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Rogers Corporation Stock Price

NYSE:ROG Community·US$2.4b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 4 Fair Values set on narratives written by author
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ROG Share Price Performance

US$136.68
55.04 (67.42%)
​
US$173.33
Fair Value
US$136.68
55.04 (67.42%)
21.1% undervalued intrinsic discount
US$173.33
Fair Value
Price US$136.68
AnalystConsensusTarget US$173.33
AnalystLowTarget US$150.00
AnalystHighTarget US$200.00
Thu, 13 Aug 26
Fair ValueUS$173.33
Share Pricen/a

ROG Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$173.33 21.1% undervalued intrinsic discount

Analyst Maintains Rogers Price Target Amid Stable Valuation and Modest Profit Margin Adjustment

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AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$150 8.9% undervalued intrinsic discount

Curamik Expansion Risks And EV Demand Uncertainty Will Pressure Margins And Earnings Outlook

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AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$200 31.7% undervalued intrinsic discount

Curamik Ramp And Cost Savings Will Transform Margins And Support A Stronger Long-Term Outlook

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ROG logo
Rogers
21.1% undervalued intrinsic discount

Analyst Maintains Rogers Price Target Amid Stable Valuation and Modest Profit Margin Adjustment

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AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 13 Aug
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ROG logo
Rogers
8.9% undervalued intrinsic discount

Curamik Expansion Risks And EV Demand Uncertainty Will Pressure Margins And Earnings Outlook

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AN
AnalystLowTarget
AnalystLowTarget
Updated 30 Jul
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ROG logo
Rogers
31.7% undervalued intrinsic discount

Curamik Ramp And Cost Savings Will Transform Margins And Support A Stronger Long-Term Outlook

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AN
AnalystHighTarget
AnalystHighTarget
Updated 16 Jul
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Recently Updated Narratives

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AnalystConsensusTarget
ROG logo

ROG: New CEO And Share Buybacks Will Support Future Upside

Fair Value: US$173.33 21.1% undervalued intrinsic discount
1 fair value setusers have set this as their fair value
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AN
AnalystLowTarget
ROG logo

ROG: Future CEO Transition Will Shape Earnings Outlook And Index Inclusion

Fair Value: US$150 8.9% undervalued intrinsic discount
0 fair values setusers have set this as their fair value
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AN
AnalystHighTarget
ROG logo

ROG: New Leadership And Index Inclusion Will Support Future Repricing

Fair Value: US$200 31.7% undervalued intrinsic discount
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Snowflake Analysis

Flawless balance sheet with moderate growth potential.

1 Risk
3 Rewards
View Full Analysis

Rogers Corporation Key Details

US$834.8m

Revenue

US$564.0m

Cost of Revenue

US$270.8m

Gross Profit

US$239.5m

Other Expenses

US$31.3m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
1.75
32.44%
3.75%
0%
View Full Analysis

About ROG

Founded
1832
Employees
3000
CEO
Ali El-Haj
WebsiteView website
www.rogerscorp.com

Rogers Corporation designs, develops, manufactures, and sells engineered materials and components in the United States, other Americas, China, other Asia Pacific countries, Germany, Europe, the Middle East, and Africa. It operates in two Advanced Electronics Solutions (AES), Elastomeric Material Solutions (EMS) segments. The AES segment offers circuit materials, ceramic substrate materials, busbars, and cooling solutions for applications in electric and hybrid electric vehicles, automotive, aerospace and defense, renewable energy, wireless infrastructure, mass transit, industrial, connected devices, and wired infrastructure markets. This segment sells its products under the curamik, ROLINX, RO4000 series, RO3000 series, RT/duroid, CLTE series, TMM, AD series, DiClad series, CuClad series, Kappa, COOLSPAN, TC series, IsoClad series, MAGTREX, IM series, 2929 Bondply, SpeedWave Prepreg, RO4400/RO4400T series, and Radix trade names. The EMS segment provides engineered material solutions, including polyurethane and silicone materials used in cushioning, gasketing, sealing, and vibration management applications; customized silicones used in flex heater and semiconductor thermal applications; and polytetrafluoroethylene and ultra-high molecular weight polyethylene materials used in wire and cable protection, electrical insulation, conduction and shielding, hose and belt protection, vibration management, cushioning, gasketing and sealing, and venting applications. This segment sells its products under the PORON, BISCO, DeWAL, ARLON, eSorba, XRD, Silicone Engineering, and R/bak trade names. The Other segment offers elastomer components under the ENDUR trade name for applications in the general industrial market, as well as elastomer floats under the NITROPHYL trade name for level sensing in fuel tanks, motors, and storage tanks applications in the general industrial and automotive markets. The company was founded in 1832 and is headquartered in Chandler, Arizona.

Recent ROG News & Updates

User avatar
Narrative Update • Aug 13

ROG: New CEO And Share Buybacks Will Support Future Upside

Analysts have trimmed their price target for Rogers to $173.33 from $183.33, reflecting updated assumptions for slightly higher revenue growth, a lower profit margin profile, a higher discount rate, and a higher future P/E multiple. What’s in the News for Rogers Rogers completed a share repurchase tranche from April 1, 2026 to June 30, 2026, buying 22,618 shares for US$3 million.
Seeking Alpha • Jul 31

Rogers Corporation: Operational Recovery Is Already Priced In

Summary Rogers Corporation (ROG) shows operational recovery with Q2 2026 revenues up 6.9% and net income returning positive, but valuation remains stretched. ROG's forward P/E of 31.1x is well above sector median, limiting near-term upside and leaving little margin for operational missteps. Supply chain disruptions, raw material shortages, and underutilized China capacity pose significant risks to margin expansion and future earnings stability. While ROG's long-term prospects are attractive, current pricing does not offer a sufficient safety margin given ongoing operational and market uncertainties. Read the full article on Seeking Alpha

Recent updates

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