GrafTech International

EAF · NYSE

$6.95−$0.46 (−6.21%)TodayMarket closed ·
Prev close $7.41

EAF analyst rating

HoldConsensus of 4 analysts over the last 12 months. 0% rate it a buy.
  • Strong buy0
  • Buy0
  • Hold3
  • Underperform1
  • Sell0

12-month price target · 3 analysts

Average $7.39 (+6.4% upside)

Low
$7.07
Now
$6.95
High
$7.88

Upgrades and downgrades

The latest rating actions, newest first

EAF analyst upgrades, downgrades and rating actions
FirmDateActionRating
RBC CapitalOct 15, 2026MaintainsSector Perform
RBC CapitalMay 5, 2026MaintainsSector Perform
BMO CapitalMay 4, 2026MaintainsMarket Perform
JP MorganApr 14, 2026DowngradeNeutral → Underweight
RBC CapitalFeb 10, 2026MaintainsSector Perform
CitigroupNov 19, 2025MaintainsNeutral

The case for and against

Updated Jan 19, 2026

Bull case

GrafTech International is poised for a strong financial performance, with an anticipated sales growth of approximately 10% year-over-year in 2025, driven by efforts to regain market share. Year-to-date sales have surged by 32%, indicating robust demand and successful operational execution. The company's improved sentiment and outlook, combined with its strategic market positioning, further contribute to an optimistic financial trajectory.

Bear case

GrafTech International Ltd has seen a decline in available liquidity, which has decreased to $367 million from $421 million in the previous quarter, indicating potential financial strain. Additionally, the company's strategic decision to consolidate production facilities from six to three introduces higher operational risk, which could negatively impact efficiency and output. Furthermore, the overall pricing environment remains challenging, prompting GrafTech to alter its geographic sales strategy in an attempt to capture better prices, a tactic that may not sufficiently offset the underlying financial pressures.

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.