MarketBeat
03 Oct 2026, 08:02 UTC · 2h ago
Rogers Targets $1.5B Sales by 2030 on AI Data Center, Battery Growth
Impact · against what's priced in
Rogers provides a highly ambitious organic roadmap targeting a nearly 6x increase in EPS by 2030, driven by AI data center and battery adjacencies. The most immediate catalyst is the projected 58% EPS growth for 2026, while the AI-specific revenue stream provides a clear visibility horizon for H2 2027.
- ROG+0.70
No priced-in read yet
- In context
The company outlines a transition to higher growth with a 2030 target of $14 adjusted EPS and $1.5 billion in sales, supported by a concrete 2026 projection of $3.80 EPS (up from $2.39 in 2025).
Read from the article alone
