ETF Inflow Alert: SPDW, SAP, AZN, ROG
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Aug 20 2025
0mins
Source: NASDAQ.COM
SPDW Share Price Analysis: SPDW's share price is currently at $41.75, with a 52-week low of $32.30 and a high of $41.95.
Understanding ETFs: Exchange traded funds (ETFs) function like stocks, where investors buy and sell "units" that can be created or destroyed based on demand.
Monitoring ETF Flows: Weekly monitoring of shares outstanding helps identify ETFs with significant inflows (new units created) or outflows (old units destroyed), impacting their underlying holdings.
Author's Perspective: The opinions expressed in the article are solely those of the author and do not necessarily represent Nasdaq, Inc.
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Analyst Views on ROG
Wall Street analysts forecast ROG stock price to rise
2 Analyst Rating
2 Buy
0 Hold
0 Sell
Moderate Buy
Current: 154.930
Low
105.00
Averages
281.18
High
457.36
Current: 154.930
Low
105.00
Averages
281.18
High
457.36
About ROG
Rogers Corporation designs, develops, manufactures, and sells engineered materials and components. Its segments include Advanced Electronics Solutions (AES) and Elastomeric Material Solutions (EMS) and Other. The AES segment designs, develops, manufactures, and sells circuit materials, ceramic substrate materials, busbars, and cooling solutions for applications in the EV/HEV, automotive, aerospace and defense, renewable energy, wireless infrastructure, mass transit, industrial, connected devices and wired infrastructure markets. The EMS segment designs, develops, manufactures, and sells engineered material solutions for a variety of applications and markets. These include polyurethane and silicone materials used in cushioning, gasketing and sealing, and vibration management applications for EV/HEV, general industrial, portable electronics, automotive, mass transit, and other markets. The Other segment consists of elastomer components for applications in the general industrial market.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Rogers Appoints New CEO Ali El-Haj
- Executive Appointment: Rogers Corporation has appointed Ali El-Haj as the new President and CEO, effective immediately, aiming to drive strategic transformation and business growth under new leadership.
- Board Membership: El-Haj will also join the board of directors, enhancing the company's governance structure and ensuring alignment between executive decisions and long-term corporate objectives.
- Financial Outlook: Rogers forecasts Q2 2026 adjusted EPS between $0.90 and $1.10, with an adjusted EBITDA margin midpoint of 17.7%, indicating a positive outlook on profitability.
- Market Risks: Despite a high P/E ratio of 50x and no dividend yield, the market must remain cautious of potential operational risks that could impact investor confidence and stock performance.
See More
Rogers Corporation Appoints New CEO
- Executive Appointment: Rogers Corporation announced the promotion of interim CEO Ali El-Haj to CEO and President, effective May 19, 2025, aiming to leverage his over 30 years of international experience to drive growth and strategic expansion.
- Leadership Background: Prior to his interim role, El-Haj held executive positions at Techniplas and served as CEO of CAP-CON Automotive Technologies, showcasing his extensive leadership experience and successful track record in the industry.
- Market Reaction: In pre-market trading, Rogers shares were priced at $133, down 0.60% from the previous trading day, indicating a cautious market sentiment towards the new leadership.
- Strategic Implications: This appointment not only recognizes El-Haj's leadership capabilities but may also lay the groundwork for the company's future transformation and growth, particularly in the current competitive market landscape.
See More
Rogers Corporation Appoints New Board Members
- New Board Members: Rogers Corporation has announced the appointment of Brett Cope and Eric Starkloff to its Board of Directors, both of whom bring extensive executive leadership experience and deep expertise in relevant markets, which is expected to provide critical insights for the company's long-term success.
- Brett Cope's Background: Currently the Chairman and CEO of Powell Industries, Brett Cope has progressively advanced since joining in 2011, demonstrating exceptional value creation capabilities, which are anticipated to drive growth and profitability at Rogers.
- Eric Starkloff's Experience: Formerly the CEO of National Instruments, Eric Starkloff has 27 years of industry experience and has led key business initiatives, with his extensive marketing and sales management background expected to provide strategic advantages for Rogers.
- Board's Strategic Goals: Board Chair Armand Lauzon stated that the board is committed to achieving higher levels of growth and profitability, and the addition of Cope and Starkloff is expected to further strengthen the board's capabilities, helping the company stand out in a competitive market.
See More
Rogers Corporation Executive Sells Shares
- Executive Stock Sale: Brian Keith Larabee, Senior VP at Rogers Corporation, sold 830 shares on May 1 for approximately $113,000, marking his largest single sale to date, surpassing his previous maximum of 775 shares sold in October 2025, indicating confidence in the stock's performance and market sentiment.
- Updated Holdings: Post-transaction, Larabee retains 5,515 shares valued at about $741,400, reflecting his long-term investment confidence in Rogers Corporation despite realizing some gains in the short term through this sale.
- Performance Highlights: Rogers reported over $200 million in net sales for Q1 2026, a 5% year-over-year increase, with net income of $4.5 million, a significant turnaround from a $1.4 million loss in the same quarter last year, showcasing strong growth potential in electric vehicles and advanced electronics.
- Optimistic Market Outlook: Analysts maintain a positive outlook on Rogers, with an average price target of $150, suggesting further upside potential for the stock, and Larabee's transaction may prompt investors to closely monitor the company's future performance and market dynamics.
