GrafTech (EAF) Soars 13.7%: Is Further Upside Left in the Stock?

GrafTech (EAF) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.

Zacks Investment Research • Sep 17, 2026

GrafTech and Antora Energy Partner to Power American Industry with Carbon

ST. MARYS, Pa.--(BUSINESS WIRE)--GrafTech International Ltd. (NYSE: EAF) (“GrafTech”) and Antora Energy (“Antora”) today announced a strategic collaboration to develop and supply carbon-based materials for Antora's thermal batteries, strengthening the domestic manufacturing base for American energy technology. Antora's thermal batteries store energy using carbon—the same material that has been produced in St. Marys, Pennsylvania for generations. Together, Antora and GrafTech will develop carbon.

Business Wire • Sep 10, 2026

GrafTech Announces Graphite Electrode Price Increase

BROOKLYN HEIGHTS, Ohio--(BUSINESS WIRE)--GrafTech International Ltd. (NYSE: EAF) today announced that it has informed customers of a minimum increase of 30% in graphite electrode prices, effective immediately for all open commercial negotiations. The price increase builds on the pricing action announced by GrafTech in March 2026 and reflects the continued need to restore our graphite electrode pricing to sustainable levels that support ongoing investment in production capabilities and reliable.

Business Wire • Sep 8, 2026

GrafTech: A Call Option With A Catalyst

GrafTech International is a deep-value turnaround play, currently trading at distressed levels despite robust underlying asset value and strategic insider accumulation. EAF's aggressive cost reductions, Monterrey facility closure, and $253M liquidity with no debt maturities until 2029 position it for cyclical recovery upside. Major competitors Graphite India and HEG have acquired nearly 20% combined in EAF, signaling confidence in EAF's undervalued assets and potential for industry consolidation.

Seeking Alpha • Sep 2, 2026

GrafTech Announces Planned Closure of Monterrey Graphite Electrode Facility

BROOKLYN HEIGHTS, Ohio--(BUSINESS WIRE)--GrafTech International Ltd. (NYSE: EAF) today announced its decision to permanently close its graphite electrode manufacturing facility in Monterrey, Mexico. The Company plans to wind down operations at the Monterrey facility in phases, with production expected to conclude early in the second quarter of 2027. The planned closure is intended to better align the Company's manufacturing capacity with current market conditions. The Company expects the planne.

Business Wire • Aug 31, 2026

Graphite Miners News For The Month Of August 2026

China battery related flake graphite spot prices were generally flat for the past month. Graphite market news - Depressed China graphite prices are due to oversupply. The global graphite market to grow from $14.6B in 2025 to $22.1B by 2030, CAGR of 8.7%. Graphite company news - NextSource Materials Updated FS results for Molo Mine expansion to 150k tpa, Pre-tax NPV8% of US$402.5M. EcoGraf German offtake partner to double volumes to 40,000 tpa.

Seeking Alpha • Aug 28, 2026

GrafTech International: Positioned For Electrode Price Recovery

Graphite electrode prices are expected to increase from their current lows in the near future. Price increases will be driven by a higher share of steel production from electric arc furnaces and higher US and EU steel production due to tariffs. GrafTech's vertically integrated Seadrift needle coke facility, cost reduction initiatives, and operating leverage position the company to benefit disproportionately from a recovery in electrode prices.

Seeking Alpha • Aug 7, 2026

GrafTech International Q2 Earnings Call Highlights

GrafTech International NYSE: EAF reported higher graphite electrode sales volumes and improved manufacturing utilization in the second quarter of 2026, while lower realized pricing continued to weigh on sales and earnings.

MarketBeat • Jul 24, 2026

GrafTech International Ltd. (EAF) Q2 2026 Earnings Call Transcript

GrafTech International Ltd. (EAF) Q2 2026 Earnings Call Transcript

Seeking Alpha • Jul 24, 2026

GrafTech Reports Second Quarter 2026 Results

BROOKLYN HEIGHTS, Ohio--(BUSINESS WIRE)--GrafTech International Ltd. (NYSE: EAF) ("GrafTech," the "Company," "we," or "our") today announced its unaudited financial results for the quarter and six months ended June 30, 2026. Second Quarter 2026 Summary Sales volume of 30.8 thousand metric tons ("MT"), an increase of 8% year-over-year and a 10% sequential increase compared to the first quarter of 2026 Net sales of $127 million, a decrease of 3% year-over-year and a 2% sequential increase compare.

Business Wire • Jul 24, 2026