GrafTech International Ltd (EAF) Stock AnalysisEAFGrafTech International Ltd

GrafTech International Ltd. is a manufacturer of graphite electrode products essential to the production of electric arc furnace (EAF) steel and other ferrous and non-ferrous metals. Its portfolio consists of ultra-high power (UHP) graphite electrode manufacturing facilities. Its graphite electrode manufacturing facilities are located in Calais, France; Pamplona, Spain; Monterrey, Mexico and St. Marys, Pennsylvania. Its product categories include graphite electrodes and petroleum needle coke products. Graphite electrodes are an industrial consumable product used primarily in EAF steel production, one of the two primary methods of steel production and the steelmaking technology used by mini‑mills. Petroleum needle coke is a crystalline form of carbon derived from decant oil, which is the key raw material used in the production of graphite electrodes. Its production process converts decant oil, a byproduct of the gasoline refining process, into petroleum needle coke. It operates in the Industrials sector (ELECTRICAL INDUSTRIAL APPARATUS industry).

GrafTech International Ltd is currently not a strong buy due to ongoing financial struggles, despite some positive technical indicators. The current price is $11.33, which is significantly above the analyst price targets of $7 and $7.50. The RSI is at 66.25, indicating potential overbought conditions, while the forward P/E ratio is 6.80, suggesting undervaluation. However, the company has reported consistent net losses, with a net income of -$46.77 million in Q3 2026, and a gross margin of only 4.01%. The main risk is the recent factory closure, which may lead to further revenue declines.

1 analysts cover EAF: 1 rate it Buy, 0 Hold and 0 Sell. The average price target is 15.33.