GrafTech International Ltd.

NYSE:EAF Aktierapport

Börsvärde: US$223.2m

GrafTech International Utdelningar och återköp

Utdelning kriterier kontrolleras 0/6

GrafTech International betalar för närvarande ingen utdelning.

Viktig information

0%

Avkastning på utdelning

0.2%

Återköpsavkastning

Total avkastning till aktieägarna0.2%
Framtida utdelningsavkastning0%
Utdelningstillväxtn/a
Nästa utbetalningsdag för utdelningn/a
Ex utdelningsdagn/a
Utdelning per aktien/a
Utdelningsandel0%

Senaste utdelnings- och återköpsuppdateringar

Inga uppdateringar

Recent updates

Uppdatering av berättelse May 08

EAF: Mixed Street Reset And 2026 Volume Commitments Will Shape Risk Balance

GrafTech International's analyst fair value price target has been revised to $9.25 from $8.75, as analysts factor in updated views on growth, margins, and P/E following a mix of recent price target changes and a downgrade across the Street. Analyst Commentary Recent Street research on GrafTech International shows a mix of optimism and caution, with several price target changes and at least one downgrade shaping how analysts are framing valuation, execution risk, and growth potential.
Uppdatering av berättelse Apr 23

EAF: Margin Reset And 2026 Volume Outlook Will Shape Balanced Risk Profile

The analyst price target for GrafTech International has been revised from $9.75 to $8.75 as analysts factor in recent Street research downgrades and target cuts, while also updating assumptions around profit margins and forward P/E multiples. Analyst Commentary Recent Street research on GrafTech International has centered on lower price targets and at least one downgrade, with analysts reassessing assumptions for profit margins and the level of P/E multiples they are willing to apply.
Uppdatering av berättelse Apr 08

EAF: Lowered Expectations And Execution Risks Will Shape Future Return Profile

Analysts have lowered their price targets on GrafTech International by $4, $5 and $11, reflecting updated views on revenue growth, margins and P/E assumptions. The $6.00 fair value estimate and 12.33% discount rate remain unchanged.
Uppdatering av berättelse Mar 25

EAF: Reset Earnings Expectations And Execution Risks Will Shape Future Returns

For GrafTech International, the analyst fair value estimate has been cut from $8.00 to $6.00 as analysts factor in more moderate revenue growth expectations, along with higher profit margin assumptions and a lower future P/E multiple. Analyst Commentary Recent Street research has focused on lower price targets for GrafTech International, with several bearish analysts revisiting their assumptions on revenue growth, profitability, and valuation multiples.
Uppdatering av berättelse Mar 11

EAF: Margin Reset And 2026 Volume Guidance Will Support Upside

Analysts have lowered their price targets on GrafTech International by $4 to $11, reflecting updated views on profit margins and longer term P/E expectations, while leaving fair value estimates broadly unchanged. Analyst Commentary Recent Street research around GrafTech International has centered on recalibrated price targets while keeping fair value views relatively stable.
Uppdatering av berättelse Feb 25

EAF: Higher Margin Profile Will Support Repriced Upside Case Going Forward

Analysts have trimmed their price target on GrafTech International to $11 from $20, citing updated expectations for slower revenue growth, a higher profit margin profile, and a lower future P/E multiple. Analyst Commentary Recent research on GrafTech International has centered on recalibrated price targets that reflect updated views on revenue, profit margins, and valuation multiples.
Uppdatering av berättelse Feb 11

EAF: Margin Resilience And 2026 Volume Outlook Will Support Upside

Analysts have reduced their price target on GrafTech International from US$14.75 to US$9.75, citing updated assumptions for revenue growth, profit margins, and a lower forward P/E multiple. Analyst Commentary Recent Street research on GrafTech International points to a cluster of lower price targets, including cuts of US$11, US$5, and US$4, as analysts reset their expectations for revenue, margins, and the appropriate forward P/E multiple.
Seeking Alpha Feb 09

