TICKERNERD
Menu
EAFEAFIndustrials · Electrical Equipment & Parts

EAF Stock Forecast: GrafTech International Ltd. Price Predictions for 2026-2027

Last close, 8 Oct 2026
$8.85
+3.51% on the day

The 4 Wall Street analysts covering GrafTech International Ltd. hold a median 12-month price target of $8 — -9.6% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 21 of 100 as at 8 Oct 2026 — in the weakest quartile.

Market cap
$245.3M
Ticker Nerd rank
21 / 100
Median analyst target
$8.00
Analysts covering
4
Revenue$127.4M−3.4% y/y
Operating income−$14.6M
Net income−$40.5M
Free cash flow−$75.5M
Quarterly, 8 quarters to 30 June 2026 · latest quarter's figure shown
Total return, dividends reinvested
1W
−2.4%
1M
+40.5%
YTD
−42.9%
1Y
−49.7%
From 52W high
−55.3%
From 52W low
+69.2%
$5
$20
52-week range, adjusted closes · the dot is the last close
Ticker Nerd rank

EAF stock analysis: one number for the whole business

Consensus tells you what everyone already believes. The model scores GrafTech International Ltd. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.

Where the model ranks itAs at 8 Oct 2026
21 / 100

Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested

Accruals
76
Size
66
Growth
47
Revisions
47
Issuance
27
Momentum
26
Value
16
Quality
14
Volatility
5

Accruals (76): Reported profit is backed by cash, and the company is not expanding recklessly.

Volatility (5): The share price moves around a lot.

Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.

Wall Street

EAF stock forecast 2026-2027: analyst price targets & predictions

The bullish and bearish analyst opinions on EAF, reported as data — targets and ratings, the market's view beside the model's.

Share price and the analyst range, 12 monthsAdjusted close, US dollars
$5$10$15$20Jan 26Apr 26Jul 26Oct 26EAFHigh $9.00Median $8.00Low $7.00

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Data provided by Twelve Data

What Wall Street says4 analysts
1 Buy2 Hold1 Sell
Low $7.00Median $8.00High $9.00

The green dot is the last close — the median target sits −9.6% from it.

Recent analyst actionsNewest first
DateFirmActionRatingTarget
5 May 2026RBC CapitalReiteratesSector Perform$10
4 May 2026BMO CapitalMaintainsMarket Perform$6.00 → $8.00
14 Apr 2026JP MorganDowngradeUnderweight—
10 Feb 2026RBC CapitalMaintainsSector Perform—
19 Nov 2025CitigroupMaintainsNeutral—
29 July 2025BMO CapitalMaintainsMarket Perform—
13 May 2025UBSMaintainsNeutral—
10 Feb 2025BMO CapitalMaintainsMarket Perform—
10 Feb 2025RBC CapitalReiteratesSector Perform—
6 Dec 2024JP MorganUpgradeNeutral—
3 Dec 2024CitigroupMaintainsNeutral—
29 July 2024BMO CapitalMaintainsMarket Perform—
16 July 2024JP MorganDowngradeUnderweight—
16 Feb 2024RBC CapitalMaintainsSector Perform—
15 Feb 2024BMO CapitalMaintainsMarket Perform—
16 Jan 2024UBSInitiatesNeutral—
10 Jan 2024CitigroupMaintainsNeutral—
7 Aug 2023BMO CapitalMaintainsMarket Perform—
23 May 2023JP MorganInitiatesNeutral—
9 May 2023RBC CapitalReiteratesSector Perform—

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Market Radar

This page is one stock. Monday covers all of them.

Computed off the Friday close and sent before the US open.

Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. EAF appears on the weeks it earns a place.

Free, every Monday. Unsubscribe any time.

Performance

EAF vs the S&P 500

Both lines are total return — dividends reinvested — so the comparison is honest on both sides.

Over the twelve months to 8 Oct 2026, GrafTech International Ltd. returned −49.7% against +16.2% for the S&P 500, dividends included.

EAF vs S&P 500, last 12 monthsTotal return, rebased to 100
20406080100120Jan 26Apr 26Jul 26Oct 26EAFS&P 500

Download this chart as an image — free to reuse; link this page as the source.

