$ROG

Global drugmakers plan major U.S. manufacturing and R&D expansions, citing supply-chain resilience and tariff risk. The article says companies including Pfizer, GSK, Eli Lilly, J&J, Roche, AstraZeneca, Novartis, Sanofi, Biogen, Merck, Amgen, AbbVie, Gilead, Bristol Myers Squibb, Cipla, and CSL have pledged about US$500 billion. Examples include Pfizer’s US$70B, Lilly’s US$27B-plus, and Merck’s US$70B-plus.

Global News, citing FOI documents, says Ontario Premier Doug Ford hosted Rogers CEO Tony Staffieri at home on March 29 to discuss the province’s new ticket resale law. The meeting followed a March 2026 budget move to cap resale prices at face value. Rogers raised concerns for season-ticket holders. Ford’s office said no changes resulted, while enforcement and platform verification issues persist.

Rogers stock rose about 3.5% in pre-open after its Q2 2026 results beat expectations, with adjusted EPS of $0.92 on revenue of $216.8 million versus $0.79 and $210.9 million. The company guided Q3 EPS of $1.10–$1.30 and revenue of $233–$243 million. The move follows a prior selloff tied to supply chain headwinds and a plant fire.

ROGERS CORP (ROG) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 q22026resultsannouncement.htm EX-99.1 Document Rogers Corporation Reports Second Quarter 2026 Results • Net sales of $216.8 million increased 6.9% year-over-year (YoY) • Gross margin of 32.5% increased 90 basis points YoY • Net income of $13.6 million, versus a $73.6 mi

The World Cup has boosted U.S. interest in soccer investing, according to sports deal makers. The article cites rising valuations for MLS and European clubs, notes risks like relegation, and highlights potential transactions including the Glazer family’s reported review of its 29% stake in Manchester United. It also mentions Rogers Communications’ $3.06B purchase of the remaining 25% of MLSE.

The article lists 12 “quality” stocks for long-term holding, using screens for forecasted >30% annual earnings growth and analyst favorability. It cites research on a quality premium and resilience in drawdowns. For Biohaven (BHVN), BofA cut its target to $11 and Deutsche Bank raised to $20; for Rogers (ROG), B. Riley raised to $200. No full list details provided.

Stocks including Rogers (ROG, +3.5%), DXC (DXC, +4.2%) and CRA (CRAI, +3.1%) rose after prospects of a US-Iran peace deal reduced a geopolitical risk premium, easing corporate spending expectations. The article links the move to falling rate-hike odds (to 36%) and lower credit tightening. It notes DXC is $9.15, down 35% YTD.

The article says the CRTC has finalized new rules requiring online streaming companies to promote Canadian content and increase funding for it. It cites OUTtv’s disputes over distribution visibility and notes streaming growth of 90% in 2018-19 versus broadcaster revenue down 1.8%. It also references Netflix’s $500m/5-year Canadian pledge.

Rogers Corporation (NYSE: ROG) has filed a Form 144, indicating proposed sales of restricted common stock. This filing details restricted stock lapses on specific dates in February 2026, totaling 830 shares, all of which are tied to equity compensation. A securities compliance analyst views this as a neutral, routine disclosure for the disposition of vested restricted shares.

Brian Keith Larabee, SVP & GM - EMS at Rogers Corp, sold 830 shares of the company's common stock for $112,805. This insider transaction occurred while Rogers Corp stock neared its 52-week high, having returned 113% over the past year. Despite the sale, the company is considered undervalued by InvestingPro analysis and recently reported Q1 2026 EPS aligning with forecasts, though sales were slightly below expectations.