Rogers (NYSE:ROG) Stock Price Up 7.9% – What’s Next?

Rogers Corporation (NYSE:ROG)’s stock price was up 7.9% during trading on Thursday . The stock traded as high as $128.86 and last traded at $130.23. Approximately 86,154 shares traded hands during trading, a decline of 49% from the average daily volume of 168,163 shares. The stock had previously closed at $120.72.

Rogers News Roundup

Here are the key news stories impacting Rogers this week:

• Positive Sentiment: Rogers Corporation (ROG) reported a quarterly beat and raised near-term guidance: Q reported EPS $0.89 vs. $0.60 consensus and revenue $201.5M vs. $196.5M; management set Q1 FY2026 guidance of $0.45–$0.85 EPS and analysts expect ~3.24 EPS for the year. Result and improved free?cash?flow/capex outlook are likely the primary reason ROG shares are higher today.
• Neutral Sentiment: Rogers Communications — Seeking Alpha piece highlighting that strong capex reductions have boosted free cash flow for RCI; relevant to RCI investors but not ROG. Rogers Communications: Strong Capex Reduction Boosts Free Cash Flow
• Neutral Sentiment: Rogers Communications — Coverage noting RCI hit estimates and raised cash outlook due to spending cuts; again material to RCI credit/cash metrics, not directly to ROG. Rogers hits estimates, boosts cash outlook on spending cut
• Neutral Sentiment: Rogers Communications — Analyst/upgrades coverage: BMO reiterated a Buy on RCI citing capex cuts, strong Q1 and growing sports/media assets. Relevant to RCI sentiment and multiple broker desks. Rogers: Capex Cuts, Strong Q1, and Growing Sports & Media Assets Drive Upgraded Buy Thesis
• Neutral Sentiment: Rogers Communications — Shareholders overwhelmingly supported the board and auditor at the April 22 AGM; corporate-governance risk reduced for RCI. Rogers Communications Shareholders Overwhelmingly Back Board and Auditor at April 22 AGM
• Neutral Sentiment: Rogers Communications — Operational and product items (NHL Multiview for playoffs, media revenue growth, quarterly dividend declared, and Q1 results reporting stronger service revenue/EBITDA/free cash flow). These move RCI sentiment/valuation but are not connected to ROG. Examples: NHL multiview, AGM voting results, and RCI Q1 report. Rogers Xfinity Multiview returns for 2026 Stanley Cup Playoffs
• Neutral Sentiment: Miscellaneous/irrelevant: several sports stories reference individuals named Rogers (e.g., MLB player Jake Rogers) — not relevant to either corporate ticker’s fundamentals.

Analysts Set New Price Targets

Several equities research analysts have issued reports on the stock. Zacks Research lowered shares of Rogers from a “strong-buy” rating to a “hold” rating in a report on Monday, December 29th. B. Riley Financial reissued a “buy” rating on shares of Rogers in a report on Thursday. Finally, Weiss Ratings reissued a “sell (d)” rating on shares of Rogers in a report on Tuesday. One analyst has rated the stock with a Buy rating, one has given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, Rogers currently has an average rating of “Hold” and a consensus target price of $133.00.

Rogers Trading Up 5.8%

The company’s fifty day moving average price is $109.02 and its two-hundred day moving average price is $96.73. The firm has a market cap of $2.28 billion, a P/E ratio of -38.07 and a beta of 0.34.

Rogers (NYSE:ROG) last posted its earnings results on Tuesday, February 17th. The electronics maker reported $0.89 earnings per share for the quarter, topping the consensus estimate of $0.60 by $0.29. Rogers had a negative net margin of 7.62% and a positive return on equity of 3.56%. The business had revenue of $201.50 million for the quarter, compared to analyst estimates of $196.50 million. Rogers has set its Q1 2026 guidance at 0.450-0.850 EPS. On average, analysts predict that Rogers Corporation will post 3.24 EPS for the current fiscal year.

Insider Buying and Selling

In other Rogers news, SVP Michael Reed Webb sold 954 shares of the stock in a transaction dated Monday, March 2nd. The shares were sold at an average price of $111.31, for a total transaction of $106,189.74. Following the sale, the senior vice president owned 7,769 shares of the company’s stock, valued at $864,767.39. This represents a 10.94% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. 1.08% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On Rogers

Hedge funds have recently added to or reduced their stakes in the stock. Kemnay Advisory Services Inc. bought a new stake in Rogers during the 4th quarter worth about $42,000. Global Retirement Partners LLC grew its holdings in Rogers by 6,576.5% during the 4th quarter. Global Retirement Partners LLC now owns 1,135 shares of the electronics maker’s stock worth $104,000 after acquiring an additional 1,118 shares during the last quarter. Virtus Advisers LLC bought a new stake in Rogers during the 3rd quarter worth about $127,000. Quadrant Capital Group LLC bought a new stake in Rogers during the 3rd quarter worth about $130,000. Finally, PNC Financial Services Group Inc. grew its holdings in Rogers by 119.7% during the 3rd quarter. PNC Financial Services Group Inc. now owns 1,905 shares of the electronics maker’s stock worth $153,000 after acquiring an additional 1,038 shares during the last quarter. Institutional investors own 96.02% of the company’s stock.

Rogers Company Profile

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.