Data provided by Twelve Data

Estimates

EAF analyst estimate revisions

Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.

Which way the estimates are movingNext fiscal year
Analysts raising
0
Analysts cutting
0
Fundamentals

GrafTech International Ltd. (EAF) financial data

A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.

Valuation
Trailing P/E
26.8×

Cheaper than 28% of US stocks

Price / sales
0.5×

Cheaper than 83% of US stocks

Price / book
−0.7×

Cheaper than 94% of US stocks

EV / EBITDA
−53.8×

Cheaper than 95% of US stocks

Growth & margins
Revenue growth (YoY)
−3.4%

Higher than 22% of US stocks

Earnings growth (YoY)
−3.4%

Higher than 33% of US stocks

Gross margin
−0.3%

Higher than 4% of US stocks

Operating margin
−11.4%

Higher than 24% of US stocks

Net margin
−34.6%

Higher than 12% of US stocks

Returns & dividend
Return on equity
84.7%

Higher than 95% of US stocks

Return on assets
−5.0%

Higher than 32% of US stocks

Dividend yield
4.3%

Higher than 91% of US dividend payers

Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.

Key statistics

GrafTech International Ltd. (EAF) statistics: revenue, profit & scale

The headline figures, each with its date. Every row carries its own link — cite it straight from here.

  • GrafTech International Ltd. has a market value of $245.3M and an enterprise value of $1.3B.

  • Revenue in the twelve months to 30 June 2026: $512.9M. The latest quarter shrank 3.4% year on year.

  • Net income over the same four quarters: −$177.3M, a −34.6% net margin.

  • Diluted earnings per share, trailing twelve months: $−6.80.

  • Free cash flow in the twelve months to 30 June 2026: −$123.4M, after $43.7M of capital spending.

  • Shares outstanding: 26.1M.

  • Trailing P/E: 26.8×; forward P/E: −2.2× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Forward dividend yield: 4.26%, paying out 60% of earnings.

  • GrafTech International Ltd. employs 1,071 people — $479K of revenue per employee.

Statement figures: company filings via Twelve Data, four quarters to 30 June 2026 · market figures as at 7 Oct 2026

Data provided by Twelve Data

Peers

EAF vs competitors

The nearest names by industry and size, scored by the same model — like for like.

Its peer group, ranked by the same modelElectrical Equipment & Parts
CompanyMarket capTKN rank
EAFGrafTech International Ltd.$245.3M
21
LTBRLightbridge Corp.$225.1M
5
ESPEspey Manufacturing & Electronics Corp.$176.3M
88
NEOVNeoVolta, Inc.$147.2M
13
SKYXSKYX Platforms Corp.$146.0M
46
OESXOrion Energy Systems, Inc.$108.1M
99
ULBIUltralife Corp.$103.4M
70

Look up any of the roughly 4,600 stocks we score.

The rank is the raw material. Whether the rules would actually own GrafTech International Ltd. — and when they’d sell — is the membership. See the Ticker Nerd 20 →

News

Latest EAF news & analysis

GrafTech Announces Third Quarter 2026 Earnings Conference Call and Webcast

Business Wire · 1 Oct 2026neutral

GrafTech International Ltd. (NYSE:EAF) announced it will hold its Third Quarter 2026 Earnings Conference Call and Webcast on Friday, October 23, 2026 at 10:00 a.m. (EDT). Senior management will discuss financial results for the quarter ended September 30, 2026 and current business initiatives, with results released before market open that same day.

Why it matters — The announcement gives EAF watchers the date and time for when the company's third-quarter financial results will be released and discussed by senior management.

2 Metal Fabrication Stocks to Watch Amid Ongoing Industry Headwinds

Zacks Investment Research · 29 Sept 2026neutral

Zacks Investment Research reports that the Metal Products - Procurement and Fabrication industry faces bleak near-term prospects, but notes that EAF and KALU appear well-positioned to withstand ongoing industry headwinds.

Why it matters — EAF watchers would care because the report highlights GrafTech as one of the companies seen as capable of navigating current industry challenges.

GrafTech (EAF) Soars 13.7%: Is Further Upside Left in the Stock?

