EAF Share Price Performance
US$6.05
-4.75 (-43.98%)
37.9% undervalued intrinsic discount
US$9.75
Fair Value
Price US$6.05
AnalystConsensusTarget US$9.75
AnalystLowTarget US$8.00
AnalystHighTarget US$11.00
Fair ValueUS$9.75
Share Pricen/a
GrafTech International Ltd. Stock Price
- 3 Narratives written by author
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- 7 Fair Values set on narratives written by author
EAF Community Narratives
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Fair Value US$9.75 37.9% undervalued intrinsic discount
Decarbonization And EAF Transition Will Revitalize Steel Supply Chains
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Fair Value US$8 24.4% undervalued intrinsic discount
Stricter Emission Standards Will Erode Profitability And Market Share
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Fair Value US$11 45.0% undervalued intrinsic discount
Urbanization And Green Steel Will Drive Electrode Demand
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Decarbonization And EAF Transition Will Revitalize Steel Supply Chains
Key Takeaways Shift to electric arc furnaces and supportive government policies are driving sustained demand and higher pricing opportunities for graphite electrodes. Vertically integrated supply chain and new growth channels in Western anode and EV markets are strengthening margins and supporting future revenue diversification.Read more
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US$9.75
37.9% undervalued intrinsic discount
Fair Value
Profit Margin
11.1%
Future PE
4.94x
Price in 2029
US$13.37
Urbanization And Green Steel Will Drive Electrode Demand
Key Takeaways Strengthened market position and pricing strategies signal potential for substantial margin and earnings recovery, with an edge from vertical integration and raw material control. Regulatory tailwinds and decarbonization trends could unlock sustained demand growth, positioning the company as a vital supplier to Western steel and battery markets.Read more
8
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US$11
45.0% undervalued intrinsic discount
Fair Value
Profit Margin
20.11%
Future PE
2.95x
Price in 2029
US$15.08
Stricter Emission Standards Will Erode Profitability And Market Share
Key Takeaways Structural shifts toward greener steelmaking and alternative technologies threaten the core demand for graphite electrodes, undermining GrafTech's long-term growth prospects. Heightened regulations, customer concentration, and increased global competition pose risks to profitability, cost management, and revenue stability.Read more
5
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US$8
24.4% undervalued intrinsic discount
Fair Value
Profit Margin
6.54%
Future PE
4.18x
Price in 2028
US$11.29
Trending Discussion
Recently Updated Narratives
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EAF: Margin Reset And 2026 Volume Guidance Will Support Upside
Fair Value: US$9.75 37.9% undervalued intrinsic discount
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AN
EAF: Higher Margin Profile Will Support Repriced Upside Case Going Forward
Fair Value: US$11 45.0% undervalued intrinsic discount
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Stricter Emission Standards Will Erode Profitability And Market Share
Fair Value: US$8 24.4% undervalued intrinsic discount
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Snowflake Analysis
GrafTech International Ltd. Key Details
Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
n/a
- -8.51
- -3.11%
- -43.61%
- -421.6%
About EAF
- Founded
- 1886
- Employees
- 1071
- CEO
- WebsiteView website
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.
