EAF
GRAFTECH INTERNATIONAL LTDPrice
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- R May 22 GrafTech International Ltd. filed a universal shelf registration sta…
- R May 28 GrafTech International's $150M universal shelf registration (S-3, fi…
- R May 29 GrafTech entered into an Equity Distribution Agreement with Evercore…
- R May 29 GrafTech filed a prospectus supplement to issue up to $50M in common…
- X Jul 15 Short interest jumps 28.2% to 1.28M
- X Aug 31 Short interest jumps 26.4% to 1.50M
- R Oct 23 GrafTech Q3 2026 net sales fell 3% YoY to $140M, net loss widened to…
- E Oct 23 Earnings: EAF Q3 2026 Earnings: EPS $-1.21 (+10.3% vs est)
Signal stack
Where each data set points today.
- InsidersNO TRADES
No open-market buys or sells since Feb 25. Recent filings are awards, exercises and tax withholding.
- InstitutionsMIXED
Q2 2026: 12 added (0 new), 15 trimmed or exited.
- AnalystsBEARISH
1 of 11 rate it Buy or better.
- Short sellersSTEADY
Short interest +1.4% to 1.56M shares. 1.6 days to cover, ≈6.0% of shares.
- TrendRANGE
8% above its 50-day average.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| BlackRock, Inc. | DOUBLED | $7.6M |
| AMERIPRISE FINANCIAL INC | ADD | $4.3M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | TRIM | $3.3M |
| MARSHALL WACE, LLP | TRIM | $2.6M |
| GEODE CAPITAL MANAGEMENT, LLC | DOUBLED | $2.5M |
| STATE STREET CORP | DOUBLED | $1.1M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | DOUBLED | $975.3K |
| CITADEL ADVISORS LLC | DOUBLED | $872.9K |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
11 analysts| Date | Firm | Rating |
|---|---|---|
| Oct 15, 2026 | RBC Capital MAINTAIN | Sector Perform |
| May 5, 2026 | RBC Capital REITERATE | Sector Perform |
| May 4, 2026 | BMO Capital MAINTAIN | Market Perform |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Sep 30, 2026 | Shivaram Sachin M Director | AWARD | 3,476.421 sh |
| Sep 30, 2026 | Germain Jean-Marc Director | AWARD | 3,627.57 sh |
| Sep 30, 2026 | Roegner Eric V Director | AWARD | 3,476.421 sh |
| Sep 3, 2026 | O'Donnell Rory F. Chief Financial Officer & SVP | EXERCISE | 6,171 sh |
| Sep 3, 2026 | O'Donnell Rory F. Chief Financial Officer & SVP | TAX W/H | $11.5K |
| Jun 30, 2026 | Germain Jean-Marc Director | AWARD | 5,076.142 sh |
| Jun 30, 2026 | Roegner Eric V Director | AWARD | 4,864.636 sh |
| Jun 30, 2026 | Shivaram Sachin M Director | AWARD | 4,864.636 sh |
Earnings setup
EstimatesRevision history: 🔒 Fresh data — subscribers only
| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | 🔒 Fresh data — subscribers only | |||
| Next Q | 🔒 Fresh data — subscribers only | |||
| Current FY | 🔒 Fresh data — subscribers only | |||
| Next FY | 🔒 Fresh data — subscribers only | |||
Short side
FINRA· Sep 30, 2026SecBot reports
10 filings · 1 bullish · 5 bearish · 3 mixed · 1 neutral- BEARISH 8-KOct 23, 2026
GrafTech Q3 2026 net sales fell 3% YoY to $140M, net loss widened to $47M ($1.76/share) from $28M…
Revenue and earnings continue to deteriorate with no near-term catalyst for a turnaround. The Monterrey closure is a positive structural cost move but benefits are back-end loaded to 2028. Watch Q4…
- MIXED INST-CLUSTERSep 22, 2026
Institutional activity in GrafTech International (EAF) during 2026-Q2 shows a mixed picture: 12…
The cluster is dominated by passive/index fund buying (BlackRock, Geode, Northern Trust) which may reflect index rebalancing rather than a fundamental thesis. The active/quant selling (RenTech…
- BULLISH SC 13D/ASep 18, 2026
Nilesh Undavia and family filed Amendment No. 3 to their Schedule 13D, reporting beneficial…
The Undavia group's aggressive accumulation, particularly the 225,784-share purchase on 9/16 at a higher price (~$8.11), signals strong conviction. Monitor for further open-market buying or…
- MIXED 8-KJul 24, 2026
GrafTech reported Q2 2026 results with net sales of $127M (-3% YoY) and a net loss of $40M…
The EPS beat vs low expectations and reaffirmed volume/cost guidance provide a modest positive, but persistent pricing pressure and rising debt (now $1.225B) with negative equity (-$345.6M) signal…
All EAF filing & press-release reports (10)
- 8-K reportOct 23, 2026
- INST-CLUSTER reportSep 22, 2026
- SC 13D/A reportSep 18, 2026
- 8-K reportJul 24, 2026
- INST-CLUSTER reportJun 12, 2026
- 8-K reportMay 29, 2026
- 424B5 reportMay 29, 2026
- EFFECT reportMay 28, 2026
- S-3 reportMay 22, 2026
- DEFA14A reportMar 27, 2026