U.S. Packaging Stock News

In mid-December 2025, LifeStance Health Group saw fresh insider selling as Chief People Officer Ann Varanakis disposed of 50,000 shares, alongside additional sales by a Director, against a backdrop of 12 insider sells and only 1 insider buy over the past year. At the same time, BTIG and Barclays sharpened market focus on LifeStance by updating and initiating coverage, underscoring both growing mental health demand and the company’s role within broader healthcare services. With this recent...

Boise Cascade (BCC) has been grinding through a tougher stretch this year, with the stock down sharply from its highs, and that slide now has value focused investors taking a closer look. See our latest analysis for Boise Cascade. Over the past year, that tougher housing and construction backdrop has weighed heavily, with a year to date share price return of minus 36.2 percent and a one year total shareholder return of minus 38.2 percent. Even so, the five year total shareholder return is...

Earlier in December 2025, Vital Farms updated its 2025 earnings guidance to US$755 million–US$765 million in net revenue, citing temporary ordering disruptions following an ERP transition, and issued a 2026 outlook of US$930 million–US$950 million in net revenue. The company’s guidance reset and longer-term revenue ambitions highlight a tension between short-term demand softness in premium eggs and management’s confidence in capacity expansion and brand-driven growth. Next, we’ll explore how...

In December 2025, Erasca, Inc. was added to the S&P Biotechnology Select Industry Index after securing U.S. patent protection through 2043 for ERAS-0015, its potential best-in-class pan-RAS molecular glue, while advancing multiple RAS/KRAS-mutant solid tumor programs and promoting Robert Shoemaker, Ph.D., to chief scientific officer. These developments, supported by US$362,000,000 in cash, cash equivalents, and marketable securities as of September 30, 2025 and a reported US$30,600,000...

Chefs' Warehouse (CHEF) has quietly rewarded patient investors, with the stock up about 34% over the past year and nearly 88% in the past 3 years, outpacing many consumer names. See our latest analysis for Chefs' Warehouse. With the share price now around $64 and a strong year to date share price return, recent gains suggest momentum is still building. This is supported by steady revenue and earnings growth as investors increasingly price in its niche, premium positioning. If Chefs' Warehouse...

Ingevity recently announced past and upcoming leadership changes, including the planned May 1, 2026 transition of CFO Mary Dean Hall to an advisory role, the appointment of internal finance leader Phillip J. Platt as her successor, and new responsibilities for operations executive Reid Clontz overseeing global operations, supply chain, procurement, and safety. At the same time, the company disclosed it has completed a share repurchase program totaling 3,103,186 shares, or 8.37% of its stock,...

In December 2025, Immunovant, Inc. completed a follow-on equity offering of approximately US$550.2 million, issuing 26,200,000 common shares at US$21 each, with a small discount on part of the deal. This sizeable capital raise, coming through both a completed and a filed follow-on offering, materially expands Immunovant’s financial resources while increasing equity dilution for existing shareholders. We’ll now examine how this large follow-on equity raise, and the resulting balance between...

Earlier this month, SiteOne Landscape Supply reported Q3 results showing 4.1% year-on-year revenue growth and adjusted operating income and organic revenue both exceeding analyst expectations. Around the same time, the company also moved to deepen its service offering by integrating the respected Irrigator Technical Training School into its contractor education platform, underscoring a focus on professional development alongside product sales. We’ll now examine how SiteOne’s...

Cohen & Steers Income Opportunities REIT recently acquired Springs Plaza, a 195,000-square-foot, 99% occupied grocery-anchored center in Bonita Springs, Florida, through a programmatic joint venture with Phillips Edison & Company. The deal deepens Phillips Edison’s role as an operator of necessity-based retail while aligning it with an institutional partner targeting income-focused, grocery-anchored shopping centers in high-growth suburbs. We’ll now examine how this latest grocery-anchored...

KLA (KLAC) just got a confidence boost after Jefferies tagged it as a top pick for 2026, following earnings that topped expectations and sparked a wave of more upbeat analyst views. See our latest analysis for KLA. That call from Jefferies comes on top of a powerful run, with a roughly 13.5% 1 month share price return feeding into a near doubling of the year to date share price and a massive five year total shareholder return above 400%. This suggests momentum is still very much on KLA’s...

In recent days, Vericel reported higher fiscal Q3 2025 revenue and reaffirmed its full-year revenue and profitability guidance, highlighting expected growth in its MACI product line alongside stable gross and adjusted EBITDA margins. At the same time, multiple research firms, including Truist Securities and Canaccord Genuity, reiterated positive ratings on Vericel, signaling continued institutional confidence despite higher operating expenses tied to headcount growth and new manufacturing...

OGE Energy (OGE) has quietly slipped about 4% over the past month and roughly 5% in the past 3 months, even as its one year total return still sits near 7%. See our latest analysis for OGE Energy. At around $42.50 per share, OGE’s recent pullback reflects cooling short term sentiment even as its one year total shareholder return of about 7% and five year total shareholder return near 69% point to steadier, long term momentum. If OGE’s slower moving utility profile has you wondering what else...

