Rogers Corporation: The Thesis For 2026 Is Mixed

2026-01-09 17:49:40 ET

Since my first coverage of Rogers Corporation ( ROG ), following a failed merger, the company has provided mixed results. I managed to eke out an excellent gain in my first article, sold it off, and have enjoyed staying out since. It seems that since 2025 (for the entire year), I am the only one covering Rogers Corporation on SA. Unfortunately, I missed the bottom for company valuation, which came early to mid-2025, and the company has seen good performance since that article, rather than neutral/HOLD-like performance as my article implied. I underestimated the company's reversal potential despite what is without a doubt a very rich earnings multiple - over 35-40x P/E, no matter how you view this company. Even if the short-term effects of the ratings I gave ROG h ave been correct, even avoiding the deep short-term drawdown in March of last year , I haven't been on point with the medium-term RoR potential with the company....

Read the full article on Seeking Alpha

For further details see: