GrafTechEAF
EAF
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
0
Funds holding %
of 7,139 funds
0
Analysts bullish %
of 3 analysts
Fund manager confidence
Based on 2024 Q4 regulatory filings 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
22% more capital invested
Capital invested by funds: $223M [Q3] → $272M (+$49.6M) [Q4]
16% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 38
8% more funds holding
Funds holding: 119 [Q3] → 129 (+10) [Q4]
4.23% less ownership
Funds ownership: 65.68% [Q3] → 61.45% (-4.23%) [Q4]
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$1.50
20%
upside
Avg. target
$1.90
52%
upside
High target
$2.20
76%
upside
3 analyst ratings
0 positive
0%
3 neutral
100%
0 negative
0%
RBC Capital Arun Viswanathan 30% 1-year accuracy 20 / 66 met price target | 60%upside $2 | Sector Perform Reiterated | 10 Feb 2025 |
BMO Capital Katja Jancic 45% 1-year accuracy 5 / 11 met price target | 20%upside $1.50 | Market Perform Maintained | 10 Feb 2025 |
Citigroup Alexander Hacking 67% 1-year accuracy 6 / 9 met price target | 76%upside $2.20 | Neutral Maintained | 3 Dec 2024 |
Financial journalist opinion
Based on 4 articles about EAF published over the past 30 days
Neutral
Seeking Alpha
2 weeks ago
GrafTech International Ltd. (EAF) Q4 2024 Earnings Call Transcript
GrafTech International Ltd. (NYSE:EAF ) Q4 2024 Results Conference Call February 7, 2025 10:00 AM ET Company Participants Mike Dillon - Vice President, Investor Relations Tim Flanagan - Chief Executive Officer Jeremy Halford - Chief Operating Officer Rory O'Donnell - Chief Financial Officer Conference Call Participants Abe Landa - Bank of America Bennett Moore - JPMorgan Arun Viswanathan - RBC Capital Markets Alex Hacking - Citi Operator Good morning, ladies and gentlemen, and welcome to the GrafTech Fourth Quarter 2024 Earnings Conference Call and Webcast.
Negative
Zacks Investment Research
2 weeks ago
GrafTech International (EAF) Reports Q4 Loss, Misses Revenue Estimates
GrafTech International (EAF) came out with a quarterly loss of $0.13 per share versus the Zacks Consensus Estimate of a loss of $0.14. This compares to loss of $0.27 per share a year ago.
Neutral
Business Wire
2 weeks ago
GrafTech Reports Fourth Quarter and Full Year 2024 Results
BROOKLYN HEIGHTS, Ohio--(BUSINESS WIRE)--GrafTech International Ltd. (NYSE: EAF) ("GrafTech," the "Company," "we," or "our") today announced financial results for the quarter and year ended December 31, 2024. Fourth Quarter 2024 Highlights Exceeded cost reduction guidance, achieving a 25% year-over-year reduction in cash costs per metric ton ("MT") for the fourth quarter and a 23% reduction on a full-year basis Grew sales volume 13% year-over-year to 27.2 thousand MT Achieved fourth consecutive.
Negative
Zacks Investment Research
3 weeks ago
GrafTech International (EAF) May Report Negative Earnings: Know the Trend Ahead of Next Week's Release
GrafTech (EAF) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Neutral
Business Wire
1 month ago
GrafTech Announces Cooperation Agreement with Stockholder Nilesh Undavia
BROOKLYN HEIGHTS, Ohio--(BUSINESS WIRE)--GrafTech International Ltd. (NYSE: EAF) (“GrafTech” or the “Company”) today announced that it has entered into a cooperation agreement (the “Cooperation Agreement”) with one of the Company's largest stockholders, Mr. Nilesh Undavia, who owns approximately 6.7% of the Company's outstanding common stock. Pursuant to the Cooperation Agreement, GrafTech has appointed Sachin Shivaram to the Board of Directors of the Company (the “Board”), effective immediatel.
Neutral
Business Wire
1 month ago
GrafTech Announces Fourth Quarter and Full Year 2024 Earnings Conference Call and Webcast
BROOKLYN HEIGHTS, Ohio--(BUSINESS WIRE)--GrafTech International Ltd. (NYSE:EAF) (the “Company”) will hold its Fourth Quarter and Full Year 2024 Earnings Conference Call and Webcast on Friday, February 7, 2025 at 10:00 a.m. (EST). The call will be hosted by senior management to discuss financial results for the fourth quarter and year ended December 31, 2024 and current business initiatives. These financial results will be released on Friday, February 7, 2025 before market open and will be avail.
Neutral
Business Wire
2 months ago
GrafTech Announces Expiration and Final Result of the Exchange Offers and Consent Solicitations
BROOKLYN HEIGHTS, Ohio--(BUSINESS WIRE)--GrafTech International Ltd. (NYSE: EAF) (“GrafTech” or the “Company”) announced today the final results of the previously announced separate offers to exchange (each an “Exchange Offer” and, together, the “Exchange Offers”) by GrafTech Finance Inc. (“GrafTech Finance”) and GrafTech Global Enterprises Inc. (“GrafTech Global” and, together with GrafTech Finance, the “Issuers”), each a subsidiary of the Company. In the Exchange Offers, eligible holders had.
Neutral
Business Wire
2 months ago
GrafTech Earns Silver Medal from EcoVadis for Sustainability Performance
BROOKLYN HEIGHTS, Ohio--(BUSINESS WIRE)--GrafTech International Ltd. (NYSE:EAF) (“GrafTech” or the “Company”) today announced that it has earned a silver medal from EcoVadis, a global leader in business sustainability assessments. Awarded to the top 15% of companies that are assessed globally by EcoVadis, GrafTech's rating is a reflection of the Company's ongoing commitment to environmental, social, and governance (“ESG”) issues and promoting transparency throughout the value chain. This achiev.
Neutral
Business Wire
3 months ago
GrafTech Announces Commencement of Exchange Offers and Consent Solicitations Relating to Existing Notes
BROOKLYN HEIGHTS, Ohio--(BUSINESS WIRE)--GrafTech International Ltd. (NYSE: EAF) (“GrafTech” or the “Company”) announced today that GrafTech Finance Inc. (“GrafTech Finance”) and GrafTech Global Enterprises Inc. (“GrafTech Global” and, together with GrafTech Finance, the “Issuers”), each a subsidiary of the Company, have commenced separate offers to exchange (each an “Exchange Offer” and, together, the “Exchange Offers”) any and all of (i) GrafTech Finance's 4.625% senior secured notes due 2028.
Neutral
Seeking Alpha
3 months ago
GrafTech International Ltd. (EAF) Q3 2024 Earnings Call Transcript
GrafTech International Ltd. (NYSE:EAF ) Q3 2024 Earnings Conference Call November 12, 2024 10:00 AM ET Company Participants Mike Dillon - Vice President, Investor Relations Tim Flanagan - Chief Executive Officer Jeremy Halford - Chief Operating Officer Rory O'Donnell - Chief Financial Officer Conference Call Participants Bill Peterson - JPMorgan Alex Hacking - Citi Arun Viswanathan - RBC Capital Markets Kirk Ludtke - Imperial Capital Matt Vittorioso - Jefferies Abe Landa - Bank of America Operator Good morning, ladies and gentlemen.
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