U.S. Packaging Stock News

NasdaqGS:FSUN
NasdaqGS:FSUNBanks

FirstSun Capital Bancorp (FSUN) Is Up 7.3% After Strong 2025 Earnings And Board Refresh - Has The Bull Case Changed?

FirstSun Capital Bancorp recently reported full-year 2025 results showing net interest income rising to US$317.39 million and net income increasing to US$97.94 million, alongside higher earnings per share, while also recording fourth-quarter net charge-offs of US$5.02 million. At the same time, the board is set for change as long-serving director Diane L. Merdian plans to step down and investor Peter E. Murphy, founder and CEO of Wentworth Capital Management, joins as a Class III director...
NasdaqGS:OLMA
NasdaqGS:OLMABiotechs

The Bull Case For Olema Pharmaceuticals (OLMA) Could Change Following CFO Exit Amid Palazestrant Phase 3 Focus

In late January 2026, Olema Pharmaceuticals announced the departure of Chief Operating and Financial Officer Shane Kovacs, with CEO Dr. Sean P. Bohen stepping in as interim Principal Financial Officer while the company launches an immediate search for a new CFO and retains Kovacs as a consultant through August 1, 2026. At the same time, analysts underscored the importance of Olema’s lead breast cancer candidate palazestrant and its upcoming Phase 3 program, framing leadership changes against...
NYSE:AAT
NYSE:AATREITs

A Fresh Look At American Assets Trust (AAT) Valuation After Recent Share Price Moves

American Assets Trust (AAT) is on some investors’ radar after recent share price moves, with the stock last closing at $18.03 as they reassess this real estate investment trust’s long term return profile. See our latest analysis for American Assets Trust. Recent trading has been a bit choppy, with a small 7 day share price return of 1.18% set against a 90 day share price return decline of 5.01% and a 1 year total shareholder return decline of 20.11%. This suggests that sentiment has softened...
NYSE:TXT
NYSE:TXTAerospace & Defense

Textron (TXT) Valuation In Focus After Strong Q4 2025 Beat And Cautious 2026 Outlook

Textron (TXT) just paired a strong fourth quarter of 2025 with a cautious 2026 outlook, a combination that has put the stock under pressure as investors reassess the risk and reward trade off. See our latest analysis for Textron. That cautious 2026 guidance has weighed on sentiment in the short term, with a 7 day share price return of 7.48% decline following the results, even though the 90 day share price return of 9.78% and 1 year total shareholder return of 16.20% still point to momentum...
NYSE:SYF
NYSE:SYFConsumer Finance

Is There Still An Opportunity In Synchrony Financial (SYF) After Recent Share Price Pullback

For investors considering whether Synchrony Financial at around US$73.52 offers genuine value or if the easy money has already been made, this article walks through what the current price might be indicating. The stock has seen a 5.1% decline over the last 7 days and a 13.1% decline over the last 30 days, although it still shows a 10.4% return over 1 year and very large gains of more than 7x over 5 years. These recent moves sit against a backdrop of ongoing updates around consumer credit...
NYSE:BBAI
NYSE:BBAIIT

BigBear.ai Partnership With Maqta Tests International Expansion As Losses Persist

BigBear.ai Holdings (NYSE:BBAI) has partnered with Maqta Technologies, the digital arm of Abu Dhabi’s AD Ports Group. The two firms plan to co-develop AI driven customs and border management solutions for global trade and port operations. The agreement signals BigBear.ai’s push beyond its core U.S. defense focus into broader international government technology programs. For investors watching NYSE:BBAI, this partnership comes as the shares trade at $4.78, with a 1 year return of 13.0% but...
NYSE:CUBI
NYSE:CUBIBanks

Customers Bancorp (CUBI) Valuation Check After Strong Earnings Growth And Upbeat 2026 Outlook

Customers Bancorp (CUBI) is back on investors’ radar after reporting fourth quarter and full year 2025 results alongside 2026 guidance, highlighting net interest income, net income and earnings per share figures that reshape expectations. See our latest analysis for Customers Bancorp. Those earnings and 2026 net interest income guidance landed alongside a steady run in the market, with a 30 day share price return of 6.82% and a 90 day share price return of 18.90%. The 1 year total shareholder...
NYSE:MTX
NYSE:MTXChemicals

A Look At Minerals Technologies (MTX) Valuation After 2025 Results And 2026 Guidance

Why the latest earnings matter for Minerals Technologies stock Minerals Technologies (MTX) has come back into focus after releasing its Q4 and full year 2025 results, which combined a full year net loss with record outcomes in key operating segments and fresh guidance for 2026. See our latest analysis for Minerals Technologies. The share price reaction has been fairly constructive, with a 21.02% 90 day share price return and 10.06% year to date, even though the 1 year total shareholder return...
NYSE:BX
NYSE:BXCapital Markets

