EAFIndustrials · Electrical Equipment & PartsThe 4 Wall Street analysts covering GrafTech International Ltd. hold a median 12-month price target of $9 — -24.4% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 26 of 100 as at 31 Oct 2026 — in the lower half.
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.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Revisions (73): Analysts have, on balance, been raising their forecasts.
Volatility (11): The share price moves around a lot.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.
The bullish and bearish analyst opinions on EAF, reported as data — targets and ratings, the market's view beside the model's.
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
The green dot is the last close — the median target sits −24.4% from it.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 15 Oct 2026 | RBC Capital | Maintains | Sector Perform | $7.00 → $8.00 |
| 5 May 2026 | RBC Capital | Reiterates | Sector Perform | $10 |
| 5 May 2026 | RBC Capital | Reiterates | Sector Perform | — |
| 4 May 2026 | BMO Capital | Maintains | Market Perform | $6.00 → $8.00 |
| 4 May 2026 | BMO Capital | Maintains | Market Perform | — |
| 14 Apr 2026 | JP Morgan | Downgrade | Underweight | — |
| 10 Feb 2026 | RBC Capital | Maintains | Sector Perform | — |
| 19 Nov 2025 | Citigroup | Maintains | Neutral | — |
| 29 July 2025 | BMO Capital | Maintains | Market Perform | — |
| 13 May 2025 | UBS | Maintains | Neutral | — |
| 10 Feb 2025 | BMO Capital | Maintains | Market Perform | — |
| 10 Feb 2025 | RBC Capital | Reiterates | Sector Perform | — |
| 6 Dec 2024 | JP Morgan | Upgrade | Neutral | — |
| 3 Dec 2024 | Citigroup | Maintains | Neutral | — |
| 29 July 2024 | BMO Capital | Maintains | Market Perform | — |
| 16 July 2024 | JP Morgan | Downgrade | Underweight | — |
| 16 Feb 2024 | RBC Capital | Maintains | Sector Perform | — |
| 15 Feb 2024 | BMO Capital | Maintains | Market Perform | — |
| 16 Jan 2024 | UBS | Initiates | Neutral | — |
| 10 Jan 2024 | Citigroup | Maintains | Neutral | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
EAF appears in the Radar on the weeks it earns a place.
AI cloud capacity
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 30 Oct 2026, GrafTech International Ltd. returned −6.3% against +12.4% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 28% of US stocks
Cheaper than 77% of US stocks
Cheaper than 94% of US stocks
Cheaper than 94% of US stocks
Higher than 23% of US stocks
Higher than 33% of US stocks
Higher than 4% of US stocks
Higher than 27% of US stocks
Higher than 12% of US stocks
Higher than 95% of US stocks
Higher than 32% of US stocks
Higher than 88% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
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 $324.1M and an enterprise value of $1.4B.
Revenue in the twelve months to 30 June 2026: $512.9M. The latest quarter shrank 2.7% 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.
Trailing P/E: 26.8×; forward P/E: −3.6× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 3.38%, paying out 60% of earnings.
GrafTech International Ltd. employs 1,071 people — $479K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
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 →
Zacks Investment Research says GrafTech International Ltd. (EAF) has reached an important support level and could be a good stock pick from a technical perspective. The headline also references a golden cross.
Why it matters — EAF watchers may note the article’s technical framing of the stock following its move to an important support level.
GrafTech shares rallied after Q3 despite weak results, amid signs of improvement and short-covering. Q3 sales were $140 million, adjusted EBITDA was $8.6 million, and net debt exceeded $1 billion; management expects mid-single-digit pricing increases and $20–$25 million in cost savings.
Why it matters — EAF watchers are tracking whether expected pricing and cost savings can improve profitability, which the excerpt says depends on 30% price hikes flowing through contracts.
Zacks Investment Research says GrafTech (EAF) passed its “Fast-Paced Momentum at a Bargain” screen, which identifies stocks with recent momentum that are still considered reasonably priced.
Why it matters — EAF watchers may note the stock’s inclusion in a screen combining recent momentum with a reasonable-price assessment.
The October 2026 graphite market update says China’s battery-related flake graphite spot prices were flat over the past month and that graphite demand is projected to rise from 3.3 million tons currently to 6.9 million tons in 2050. It also reports Sarytogan Graphite’s DFS figures for its project, including a pre-tax NPV8 of US$132.7 million and total capex of US$80.5 million.
Why it matters — The market demand and pricing information provides context for graphite trends that may interest EAF watchers, although the excerpt does not describe a direct company-specific development for GrafTech.
Seeking Alpha reports that GrafTech implemented a 30% price increase effective Q1 2027, with spot graphite electrode prices near $6,000 per ton. It also says closure of the Monterrey facility is expected to reduce annual cash costs by $25 million–$30 million and concentrate production.
Why it matters — The reported pricing and cost changes could affect GrafTech’s margins, operating leverage, and financial stress.
The 4 Wall Street analysts covering GrafTech International Ltd. have a median 12-month price target of $9, with estimates ranging from $9 to $9. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
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. 26 out of 100 across roughly 4,600 US stocks as at 31 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 31 Oct 2026, GrafTech International Ltd. ranks 26 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 Revisions (73 of 100).
No one can know that. What the data says: the median 12-month target from 4 analysts implies -24.4% from the last close, and Ticker Nerd's factor model ranks GrafTech International Ltd. 26 out of 100 as at 31 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
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: $9 to $9 over the next 12 months.
GrafTech International Ltd. returned -6.3% over the 12 months to 30 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
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.
The most recent item we track (Zacks Investment Research, 30 Oct 2026): "Should You Buy GrafTech International (EAF) After Golden Cross?". Zacks Investment Research says GrafTech International Ltd. (EAF) has reached an important support level and could be a good stock pick from a technical perspective. The headline also references a golden cross.
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
