U.S. Paper and Forestry Products Stock News

NasdaqGS:BKNG
NasdaqGS:BKNGHospitality

Booking Holdings Split And OpenTable Media Shift Growth Story

Booking Holdings (NasdaqGS:BKNG) has announced a 25-for-1 stock split, aiming to make its high-priced shares more accessible to a wider base of investors. The company also revealed a new media solution through its OpenTable platform, creating paid partnership and advertising opportunities for restaurant and brand partners. Booking Holdings comes into these announcements with a share price of $4,239.35 and a mixed return profile, including a 4.0% gain over the past week alongside a 16.6%...
NasdaqGS:HON
NasdaqGS:HONIndustrials

Honeywell Portfolio Shake Up And Catalyst Deal Repricing Test Valuation

Honeywell International (NasdaqGS:HON) is progressing through a wide portfolio reshaping that includes planned asset sales and an anticipated spin off of its aerospace and automation businesses. The company has amended its acquisition agreement for Johnson Matthey's Catalyst Technologies business, revising the purchase price and timing of the deal. Institutional investors have recently initiated new positions in Honeywell, citing that the impact of these portfolio moves is not fully...
NYSE:KBR
NYSE:KBRProfessional Services

KBR (KBR) Valuation Check After Majnoon Contract Win And Earnings Beat

KBR (KBR) is back in focus after a busy earnings week, combining a major Majnoon oil field contract in Iraq with fourth quarter results that paired lower revenue with higher net income and confirmed 2026 guidance. See our latest analysis for KBR. The latest contract wins and confirmed 2026 guidance arrive after a period where the share price has been relatively muted. The 90 day share price return is 2.45% and the 1 year total shareholder return shows a decline of 12.70%, while the 5 year...
NasdaqGS:POOL
NasdaqGS:POOLRetail Distributors

Pool Corp (POOL) Margin Drift Challenges Bullish Earnings Narrative After FY 2025 Results

Pool Corp (POOL) has wrapped up FY 2025 with fourth quarter revenue of US$982.2 million and basic EPS of US$0.86, alongside trailing twelve month revenue of about US$5.3 billion and EPS of US$10.89. This gives investors a clear snapshot of both its seasonal quarter and full year earnings power. The company has seen quarterly revenue range from US$982.2 million in Q4 2025 to US$1.8 billion in Q2 2025, while basic EPS moved between US$0.86 and US$5.19 over the same period. This sets the...
NYSE:ACM
NYSE:ACMConstruction

Is There Still Value In AECOM (ACM) After Years Of Strong Share Price Returns?

If you are wondering whether AECOM at around US$97.54 is offering fair value or a potential mismatch between price and fundamentals, you are in the right place. The stock has been relatively steady in the short term, with a 0.4% decline over the last 7 days and a 0.1% move over 30 days, while the longer view shows a 1.2% return year to date, an 11.9% return over 3 years and a 74.1% return over 5 years. Recent coverage of AECOM has focused on its position as a large player in capital projects...
NasdaqGS:XERS
NasdaqGS:XERSPharmaceuticals

A Look At Xeris Biopharma Holdings (XERS) Valuation After Recent Share Price Weakness

Xeris Biopharma Holdings (XERS) has drawn attention after recent share price pressure, with the stock down over the month and past 3 months, despite positive annual revenue and net income growth figures. See our latest analysis for Xeris Biopharma Holdings. At a latest share price of US$6.12, Xeris Biopharma’s weaker recent share price returns over the past month and quarter contrast with a much stronger 1 year and 3 year total shareholder return. This suggests that momentum has cooled after...
NasdaqGS:MU
NasdaqGS:MUSemiconductor

Should Fully Booked 2026 HBM Capacity and New Fabs Require Action From Micron Technology (MU) Investors?

In recent weeks, Micron Technology has highlighted unprecedented demand for its high-bandwidth memory and DRAM, with its entire 2026 HBM output already contracted and multi-year capacity expansions underway in the US, Japan, and New York to address an industry-wide memory shortage tied to AI data centers. This combination of fully booked premium memory supply, long-term contracts, and large-scale capacity investment is giving Micron unusually high revenue visibility in a usually cyclical...
NasdaqGS:PLAB
NasdaqGS:PLABSemiconductor

