ACK Asset Management Acquires Rogers Shares
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 day ago
0mins
Should l Buy ROG?
Source: NASDAQ.COM
- New Investment Disclosure: ACK Asset Management disclosed the acquisition of 436,707 shares of Rogers in Q4 2026, valued at approximately $39.99 million, establishing a new position that represents 5% of the fund's AUM, albeit outside its top five holdings.
- Financial Performance Improvement: Rogers reported $216 million in Q3 sales, a 6.5% sequential increase, with gross margins expanding to 33.5%, and adjusted EPS soaring from $0.34 to $0.90, indicating robust performance in the high-performance engineered materials sector.
- Growing Market Demand: The Advanced Electronics Solutions segment benefited from strong demand in EVs, wireless infrastructure, and industrial sectors, while the Elastomeric Material Solutions segment saw gains in aerospace, defense, and portable electronics, suggesting significant future growth potential.
- Investment Risk Consideration: Despite a 25% rise in Rogers' stock price over the past year, it still trades below peak margins seen in stronger cycles, prompting long-term investors to focus on margin sustainability and exposure to EV and aerospace recoveries.
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Analyst Views on ROG
Wall Street analysts forecast ROG stock price to rise
2 Analyst Rating
2 Buy
0 Hold
0 Sell
Moderate Buy
Current: 108.980
Low
105.00
Averages
281.18
High
457.36
Current: 108.980
Low
105.00
Averages
281.18
High
457.36
About ROG
Rogers Corporation designs, develops, manufactures and sells engineered materials and components. Its segments include Advanced Electronics Solutions (AES) and Elastomeric Material Solutions (EMS) and Other. The AES segment designs, develops, manufactures and sells circuit materials, ceramic substrate materials, busbars and cooling solutions for applications in the EV/HEV, automotive, aerospace and defense, renewable energy, wireless infrastructure, mass transit, industrial, connected devices and wired infrastructure markets. The EMS segment designs, develops, manufactures and sells engineered material solutions for a variety of applications and markets. These include polyurethane and silicone materials used in cushioning, gasketing and sealing, and vibration management applications for EV/HEV, general industrial, portable electronics, automotive, mass transit, and other markets. The Other segment consists of elastomer components for applications in the general industrial market.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Rogers Corporation Set to Release Q4 Earnings on February 16
- Earnings Announcement Date: Rogers Corporation is set to announce its Q4 2023 earnings on February 16 after market close, with a consensus EPS estimate of $0.60, reflecting a 30.4% year-over-year increase, indicating ongoing improvements in profitability.
- Revenue Expectations: Analysts project revenues of $196.5 million, representing a 2.2% year-over-year growth, which suggests the company's ability to achieve modest growth in a stable market environment, highlighting its business resilience.
- Historical Performance: Over the past two years, Rogers has beaten EPS estimates 75% of the time and revenue estimates 63% of the time, showcasing its reliability in financial forecasting and adaptability to market conditions.
- Market Reaction Anticipation: Given Rogers' historical performance and the upcoming earnings report, investors are cautiously optimistic about its future performance, which may influence its stock price movements, especially in the current economic climate.
See More
ACK Asset Management Acquires Rogers Shares Worth $39.99 Million
- New Investment Position: On February 13, 2026, ACK Asset Management disclosed a new position by acquiring 436,707 shares of Rogers, valued at approximately $39.99 million, indicating confidence in the company's future growth prospects.
- Asset Allocation Insight: This acquisition represents 5.0% of ACK's total 13F assets under management as of December 31, 2025, highlighting a concentrated investment strategy in industrial and infrastructure sectors.
- Performance Momentum: Rogers reported third-quarter sales of $216 million, a sequential increase of 6.5%, with gross margins expanding to 33.5%, reflecting strong demand in the electric vehicle and wireless infrastructure markets.
- Future Outlook: Management anticipates fourth-quarter sales between $190 million and $205 million, with typical seasonality potentially tempering sequential growth; however, long-term investors remain optimistic about recovery in the EV and aerospace sectors.
