Materion (MTRN) Upgraded to Overweight by KeyBanc with $161 Price Target
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 14 2026
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Source: seekingalpha
- Stock Price Surge: Materion's stock rose 5.3% on Wednesday, reaching an all-time intraday high of $148.25, reflecting strong market confidence in its future growth potential.
- Rating Upgrade: KeyBanc upgraded Materion from Sector Weight to Overweight with a price target of $161, indicating that the stock is poised for further appreciation amid stronger growth and improved margins.
- Market Demand Recovery: Recent data within the global semiconductor consumables supply chain indicates a broadening demand cycle, particularly with increasing global defense and space budgets, suggesting Materion could benefit from potential strategic stockpiling needs.
- Optimistic Growth Outlook: Analysts expect Materion to achieve significant EPS growth over the next two years, driven by its clean energy business and ongoing self-help margin expansion initiatives, further attracting cyclical growth investors.
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Analyst Views on MTRN
About MTRN
Materion Corporation provides advanced materials solutions for various industries, including semiconductor, industrial, aerospace and defense, energy and automotive. The Company’s segments include Performance Materials, Electronic Materials, Precision Optics, and Other. Performance Materials segment provides advanced engineered solutions comprised of beryllium and non-beryllium containing alloy systems and custom engineered parts in strip, bulk, rod, plate, bar, tube, and other customized shapes produced at manufacturing facilities located throughout the United States and Europe. Electronic Materials segment produces advanced chemicals, microelectronics packaging, precious metal, non-precious metal and specialty metal products, including vapor deposition targets, frame lid assemblies, clad and precious metal preforms and high temperature braze materials. Precision Optics segment produces precision thin film coatings, optical filter materials and precision-converted thin film materials.
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.
Materion Declares Q1 2026 Dividend of $0.14
- Dividend Declaration: Materion Corporation's Board of Directors has declared a Q1 2026 dividend of $0.14 per share, payable on March 6, 2026, reflecting the company's commitment to returning value to shareholders.
- Record Date for Shareholders: The dividend will be paid to shareholders on record as of February 19, 2026, ensuring that investors holding shares by this date can benefit from the payout, thereby enhancing investor confidence in the stock.
- Company Overview: Materion is a global leader in advanced materials solutions, focusing on high-performance industries such as semiconductor, industrial, aerospace & defense, energy, and automotive, with nearly 100 years of expertise, showcasing its strong competitive position in the market.
- Global Reach: Headquartered in Mayfield Heights, Ohio, the company employs over 3,000 people worldwide, serving customers in more than 60 countries, demonstrating its extensive market influence and business expansion capabilities.
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Materion (MTRN) Lowers Q4 EPS Guidance to $1.50-$1.55 Amid Quality Issues
- EPS Guidance Cut: Materion expects adjusted Q4 EPS to be in the range of $1.50-$1.55, falling short of the analyst estimate of $1.60, indicating that while the company shows strength in electronic materials and precision optics, it faces significant challenges.
- Full-Year Outlook: The company anticipates full-year 2025 adjusted EPS of $5.40-$5.45, below the market estimate of $5.51, reflecting a cautious stance amid quality issues that could impact investor confidence.
- Production Issue Resolved: Materion reported a quality issue with a large precision clad strip customer that temporarily idled production, but the issue is now fully resolved and shipments have resumed, indicating the company's ability to respond quickly to crises without significant long-term impacts on 2026 volumes.
- Non-Recurring Charge Forecast: The company expects to record a non-recurring charge of approximately $20M-$25M related to quality claims, scrap, and temporary plant idling, which will be excluded from non-GAAP results, potentially affecting short-term financial performance.
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