B. Riley Financial Issues Positive Forecast for Rogers (NYSE:ROG) Stock Price

Rogers (NYSE:ROG) had its price target lifted by research analysts at B. Riley Financial from $200.00 to $225.00 in a research note issued to investors on Thursday, Benzinga reports. The brokerage currently has a “buy” rating on the electronics maker’s stock. B. Riley Financial’s price objective indicates a potential upside of 46.61% from the stock’s current price.

Several other research firms have also commented on ROG. Weiss Ratings raised shares of Rogers from a “sell (d)” rating to a “hold (c)” rating in a research note on Wednesday, August 12th. Zacks Research cut Rogers from a “strong-buy” rating to a “hold” rating in a research note on Thursday, July 23rd. Finally, Wall Street Zen cut Rogers from a “buy” rating to a “hold” rating in a research note on Monday, August 31st. One analyst has rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus target price of $225.00.

Rogers Price Performance

Shares of ROG stock opened at $153.47 on Thursday. The company has a 50-day moving average of $131.15 and a two-hundred day moving average of $132.23. The firm has a market cap of $2.74 billion, a PE ratio of 87.69 and a beta of 0.50. Rogers has a 1-year low of $75.14 and a 1-year high of $169.00.

Rogers (NYSE:ROG) last posted its earnings results 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). Rogers had a net margin of 3.75% and a return on equity of 5.17%. The company had revenue of $216.80 million during the quarter, compared to analyst estimates of $215.00 million. Rogers has set its Q3 2026 guidance at 1.100-1.300 EPS. Sell-side analysts anticipate that Rogers will post 3.83 EPS for the current fiscal year.

Institutional Trading of Rogers

A number of institutional investors have recently bought and sold shares of the business. The Manufacturers Life Insurance Company boosted its position in shares of Rogers by 1.9% during the 1st quarter. The Manufacturers Life Insurance Company now owns 7,541 shares of the electronics maker’s stock worth $809,000 after acquiring an additional 143 shares in the last quarter. Parallel Advisors LLC raised its position in shares of Rogers by 19.7% during the 1st quarter. Parallel Advisors LLC now owns 875 shares of the electronics maker’s stock worth $94,000 after acquiring an additional 144 shares in the last quarter. State of Wyoming acquired a new stake in shares of Rogers during the 2nd quarter worth about $42,000. Legacy Wealth Asset Management LLC raised its position in shares of Rogers by 13.4% during the 2nd quarter. Legacy Wealth Asset Management LLC now owns 2,297 shares of the electronics maker’s stock worth $376,000 after acquiring an additional 271 shares in the last quarter. Finally, Integrated Wealth Concepts LLC acquired a new position in Rogers in the second quarter valued at approximately $52,000. 96.02% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting Rogers

Here are the key news stories impacting Rogers this week:

• Positive Sentiment: Long-term earnings targets imply substantial growth. Rogers issued 2028 adjusted EPS guidance of $5.50–$6.50 and a 2030 EPS target of $14.00. These figures are well above the current-year analyst consensus of approximately $3.83 per share, signaling management’s expectation for accelerating growth and profitability. Rogers Corporation Provides 2030 Financial Targets at 2026 Investor Day
• Positive Sentiment: Management outlined a higher-growth strategy. At the Investor Day, Rogers said it plans to accelerate revenue growth, expand margins and increase earnings through 2030. The strategy was presented by CEO Ali El-Haj, CFO Laura Russell and other members of the leadership team. Rogers Corporation Analyst/Investor Day Transcript
• Positive Sentiment: The outlook represents a potentially meaningful earnings reset. The 2030 target of $14.00 EPS suggests a much stronger profit profile than Rogers’ recent results, which included quarterly EPS of $0.92 and a miss versus analyst expectations. Investors appear focused on the long-term opportunity rather than the latest earnings shortfall.
• Neutral Sentiment: Execution remains the main risk. The targets extend several years into the future, so Rogers must deliver the projected growth and margin expansion. The stock also trades at a relatively high valuation based on trailing earnings, leaving less room for disappointment if implementation falls short.

About Rogers

Rogers Corporation is a global materials technology company that develops and manufactures high-performance materials and components for demanding applications. The company’s products are designed to provide thermal management, electrical insulation, signal integrity, vibration control, cushioning and protection in challenging operating environments.

Its product portfolio includes specialty laminates for high-frequency and high-speed circuitry, ceramic and other substrates used in power electronics, silicone and urethane foams, elastomeric materials, and other engineered solutions.