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Morgan Advanced Materials PLC (GB:MGAM)
LSE:MGAM
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Morgan Advanced Materials (MGAM) Price & Analysis

33 Followers

MGAM Stock Chart & Stats

225.00 p
-4.00 p(-1.78%)
At close: 4:00 PM EDT
225.00 p
-4.00 p(-1.78%)

Bulls Say, Bears Say

Bulls Say
Improved Cash GenerationA materially stronger operating cash flow and an 88% rebound in free cash flow increase the group's ability to service debt, fund steady capex and ERP spend, and absorb cyclicality in working capital. This durable cash conversion improves financial flexibility over the medium term.
Pricing And Efficiency Offset InflationThe company's ability to implement sustained pricing and realize efficiency gains demonstrates structural margin management. Durable cost recovery and simplification program savings underpin management's plan to restore margins to ~10% and fund transformation, reducing sensitivity to input-cost cycles.
High‑margin Technical Ceramics GrowthOutperformance in technical ceramics—notably 22% Aerospace & Defense growth—signals strength in higher‑value, qualified products. This end‑market exposure supports above‑average margins and provides durable, less price‑sensitive demand pockets that can stabilize group profitability over cycles.
Bears Say
Revenue Contraction ExposureRevenue decline driven by semiconductor weakness and inventory adjustments highlights exposure to cyclical end markets. Persistent softness in silicon carbide and similar tech cycles can depress volumes and margins for multiple quarters, making top‑line recovery contingent on external market recovery.
Elevated LeverageDebt remains meaningfully elevated relative to equity, constraining flexibility and increasing vulnerability to higher financing costs as cheaper fixed debt expires. If earnings and cash generation falter, deleveraging targets may be missed, limiting capacity for opportunistic investment or dividends.
Underperforming Thermal ProductsA low‑growth, lower‑margin division under strategic review signals structural portfolio weakness. Potential disposal or restructuring creates execution risk, possible one‑off charges, and near‑term revenue loss until proceeds are reinvested; it also highlights uneven end‑market exposure.

Morgan Advanced Materials News

MGAM FAQ

What was Morgan Advanced Materials PLC’s price range in the past 12 months?
Morgan Advanced Materials PLC lowest share price was 167.00 p and its highest was 251.50 p in the past 12 months.
    What is Morgan Advanced Materials PLC’s market cap?
    Morgan Advanced Materials PLC’s market cap is £624.70M.
      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 209 days.
        How were Morgan Advanced Materials PLC’s earnings last quarter?
        Currently, no data Available
        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 pays a Semiannually dividend of 6.8 p which represents an annual dividend yield of 5.4%. See more information on Morgan Advanced Materials PLC dividends here
            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?
              Currently, no data Available
              Which hedge fund is a major shareholder of Morgan Advanced Materials PLC?
              Currently, no hedge funds are holding shares in GB:MGAM
              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 (MGAM) Earnings & Revenues

                MGAM Stock 12 Month Forecast

                Average Price Target

                230.00 p
                ▲(2.22% Upside)
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