0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
MGAM logo
Morgan Advanced Materials
6.5% undervalued intrinsic discount

Semiconductor Capacity Expansion And Decarbonization Will Unlock New Opportunities

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AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 20 Aug
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MGAM logo
Morgan Advanced Materials
16.4% undervalued intrinsic discount

Clean Energy And Digitalization Will Unlock Advanced Materials Potential

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AN
AnalystHighTarget
AnalystHighTarget
Updated 22 Jun
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MGAM logo
Morgan Advanced Materials
15.5% overvalued intrinsic discount

Weak Semiconductor Demand Will Test Stability Yet Efficiency Eases Downturn

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AN
AnalystLowTarget
AnalystLowTarget
Published 5 Aug 2025
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Trending Discussion

No trending discussion available.

Recently Updated Narratives

AN
AnalystConsensusTarget
MGAM logo

MGAM: Higher Margins And Division Review Will Support Stronger Future Returns

Fair Value: UK£2.59 6.5% undervalued intrinsic discount
23 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
MGAM logo

MGAM: Higher Margins And Lower P/E Assumptions Will Support Future Upside

Fair Value: UK£2.9 16.4% undervalued intrinsic discount
2 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystLowTarget
MGAM logo

Weak Semiconductor Demand Will Test Stability Yet Efficiency Eases Downturn

Fair Value: UK£2.1 15.5% overvalued intrinsic discount
0 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Good value with adequate balance sheet.

2 Risks
2 Rewards
View Full Analysis

Morgan Advanced Materials plc Key Details

UK£1.0b

Revenue

UK£919.7m

Cost of Revenue

UK£92.5m

Gross Profit

UK£98.7m

Other Expenses

-UK£6.2m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
-0.022
9.14%
-0.61%
101.1%
View Full Analysis

About MGAM

Founded
1856
Employees
8088
CEO
Damien Caby
WebsiteView website
www.morganadvancedmaterials.com

Morgan Advanced Materials plc manufactures and sells various carbon and ceramic products. The company operates through Thermal Products, Performance Carbon, and Technical Ceramics segments. The Thermal Products segment manufactures products, systems, and solutions, such as crucibles, foundry products, furnace industries furnace range products, insulating fibre and microporous products, firebricks and mortars, and heat shields used in industrial metal processing, petrochemicals, cement, ceramics, and glass, as well as by manufacturers of equipment for aerospace, automotive, marine, and domestic applications. The Performance Carbon segment develops and manufactures carbon, graphite, and carbide products, including semiconductor consumables, collector strips and carbon brushes, graphite powders, face seals, sliding bearings, shafts, and rotary vane pump components for charging and driving EVs, wind turbines, and power generation, as well as for the security and defense sector. The Technical Ceramics segment designs and manufactures ceramic components comprising structural ceramic components, engineered coatings, ceramic cores, ceramic-to-metal assemblies, braze alloys, ceramic tubes and rollers, extruded products, laser products, semiconductor products, and machinable glass ceramic products. It serves semiconductors, healthcare, clean energy and transportation, industrial, conventional transportation, petrochemical and chemical, and security and defense markets. It operates in the United States, rest of North America, South America, Germany, the United Kingdom, rest of Europe, China, rest of Asia, Australasia, the Middle East, and Africa. The company was formerly known as The Morgan Crucible Company plc and changed its name to Morgan Advanced Materials plc in March 2013. The company was founded in 1856 and is headquartered in Windsor, the United Kingdom.

Recent MGAM News & Updates

User avatar
Narrative Update • Aug 20

MGAM: Higher Margins And Division Review Will Support Stronger Future Returns

Analysts have lifted their price target for Morgan Advanced Materials from £2.34 to £2.59, citing updated assumptions for revenue growth, profit margins, and a lower future P/E multiple. What’s in the News for Morgan Advanced Materials Morgan Advanced Materials is continuing a review of its Thermal Products division and is preparing for several possible outcomes, including a potential sale, according to comments from Chief Executive Damien Caby.

Recent updates

No updates

Morgan Advanced Materials plc Competitors

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