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
Catalyst-Driven edge
Technology · Electronic Components
Sell if holding. Engine safety override at $140.40: a dimension score below its floor triggers a hard block regardless of the otherwise-positive setup — overall score 5.2/10. Specifically: Below-average business quality; Negative price momentum.
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 $140.40: a dimension score below its floor triggers a hard block regardless of the otherwise-positive setup — overall score 5.2/10. Specifically: Below-average business quality; Negative price momentum. Chart setup: No clear chart pattern; technical signals are mixed. Score 5.2/10, moderate confidence.
Passes 5/8 gates (clean insider activity, news events none recent, earnings proximity 25d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and favorable risk/reward ratio. Suitability: aggressive.
Recent developments
updated 2026-07-07Recent 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 2026-07-07T11:41:57Z.
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
3 floor-breakers
Momentum below the gate floor. Component breakdown shows what dragged the score down.static
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 $140.40: a dimension score below its floor triggers a hard block regardless of the otherwise-positive setup — overall score 5.2/10. Specifically: Below-average business quality; Negative price momentum. Chart setup: No clear chart pattern; technical signals are mixed. Prior stop was $131.45. Score 5.2/10, moderate confidence.
Take-profit target: $155.83 (+10.4% upside). Prior stop was $131.45. Stop-loss: $131.45.
Concentration risk — Geographic: foreign markets (72.0%); Concentration risk — Supplier: sole and limited source suppliers; Quality below floor (3.6 < 4.0).
Rogers Corporation trades at a P/E of N/A (forward 33.0). TrendMatrix value score: 5.5/10. Verdict: Sell.
7 analysts cover ROG with a consensus score of 4.0/5. 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.