GrafTech: The Situation Becomes Dire

Summary GrafTech remains a highly speculative play amid persistent losses, severe debt, and worsening market conditions for graphite electrodes. Revenues have collapsed from $1.8 billion in 2018 to $504 million in 2025, with net debt ballooning to $987 million and negative EBITDA. Chinese and Indian overcapacity continues to pressure pricing and volumes, with management's cost-cutting and volume growth efforts proving insufficient. With limited catalysts and deepening financial distress, EAF's equity is now a risky bet on unpredictable market or policy intervention. Read the full article on Seeking Alpha
Uppdatering av berättelse Jan 24

EAF: Higher Margin Outlook Will Still Leave Shares Looking Expensive

Analysts have modestly revised their price outlook for GrafTech International to $14.75, citing updated assumptions for revenue growth of about 10.63%, a profit margin near 12.32%, and an expected future P/E of roughly 6.27x. Valuation Changes Fair Value Estimate held steady at US$14.75, reflecting no change in the central price assumption.
Uppdatering av berättelse Jan 10

EAF: Margin Discipline And Cost Savings Will Not Offset Overvaluation Risk

Analysts have kept their price target for GrafTech International steady at US$14.75, reflecting unchanged views on fair value, discount rate, revenue growth, profit margin and future P/E assumptions. What's in the News GrafTech completed a share buyback program announced on November 5, 2021, repurchasing 5,740,502 shares, representing 21.97% of the program, for US$50.97m.
Analysartikel Dec 22

GrafTech International Ltd. (NYSE:EAF) Surges 27% Yet Its Low P/S Is No Reason For Excitement

GrafTech International Ltd. ( NYSE:EAF ) shareholders would be excited to see that the share price has had a great...
Uppdatering av berättelse Dec 17

EAF: Margin Discipline And Cost Improvements Will Support Balanced Outlook In 2025

Analysts have modestly increased their price target on GrafTech International to $14.75 per share from $14.50 per share, citing slightly improved profit margin expectations and a marginally lower forward price to earnings multiple while maintaining their long term growth and risk assumptions. What's in the News Completed share repurchase of 5,740,502 shares, representing 21.97% of outstanding shares, under the buyback program announced on November 5, 2021, with no additional shares repurchased in the July 1 to September 30, 2025 tranche (Key Developments).
Uppdatering av berättelse Dec 03

EAF: Margin Gains And Cost Efficiencies Will Support Balanced Outlook In 2025

Analysts have nudged their price target on GrafTech International slightly higher to approximately $14.75 from about $14.60 per share, citing improving profit margin expectations and a modestly richer future earnings multiple, despite tempering their revenue growth outlook. What's in the News Completed share repurchase program totaling 5.74 million shares, or about 22% of outstanding stock, for roughly $51 million under the 2021 authorization (company filing) Reported third quarter 2025 production volume of 26.6 MT, down from 29.4 MT a year earlier; nine month 2025 production rose to 84.5 MT from 72.2 MT, highlighting improved asset utilization over the year to date (company results) Raised 2025 sales volume outlook to an 8 to 10% year over year increase, and signaled a willingness to walk away from low margin business to protect profitability (company guidance) Now targets about a 10% year over year decline in 2025 cash cost of goods sold per MT, compared with prior 7 to 9% guidance, driven by production schedule efficiencies and cost optimization (company guidance) Continues to mitigate tariff and trade policy impacts through a flexible global production network and proactive supply chain measures, including shifting volume toward higher priced U.S. markets (company guidance) Valuation Changes Fair Value: raised slightly to about $14.75 per share from roughly $14.60, reflecting modestly improved profitability and valuation assumptions.
Uppdatering av berättelse Nov 19

EAF: Improved Margins And Cost Reductions Will Drive Upside In 2025

Analysts have raised their price target for GrafTech International from $13.25 to $14.60. They cite improved profit margin projections and a modest adjustment to discount rates, even though lower anticipated revenue growth is expected.
Analysartikel Nov 07

