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Morgan Advanced Materials PLC (DE:MGJ)
FRANKFURT:MGJ

Morgan Advanced Materials (MGJ) Price & Analysis

2 Followers

MGJ Stock Chart & Stats

€2.56
-€0.02(-0.78%)
At close: 4:00 PM EDT
€2.56
-€0.02(-0.78%)

Bulls Say, Bears Say

Bulls Say
Cash GenerationImproved operating cash flow and a strong free cash flow rebound in 2025 materially enhance the company's ability to service debt, fund the guided £50m annual CapEx and invest in turnarounds. Strong cash conversion provides durable financial flexibility versus prior weak years.
Technical Ceramics Market StrengthOutperformance in Technical Ceramics, driven by aerospace ceramic cores and expanded end-market exposure, supports structurally higher margins and defensible OEM positions. Durable demand from aerospace, energy and semiconductor tools underpins higher-margin product mix over the medium term.
Operational Turnarounds And Cost LeversTargeted site consolidations, lead-time reductions and group procurement create lasting cost and service advantages across ~20% of revenue. These structural changes, plus a simplification programme with quantified run-rate savings, provide a credible path to sustained margin improvement by 2028.
Bears Say
Elevated LeverageMeaningful leverage limits financial flexibility and raises refinancing and covenant risk if earnings remain pressured. With net debt around 2x EBITDA and leverage only gradually targeted toward 1–1.5x, balance sheet strength is contingent on sustained cash generation and execution.
Revenue And Earnings WeaknessA multi-year decline in revenue and a sharp drop in net income indicate demand cyclicality and margin pressure. Persistent top-line weakness constrains reinvestment and makes it harder to hit margin targets, increasing execution risk for strategic savings and deleveraging plans.
Reliance On Non-recurring Items And High Implementation CostsMaterial one-off phasing benefits and substantial ERP/restructuring costs cloud underlying profitability. Reliance on non-recurring items to support margins, plus ongoing implementation costs, creates timing and execution risk for lasting margin expansion and consistent cashflow improvement.

Morgan Advanced Materials News

MGJ FAQ

What was Morgan Advanced Materials PLC’s price range in the past 12 months?
Morgan Advanced Materials PLC lowest stock price was €2.08 and its highest was €2.84 in the past 12 months.
    What is Morgan Advanced Materials PLC’s market cap?
    Morgan Advanced Materials PLC’s market cap is €729.90M.
      When is Morgan Advanced Materials PLC’s upcoming earnings report date?
      Morgan Advanced Materials PLC’s upcoming earnings report date is Feb 26, 2027 which is in 201 days.
        How were Morgan Advanced Materials PLC’s earnings last quarter?
        Morgan Advanced Materials PLC released its earnings results on Aug 06, 2026. The company reported €0.123 earnings per share for the quarter, beating the consensus estimate of €0.11 by €0.013.
          Is Morgan Advanced Materials PLC overvalued?
          According to Wall Street analysts Morgan Advanced Materials PLC’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Morgan Advanced Materials PLC pay dividends?
            Morgan Advanced Materials PLC does not currently pay dividends.
            What is Morgan Advanced Materials PLC’s EPS estimate?
            Morgan Advanced Materials PLC’s EPS estimate for its next earnings report is not yet available.
            How many shares outstanding does Morgan Advanced Materials PLC have?
            Morgan Advanced Materials PLC has 276,676,420 shares outstanding.
              What happened to Morgan Advanced Materials PLC’s price movement after its last earnings report?
              Morgan Advanced Materials PLC reported an EPS of €0.123 in its last earnings report, beating expectations of €0.11. Following the earnings report the stock price went up 4.412%.
                Which hedge fund is a major shareholder of Morgan Advanced Materials PLC?
                Currently, no hedge funds are holding shares in DE:MGJ
                What is the TipRanks Smart Score and how is it calculated?
                Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                  Company Description

                  Morgan Advanced Materials PLC

                  Morgan Advanced Materials plc is a UK-based global leader in materials science and advanced engineering solutions. The company develops and manufactures a diverse portfolio of high-performance products. Its extensive range encompasses thermal management solutions, including insulating fibers, microporous materials, various firebricks, monolithic structures, heat shields, and fired refractory shapes. They also provide specialized crucibles, foundry supplies, and comprehensive furnace components for diverse industrial applications. Furthermore, Morgan Advanced Materials offers precision-engineered seals and bearings, from face seals and segmented designs to sliding bearings and components for rotary pumps and valves. Their expertise extends to a suite of carbon-based electrical components, such as brushes, collectors, slip rings, and current collection strips, alongside brush holders and diagnostic tools. The company is also a key provider of advanced ceramic solutions, spanning intricate components, ceramic cores, brazed and metallized assemblies, and specialized products for mass spectrometry, semiconductors, and medical applications; this includes tubes, laboratory porcelain, and kiln furniture, some marketed under the Haldenwanger brand. These highly engineered materials serve a wide array of critical sectors, such as industrial manufacturing, transportation, energy, petrochemicals, electronics, healthcare, and defense. With a robust global presence, Morgan Advanced Materials operates across the Americas (including the United States and other North American countries), Europe (including the United Kingdom, Germany, France, and other European countries), Asia (including China and other Asian countries), Australasia, the Middle East, and Africa. Founded in Windsor, UK, in 1856 as The Morgan Crucible Company plc, the company adopted its current name, Morgan Advanced Materials plc, in March 2013.

                  Morgan Advanced Materials (MGJ) Earnings & Revenues

                  MGJ Stock 12 Month Forecast

                  Average Price Target

                  €2.68
                  ▲(4.73% Upside)
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