Public graphene firms see renewed optimism amid industry upswing

We have recently published a new edition of our Graphene Investment Guide, and looking at recent changes in the stock price of public companies, a clear picture arises - most of these companies have fared very well recently, with one company surging over 1,600%.

We believe that this reflects the overall sentiment in the graphene industry and market - there is renewed interest in graphene materials, and new projects and applications are entering the market. Following many years of intensive R&D but not much success in the market, we believe that the new range of graphene solutions will have a bright future. Of course, in the past year public companies fared well over all industries, so this should also be taken into account.

 

We track over 20 public graphene companies, over several stock exchanges. The list is dominated by a few large companies (by market size), as you can see in the chart below. In the private sector, we have recently seen the emergence of several leading graphene related companies - such as Skeleton, Black Semiconductors and Paragraf, that raises meaningful sums but have remained private so far. It will be interesting to see which of these companies turn public in the future.

If you are interested in investing in graphene, our investment guide could be an excellent way to learn more about the industry and market, and to identify the right investment candidates.

We also suggest to mark your calendars for March 2026, our Graphene-Connect event will be another excellent way to learn of the latest graphene innovations - we will soon publish our agenda for the event which will offer world class speakers!

Posted: Oct 07,2025 by Ron Mertens