GrafTech (EAF) PT Lowered to $10 at BMO Capital as 'Challenges Persist'

BMO Capital analyst Katja Jancic lowered the price target on GrafTech (NYSE: EAF) to $10.00 (from $15.00) while maintaining a Market Perform rating.

The analyst commented: "Challenges Persist; Resetting Expectations Lower; GrafTech delivered a 4Q'25 miss and mixed 2026 outlook. Specifically, while sales volumes are expected to grow y/y (expected market share gains) and costs/t are trending lower, the competitive/pricing environment remains very challenging, with prices deteriorated in 4Q'25. GrafTech's focus remains on what it can control, i.e., commercial activity and cost management, although the current highly competitive environment remains a risk/challenge. We are resetting our expectations lower and reducing our target to $10."

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