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GrafTech International Ltd. Stock Price

NYSE:EAF Community·US$198.6m Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 7 Fair Values set on narratives written by author

EAF Share Price Performance

US$7.61
-4.79 (-38.63%)
US$9.25
Fair Value
US$7.61
-4.79 (-38.63%)
17.7% undervalued intrinsic discount
US$9.25
Fair Value
Price US$7.61
AnalystConsensusTarget US$9.25
AnalystLowTarget US$7.00
AnalystHighTarget US$7.50

EAF Community Narratives

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Fair Value US$9.25 17.7% undervalued intrinsic discount

Decarbonization And EAF Transition Will Revitalize Steel Supply Chains

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Fair Value US$7 8.7% overvalued intrinsic discount

Stricter Emission Standards Will Erode Profitability And Market Share

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Fair Value US$7.5 1.5% overvalued intrinsic discount

Urbanization And Green Steel Will Drive Electrode Demand

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Trending Discussion

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Updated Narratives

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EAF: 2026 Volume Plans And Cost Controls Will Shape Balanced Outlook

Fair Value: US$7.5 1.5% overvalued intrinsic discount
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EAF: Mixed Rating Shifts And New Buy Initiation Will Drive Returns

Fair Value: US$7 8.7% overvalued intrinsic discount
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EAF: Mixed P/E Reset And 2026 Volume Commitments Will Shape Risk Balance

Fair Value: US$9.25 17.7% undervalued intrinsic discount
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Snowflake Analysis

Low risk and slightly overvalued.

3 Risks
0 Rewards

GrafTech International Ltd. Key Details

US$512.9m

Revenue

US$542.4m

Cost of Revenue

-US$29.4m

Gross Profit

US$147.9m

Other Expenses

-US$177.3m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
-6.80
-5.74%
-34.58%
-346.9%
View Full Analysis

About EAF

Founded
1886
Employees
1071
CEO
Timothy Flanagan
WebsiteView website
www.graftech.com

GrafTech International Ltd. manufactures graphite electrode products worldwide. The company offers graphite electrode products for the production of EAF steel and other ferrous, and non-ferrous metals; and petroleum needle coke products. It serves steel producers, and other ferrous and non-ferrous metal producers through direct sales force, independent sales representatives, and distributors. The company was founded in 1886 and is headquartered in Brooklyn Heights, Ohio.

Recent EAF News & Updates

Narrative Update Aug 10

EAF: 2026 Volume Plans And Cost Controls Will Shape Balanced Outlook

Analysts have nudged their price target on GrafTech International to $7.50, reflecting updated views on valuation multiples alongside recent research that highlights better than expected Q2 EBITDA, management's 2026 volume ambitions, cost trends, and ongoing sector comparisons. Analyst Commentary Recent Street research on GrafTech International points to a mix of cautious and constructive views, with bullish analysts highlighting areas where current execution and guidance could support the updated valuation framework.
Seeking Alpha Aug 07

GrafTech International: Positioned For Electrode Price Recovery

Summary Graphite electrode prices are expected to increase from their current lows in the near future. Price increases will be driven by a higher share of steel production from electric arc furnaces and higher US and EU steel production due to tariffs. GrafTech's vertically integrated Seadrift needle coke facility, cost reduction initiatives, and operating leverage position the company to benefit disproportionately from a recovery in electrode prices. While the 2029 debt maturity remains the primary risk, I believe the market is underestimating GrafTech's earnings potential in a normal price environment. Read the full article on Seeking Alpha

Recent updates

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