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

Last close, 21 Aug 2026
$6.82
+2.10% on the day

The 4 Wall Street analysts covering GrafTech International Ltd. hold a median 12-month price target of $7.25 — +6.3% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 16 of 100 as at 22 Aug 2026 — in the weakest quartile. The Street sees upside; the factor read is a caution. That gap is the story on this page.

Market cap
$178.2M
Ticker Nerd rank
16 / 100
Median analyst target
$7.25
Analysts covering
4
Total return, dividends reinvested
1W
−10.4%
1M
+4.6%
YTD
−56.0%
1Y
−27.4%
From 52W high
−65.6%
From 52W low
+30.4%
$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 22 Aug 2026
16 / 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
70
Growth
46
Revisions
33
Issuance
27
Value
15
Momentum
15
Quality
14
Volatility
13

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

Volatility (13): 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$20Oct 25Jan 26Apr 26Jul 26EAFHigh $7.50Median $7.25Low $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.

What Wall Street says4 analysts
1 Buy2 Hold1 Sell
Low $7.00Median $7.25High $7.50

The green dot is the last close — the median target sits +6.3% 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.

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 30% of US stocks

Price / sales
0.3×

Cheaper than 87% of US stocks

Price / book
−0.5×

Cheaper than 94% of US stocks

EV / EBITDA
−51.6×

Cheaper than 94% of US stocks

Growth & margins
Revenue growth (YoY)
−3.4%

Higher than 22% of US stocks

Earnings growth (YoY)
−3.4%

Higher than 32% of US stocks

Gross margin
−0.3%

Higher than 5% of US stocks

Operating margin
−11.4%

Higher than 24% of US stocks

Net margin
−34.6%

Higher than 13% 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
5.9%

Higher than 85% of US dividend payers

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

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.$178.2M
16
NEOVNeoVolta, Inc.$189.1M
28
ESPEspey Manufacturing & Electronics Corp.$191.7M
82
SKYXSKYX Platforms Corp.$151.2M
43
RFILRF Industries Ltd.$119.8M
90
ULBIUltralife Corp.$116.7M
67
TGENTecogen, Inc.$102.3M
19

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 International: Positioned For Electrode Price Recovery

Seeking Alpha · 7 Aug 2026positive

The article reports that graphite electrode prices are expected to rise from current lows, driven by increased electric arc furnace steel production and higher US and EU steel output from tariffs. GrafTech's vertically integrated Seadrift needle coke facility, cost reductions, and operating leverage are cited as positioning the company to benefit disproportionately from the recovery.

Why it matters — A EAF watcher would care because an electrode price recovery tied to rising electric arc furnace steel production could strengthen the supply chain economics for EAF steelmakers.

GrafTech International Ltd. (EAF) Q2 2026 Earnings Call Transcript

Seeking Alpha · 24 July 2026neutral

GrafTech International Ltd. held its Q2 2026 earnings call, and the transcript of that call was published by Seeking Alpha.

Why it matters — EAF watchers would read this transcript for management's commentary on the company's second-quarter performance and outlook.

GrafTech International Q2 Earnings Call Highlights

MarketBeat · 24 July 2026neutral

GrafTech International reported higher graphite electrode sales volumes and improved manufacturing utilization in the second quarter of 2026, though lower realized pricing continued to pressure sales and earnings.

Why it matters — For EAF watchers, the combination of rising volumes and utilization against falling pricing signals the key dynamic shaping GrafTech's near-term financial performance.

GrafTech International (EAF) Reports Q2 Loss, Tops Revenue Estimates

Zacks Investment Research · 24 July 2026neutral

GrafTech International reported a Q2 loss of $1.47 per share, narrower than the Zacks Consensus Estimate of a $1.49 loss and improving from the $1.60 loss a year earlier. Revenue topped analyst expectations.

Why it matters — The results show GrafTech exceeded earnings expectations for the quarter, which may indicate improving operational performance versus analyst forecasts.

GrafTech Reports Second Quarter 2026 Results

Business Wire · 24 July 2026neutral

GrafTech International Ltd. reported second quarter 2026 results, with sales volume of 30.8 thousand metric tons—an 8% increase year-over-year and a 10% sequential increase—while net sales decreased 3% year-over-year to $127 million but rose 2% sequentially.

Why it matters — EAF watchers would note the contrasting trends of rising sales volume but declining net sales compared to the same quarter last year.

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 $7.25, with estimates ranging from $7 to $7.5. 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. 16 out of 100 across roughly 4,600 US stocks as at 22 Aug 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank EAF?

As at 22 Aug 2026, GrafTech International Ltd. ranks 16 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 +6.3% from the last close, and Ticker Nerd's factor model ranks GrafTech International Ltd. 16 out of 100 as at 22 Aug 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 $7.5 over the next 12 months.

How has EAF stock performed over the past year?

GrafTech International Ltd. returned -27.4% over the 12 months to 21 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.

What does GrafTech International Ltd. do?

GrafTech International Ltd. is a global manufacturer of graphite electrode products used primarily in electric arc furnace steelmaking and in the production of other ferrous and non‑ferrous metals.

What is the latest news on EAF?

The most recent item we track (Seeking Alpha, 7 Aug 2026): "GrafTech International: Positioned For Electrode Price Recovery". The article reports that graphite electrode prices are expected to rise from current lows, driven by increased electric arc furnace steel production and higher US and EU steel output from tariffs. GrafTech's vertically integrated Seadrift needle coke facility, cost reductions, and operating leverage are cited as positioning the company to benefit disproportionately from the recovery.

Company

About GrafTech International Ltd.

GrafTech International Ltd. is a global manufacturer of graphite electrode products used primarily in electric arc furnace steelmaking and in the production of other ferrous and non‑ferrous metals. The company focuses on ultra‑high power graphite electrodes, which serve as critical consumables enabling efficient, high-temperature melting processes in steel mills and foundries. GrafTech is distinct in its substantial vertical integration into petroleum needle coke, the key raw material for graphite electrodes, which supports consistent product quality and cost-efficient production. Beyond electrodes and needle coke, GrafTech provides technical services and furnace productivity solutions that help steel producers optimize performance, including its ArchiTech Furnace Productivity System and other high-tech support offerings. Headquartered in Brooklyn Heights, Ohio, and founded in the United States, GrafTech operates a network of manufacturing facilities and technical centers serving steel producers worldwide. Its products and services play an important role in modern steel supply chains, particularly in electric arc furnace-based, scrap-recycling steel production.

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