How Investors Are Reacting To Rogers (ROG) Board Shakeup and Starboard’s Influence on Governance

• Rogers Corporation recently announced a key leadership transition, with Armand Lauzon appointed as Chair of the Board following Peter Wallace's decision not to seek re-election in 2026 and plans for a new independent director with input from Starboard Value LP.
• This reshuffling at the board level signals a potentially significant shift in the company’s governance approach, particularly given Starboard Value’s influence as an activist investor.
• We will explore how the immediate change in board leadership and addition of a new independent director may shape Rogers’ future investment narrative.

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Rogers Investment Narrative Recap

Investing in Rogers requires belief in its ability to rebound from recent operational challenges and capitalize on electrification trends, particularly in the global EV market. The immediate board leadership transition, influenced in part by Starboard Value, is unlikely to materially impact the most important near-term catalyst, whether demand from China and cost savings from restructuring can offset ongoing weakness in Europe and North America, or alleviate the biggest risk, which is continued underperformance in the power substrates segment. Recent leadership changes are the most relevant development, but with the board and management both undergoing rapid transitions, attention will be closely focused on the upcoming third quarter results announcement on October 29, 2025. This event is likely to be pivotal for setting near-term expectations and providing clarity on the effectiveness of restructuring and cost-saving measures. By contrast, what remains uncertain for investors is the full scope of risk if curamik business impairments and customer concentration issues...

Read the full narrative on Rogers (it's free!)

Rogers' outlook forecasts $921.6 million in revenue and $83.3 million in earnings by 2028. This scenario assumes annual revenue growth of 5.0% and a $148.1 million increase in earnings from the current level of -$64.8 million.

Uncover how Rogers' forecasts yield a $85.67 fair value, in line with its current price.

Exploring Other Perspectives

Two members of the Simply Wall St Community estimate Rogers’ fair value anywhere from US$16.64 to US$85.67 per share. This broad spectrum of opinion is a reminder that short-term catalysts, like execution on cost savings and Asia demand recovery, may weigh heavily on company performance in ways not fully anticipated by all market participants.

Explore 2 other fair value estimates on Rogers - why the stock might be worth as much as $85.67!

Build Your Own Rogers Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• Our free Rogers research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Rogers' overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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