See More
ACK Asset Management Acquires $40M Stake in Rogers
- New Investment Disclosure: On February 13, 2026, ACK Asset Management LLC disclosed a new position in Rogers (NYSE: ROG), acquiring 436,707 shares in an estimated $39.99 million trade, reflecting confidence in the company's future prospects.
- Asset Allocation Insight: This acquisition represents 5.0% of ACK's 13F assets under management as of December 31, 2025, indicating a significant concentration in industrial and infrastructure investments within their portfolio.
- Performance Highlights: Rogers reported $216.0 million in third-quarter sales, a 6.5% sequential increase, with gross margins expanding to 33.5%, showcasing strong performance driven by robust demand in electric vehicles and wireless infrastructure.
- Market Outlook: Despite a 25% increase in Rogers' stock price over the past year, it still trades below peak margins seen in stronger cycles, prompting long-term investors to monitor margin sustainability and recovery potential in the EV and aerospace sectors.
See More
ACK Asset Management Acquires Rogers Shares
- New Investment Disclosure: ACK Asset Management disclosed the acquisition of 436,707 shares of Rogers in Q4 2026, valued at approximately $39.99 million, establishing a new position that represents 5% of the fund's AUM, albeit outside its top five holdings.
- Financial Performance Improvement: Rogers reported $216 million in Q3 sales, a 6.5% sequential increase, with gross margins expanding to 33.5%, and adjusted EPS soaring from $0.34 to $0.90, indicating robust performance in the high-performance engineered materials sector.
- Growing Market Demand: The Advanced Electronics Solutions segment benefited from strong demand in EVs, wireless infrastructure, and industrial sectors, while the Elastomeric Material Solutions segment saw gains in aerospace, defense, and portable electronics, suggesting significant future growth potential.
- Investment Risk Consideration: Despite a 25% rise in Rogers' stock price over the past year, it still trades below peak margins seen in stronger cycles, prompting long-term investors to focus on margin sustainability and exposure to EV and aerospace recoveries.
See More
Rogers Corporation to Announce Q4 and Full Year 2025 Results
- Earnings Announcement Schedule: Rogers Corporation plans to release its fourth quarter and full year 2025 financial results on February 17, 2026, after market close, reflecting its ongoing performance in the engineered materials sector.
- Conference Call Details: Following the earnings release, a conference call will be held at 5:00 PM ET, hosted by Interim CEO Ali El-Haj, with CFO Laura Russell joining, enhancing investor communication and engagement.
- Live Webcast Access: Investors can access the live webcast and related slide presentation through Rogers' Investor Relations website, ensuring transparency and increasing investor participation in the company's financial updates.
- Company Background Information: Rogers Corporation is a global leader in engineered materials, focusing on providing innovative solutions for electric vehicles, renewable energy, and wireless infrastructure, showcasing its broad applications and market impact across various industries.
See More
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- Obesity Drug Developments: There will be significant news and developments regarding obesity drugs throughout the year, as noted by Guggenheim Securities.
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Rogers Corporation Set to Release Q4 Earnings on February 16
- Earnings Announcement Date: Rogers Corporation is set to announce its Q4 2023 earnings on February 16 after market close, with a consensus EPS estimate of $0.60, reflecting a 30.4% year-over-year increase, indicating ongoing improvements in profitability.
- Revenue Expectations: Analysts project revenues of $196.5 million, representing a 2.2% year-over-year growth, which suggests the company's ability to achieve modest growth in a stable market environment, highlighting its business resilience.
- Historical Performance: Over the past two years, Rogers has beaten EPS estimates 75% of the time and revenue estimates 63% of the time, showcasing its reliability in financial forecasting and adaptability to market conditions.
- Market Reaction Anticipation: Given Rogers' historical performance and the upcoming earnings report, investors are cautiously optimistic about its future performance, which may influence its stock price movements, especially in the current economic climate.