See More
Rogers (ROG) Q1 2026 Earnings Call Transcript
See More
Rogers Corporation Q1 2026 Earnings Call Highlights
- Strong Financial Performance: Rogers Corporation reported Q1 sales of $201 million and adjusted EPS exceeding $0.75, more than doubling year-over-year, which significantly enhances investor confidence and reflects robust profitability improvements.
- Mixed Market Performance: While automotive sales declined year-over-year due to lower global light vehicle production, electronics and communications sales increased at a double-digit rate, indicating the company's competitive strength and adaptability in high-growth markets.
- R&D-Driven Growth: The company secured important design wins in microchannel cooler technology, with encouraging customer feedback expected to drive demand in data center and AI applications, further solidifying its technological leadership.
- Optimistic Outlook: Management anticipates Q2 adjusted EPS between $0.90 and $1.10, with revenue guidance of $210 million to $220 million, reflecting confidence in future growth, particularly driven by new program launches and seasonal smartphone demand recovery.
See More
Rogers Appoints New CEO Ali El-Haj
- Executive Appointment: Rogers Corporation has appointed Ali El-Haj as the new President and CEO, effective immediately, aiming to drive strategic transformation and business growth under new leadership.
- Board Membership: El-Haj will also join the board of directors, enhancing the company's governance structure and ensuring alignment between executive decisions and long-term corporate objectives.
- Financial Outlook: Rogers forecasts Q2 2026 adjusted EPS between $0.90 and $1.10, with an adjusted EBITDA margin midpoint of 17.7%, indicating a positive outlook on profitability.
- Market Risks: Despite a high P/E ratio of 50x and no dividend yield, the market must remain cautious of potential operational risks that could impact investor confidence and stock performance.
See More
Rogers Corporation Appoints New CEO
- Executive Appointment: Rogers Corporation announced the promotion of interim CEO Ali El-Haj to CEO and President, effective May 19, 2025, aiming to leverage his over 30 years of international experience to drive growth and strategic expansion.
- Leadership Background: Prior to his interim role, El-Haj held executive positions at Techniplas and served as CEO of CAP-CON Automotive Technologies, showcasing his extensive leadership experience and successful track record in the industry.
- Market Reaction: In pre-market trading, Rogers shares were priced at $133, down 0.60% from the previous trading day, indicating a cautious market sentiment towards the new leadership.
- Strategic Implications: This appointment not only recognizes El-Haj's leadership capabilities but may also lay the groundwork for the company's future transformation and growth, particularly in the current competitive market landscape.
See More
Rogers Corporation Appoints New Board Members
- New Board Members: Rogers Corporation has announced the appointment of Brett Cope and Eric Starkloff to its Board of Directors, both of whom bring extensive executive leadership experience and deep expertise in relevant markets, which is expected to provide critical insights for the company's long-term success.
- Brett Cope's Background: Currently the Chairman and CEO of Powell Industries, Brett Cope has progressively advanced since joining in 2011, demonstrating exceptional value creation capabilities, which are anticipated to drive growth and profitability at Rogers.
- Eric Starkloff's Experience: Formerly the CEO of National Instruments, Eric Starkloff has 27 years of industry experience and has led key business initiatives, with his extensive marketing and sales management background expected to provide strategic advantages for Rogers.
- Board's Strategic Goals: Board Chair Armand Lauzon stated that the board is committed to achieving higher levels of growth and profitability, and the addition of Cope and Starkloff is expected to further strengthen the board's capabilities, helping the company stand out in a competitive market.
See More
Rogers Corporation Executive Sells Shares
- Executive Stock Sale: Brian Keith Larabee, Senior VP at Rogers Corporation, sold 830 shares on May 1 for approximately $113,000, marking his largest single sale to date, surpassing his previous maximum of 775 shares sold in October 2025, indicating confidence in the stock's performance and market sentiment.
- Updated Holdings: Post-transaction, Larabee retains 5,515 shares valued at about $741,400, reflecting his long-term investment confidence in Rogers Corporation despite realizing some gains in the short term through this sale.
- Performance Highlights: Rogers reported over $200 million in net sales for Q1 2026, a 5% year-over-year increase, with net income of $4.5 million, a significant turnaround from a $1.4 million loss in the same quarter last year, showcasing strong growth potential in electric vehicles and advanced electronics.
- Optimistic Market Outlook: Analysts maintain a positive outlook on Rogers, with an average price target of $150, suggesting further upside potential for the stock, and Larabee's transaction may prompt investors to closely monitor the company's future performance and market dynamics.
See More
Rogers (ROG) Q1 2026 Earnings Call Transcript
See More
Rogers Corporation Q1 2026 Earnings Call Highlights
- Strong Financial Performance: Rogers Corporation reported Q1 sales of $201 million and adjusted EPS exceeding $0.75, more than doubling year-over-year, which significantly enhances investor confidence and reflects robust profitability improvements.
- Mixed Market Performance: While automotive sales declined year-over-year due to lower global light vehicle production, electronics and communications sales increased at a double-digit rate, indicating the company's competitive strength and adaptability in high-growth markets.
- R&D-Driven Growth: The company secured important design wins in microchannel cooler technology, with encouraging customer feedback expected to drive demand in data center and AI applications, further solidifying its technological leadership.
- Optimistic Outlook: Management anticipates Q2 adjusted EPS between $0.90 and $1.10, with revenue guidance of $210 million to $220 million, reflecting confidence in future growth, particularly driven by new program launches and seasonal smartphone demand recovery.
See More