Blackstone (BX) Valuation Check After Recent Share Weakness And Differing Fair Value Signals

Blackstone stock overview Blackstone (BX) is in focus for investors after a recent stretch of weaker share performance, with the stock showing declines over the past week, month, and past 3 months compared with its last close of $141.28. See our latest analysis for Blackstone. The recent 7 day and 30 day share price returns, which show declines of 5.86% and 11.03%, point to fading short term momentum. In contrast, the 3 year and 5 year total shareholder returns of 60.14% and 134.77% highlight...
NYSE:LH
NYSE:LHHealthcare

Labcorp’s Expanded Receivables Facility: What Does LH’s Liquidity Move Signal About Its Capital Strategy?

Labcorp Holdings recently executed a second amendment to its receivables purchase agreement, extending the facility’s termination date to January 26, 2029 and adding an accordion feature that can lift its size from US$700 million to US$825 million. This extension and potential expansion of receivables financing gives Labcorp additional liquidity flexibility while keeping the structure separate from traditional on-balance-sheet borrowing. With this expanded receivables facility enhancing...
NYSE:EFC
NYSE:EFCMortgage REITs

A Look At Ellington Financial (EFC) Valuation After Its Follow On Stock Offering And Book Value Update

Ellington Financial (EFC) has drawn fresh attention after completing a US$118.46 million follow on common stock offering and releasing an updated estimated book value per share alongside ongoing monthly dividend payments. See our latest analysis for Ellington Financial. At a share price of US$12.66, Ellington Financial has seen a 1 day share price return of a 1.48% decline and a 7 day share price return of an 8.66% decline. However, its 1 year total shareholder return of 13.75% and 5 year...
NasdaqGS:PLMR
NasdaqGS:PLMRInsurance

Is Palomar Holdings (PLMR) Still Attractively Priced After Recent Pullback in Specialty Insurance?

If you are wondering whether Palomar Holdings at around US$124 per share still offers value, this article walks through what the current price might be implying. The stock has eased back recently, with a 2.2% decline over the last week and a 5.8% decline over the last month. However, the 1 year return sits at 16.1% and the 3 year return is very large at about 7x. Recent coverage around Palomar has focused on the company's position in specialty insurance and how investors are reacting to...
NasdaqGS:LRCX
NasdaqGS:LRCXSemiconductor

Lam Research CEA Leti AI Chip Pact And What It Means For Valuation

Lam Research (NasdaqGS:LRCX) announced a multi year collaboration with CEA Leti to accelerate next generation specialty device technologies for AI and high performance computing. The partnership focuses on advanced fabrication processes and novel materials for applications in AI, photonics, MEMS, and quantum technologies. The alliance combines Lam’s etch and deposition capabilities with CEA Leti’s research expertise to address manufacturing challenges in future chip architectures. For you...
NasdaqGM:AQST
NasdaqGM:AQSTPharmaceuticals

Assessing Aquestive Therapeutics (AQST) Valuation After The FDA Complete Response Letter For Anaphylm

Why the FDA’s Complete Response Letter Matters for Aquestive Aquestive Therapeutics (AQST) has drawn fresh attention after the FDA issued a Complete Response Letter for its Anaphylm epinephrine sublingual film, prompting the company to schedule a special call to discuss the regulatory feedback. See our latest analysis for Aquestive Therapeutics. The FDA letter appears to have been the catalyst for a sharp shift in sentiment, with a 1 day share price return of 38.98% and a 7 day share price...
NasdaqGS:LAMR
NasdaqGS:LAMRSpecialized REITs

Assessing Lamar Advertising (LAMR) Valuation After Recent Steady Share Price Momentum

Why Lamar Advertising (LAMR) is on investors’ radar Lamar Advertising (LAMR) has been drawing attention after recent share price moves, with the stock up around 3% over the past month and about 7% across the past 3 months. See our latest analysis for Lamar Advertising. Zooming out, Lamar Advertising’s recent 1 month share price return of 2.96% and 3 month share price return of 6.85% sit alongside a 1 year total shareholder return of 7.89%. Together, these figures point to steady but measured...
NasdaqGS:CCOI
NasdaqGS:CCOITelecom

Does Taylor Frigon’s Full Exit Amid Cash Flow Strain Change The Bull Case For Cogent (CCOI)?

In the fourth quarter of 2025, Taylor Frigon Capital Management fully exited its position in Cogent Communications Holdings, selling 73,271 shares amid persistent questions about the company’s ability to turn growth into sustainable free cash flow. At the same time, Cogent’s upcoming February 20, 2026 earnings call takes on added importance as investors weigh thin operating cash flow against areas of operational progress such as wavelength revenue and EBITDA margin trends. We’ll now examine...