Rogers Corporation stock targets 26 percent EBITDA margin by 2030

Published on 10/06/2026 at 14:25 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Rogers Corporation stock faces a 2030 plan for a 26 percent adjusted EBITDA margin. Q2 revenue reached USD 216.8 million, while B. Riley lifted its target to USD 225.

ROG, US7751331015, Illustration mit AI erstellt.

Rogers Corporation stock (ISIN US7751331015) was last at USD 159.10 on the NYSE on October 5, 2026 at 4:00 p.m. ET, down 0.56 percent for the session. The company used its September 30 Investor Day to outline a 2030 growth plan centered on USD 1.5 billion in revenue and a 26 percent adjusted EBITDA margin.

Rogers sets ambitious targets

According to StockTitan on September 30, 2026, Rogers set a 2028 revenue target of USD 1.05 billion, plus or minus USD 50 million, and a 2028 adjusted EPS target of USD 6.00, plus or minus USD 0.50. The 2030 framework also includes adjusted EPS of USD 14.00, giving investors a concrete measure of the earnings ambition behind the plan.

Yahoo Finance reported on October 3, 2026 that Rogers expects 2026 sales of USD 870 million, compared with USD 811 million in 2025. The company also identified data centers, battery systems and electromagnetic-interference shielding as growth areas that could contribute more than USD 450 million in annual revenue by 2030.

Quarterly numbers temper the outlook

Rogers generated USD 216.8 million in second-quarter 2026 revenue and USD 13.6 million in net income, according to Yahoo Finance. Diluted EPS was USD 0.92 versus a consensus estimate of USD 0.99, a shortfall of USD 0.07 that leaves execution as an important test for the longer-term targets.

The valuation backdrop is demanding. Rogers stock was 5.86 percent below its 52-week high of USD 169.00 on October 5, 2026, while its 52-week low stood at USD 75.14.

Analysts raise targets after Investor Day

Markets Insider reported on October 1, 2026 that B. Riley raised its Rogers price target from USD 200 to USD 225 and kept a Buy rating. That target lies 41.4 percent above the USD 159.10 last quote.

Zacks lists a Strong Buy average brokerage recommendation from four firms and three analyst price-target reports. Its average target is USD 206.67, with a USD 185.00 low and USD 225.00 high; the average target lies 29.9 percent above the October 5 quote.

Stock remains below its yearly high

Rogers had a market capitalization of USD 2.8 billion and volume of 278,107 shares as of October 5, 2026. The combination of ambitious 2030 targets, a second-quarter EPS miss and a share price 5.86 percent below the yearly high leaves operating delivery as the central issue for the stock.