ROG Rogers Corp.

$ROG $PRGS $MU AFTER-HOURS MOVERS: Currently Higher After Earnings: - Bassett Furniture Industries (BSET) up 9.9% Currently Also Higher: - Monte Rosa Therapeutics (GLUE) up 17.1% after announcing presentation of MRT-8102 GFORCE-1 Phase 1 Study - Vicor (VICR) up 9.7% after Q3 pre-announcement - Inogen (INGN) up 7.7% after announcing plans to divest U.S. oxygen rental business and increase buyback - Nu Holdings Ltd. (NU) up 6.1% after denying reports of Monzo transaction. - Rogers (ROG) up 1.2% after medium-term outlook - Micron Technology (MU) up 0.4% Currently Lower After Earnings: - Progress Software (PRGS) down 0.2%

What does an Investor Day have to say to move a stock 11%? Rogers laid out 2030 targets today: $1.5B revenue, 26% margins, $14 adjusted EPS. $ROG jumped 11% today.

$ROG Christ, what a roundtrip. 6/29 161.78s sold 165. This was in the 116s on 7/29, horribly timed entry but at least an escape

$ROG Rogers Corporation used its investor day today to name its 2030 self: 1.5 billion in revenue, a 26% adjusted EBITDA margin, and 14 dollars of adjusted EPS. The 2028 waypoint: revenue of 1.05 billion, 20.5% margin, 6.00 EPS. The math doing the heavy lifting: revenue grows from 1.05 to 1.5 billion between 2028 and 2030, about 43%. Earnings go from 6 to 14 dollars, up 2.3x. That is a margin story, not a sales story. The tape's arc today: up 17% by midday, closed up about 11% at 152.99. Long-dated targets earned the morning re-rating, and the afternoon started the discounting.