U.S. Packaging Stock News

Targa Resources (TRGP) has been quietly grinding higher, with the stock up about 5% over the past month and 13% in the past 3 months, outpacing many midstream peers. See our latest analysis for Targa Resources. Zooming out, the recent 3 month share price return of 12.6 percent sits against a mildly negative year to date share price return and a still exceptional 3 year total shareholder return of about 182 percent. This suggests momentum is rebuilding after a pause. If Targa’s move has you...

In late November 2025, Universal Technical Institute’s CEO Jerome Grant and CFO Bruce Schuman presented at the Furey Hidden Gems Corporate Access Conference, shortly before Coliseum Capital and affiliated directors disclosed US$13.6 million of additional share purchases following a stronger-than-expected fourth-quarter earnings and revenue report. Together, the insider buying and earnings beat highlighted growing internal and external confidence in UTI’s expansion efforts across skilled...

Enovix (ENVX) just posted an 85% year over year revenue jump in its fiscal 2025 third quarter, and that surprise beat is colliding with a defense driven growth story that investors are rethinking. See our latest analysis for Enovix. Even with the latest close at $8.96 and a strong 7 day share price return of 15.02%, Enovix is still working off a much weaker year to date share price return of 26.01%. Its 3 year total shareholder return of 22.89% shows the longer term ride has been bumpy and...

Recent commentary around Cinemark Holdings (CNK) has focused on a potentially stronger film slate from late 2025 into 2026, along with firmer ticket and concession pricing and rising market share. See our latest analysis for Cinemark Holdings. The latest pullback, with a 1 month share price return of minus 23.2 percent and year to date share price return of minus 29.1 percent at 21.95 dollars, contrasts with Cinemark’s still robust 3 year total shareholder return of 82.1 percent. This...

Avidity Biosciences (RNA) has quietly turned into a strong performer, with the stock up sharply this year as investors warm to its RNA therapeutic platform and advancing muscular dystrophy pipeline. See our latest analysis for Avidity Biosciences. That surge in optimism is showing up in the numbers, with a roughly 49 percent 3 month share price return feeding into a powerful 129 percent year to date share price gain and an eye catching 3 year total shareholder return above 550 percent. This...

If you have been wondering whether Kenvue is a beaten down bargain or a value trap at around $16.93, you are not alone. This article is going to walk through the numbers with you. Despite a modest 0.3% move over the last month, the stock is still down 2.4% in the past week and roughly 20.4% year to date, leaving it about 22.8% lower than it was a year ago and squarely on value investors radar. Those swings have played out against a backdrop of Kenvue continuing to carve out its identity as a...

Perrigo is facing multiple securities class action lawsuits after investors alleged the company misled the market about the value, investment needs, and manufacturing quality of its acquired infant formula business, following disappointing results and a strategic review that deemed the unit less central. The core allegation is that Perrigo understated the capital and operational demands of the Nestlé infant formula acquisition, potentially inflating reported performance and now forcing a...

If you are wondering whether Lumentum Holdings is still a smart buy after its huge run, you are not alone. This article will walk through what the current share price might be telling us about its real value. The stock has surged recently, up 1.9% over the last week, 38.0% over the last month, and 287.2% year to date, building on a 257.0% gain over the past year and more than quintupling, 509.1%, over three years. Much of this momentum has been driven by upbeat sentiment around optical and...

In the past quarter, Oscar Health drew fresh attention as investors reacted to mixed analyst views, bullish options activity, and an analyst upgrade, against a backdrop of higher-than-expected claims losses earlier in the year but Q3 2025 revenue rising 23% year over year. At the same time, Oscar’s growing membership above 2 million and excess capital to absorb temporary losses have reinforced a view that its technology-led platform could still benefit from structural shifts in the U.S...

If you are wondering whether Five Below is still a bargain after its big run, or if you have already missed the move, this breakdown will help you assess whether the current price really matches the story. The stock has climbed about 5.0% over the last week, 13.7% over the past month, and 74.8% year to date, with a 53.6% gain over the last year, even though 3-year and 5-year returns have been more muted. Recent attention has focused on Five Below's aggressive store expansion strategy and its...

Alaska Air Group (ALK) just slashed its Q4 earnings outlook after a rough stretch that combined an internal IT outage, government driven flight cancellations, and higher fuel costs, forcing investors to reassess near term expectations. See our latest analysis for Alaska Air Group. Even with the guidance cut, the stock has bounced hard in the near term, with a 7 day share price return of 15.84 percent and a 3 year total shareholder return of 11.42 percent. This suggests momentum is cautiously...

Microvast Holdings recently highlighted growing commercial traction for its advanced battery technologies, including real-world deployments and expanding revenue streams across key markets. Partnerships with industrial players such as Škoda in EMEA have become an important proof point for Microvast’s technology, strengthening confidence in its execution capabilities beyond its core manufacturing base. We’ll now examine how this expanding Škoda-backed EMEA traction could reshape Microvast’s...

