Rogers (NYSE:ROG) Upgraded at Freedom Broker

Rogers (NYSE:ROG) was upgraded by research analysts at Freedom Broker to a “strong-buy” rating in a note issued to investors on Thursday, Zacks reports.

A number of other equities research analysts also recently weighed in on the stock. B. Riley Financial lifted their price target on shares of Rogers from $200.00 to $225.00 and gave the company a “buy” rating in a report on Thursday. Weiss Ratings raised shares of Rogers from a “sell (d)” rating to a “hold (c)” rating in a research note on Wednesday, August 12th. Wall Street Zen lowered shares of Rogers from a “buy” rating to a “hold” rating in a research report on Monday, August 31st. Finally, Zacks Research cut shares of Rogers from a “strong-buy” rating to a “hold” rating in a research note on Thursday, July 23rd. One analyst has rated the stock with a Strong Buy rating, one has issued a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat.com, Rogers has an average rating of “Moderate Buy” and a consensus price target of $225.00.

Rogers Stock Performance

Rogers stock opened at $155.74 on Thursday. Rogers has a 52 week low of $75.14 and a 52 week high of $169.00. The stock has a market capitalization of $2.78 billion, a P/E ratio of 88.99 and a beta of 0.42. The stock has a fifty day moving average of $131.60 and a 200-day moving average of $132.61.

Rogers (NYSE:ROG) last released its quarterly earnings data on Tuesday, July 28th. The electronics maker reported $0.92 earnings per share for the quarter, missing the consensus estimate of $0.99 by ($0.07). The business had revenue of $216.80 million during the quarter, compared to analyst estimates of $215.00 million. Rogers had a net margin of 3.75% and a return on equity of 5.17%. Rogers has set its Q3 2026 guidance at 1.100-1.300 EPS. On average, research analysts forecast that Rogers will post 3.83 earnings per share for the current year.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently made changes to their positions in ROG. BlackRock Inc. acquired a new stake in Rogers during the 2nd quarter worth approximately $556,493,000. Capital Research Global Investors grew its holdings in Rogers by 24.3% during the 4th quarter. Capital Research Global Investors now owns 1,519,040 shares of the electronics maker’s stock worth $139,098,000 after acquiring an additional 297,380 shares during the last quarter. Norges Bank acquired a new position in Rogers in the 4th quarter valued at approximately $119,157,000. Clearline Capital LP increased its position in Rogers by 36.6% in the 4th quarter. Clearline Capital LP now owns 472,841 shares of the electronics maker’s stock valued at $43,298,000 after acquiring an additional 126,636 shares during the period. Finally, Atreides Management LP bought a new position in shares of Rogers during the second quarter valued at $30,996,000. Institutional investors and hedge funds own 96.02% of the company’s stock.

Key Stories Impacting Rogers

Here are the key news stories impacting Rogers this week:

• Positive Sentiment: Rogers outlined a plan to accelerate revenue growth, expand margins and increase earnings through 2030. Management provided 2028 EPS guidance of $5.50–$6.50 and a 2030 EPS target of $14.00, while expecting sales to exceed $1.5 billion by 2030. Investors appear encouraged by the potential for substantially higher earnings. Rogers Corporation Provides 2030 Financial Targets at 2026 Investor Day
• Positive Sentiment: B. Riley raised its price target for Rogers Corporation (ROG) to $225 from $200 and reiterated a Buy rating, signaling stronger confidence in the company’s long-term growth strategy. B. Riley Raises Price Target on Rogers
• Neutral Sentiment: Several reports discuss a sharp increase in ROG shares following the Investor Day presentation, but one analysis cautions that recent earnings-estimate revisions do not yet support assuming the strength will continue. Rogers Corp. Moves Higher
• Negative Sentiment: ROG’s valuation remains demanding, with a reported P/E ratio near 89. The company also previously missed quarterly EPS expectations, increasing execution risk as investors price in the aggressive 2028–2030 targets.

Rogers Company Profile

Rogers Corporation (NYSE:ROG) is a global manufacturer of engineered materials and components used in demanding applications across electronics, transportation, aerospace and defense, healthcare, and industrial markets. The company develops materials designed to provide electrical insulation, thermal management, vibration control, sealing, and protection in high-performance systems.

Its products include high-frequency circuit laminates and printed circuit board materials, thermal interface materials, power electronics substrates, elastomeric components, high-performance foams, and specialty composite materials.