See More
ACK Asset Management Acquires Rogers Shares Worth $39.99 Million
- New Investment Position: On February 13, 2026, ACK Asset Management disclosed a new position by acquiring 436,707 shares of Rogers, valued at approximately $39.99 million, indicating confidence in the company's future growth prospects.
- Asset Allocation Insight: This acquisition represents 5.0% of ACK's total 13F assets under management as of December 31, 2025, highlighting a concentrated investment strategy in industrial and infrastructure sectors.
- Performance Momentum: Rogers reported third-quarter sales of $216 million, a sequential increase of 6.5%, with gross margins expanding to 33.5%, reflecting strong demand in the electric vehicle and wireless infrastructure markets.
- Future Outlook: Management anticipates fourth-quarter sales between $190 million and $205 million, with typical seasonality potentially tempering sequential growth; however, long-term investors remain optimistic about recovery in the EV and aerospace sectors.
See More
ACK Asset Management Acquires $40M Stake in Rogers
- New Investment Disclosure: On February 13, 2026, ACK Asset Management LLC disclosed a new position in Rogers (NYSE: ROG), acquiring 436,707 shares in an estimated $39.99 million trade, reflecting confidence in the company's future prospects.
- Asset Allocation Insight: This acquisition represents 5.0% of ACK's 13F assets under management as of December 31, 2025, indicating a significant concentration in industrial and infrastructure investments within their portfolio.
- Performance Highlights: Rogers reported $216.0 million in third-quarter sales, a 6.5% sequential increase, with gross margins expanding to 33.5%, showcasing strong performance driven by robust demand in electric vehicles and wireless infrastructure.
- Market Outlook: Despite a 25% increase in Rogers' stock price over the past year, it still trades below peak margins seen in stronger cycles, prompting long-term investors to monitor margin sustainability and recovery potential in the EV and aerospace sectors.
See More
ACK Asset Management Acquires Rogers Shares
- New Investment Disclosure: ACK Asset Management disclosed the acquisition of 436,707 shares of Rogers in Q4 2026, valued at approximately $39.99 million, establishing a new position that represents 5% of the fund's AUM, albeit outside its top five holdings.
- Financial Performance Improvement: Rogers reported $216 million in Q3 sales, a 6.5% sequential increase, with gross margins expanding to 33.5%, and adjusted EPS soaring from $0.34 to $0.90, indicating robust performance in the high-performance engineered materials sector.
- Growing Market Demand: The Advanced Electronics Solutions segment benefited from strong demand in EVs, wireless infrastructure, and industrial sectors, while the Elastomeric Material Solutions segment saw gains in aerospace, defense, and portable electronics, suggesting significant future growth potential.
- Investment Risk Consideration: Despite a 25% rise in Rogers' stock price over the past year, it still trades below peak margins seen in stronger cycles, prompting long-term investors to focus on margin sustainability and exposure to EV and aerospace recoveries.
See More
Rogers Corporation to Announce Q4 and Full Year 2025 Results
- Earnings Announcement Schedule: Rogers Corporation plans to release its fourth quarter and full year 2025 financial results on February 17, 2026, after market close, reflecting its ongoing performance in the engineered materials sector.
- Conference Call Details: Following the earnings release, a conference call will be held at 5:00 PM ET, hosted by Interim CEO Ali El-Haj, with CFO Laura Russell joining, enhancing investor communication and engagement.
- Live Webcast Access: Investors can access the live webcast and related slide presentation through Rogers' Investor Relations website, ensuring transparency and increasing investor participation in the company's financial updates.
- Company Background Information: Rogers Corporation is a global leader in engineered materials, focusing on providing innovative solutions for electric vehicles, renewable energy, and wireless infrastructure, showcasing its broad applications and market impact across various industries.
See More
Anticipate a Hectic Year for Obesity Medications with New Pills Launching
- Introduction of Weight-Loss Pills: The first effective weight-loss pills are expected to be available on the market this year.
- Obesity Drug Developments: There will be significant news and developments regarding obesity drugs throughout the year, as noted by Guggenheim Securities.
See More