RXO (RXO) is suddenly under a harsher spotlight after a wave of critical research questioned its business model and S&P Global applied a negative outlook to its existing non investment grade credit rating. See our latest analysis for RXO. Those concerns are landing after a volatile stretch for the stock, with a 15.5% 1 month share price return partially clawing back a 39% year to date share price decline and a near 50% 1 year total shareholder return loss. This suggests pressure is easing but...

On November 25, 2025, LandBridge subsidiary DBR Land Holdings LLC completed a private placement of US$500,000,000 in 6.250% senior notes due 2030, using the net proceeds and borrowings under a new revolving credit facility to repay and terminate its prior credit facility with US$370,200,000 outstanding as of September 30, 2025. This refinancing reshapes LandBridge’s capital structure by replacing bank debt with long-dated senior notes governed by restrictive covenants and guarantees from all...

Pegasystems (PEGA) just linked up with Moody’s in a strategic collaboration that plugs Moody’s entity verification data directly into Pega’s AI driven client lifecycle management and KYC tools for financial institutions. See our latest analysis for Pegasystems. The collaboration headlines come as momentum in Pegasystems’ stock has been firm, with a year to date share price return near 30% and a three year total shareholder return above 200%, suggesting investors are leaning into its AI...

In early December 2025, FTI Consulting, Inc. expanded its leadership bench by appointing Jason Leow as a Senior Managing Director in Asia and adding four senior professionals to its London Transformation practice, deepening expertise in areas such as M&A, ESG, operational due diligence and digital transformation. These hires reinforce FTI Consulting’s push to grow higher-value advisory and analytics capabilities across key international markets, while promoting more integrated,...

FirstEnergy (FE) has quietly outperformed many defensive peers over the past year, and with the stock pulling back about 6% this week, investors are revisiting whether the current price still offers upside. See our latest analysis for FirstEnergy. That recent 7 day share price pullback sits against a solid 12.5% year to date share price return and an 81.8% five year total shareholder return, suggesting long term momentum is still very much intact even as near term sentiment cools. If...

Adaptive Biotechnologies (ADPT) is back in the spotlight as new clonoSEQ data dominates the American Society of Hematology meeting, just weeks after the company surprised Wall Street with stronger than expected third quarter profitability and revenue growth. See our latest analysis for Adaptive Biotechnologies. Despite a sharp 1 day share price pullback of 15.52 percent to 14.75, Adaptive Biotechnologies still boasts a powerful year to date share price return of 138.29 percent and a 1 year...

Recently, AMC Entertainment completed the transfer of most of its Hycroft Mining equity stake to Sprott Mining for US$24.1 million in net consideration, while retaining some equity and warrants tied to Hycroft’s future outcomes. This move marks a clear reallocation of capital back toward AMC’s core theatrical business, while preserving optional exposure to any upside in its former mining investment. Next, we’ll examine how redirecting capital from Hycroft to core cinema operations could...

Jefferson Capital (JCAP) has quietly outperformed many financials in the past 3 months, with the stock up roughly 9% while annual revenue still grows and net income steps back a bit. See our latest analysis for Jefferson Capital. That recent 4.6% 1 month share price return sits on top of a 9.8% year to date share price return, suggesting momentum is quietly building as investors reassess Jefferson Capital’s growth and risk profile around debt recovery demand. If Jefferson Capital’s steady...

In late November 2025, Nebius Group reported sold-out AI data center capacity, secured a five-year US$3.00 billion contract with Meta Platforms, and highlighted accelerating expansion supported by substantial new equity and debt financing. This combination of very strong demand, high-profile hyperscale customers, and rising leverage has sharpened investor focus on how Nebius balances rapid growth with financial risk. Next, we’ll examine how Nebius’s move to more than double its AI power...

Datadog (DDOG) just rolled out two client focused partnerships: one with Contrast Security to sharpen application threat detection inside Cloud SIEM and another with Flywl to simplify how enterprises buy and manage Datadog across cloud marketplaces. See our latest analysis for Datadog. Those partnerships land at an interesting moment for the stock, with a 30 day share price return of minus 20.83 percent but a 90 day share price return still up 10.97 percent, and a three year total shareholder...

CECO Environmental (CECO) just delivered a third quarter earnings beat, pairing higher than expected revenue with an all time high share price. That combination has investors paying closer attention. See our latest analysis for CECO Environmental. That beat lands on top of a powerful run, with the latest $54.93 share price sitting near record levels after a roughly 75% year to date share price return and a multiyear total shareholder return that shows momentum is still very much intact. If...

Stewards (SWRD) just brought in Scott McGowan as Chief Marketing Officer, a move aimed at sharpening its story with investors as the company gears up for a potential uplisting to the Nasdaq Capital Market. See our latest analysis for Stewards. The appointment of a seasoned CMO comes after a powerful run in the stock, with Stewards logging a 90 day share price return of 203 percent and a stunning 1 year total shareholder return of 2,248.84 percent, suggesting bullish momentum is still very...