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Graftech International Ltd Stock: price and insider trades · United States
No insider purchase over the last 90 days. The latest, by Shivaram Sachin M, was filed 15 May 2025.
Graftech International Ltd: what insiders have been doing
This page follows insider dealings at Graftech International Ltd as filed with SEC (Form 4), a company from the Chemicals & Materials sector based in Parma, United States. The group dates from 1886. Between 18 October 2025 and 18 October 2026, 5 insiders published 11 filings.
None of the filings is a plain purchase or sale on the open market; they cover grants, option exercises and other movements. Such operations are usually part of compensation schedules, which makes them a weaker signal than an open-market trade.
Compared with its exchange (5,458 companies, median 22 filings), a count of 11 filings is below the norm. Over the whole record (from 2021), the tally stands at 14 purchases and 10 sales. In its latest annual report filed with the SEC (10-K, fiscal year ended 31 December 2025), the company reported revenue of 504.1 m USD and net income of -219.8 m USD.
No insider has bought Graftech International Ltd shares on the open market in the past twelve months. Typically, a trade is published a median of 2 days after it takes place. US insiders must file a Form 4 within two business days of a trade.
In the same sector, recent insider purchases at Culp Inc and Gold.com, Inc. also feature in our signals. Source: insider filings from SEC (Form 4). Past trades are no guide to future returns.
Insider Decl.
69
Thresholds
n/a
Buy Volume
€7M
14 ops. · all time
Sell Volume
€141M
10 ops. · all time
Who traded when
BuySaleEric Roegner V1 buy
Jean-Marc Germain1 buy
Rory F. O'Donnell1 buy
Sachin M. Shivaram1 buy
Timothy K. Flanagan1 buy
Since the insiders bought
- -7.2%Entry US$9.14 · Close at T+365 US$8.48
- +9.4%Entry US$8.47 · Close at T+365 US$9.27
- -43.2%Entry US$10.20 · Close at T+365 US$5.79
Entry is the close on the day after publication, the first price a reader could act on. Prices in the listing currency. Past moves are not a forecast.
Analyst consensus: bullish or bearish?
Analysts rate Graftech International Ltd Hold (neutral), based on 2 analysts. Average price target: US$8.50.
This score ranks the purchase within its own market. A position size is suggested only on the venues of the backtested strategy universe; elsewhere, signals stay on watch. Not investment advice.
Fundamental score
Ranked 23,448 of 23,474 companies
2.4
score / 100
Value2
Quality3
FCF yld-65%
Earn yld-119%
EV/EBITDA·
ROE·
Gross mgn-3.1%
Net mgn-44%
Debt/EBITDA·
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Financial data
as of FY 2025FY ended December 2025 · cache
US$7.10
Analyst consensus
2 analystsHold
US$8.00Target US$8.50(+20%)US$9.00
Income statement
RevenueUS$504.1M
Gross profit-US$15.7M-3% margin
EBITDA-US$13.8M-3% margin
Net income-US$219.8M-34.6% margin
Valuation
PER (forward)-1.7x
Beta1.86
Balance sheet & cash
Market capUS$184.9M
Total debtUS$1.1B
Free Cash Flow-US$120.5M
Profitability & ownership
ROA-5.0%
% insiders41.5%
% institutions41.5%
Last declaration on 4 September 2026
Declarations69 total
1,827 shares@ US$6.300.0038% mcap16.6% of flowCommon StockSEC:0000931148-26-000077:1
6,171 sharesCommon StockSEC:0000931148-26-000077:0
10,144 sharesCommon StockSEC:0000931148-26-000035:0
1,800 sharesCommon StockSEC:0000931148-26-000034:0
2,987 sharesCommon StockSEC:0000931148-26-000033:0
15,284 sharesCommon StockSEC:0000931148-26-000032:0
480 sharesCommon StockSEC:0000931148-26-000027:0
1,047 sharesCommon StockSEC:0000931148-26-000026:0
81 sharesCommon StockSEC:0000931148-26-000025:0
1,395 sharesCommon StockSEC:0000931148-26-000024:0
9,808 sharesCommon StockSEC:0000931148-26-000023:0
6,172 sharesCommon StockSEC:0000931148-25-000135:0
30,000 shares@ US$0.85100.0% of flowCommon StockSEC:0000931148-25-000100:0
Canonical exit: 12 Aug 2025 (T+90)