Photronics Growth Story Balances Record IC Revenue With Insider Selling

Photronics reported record high end integrated circuit revenue for the second consecutive quarter. The company is expanding facilities to broaden its geographic revenue mix as chipmaking becomes more regionally focused. Insiders have been consistently selling shares without any reported insider purchases over the same period. Photronics, trading on NasdaqGS:PLAB, is drawing attention after back to back record quarters for high end integrated circuit revenue alongside an active facility...
NasdaqGS:ECPG
NasdaqGS:ECPGConsumer Finance

Assessing Encore Capital Group (ECPG) Valuation After Strong Recent Share Price Momentum

Why Encore Capital Group is on investors’ radar Encore Capital Group (ECPG) has been drawing attention after a strong recent share price move, with returns over the past month and past 3 months standing out against its longer term track record. See our latest analysis for Encore Capital Group. The recent momentum has been strong, with a 6.8% 1 day share price return adding to a 26.7% 30 day share price return and an 81.1% 1 year total shareholder return, which points to shifting expectations...
NasdaqGS:CME
NasdaqGS:CMECapital Markets

Is It Too Late To Consider CME Group (CME) After Its Strong 1-Year Share Price Run?

If you are wondering whether CME Group at around US$319.50 is still offering value after its recent run, this article walks through what the current price might be implying about the business. The stock has posted returns of 3.7% over the past week, 11.7% over the last 30 days, 18.5% year to date and 28.3% over the past year, with a 3 year return of 92.8% and 5 year return of 80.5%. Recent coverage has focused on CME Group's role as a major exchange operator and its position in global...
NYSE:NUVB
NYSE:NUVBPharmaceuticals

Nuvation Bio (NUVB) Is Up 8.6% After Advancing Safusidenib Into Phase 3 Brain Cancer Trial

Nuvation Bio recently finalized a protocol amendment that expands its global SIGMA study of safusidenib into a Phase 3 trial, broadening eligibility to include patients with high‑risk grades 2 and 3 and grade 4 IDH1‑mutant astrocytoma after standard‑of‑care treatment. This shift into a registrational Phase 3 setting materially advances safusidenib within Nuvation Bio’s pipeline, potentially reshaping the company’s role in treating aggressive IDH1‑mutant brain tumors. Next, we’ll examine how...
NYSE:WH
NYSE:WHHospitality

Is Wyndham Hotels & Resorts (WH) Pricing In Too Much Optimism After Its Recent Rally?

If you are wondering whether Wyndham Hotels & Resorts is pricing in too much optimism or still offering value, this article will walk you through what the current share price could be telling you. The stock last closed at US$81.80, after a 12.4% gain over the past month, while it shows a 23.0% decline over the past year and a 37.0% return over five years. Recent news flow around Wyndham has centered on its position in the global hotel and franchising space, including attention on how brand...
NYSE:PFE
NYSE:PFEPharmaceuticals

Pfizer’s New mCRC Standard Of Care And What It Means For Valuation

Pfizer received full FDA approval for BRAFTOVI (encorafenib) in combination with cetuximab and fluorouracil based chemotherapy for BRAF V600E mutant metastatic colorectal cancer. The decision is based on Phase 3 BREAKWATER trial results and establishes the regimen as a new first line standard of care in this setting. The approval expands treatment options for oncologists and deepens Pfizer's presence in colorectal cancer within its oncology portfolio. For investors watching NYSE:PFE, this...
NasdaqGS:FTAI
NasdaqGS:FTAITrade Distributors

Is It Too Late To Consider FTAI Aviation (FTAI) After A 140% One Year Surge?

If you are wondering whether FTAI Aviation's share price still offers value or if most of the opportunity is already priced in, this article is for you. The stock last closed at US$305.80, with returns of 5.5% over 7 days, 10.9% over 30 days, 45.4% year to date and 139.9% over 1 year, while the 3 year and 5 year returns are both very large. Recent attention on FTAI Aviation has focused on its sharp share price performance and the business model that supports aircraft and engine related...
NYSE:DNOW
NYSE:DNOWTrade Distributors

DNOW (DNOW) Q4 Loss Of US$159m Tests Bullish Growth And Valuation Narratives

DNOW (DNOW) closed out FY 2025 with Q4 revenue of US$959 million and a basic EPS loss of US$1.03, while the trailing twelve months show revenue of US$2.8 billion and a basic EPS loss of US$0.76. Over recent quarters, the company has seen revenue move from US$571 million in Q4 2024 to US$959 million in Q4 2025, with quarterly EPS shifting from US$0.18 in Q4 2024 to US$0.20, US$0.24 and US$0.23 in the first three quarters of 2025, before the Q4 loss. For investors, that mix of higher revenue...
NYSE:COP
NYSE:COPOil and Gas

