Rogers (NYSE:ROG) Shares Gap Up – Still a Buy?

Rogers Corporation (NYSE:ROG) shares gapped up prior to trading on Friday . The stock had previously closed at $120.72, but opened at $129.93. Rogers shares last traded at $129.0140, with a volume of 5,053 shares traded.

Rogers News Roundup

Here are the key news stories impacting Rogers this week:

• Positive Sentiment: Rogers Corporation reported an earnings beat last quarter and set Q1 2026 EPS guidance (0.45–0.85), supporting investor optimism and helping push the stock higher; the shares are trading above both the 50?day and 200?day moving averages.
• Neutral Sentiment: Seeking Alpha piece about Rogers Communications’ capex reduction boosting free cash flow — this is about Rogers Communications (RCI), not Rogers Corporation (ROG), so it’s unlikely to directly affect ROG. Rogers Communications: Strong Capex Reduction Boosts Free Cash Flow
• Neutral Sentiment: MSN article: “Rogers hits estimates, boosts cash outlook on spending cut” — pertains to Rogers Communications (RCI) and its media/sports strategy, not ROG. Rogers hits estimates, boosts cash outlook on spending cut
• Neutral Sentiment: TipRanks note on upgraded buy thesis driven by capex cuts and sports/media growth — this refers to Rogers Communications and analyst views of RCI, not Rogers Corporation. Rogers: Capex Cuts, Strong Q1, and Growing Sports & Media Assets Drive Upgraded Buy Thesis
• Neutral Sentiment: Rogers Communications shareholders overwhelmingly backed the board and auditor at the April 22 AGM — governance resolution for RCI, not material to ROG. Rogers Communications Shareholders Overwhelmingly Back Board and Auditor at April 22 AGM
• Neutral Sentiment: Financial Post / Globe Newswire coverage of Rogers Communications AGM voting results — RCI corporate update, not ROG. Rogers Communications Announces Voting Results from Annual General Meeting of Shareholders
• Neutral Sentiment: Rogers (RCI) media partnerships: NHL Multiview returns for the 2026 playoffs — a product/rights update for Rogers Communications’ media business, not related to ROG. Rogers Xfinity Multiview returns for 2026 Stanley Cup Playoffs
• Neutral Sentiment: Several sports articles about players named Rogers (Taylor Rogers, Jake Rogers) — human?interest/sports items with no bearing on Rogers Corporation’s business or stock. Rogers gets special surprise from family to celebrate career milestone Jake Rogers 1st career K

Wall Street Analyst Weigh In

ROG has been the subject of a number of recent research reports. Weiss Ratings reaffirmed a “sell (d)” rating on shares of Rogers in a report on Tuesday. Zacks Research cut Rogers from a “strong-buy” rating to a “hold” rating in a report on Monday, December 29th. Finally, B. Riley Financial reaffirmed a “buy” rating on shares of Rogers in a report on Thursday. One equities research analyst has rated the stock with a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, Rogers presently has a consensus rating of “Hold” and an average price target of $133.00.

Rogers Trading Up 3.3%

The business has a 50-day simple moving average of $109.40 and a 200 day simple moving average of $96.94. The stock has a market cap of $2.37 billion, a P/E ratio of -39.79 and a beta of 0.34.

Rogers (NYSE:ROG) last released its quarterly earnings results on Tuesday, February 17th. The electronics maker reported $0.89 EPS for the quarter, beating analysts’ consensus estimates of $0.60 by $0.29. Rogers had a positive return on equity of 3.56% and a negative net margin of 7.62%.The firm had revenue of $201.50 million for the quarter, compared to analyst estimates of $196.50 million. Rogers has set its Q1 2026 guidance at 0.450-0.850 EPS. As a group, equities analysts expect that Rogers Corporation will post 3.24 earnings per share for the current year.

Insider Activity at Rogers

In other Rogers news, SVP Michael Reed Webb sold 954 shares of the company’s stock in a transaction dated Monday, March 2nd. The stock was sold at an average price of $111.31, for a total value of $106,189.74. Following the sale, the senior vice president owned 7,769 shares in the company, valued at approximately $864,767.39. The trade was a 10.94% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Company insiders own 1.08% of the company’s stock.

Institutional Investors Weigh In On Rogers

Institutional investors have recently made changes to their positions in the stock. Pictet Asset Management Holding SA bought a new stake in shares of Rogers during the 1st quarter valued at about $217,000. Louisiana State Employees Retirement System bought a new stake in shares of Rogers during the 1st quarter valued at about $794,000. SG Americas Securities LLC boosted its position in shares of Rogers by 26.3% during the 1st quarter. SG Americas Securities LLC now owns 92,453 shares of the electronics maker’s stock valued at $9,923,000 after purchasing an additional 19,277 shares in the last quarter. Invesco Ltd. boosted its position in shares of Rogers by 4.2% during the 4th quarter. Invesco Ltd. now owns 89,594 shares of the electronics maker’s stock valued at $8,204,000 after purchasing an additional 3,615 shares in the last quarter. Finally, Mercer Global Advisors Inc. ADV bought a new stake in shares of Rogers during the 4th quarter valued at about $264,000. Institutional investors own 96.02% of the company’s stock.

Rogers Company Profile

Rogers Corporation (NYSE: ROG) is a global technology and materials company specializing in the development and manufacture of engineered materials and components. The company designs and produces a broad portfolio of high-performance elastomeric, foam, silicone, adhesive and thermal management solutions, as well as advanced circuit board laminates. Its products are engineered to meet stringent requirements in areas such as electrical insulation, thermal performance and electromagnetic shielding.

Rogers serves a diverse range of end markets, including automotive, aerospace and defense, telecommunications, consumer electronics and industrial applications.