50,000 shares@ US$0.787.4% of flowCommon StockSEC:0000931148-25-000098:0
Canonical exit: 10 Aug 2025 (T+90)
225.94 shares@ US$1.1065100.0% of flowCommon StockSEC:0000931148-25-000053:0
Canonical exit: 12 Jun 2025 (T+90)
152,841 sharesCommon StockSEC:0000931148-25-000050:0
18,001 sharesCommon StockSEC:0000931148-25-000049:0
101,438 sharesCommon StockSEC:0000931148-25-000048:0
128,935 sharesCommon StockSEC:0000931148-25-000047:0
4,815 sharesCommon StockSEC:0000931148-25-000038:0
11,044 sharesCommon StockSEC:0000931148-25-000034:0
13,952 sharesCommon StockSEC:0000931148-25-000035:0
10,467 sharesCommon StockSEC:0000931148-25-000036:0
50,000 shares@ US$1.03983.4% of flowCommon StockSEC:0000931148-25-000026:0
Canonical exit: 14 May 2025 (T+90)
50,000 shares@ US$1.0729100.0% of flowCommon StockSEC:0000931148-25-000025:0
Canonical exit: 14 May 2025 (T+90)
25 of 69 declarations
About Graftech International Ltd
GrafTech International Ltd. is a U.S.-listed industrial materials company traded on the NYSE under the ticker EAF. Headquartered in Brooklyn Heights, Ohio, United States, the company has a very long operating history, having been founded in 1886. For investors, GrafTech is best understood as a niche global supplier of graphite-based solutions, with its core franchise centered on high-quality graphite electrodes used in electric arc furnace (EAF) steelmaking and other metallurgical processes.
The company’s business model is concentrated in two main product groups: graphite electrodes and petroleum needle coke. Graphite electrodes are consumable inputs that conduct electricity in EAF steel production, where they are essential to melting scrap metal and other feedstocks. Petroleum needle coke is a critical raw material in the electrode manufacturing process. GrafTech highlights a distinctive competitive advantage from its substantial vertical integration through Seadrift Coke L.P., which helps support supply reliability, product quality, and cost control relative to less integrated peers.
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GrafTech operates a geographically diversified manufacturing footprint, with facilities in Calais, France; Pamplona, Spain; Monterrey, Mexico; and St. Marys, Pennsylvania, although the St. Marys site was idled in 2024 as part of a footprint optimization plan. The company’s annual report describes GrafTech as one of the largest-scale producers in the industry, with high-capacity ultra-high power (UHP) electrode facilities. In strategic terms, this matters because UHP electrodes are the most relevant category for modern EAF steelmaking, and long-term demand is linked to the broader shift toward more electric, lower-carbon steel production routes.
From a competitive standpoint, GrafTech serves a specialized global market that is structurally attractive but highly cyclical. Pricing and margins are influenced by steel production trends, inventory levels, competitor behavior, and customer mix across regions. Recent disclosures show that this environment remains challenging: in February 2026, GrafTech reported full-year 2025 results showing higher sales volume but weaker realized pricing and a larger net loss year on year. That combination underscores the company’s operating leverage, but also its sensitivity to pricing pressure.
Recent corporate events are also important for investors. In 2025, GrafTech received notice that it had fallen below the NYSE’s minimum share price requirement, then later regained compliance in August 2025. The company also announced a 1-for-10 reverse stock split in 2025, a move commonly used to support listing compliance and market perception. Overall, GrafTech remains a highly specialized materials producer whose investment case depends on pricing recovery, disciplined capital allocation, and continued value from its vertically integrated supply chain in the United States and abroad.
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