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ROG Overview

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$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
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Intellectia

Loading chart...

High
103.920
Open
103.320
VWAP
103.17
Vol
9.42K
Mkt Cap
1.87B
Low
102.320
Amount
971.45K
EV/EBITDA(TTM)
15.45
Total Shares
17.83M
EV
1.68B
EV/OCF(TTM)
16.64
P/S(TTM)
2.36
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.
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Events Timeline

(ET)
2026-02-17
16:21:00
Sees Q1 Revenue of $193M to $208M
select
2026-02-17
16:10:00
Rogers Reports Q4 Revenue of $201.5M
select
2025-12-22 (ET)
2025-12-22
02:30:00
Roche CEO Predicts Drug Prices in Switzerland Will Rise Due to U.S. Deals
select
link

News

Fool
8.5
03-05Fool
Clearline Capital Increases Stake in Core Scientific
  • Stake Increase: According to an SEC filing dated February 17, 2026, Clearline Capital LP increased its stake in Core Scientific by 3,436,127 shares, representing 3.37% of its 13F reportable AUM, reflecting confidence in the company's growth potential.
  • Market Capitalization Growth: Core Scientific's market capitalization reached $4.95 billion, despite a trailing twelve-month net income of -$280.74 million, indicating strong investor interest in its digital asset infrastructure services.
  • Profitability Analysis: Core Scientific's profitability hinges on the difference between Bitcoin market prices and production costs, with key factors such as electricity prices, hardware efficiency, and facility utilization becoming increasingly critical, especially following the recent Bitcoin halving.
  • Infrastructure Advantage: Core Scientific is evolving from merely a cryptocurrency miner to a power infrastructure operator, leveraging reliable electricity supply and high-density data center facilities, which provide a competitive edge in the digital asset market.
NASDAQ.COM
6.5
03-05NASDAQ.COM
Clearline Capital Increases Stake in Core Scientific
  • Stake Increase: Clearline Capital LP disclosed an increase of 3,436,127 shares in Core Scientific on February 17, 2026, with an estimated transaction value of $59.91 million, reflecting confidence in the company's growth potential.
  • Quarter-End Value Growth: Following the increase, the quarter-end position value of Core Scientific rose by $45.79 million, indicating a dual impact from trading activities and stock price appreciation, showcasing the company's robust performance in the digital asset market.
  • Holding Proportion Change: Post-trade, Clearline Capital's holdings in Core Scientific reached 4,689,443 shares valued at $68.28 million, accounting for 3.37% of its reportable 13F AUM, although it did not rank among the top five holdings, it still signifies a notable investment position.
  • Strong Market Performance: As of February 17, 2026, Core Scientific's share price stood at $17.23, reflecting a 39.1% increase over the past year, outperforming the S&P 500 by 25.81 percentage points, highlighting its competitive edge in the digital asset infrastructure sector.
Fool
2.0
02-27Fool
Clearline Capital Reduces Semtech Holdings Significantly
  • Position Reduction Details: According to a February 17, 2026 SEC filing, Clearline Capital LP reduced its position in Semtech by 412,968 shares during Q4 2025, resulting in a quarter-end valuation of $21.07 million, reflecting a $28.87 million decrease due to both share sales and price changes.
  • Holding Proportion Analysis: Following this transaction, Semtech now represents 1.04% of Clearline's reportable assets under management, indicating a potential decline in the fund's confidence in Semtech, which may influence market perceptions of the stock.
  • Market Performance Overview: As of February 17, 2026, Semtech shares were priced at $87.66, marking a 136.6% increase over the past year, with a one-year alpha of 122.59 percentage points compared to the S&P 500, showcasing the company's strong performance during the semiconductor market recovery phase.
  • Investor Watch Points: Semtech is in the recovery phase of the semiconductor cycle, facing inventory pressures and debt burdens; however, its expansion into IoT and connectivity platforms may provide opportunities for long-duration design wins, making it crucial for investors to monitor its ability to achieve stable revenue growth beyond short-term chip cycles.
NASDAQ.COM
5.0
02-27NASDAQ.COM
Clearline Capital Reduces Semtech Holdings
  • Share Reduction Details: Clearline Capital LP sold 412,968 shares of Semtech in Q4 2025, with an estimated trade size of $29.30 million, indicating a potential decline in the fund's confidence in the stock.
  • Position Value Decline: Post-sale, Clearline's position in Semtech was valued at $21.07 million, a decrease of $28.87 million from the previous quarter, reflecting the impact of both trading activity and stock price fluctuations.
  • Asset Management Proportion: Following this transaction, Semtech now represents only 1.04% of Clearline's 13F reportable assets under management, indicating a diminished significance in the fund's overall portfolio.
  • Market Performance Analysis: Despite Semtech's stock price increasing by 136.6% over the past year, Clearline's reduction may signal uncertainties regarding future market demand, prompting investors to monitor whether the company can secure long-term design wins in IoT and connectivity platforms.
seekingalpha
9.5
02-18seekingalpha
Rogers Corporation Q4 2025 Earnings Call Highlights
  • Sales Performance Exceeds Expectations: Rogers Corporation reported Q4 2025 sales of $202 million, approaching the high end of guidance, with adjusted EPS at $0.89 and adjusted EBITDA margin at 17.1%, both surpassing expectations, reflecting the effectiveness of gradual market improvements and structural changes.
  • Optimistic 2026 Outlook: Management anticipates Q1 2026 revenues between $193 million and $208 million, representing a 5% year-over-year growth, while adjusted EBITDA margins are expected to increase by 530 basis points, indicating the company's potential for growth and sustained profitability in new markets.
  • New Market Opportunities: Rogers has identified data centers as a significant new market and secured initial design wins in the EMS business, demonstrating a strategic shift towards diversifying market presence aimed at accelerating revenue growth.
  • Cost Control and Innovation: Management emphasized maintaining adjusted operating expenses in line with 2025 and expects capital expenditures between $30 million and $40 million, showcasing ongoing efforts in innovation and cost management to support future profitability objectives.
seekingalpha
9.5
02-17seekingalpha
Rogers Q4 Earnings Beat Expectations
  • Earnings Beat: Rogers Corporation reported a Q4 non-GAAP EPS of $0.89, exceeding expectations by $0.29, indicating strong profitability that may bolster investor confidence.
  • Revenue Decline: The revenue of $201.5 million represents a 6.7% year-over-year decline, yet it surpassed expectations by $5 million, demonstrating the company's resilience in a challenging market environment.
  • Positive Market Reaction: The earnings and revenue beats are likely to positively impact Rogers' stock price, attracting more investor interest in its future growth potential.
  • Mixed Outlook: Despite the strong current performance, analysts have mixed views on the company's prospects for 2026, suggesting that investors should closely monitor future market dynamics and strategic adjustments.
Wall Street analysts forecast ROG stock price to rise
2 Analyst Rating
Wall Street analysts forecast ROG stock price to rise
2 Buy
0 Hold
0 Sell
Moderate Buy
Current: 0.000
sliders
Low
105.00
Averages
281.18
High
457.36
Current: 0.000
sliders
Low
105.00
Averages
281.18
High
457.36
B. Riley
Buy
maintain
$127 -> $133
AI Analysis
2026-02-18
Reason
B. Riley
Price Target
$127 -> $133
AI Analysis
2026-02-18
maintain
Buy
Reason
B. Riley raised the firm's price target on Rogers Corporation to $133 from $127 and keeps a Buy rating on the shares. Rogers reported Q4 results slightly above consensus, with strong execution evident under interim CEO El-Haj's faster decision-making, customer responsiveness, and new product rollout, the analyst tells investors in a research note. While demand remains uneven across some end markets and China's Curamik ramp may be slow, early growth signs in key markets, inventory cleanup, and disciplined cost management suggest improving revenue and margin trends that could return EPS toward historic levels, the firm says.
B. Riley
Craig Ellis
Neutral
maintain
$105 -> $127
2026-01-20
Reason
B. Riley
Craig Ellis
Price Target
$105 -> $127
2026-01-20
maintain
Neutral
Reason
B. Riley analyst Craig Ellis raised the firm's price target on Rogers Corporation to $127 from $105 and keeps a Neutral rating on the shares. Consensus estimates for 4Q25 and 1Q26 could have a fractional upside bias if Auto and Industrial orders start to climb, the firm says. Quarterly results are expected to align with consensus estimates as new management continues to implement reacceleration initiatives, the firm says.
Unlock Full Analyst Thesis, Get the complete breakdown of rating reason for ROG
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Valuation Metrics

