ROG

RogersD

NYSE / Technology Hardware & Equipment

At close

2026-06-02

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AI scenario view

RankAlpha Sentiment AI

B+

Bull case

20%

Probability

Target price

$127.00

-17.7% vs current

Most likely

Base case

60%

Probability

Target price

$106.47

-31.0% vs current

B-

Bear case

20%

Probability

Target price

$85.00

-44.9% vs current

AI sentiment snapshot

Latest data as of 2026-02-19

AI commentary

Mixed — analyst upgrades (notably to $127) created positive headlines, but the consensus median sits near the current price, implying limited consensus upside. Near-term moves hinge on guidance and order trends; long-term depends on durable demand recovery.

RankAlpha Sentiment AI - 2026-02-19

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Evidence flagged

No evidence quality warning is currently attached to this memo.

Impact

standard

Confidence

AI events

2026-05-20eventNext quarterly earnings release (company-reporting event)High impact

Scheduled quarterly results and management commentary could re-rate shares; assumed near-term release window (no firm date disclosed) — assumption: using as_of_date+90d as conservative estimate [#SERP-8].

2026-05-20catalystCustomer order ramp / RF-materials demand recoveryHigh impact

Improved end-market demand or a material contract from a major OEM could drive near-term upside; recent analyst target increases cite strengthening demand for specialty laminates [#SERP-4], [#SERP-1].

2026-05-20catalystMargin recovery from cost and mix improvementsHigh impact

Operational cost reductions or favorable product mix could expand margins versus recent guidance; some data points in consensus estimates suggest mixed near-term expectations [#SERP-3], [#SERP-1].

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Recommendation

N/A

No formal recommendation provided.

Open AI Memo

As of 2026-02-19 • Updated nightlySource: Internal modelMethodology