GrafTechEAF
About: GrafTech International Ltd is a manufacturer of high-quality graphite electrode products essential to the production of EAF steel and other ferrous and non-ferrous metals. The company has only reportable segment, Industrial Materials, is comprised of its two product categories: graphite electrodes and petroleum needle coke products. Petroleum needle coke is key raw material used in the production of graphite electrodes.
Employees: 1,719
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
1,087% more call options, than puts
Call options by funds: $914K | Put options by funds: $77K
100% more funds holding in top 10
Funds holding in top 10: 1 [Q3] → 2 (+1) [Q4]
67% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 18
24% more capital invested
Capital invested by funds: $220M [Q3] → $273M (+$52.9M) [Q4]
18% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 38
9% more funds holding
Funds holding: 119 [Q3] → 130 (+11) [Q4]
3.26% less ownership
Funds ownership: 64.72% [Q3] → 61.47% (-3.26%) [Q4]
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
2 analyst ratings
RBC Capital Arun Viswanathan 6% 1-year accuracy 4 / 63 met price target | 259%upside $2 | Sector Perform Reiterated | 10 Feb 2025 |
BMO Capital Katja Jancic 31% 1-year accuracy 4 / 13 met price target | 169%upside $1.50 | Market Perform Maintained | 10 Feb 2025 |
Financial journalist opinion