Surf Air Mobility (SRFM) is back on traders radar after Q3 results topped its own revenue guidance, and management raised the full year outlook while also unveiling a Palantir partnership that includes a sector specific exclusivity agreement. See our latest analysis for Surf Air Mobility. Even with the Palantir deal and stronger Q3 narrative giving the story fresh energy, Surf Air Mobility’s share price at $1.83 still reflects a bruising year. A sharp 90 day share price return of minus 58.97...

In recent days, Wells Fargo’s Benjamin Burnett reaffirmed a Buy rating on Liquidia Technologies, aligning with a broader analyst consensus of Strong Buy and reflecting confidence following the company’s latest quarterly update. Liquidia’s strong year-over-year revenue growth has reinforced perceptions that the company is building operational momentum, which may be influencing how analysts and investors frame its long-term potential. We will now examine how the reaffirmed Buy rating,...

FirstEnergy (FE) is back in the spotlight after agreeing to a roughly $276 million settlement tied to the House Bill 6 scandal, a deal that could finally clear major regulatory overhangs for investors. See our latest analysis for FirstEnergy. The settlement headlines land after a choppy few months, with a roughly 5.7% 1 month share price return decline, but a still solid double digit year to date share price gain and a roughly 84% 5 year total shareholder return suggesting that longer term...

In recent days, Blue Bird reported robust quarterly results with higher revenue and net profit, alongside long-term sales growth and expanding margins that have supported renewed investor optimism. Analysts have responded with stronger positive ratings and outlooks, citing the company’s leadership in alternative-power school buses, a rebounding backlog, and improved operational efficiency. We’ll now examine how this improving analyst sentiment, supported by better margins and cash flow,...

Centuri Holdings (CTRI) just lined up nearly $500 million in fresh customer awards, mostly new work, and that kind of contract momentum is exactly what catches investors’ attention in an infrastructure name. See our latest analysis for Centuri Holdings. That contract win lands on top of a powerful run, with a roughly 33% 1 month share price return and about 36% year to date share price return signaling building momentum rather than a one day pop. If Centuri’s move has you rethinking where the...

Earlier in December, Affirm Holdings renewed its buy-now-pay-later agreement with Amazon through January 2031 and expanded partnerships with Shopify in the U.K. and REVOLVE across Canada and the U.K., while management reported healthy holiday-quarter demand and stable delinquency trends. By publicly challenging third-party data pointing to weaker volumes and reiterating confidence in its credit performance, Affirm addressed key investor worries about the durability of its growth and risk...

On 10 December 2025, DoubleVerify announced that its DV Authentic Attention product is now integrated with TikTok as the first badged TikTok Marketing Partner solution for attention measurement, providing advertisers with direct, impression-level signals on exposure and engagement across formats, creatives and objectives. This move deepens DoubleVerify’s role inside a major social platform, giving advertisers new tools to diagnose creative fatigue, benchmark TikTok performance, and shift...

Omnicell (OMCL) just rolled out Titan XT, a new enterprise level automated dispensing system built on its OmniSphere cloud platform, and the launch is already reshaping how investors think about the stock. See our latest analysis for Omnicell. The launch of Titan XT coincides with Omnicell’s 30 day share price return of 30.11 percent and 90 day share price return of 51.10 percent, which signal rapidly building momentum. However, the 5 year total shareholder return of negative 60.02 percent...

ABM Industries (ABM) slid after its latest earnings update, as a headline miss on expectations and cautious commentary on margins and the WGNSTAR acquisition overshadowed decent revenue growth and a fresh dividend increase. See our latest analysis for ABM Industries. The latest pullback, including a 1 day share price return of minus 2.99% and year to date share price return of minus 17.51%, suggests sentiment has cooled despite solid earnings recovery, dividend growth and ongoing buybacks...

Hecla Mining recently hit a new 52-week high after reporting record Q3 2025 revenue, earnings, and cash flow, supported by very large year-to-date silver price gains and reduced leverage. The company’s addition to the S&P MidCap 400 Index and progress on projects such as Polaris and Midas highlight growing operational scale and exploration depth that could reshape how investors view its silver-focused portfolio. We’ll now examine how Hecla’s record earnings and S&P MidCap 400 inclusion may...

On December 18, 2025, VeriSign’s Executive Chairman, President, and CEO D Bidzos sold 9,000 company shares, contributing to a year of substantial insider selling highlighted in recent SEC filings. These transactions, set against VeriSign’s role in operating critical internet infrastructure, draw attention to how leadership’s trading activity aligns with its long-term outlook on the core domain registry business. We’ll now explore how this pattern of insider selling, particularly by the CEO,...

Cintas Corporation ( NASDAQ:CTAS ) came out with its second-quarter results last week, and we wanted to see how the...