EAF

$7.79+$0.10 (+1.30%)prev close

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Held by

portfolios on TandT

Bookmarked by

users

Avg position size

—

of holders' portfolios

13F filers

institution

Market cap

$200.6M

26M shares

52-week range

$4.92 – $20.32

19% from low

Sector

ELECTRICAL INDUSTRIAL APPARATUS

Exchange

NYSE

Change$-98.91

Analyst estimates (consensus)

Year	Est. revenue	Growth	Est. EPS	EPS range	Fwd P/E	# Analysts
2026	$504M	-4.4%	$-6.04	$-6.17–$-5.90	—	1
2027	$585M	+16.1%	$-3.77	$-3.97–$-3.56	—	1

Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep

Earnings surprises

Beat consensus in 4 of the last 8 reported quarters

Reported	Est. EPS	Actual	Surprise
2026-07-24	$-1.46	$-1.47	-0.7%
2026-05-01	$-1.25	$-2.05	-64.0%
2026-02-06	$-1.27	$-2.45	-92.9%
2025-10-24	$-1.22	$-1.03	+15.6%
2025-07-25	$-1.20	$-1.60	-33.3%
2025-04-25	$-0.15	$-0.13	+13.3%
2025-02-07	$-0.14	$-0.13	+7.1%
2024-11-12	$-0.14	$-0.13	+7.1%

Peer comparison

Symbol	Price	Today	Mkt cap	P/E
EAFGrafTech International Ltd.	$7.79	+1.30%	$203M	—
AMPXAmprius Technologies, Inc.	$11.94	-2.45%	$1.7B	—
BRCBrady Corporation	$93.95	-1.23%	$4.4B	—
EOSEEos Energy Enterprises, Inc.	$4.16	-1.89%	$1.2B	—
FLYFirefly Aerospace Inc.	$26.77	+0.87%

GrafTech International Ltd.

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 used as raw material in the production of graphite electrodes.

www.graftech.com

Employees: 1,071
IPO / List date: Apr 19, 2018
HQ: BROOKLYN HEIGHTS, OH

Held by traders on TradeandTell

No one on the platform currently holds EAF.

Super investors & insiders

Institutions holding (13F)

Institution	Shares	Reported
Renaissance Technologiesas of 2026-03-31	121,344	$822.7K

Insider activity (SEC Form 4)

Stock splits

Execution date	Ratio
2025-08-29	1-for-10reverse

Recent trades on TradeandTell

No one on the platform has traded EAF yet.

$EAF chatter on StockTwits

John McAuliffe@TURNINGTHINGSAROUNDBullish1d
$EAF anti dumping duty release in September. Not far away and then we shall see price increases fly in for 2027 supplies. Raw materials going up so Seadrift will be a real asset to maintain production cost stability and to increase profit from needle coke sales.
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Damian@ZephixBullish4d
$EAF Strong U.S. volume growth remains a strategic focus🇺🇸.
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John McAuliffe@TURNINGTHINGSAROUND6d
$EAF CVD was low but the anti dumping will not be so low. They are importing electrodes at under $2400/MT. They are looking at around 60% I’d expect if not more. Plus the 10% existing now.
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M. Menco@Mcm2816Aug 6
$EAF is likely cooked. Indian CVD in low single digits. Anti-Dumping likely to follow suit. Despite glorified SeaDrift needle coke vertical integration, Graftech can’t compete with Indian electrode producers.
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John McAuliffe@TURNINGTHINGSAROUNDJul 30
$EAF clearly the shorts want to buy this back cheaper. It’s going somewhere.
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gfs bhhg@hslpaJul 30
$EAF does anybody know the cause for 10% drop today?
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SJ@BazziggrJul 30
$EAF FCEL VRT
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John McAuliffe@TURNINGTHINGSAROUNDJul 28
$EAF https://www.trade.gov/commerce-preliminary-countervailing-duty-investigations-large-diameter-graphite-electrodes-china
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John McAuliffe@TURNINGTHINGSAROUNDJul 27
$EAF China received 103% duty tariff for counter vailing duties. This is even before anti dumping duty.
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Penke Investing@PenkeInvestingJul 26
Fundamental analysis of $EAF (GRAFTECH INTERNATIONAL LTD) based on financial data and reported results. #EAF
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MarketBeat Earnings@EarningsInsiderJul 24
https://www.marketbeat.com/earnings/reports/2026-7-24-graftech-international-ltd-stock/ $EAF GrafTech International Earnings Transcript
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WE DRAW LINES@AC_TRADERJul 24
$EAF Levels made with @TrendSpider https://share.trendspider.com/chart/EAF/7594yzcdl4
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John McAuliffe@TURNINGTHINGSAROUNDBullishJul 24
$EAF sending out. sales increased. Prices going up. CVD duty announced later today on import competition. HEG announced needle coke price increases. 10-15%. These will suit Graftech. They own the needle coke plant Seadrift and gives cause for higher prices. Higher prices more profits. Anti dumping coming later this year on imports. 2027 looks bright.
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Stocktwits Earnings@StocktwitsEarningsJul 24
$EAF Q2 '26 Earnings Results & Recap • Reported GAAP EPS of -$1.54 up 54.71% YoY • Reported revenue of $127.36M down -3.40% YoY • GrafTech expects full-year 2026 sales volume to increase 5% to 10% year-over-year, while anticipating a low single-digit percentage-point decline in cash cost of goods sold per MT compared to 2025.
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John McAuliffe@TURNINGTHINGSAROUNDJul 23
$EAF Preliminary CVD Determinations: The Department of Commerce postponed the preliminary determinations. For both China and India, the CVD preliminary results were rescheduled to July 24, 2026. Preliminary AD (Less-Than-Fair-Value) Determinations: Commerce also postponed the preliminary AD determinations. The preliminary determination for India is currently set for August 3, 2026.
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Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.