The current forward P/E ratio for Rogers Corp (ROG.N) is 29.67, compared to its 5-year average forward P/E of 34.44. For a more detailed relative valuation and DCF analysis to assess Rogers Corp's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PE
34.44
Current PE
29.67
Overvalued PE
43.10
Undervalued PE
25.79

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average EV/EBITDA
13.65
Current EV/EBITDA
12.54
Overvalued EV/EBITDA
19.11
Undervalued EV/EBITDA
8.19

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PS
2.81
Current PS
1.97
Overvalued PS
4.06
Undervalued PS
1.56

Financials

AI Analysis
Annual
Quarterly

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Whales Holding ROG

A
Atreides Management, LP
Holding
ROG
+7.53%
3M Return
S
Starboard Value LP
Holding
ROG
-10.13%
3M Return

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Frequently Asked Questions

What is Rogers Corp (ROG) stock price today?

The current price of ROG is 103.27 USD — it has decreased -1.66

What is Rogers Corp (ROG)'s business?

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.

What is the price predicton of ROG Stock?

Wall Street analysts forecast ROG stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for ROG is281.18 USD with a low forecast of 105.00 USD and a high forecast of 457.36 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

What is Rogers Corp (ROG)'s revenue for the last quarter?

Rogers Corp revenue for the last quarter amounts to 201.50M USD, increased 4.84

What is Rogers Corp (ROG)'s earnings per share (EPS) for the last quarter?

Rogers Corp. EPS for the last quarter amounts to 0.26 USD, decreased -966.67

How many employees does Rogers Corp (ROG). have?

Rogers Corp (ROG) has 3000 emplpoyees as of March 12 2026.

What is Rogers Corp (ROG) market cap?

Today ROG has the market capitalization of 1.87B USD.