Zacks Investment Research · 17 Sept 2026positive

GrafTech (EAF) shares rose 13.7% in the last session on above-average trading volume. However, the latest trend in earnings estimate revisions for the stock does not suggest further strength down the road.

Why it matters — The sharp price jump on elevated volume, tempered by a lack of supporting estimate revisions, gives EAF watchers a signal about near-term momentum and the stock's earnings outlook.

GrafTech and Antora Energy Partner to Power American Industry with Carbon

Business Wire · 10 Sept 2026positive

GrafTech International and Antora Energy announced a strategic collaboration to develop and supply carbon-based materials for Antora's thermal batteries, supporting the domestic manufacturing base for American energy technology. The partnership builds on carbon production that has taken place in St. Marys, Pennsylvania for generations.

Why it matters — For GrafTech shareholders, this partnership opens a potential new commercial application for its carbon-based products in the growing thermal battery and energy storage sector.

GrafTech Announces Graphite Electrode Price Increase

Business Wire · 8 Sept 2026positive

GrafTech International announced a minimum 30% increase in graphite electrode prices, effective immediately for all open commercial negotiations. The increase builds on a pricing action announced in March 2026 and reflects the company's stated need to restore prices to sustainable levels that support ongoing investment in production capabilities.

Why it matters — Higher graphite electrode prices could support GrafTech's revenue and margins, a key factor for investors tracking EAF performance.

FAQ

Frequently asked questions about EAF stock

What is the EAF stock price forecast for 2026-2027?

The 4 Wall Street analysts covering GrafTech International Ltd. have a median 12-month price target of $8, with estimates ranging from $7 to $9. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.

Is EAF stock a buy right now?

Of the 4 analysts covering GrafTech International Ltd., 1 rate it a Buy, 2 a Hold and 1 a Sell. Ticker Nerd's systematic factor model ranks GrafTech International Ltd. 21 out of 100 across roughly 4,600 US stocks as at 8 Oct 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank EAF?

As at 8 Oct 2026, GrafTech International Ltd. ranks 21 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Accruals (76 of 100).

Will EAF stock go up?

No one can know that. What the data says: the median 12-month target from 4 analysts implies -9.6% from the last close, and Ticker Nerd's factor model ranks GrafTech International Ltd. 21 out of 100 as at 8 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.

What is the EAF stock forecast for 2030?

No analyst covering GrafTech International Ltd. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for EAF are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $7 to $9 over the next 12 months.

How has EAF stock performed over the past year?

GrafTech International Ltd. returned -49.7% over the 12 months to 8 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.

What does GrafTech International Ltd. do?

GrafTech International Ltd. is a graphite and carbon-based materials company that manufactures products used in the production of electric arc furnace steel and other ferrous and non-ferrous metals.

What is the latest news on EAF?

The most recent item we track (Business Wire, 1 Oct 2026): "GrafTech Announces Third Quarter 2026 Earnings Conference Call and Webcast". GrafTech International Ltd. (NYSE:EAF) announced it will hold its Third Quarter 2026 Earnings Conference Call and Webcast on Friday, October 23, 2026 at 10:00 a.m. (EDT). Senior management will discuss financial results for the quarter ended September 30, 2026 and current business initiatives, with results released before market open that same day.

Company

About GrafTech International Ltd.

GrafTech International Ltd. is a graphite and carbon-based materials company that manufactures products used in the production of electric arc furnace steel and other ferrous and non-ferrous metals. Its core offering is graphite electrodes, supported by petroleum needle coke, a key raw material used in electrode production and in synthetic graphite applications. The company serves steel producers and other industrial metal manufacturers through direct sales, independent representatives, and distributors. GrafTech International Ltd. operates a focused Industrial Materials segment, with manufacturing facilities in North America and Europe that support its global customer base. Its products are used across a range of downstream industries, including automotive, construction, appliance, machinery, equipment, and transportation. Founded in 1886 and headquartered in Brooklyn Heights, Ohio, GrafTech International Ltd. plays a specialized role in the industrial materials market by supplying essential inputs for high-temperature metal production.

CEO Mr. Timothy K. Flanagan · 1,071 employees · United States · https://www.graftech.com