Rogers (NYSE:ROG) Updates Q1 2026 Earnings Guidance

Rogers (NYSE:ROG) updated its first quarter 2026 earnings guidance on Tuesday. The company provided earnings per share guidance of 0.450-0.850 for the period, compared to the consensus earnings per share estimate of 0.750. The company issued revenue guidance of $193.0 million-$208.0 million, compared to the consensus revenue estimate of $206.4 million.

Analysts Set New Price Targets

A number of research firms have commented on ROG. B. Riley Financial restated a “buy” rating on shares of Rogers in a report on Thursday, October 30th. Wall Street Zen upgraded Rogers from a “hold” rating to a “buy” rating in a research note on Saturday, November 1st. Zacks Research lowered Rogers from a “strong-buy” rating to a “hold” rating in a research report on Monday, December 29th. Finally, Weiss Ratings reiterated a “sell (d)” rating on shares of Rogers in a report on Thursday, January 22nd. Two investment analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Hold” and a consensus target price of $85.00.

Rogers Stock Performance

Shares of Rogers stock traded down $5.21 on Tuesday, hitting $102.59. The company had a trading volume of 302,181 shares, compared to its average volume of 156,128. Rogers has a 1 year low of $51.43 and a 1 year high of $112.81. The stock has a 50 day moving average of $97.18 and a 200-day moving average of $86.55. The stock has a market capitalization of $1.85 billion, a price-to-earnings ratio of -28.26 and a beta of 0.40.

Rogers (NYSE:ROG) last announced its quarterly earnings results on Tuesday, February 17th. The electronics maker reported $0.89 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.60 by $0.29. Rogers had a positive return on equity of 2.92% and a negative net margin of 8.35%.Rogers has set its Q1 2026 guidance at 0.450-0.850 EPS. Equities analysts anticipate that Rogers will post 3.57 earnings per share for the current year.

Rogers News Roundup

Here are the key news stories impacting Rogers this week:

• Positive Sentiment: Rogers beat on reported Q4 earnings, delivering $0.89 EPS vs. the $0.60 consensus; management highlighted improving margins and cash flow from recent cost initiatives. Quarterly Press Release
• Positive Sentiment: Company commentary and the full results release indicate the benefits of cost-improvement programs are contributing to higher adjusted earnings and stronger cash flow, an operational positive for medium-term margin recovery. BusinessWire: Q4 and Full‑Year Results
• Neutral Sentiment: Mixed underlying metrics — the company showed a positive return on equity but reported a negative GAAP net margin — which investors will parse between one-time items and core operating trends. Slide Deck / Conference Materials
• Negative Sentiment: Rogers set Q1 2026 EPS guidance of $0.45–$0.85 and revenue guidance of $193.0M–$208.0M; the midpoint of guidance and the lower end of the revenue range are below consensus (EPS ~$0.75 and revenue ~$206.4M), which is the primary negative catalyst for the stock today.
• Negative Sentiment: Labor/operations risk: a recent report says workers were let go at the West Allis site shortly after a union push, raising potential execution and reputation risks in that facility. Hoodline: West Allis workers axed

Institutional Investors Weigh In On Rogers

Institutional investors and hedge funds have recently added to or reduced their stakes in the company. Ieq Capital LLC purchased a new stake in shares of Rogers during the fourth quarter valued at approximately $280,000. Cerity Partners LLC raised its stake in shares of Rogers by 6.1% during the 4th quarter. Cerity Partners LLC now owns 2,870 shares of the electronics maker’s stock worth $263,000 after purchasing an additional 166 shares during the period. Holocene Advisors LP bought a new position in Rogers during the third quarter valued at about $245,000. PCM Encore LLC purchased a new stake in Rogers during the fourth quarter worth about $241,000. Finally, Franklin Resources Inc. purchased a new position in Rogers in the fourth quarter valued at about $238,000. Hedge funds and other institutional investors own 96.02% of the company’s stock.

About Rogers

Rogers Corporation (NYSE: ROG) is a global technology and materials company specializing in the development and manufacture of engineered materials and components. The company designs and produces a broad portfolio of high-performance elastomeric, foam, silicone, adhesive and thermal management solutions, as well as advanced circuit board laminates. Its products are engineered to meet stringent requirements in areas such as electrical insulation, thermal performance and electromagnetic shielding.

Rogers serves a diverse range of end markets, including automotive, aerospace and defense, telecommunications, consumer electronics and industrial applications.