It's Down 27% But GrafTech International Ltd. (NYSE:EAF) Could Be Riskier Than It Looks

GrafTech International Ltd. ( NYSE:EAF ) shareholders won't be pleased to see that the share price has had a very rough...
Analysartikel Sep 20

GrafTech International Ltd.'s (NYSE:EAF) Shares Leap 33% Yet They're Still Not Telling The Full Story

GrafTech International Ltd. ( NYSE:EAF ) shares have had a really impressive month, gaining 33% after a shaky period...
Uppdatering av berättelse Aug 30

Decarbonization And EAF Transition Will Revitalize Steel Supply Chains

Despite minimal changes in both net profit margin and future P/E ratio, the consensus analyst price target for GrafTech International has surged from $1.28 to $12.75. What's in the News GrafTech International announced a 1-for-10 stock split effective August 29, 2025.
Analysartikel Aug 01

GrafTech International Ltd. (NYSE:EAF) Soars 39% But It's A Story Of Risk Vs Reward

GrafTech International Ltd. ( NYSE:EAF ) shares have continued their recent momentum with a 39% gain in the last month...
Analysartikel Jun 17

Investors Still Aren't Entirely Convinced By GrafTech International Ltd.'s (NYSE:EAF) Revenues Despite 41% Price Jump

GrafTech International Ltd. ( NYSE:EAF ) shareholders would be excited to see that the share price has had a great...
Analysartikel Apr 01

GrafTech International Ltd. (NYSE:EAF) Stock's 25% Dive Might Signal An Opportunity But It Requires Some Scrutiny

To the annoyance of some shareholders, GrafTech International Ltd. ( NYSE:EAF ) shares are down a considerable 25% in...
User avatar
Ny berättelse Mar 28

US And European Markets Will Spur 800 Graphite Electrode Demand

Strategic cost reductions and a focus on 800-millimeter electrodes are expected to boost revenue and improve net margins significantly.
Analysartikel Feb 11

Revenues Working Against GrafTech International Ltd.'s (NYSE:EAF) Share Price Following 29% Dive

To the annoyance of some shareholders, GrafTech International Ltd. ( NYSE:EAF ) shares are down a considerable 29% in...
Seeking Alpha Jan 04

GrafTech: Debt Extension And Increase Buys Time

Summary GrafTech faces significant uncertainty due to declining graphite electrode prices, competition, and poor governance, making its shares a speculative call option on a market recovery. The company’s financial struggles are evident with declining revenues, increasing debt, and ongoing losses, despite efforts to cut costs. Recent positive developments include a debt maturity extension and potential acquisition interest from Indian-based HEG, but core business economics remain weak. Shares have risen from $1 to $1.70, driven by extended debt duration and acquisition hopes, yet investing remains highly speculative with limited immediate triggers. Read the full article on Seeking Alpha
Seeking Alpha Oct 28

Graftech: Why Sell Now

Summary We sold our stake in Graftech due to persistent negative short-term events and deteriorating business fundamentals over the past three years. Graftech's vertical integration and long-term contracts failed to provide the expected competitive advantage amid weak demand and strained customer relationships. Graftech's financial health is unsustainable, with high debt levels, low profitability, and reliance on favorable market conditions to meet obligations. Lessons learned: Avoid cyclical, capital-intensive investments without hard catalysts, and consider the impact of geopolitical and market-specific risks. Read the full article on Seeking Alpha
Seeking Alpha Sep 30

GrafTech: Uncertainty Prevails, The Business And Governance

Summary GrafTech International faces an uncertain outlook due to declining graphite electrode prices and competition, causing the business to be uneconomical here. EAF's equity is essentially a call option on a market recovery, with significant liquidity, and debt not being due until 2028. Poor governance and potential restructuring, with Brookfield's significant control, complicate the investment thesis and add uncertainty for investors. Read the full article on Seeking Alpha
Analysartikel Sep 24

