Rogers Corporation is an advanced materials manufacturer for electric vehicles and wireless infrastructure with strong momentum and a 3-of-4 earnings beat record, but two high-priority supply chain risks, 72% international revenue exposure, and the stock trading 17.7% above analyst targets create a challenging near-term risk-reward profile.
Thesis pillars
- Geographic Concentration Foreign Revenue→Stable
- Strong Breakout Momentum Volume→Stable
- Price Above Analyst Target Asymmetry→Stable
- +1 more pillar — see the Why tab for full reasoning
Rogers Corporation (ROG) Stock Analysis
Breakout setup
Technology · Electronic Components
Sell if holding. Engine safety override at $159.46: a dimension score below its floor triggers a hard block regardless of the otherwise-positive setup — overall score 5.1/10. Specifically: Below-average business quality.
Rogers Corporation designs and manufactures high-performance engineered materials and components across two segments—Advanced Electronics Solutions (serving EV/HEV, aerospace, wireless infrastructure) and Elastomeric Material Solutions (serving industrial, automotive, and... Read more
Sell if holding. Engine safety override at $159.46: a dimension score below its floor triggers a hard block regardless of the otherwise-positive setup — overall score 5.1/10. Specifically: Below-average business quality. Chart setup: Golden cross, above all MAs, RSI 64, MACD bullish. Score 5.1/10, moderate confidence.
Passes 6/9 gates (positive momentum, clean insider activity, news events none recent, earnings proximity 31d clear, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio. Suitability: aggressive.
Recent developments
updated 2026-06-29Recent Developments — Rogers Corporation
Latest news
- NEWS B. Riley Securities Maintains Buy on Rogers, Raises Price Target to $200 — benzinga Jun 15, 2026 positive
- NEWS Rogers Corporation Appoints Ali El-Haj As CEO And Board Member — benzinga May 19, 2026 neutral
- NEWS Meta, Ford, Willis Towers Watson And Other Big Stocks Moving Lower In Thursday's Pre-Market Session — benzinga Apr 30, 2026 neutral
- NEWS Rogers Q1 2026 Earnings Call: Complete Transcript — benzinga Apr 28, 2026 neutral
- NEWS Rogers Sees Q2 Adj EPS $0.90-$1.10 vs $0.79 Est; Sees Sales $210.000M-$220.000M vs $210.900M Est — benzinga Apr 28, 2026 positive
Generated 2026-06-29T23:58:56Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Options Flow
Concentration Risks(10-K Item 1A)
- HIGHGeographicforeign markets72%10-K Item 1A: 'approximately 72% of our net sales resulted from sales in foreign markets'
- MEDIUMGeographicChina and the Asia Pacific region41%10-K Item 1A: 'Sales to customers located in China and the Asia Pacific region accounted for approximately 41% of our total sales'
- HIGHSuppliersole and limited source suppliers10-K Item 1A: 'We rely on sole and limited source suppliers for certain of the raw materials that are critical to the manufacturing of our products.'
Material Events(8-K, last 90d)
- 2026-05-19Item 5.02LOWAli El-Haj appointed permanent President, CEO, and Director of Rogers Corporation effective May 19, 2026, following completion of extensive executive search. He was previously Interim CEO. Annual base salary $750,000; target annual incentive 100% of base; LTI equity grant of $5,000,000.SEC filing →
- 2026-05-07Item 5.02LOWRogers Corporation 2026 Employee Stock Purchase Plan approved by shareholders at May 6, 2026 annual meeting. Plan provides 200,000 shares plus remaining shares under prior plan; replaces prior ESPP for offering periods commencing June 16, 2026. Routine compensatory arrangement.SEC filing →
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Rating Breakdown
2 floor-breakers
Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static
Unprofitable operations — net margin -6.8%. Quality floor flags this regardless of sector context.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Sell if holding. Engine safety override at $159.46: a dimension score below its floor triggers a hard block regardless of the otherwise-positive setup — overall score 5.1/10. Specifically: Below-average business quality. Chart setup: Golden cross, above all MAs, RSI 64, MACD bullish. Prior stop was $147.22. Score 5.1/10, moderate confidence.
Take-profit target: $165.62 (+4.6% upside). Prior stop was $147.22. Stop-loss: $147.22.
Concentration risk — Geographic: foreign markets (72.0%); Concentration risk — Supplier: sole and limited source suppliers; Target reached (-1.6% upside).
Rogers Corporation trades at a P/E of N/A (forward 36.8). TrendMatrix value score: 5.0/10. Verdict: Sell.
7 analysts cover ROG with a consensus score of 3.9/5. Average price target: $183.
What does Rogers Corporation do?Rogers Corporation designs and manufactures high-performance engineered materials and components across two...
Rogers Corporation designs and manufactures high-performance engineered materials and components across two segments—Advanced Electronics Solutions (serving EV/HEV, aerospace, wireless infrastructure) and Elastomeric Material Solutions (serving industrial, automotive, and medical markets)—selling to approximately 2,800 customers globally in 2025. Approximately 72% of net sales came from foreign markets, with no single customer exceeding 10% of total net sales.