GrafTech International Ltd. (NYSE:EAF) Surges 36% Yet Its Low P/S Is No Reason For Excitement

GrafTech International Ltd. ( NYSE:EAF ) shareholders are no doubt pleased to see that the share price has bounced 36...
Analysartikel Aug 08

Why Investors Shouldn't Be Surprised By GrafTech International Ltd.'s (NYSE:EAF) 44% Share Price Plunge

To the annoyance of some shareholders, GrafTech International Ltd. ( NYSE:EAF ) shares are down a considerable 44% in...
Analysartikel Jun 18

Lacklustre Performance Is Driving GrafTech International Ltd.'s (NYSE:EAF) 41% Price Drop

The GrafTech International Ltd. ( NYSE:EAF ) share price has fared very poorly over the last month, falling by a...
Analysartikel May 30

Is GrafTech International (NYSE:EAF) A Risky Investment?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Analysartikel Apr 25

GrafTech International Ltd.'s (NYSE:EAF) Share Price Boosted 29% But Its Business Prospects Need A Lift Too

GrafTech International Ltd. ( NYSE:EAF ) shareholders would be excited to see that the share price has had a great...
Analysartikel Mar 04

GrafTech International Ltd. (NYSE:EAF) Shares Fly 30% But Investors Aren't Buying For Growth

GrafTech International Ltd. ( NYSE:EAF ) shareholders are no doubt pleased to see that the share price has bounced 30...
Seeking Alpha Feb 08

O'Keefe Stevens Advisory - Graftech: Not In Their Circle Of Competence

Summary Graftech is heavily exposed to the European economy, which has lagged in its recovery. We invested in mid-2021, expecting a stable market, which did not materialize. Today, Graftech is contending with an excess supply of electric vehicles. We may exit the position if the business does not recover by Q4 2024. Read the full article on Seeking Alpha

Stabilitet och tillväxt i betalningar

Hämta utdelningsdata

Stabil utdelning: Otillräcklig data för att avgöra om EAF s utdelningar per aktie har varit stabila tidigare.

Växande utdelning: Otillräcklig data för att avgöra om EAF s utdelningsbetalningar har ökat.


Utdelningsavkastning jämfört med marknaden

GrafTech International Utdelningsavkastning jämfört med marknaden
Hur är EAF:s direktavkastning jämfört med marknaden?
SegmentUtdelningsavkastning
Företag (EAF)0%
Marknadens lägsta 25% (US)1.4%
Marknad Topp 25% (US)4.3%
Genomsnitt för branschen (Electrical)0.6%
Prognosanalytiker (EAF) (upp till 3 år)0%

Anmärkningsvärd utdelning: Det går inte att utvärdera EAF s utdelningsavkastning mot de lägsta 25 % av utdelningsbetalarna, eftersom företaget inte har rapporterat några senaste utbetalningar.

Hög utdelning: Det går inte att utvärdera EAF s utdelningsavkastning mot de översta 25 % av utdelningsbetalarna, eftersom företaget inte har rapporterat några senaste utbetalningar.


Vinstutdelning till aktieägarna

Resultattäckning: EAF betalar ingen anmärkningsvärd utdelning för US marknaden.


Kontantutbetalning till aktieägarna

Kassaflödestäckning: Det går inte att beräkna hållbarheten för utdelningar eftersom EAF inte har rapporterat några utbetalningar.


Upptäck bolag med stark utdelning

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/21 22:16
Aktiekurs vid dagens slut2026/05/21 00:00
Intäkter2026/03/31
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

GrafTech International Ltd. bevakas av 15 analytiker. 3 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Katja JancicBMO Capital Markets Equity Research
Alexander Robert PearceBMO Capital Markets Equity Research
Eric ProutyCanaccord Genuity