ConocoPhillips Permian Sale Review Highlights Portfolio High Grading And Cash Goals

ConocoPhillips (NYSE:COP) is reportedly weighing the sale of certain Permian Basin assets in a potential US$2b transaction. The assets under review sit within one of the most active US shale regions, drawing interest from both industry buyers and private equity firms. The move is described as part of a broader effort by the company to streamline its portfolio and adjust its asset mix. For you as an investor, the Permian sits at the heart of US shale oil and gas activity, and ConocoPhillips...
NasdaqGS:SHOO
NasdaqGS:SHOOLuxury

Steven Madden Q4 Beat Highlights Brand Strength But Tariff And Margin Strain

Steven Madden (NasdaqGS:SHOO) reported Q4 2025 results that came in above its prior guidance. The quarter featured strong performance in its core footwear business and the recently acquired Kurt Geiger brand. The company recorded an impairment on intangible assets related to its portfolio. Management cited ongoing U.S. tariff policy challenges and chose not to issue earnings guidance for 2026. Steven Madden, a well known name in branded footwear and accessories, sits at the intersection of...
NYSE:JBL
NYSE:JBLElectronic

Jabil Faces New Tariff Headwinds As Strong Run Meets Valuation Cushion

The US administration has imposed a new 15% global tariff under the Trade Act of 1974. This policy affects companies with extensive international supply chains, including Jabil (NYSE:JBL). The tariff change introduces new uncertainty for Jabil’s cost structure and cross border operations. Jabil, trading at $264.99, has been closely tied to global manufacturing and complex supply chains, so a broad 15% tariff directly touches the core of how it does business. The stock has shown strong...
NasdaqGS:BSY
NasdaqGS:BSYSoftware

Is Bentley Systems (BSY) Share Price Slide Creating A Potential Opportunity Today

If you are wondering whether Bentley Systems' current share price lines up with its underlying worth, this article will walk through what the numbers say and where valuation questions remain open. The stock last closed at US$36.56, with returns of 8.0% over the past 7 days, a 2.1% decline over 30 days, a 4.2% decline year to date, and a 16.2% decline over the past year, along with a 12.7% decline over 3 years and a 20.9% decline over 5 years. Recent coverage of Bentley Systems has focused on...
NasdaqGM:APGE
NasdaqGM:APGEBiotechs

A Look At Apogee Therapeutics (APGE) Valuation As Great Point Partners Lifts Its Stake

Great Point Partners has increased its exposure to Apogee Therapeutics (APGE), with filings showing the fund now holds about 9.15% of its assets in the company, alongside advancing atopic dermatitis and asthma programs. See our latest analysis for Apogee Therapeutics. Apogee’s latest US$70.05 share price comes after a mixed few months, with a slightly negative 90 day share price return but a very strong 1 year total shareholder return of about 123%, as investors focus on upcoming trial...
NYSE:COMP
NYSE:COMPReal Estate

Is Compass (COMP) Now Attractively Priced After The Recent 24.6% Share Price Decline?

If you are wondering whether Compass at around US$9.84 is priced fairly or offering value, you are not alone. This article is built to help you make sense of that question. The share price has seen a 24.6% decline over the last 30 days, even though the 1 year return sits at 9.4% and the 3 year return is very large. Recent coverage has focused on Compass as a real estate platform operator, with investors watching how its model responds to shifts in housing activity and transaction volumes...
NasdaqGS:MTSI
NasdaqGS:MTSISemiconductor

Stronger Margins, Bookings and Guidance Might Change The Case For Investing In MACOM (MTSI)

Earlier this week, MACOM Technology Solutions Holdings reported quarterly results that were in line with expectations, highlighted by sequential gross margin improvement, strong year-on-year revenue growth and one of its strongest booking quarters in years, alongside guidance for the next quarter that exceeded analyst forecasts. Management emphasized that robust demand across data infrastructure, satellite communications and industrial applications is aligning with its focus on higher-value...
NYSE:BK
NYSE:BKCapital Markets

Bank Of New York Mellon Capital Move Tests Valuation And Dividend Appeal

Bank of New York Mellon Corporation (NYSE:BK) completed a $500 million preferred stock offering of Series M Noncumulative Perpetual Preferred Stock via depositary shares. The company indicated that proceeds may be used to redeem outstanding Series F Preferred Stock and potentially Series H Preferred Stock. For investors watching BNY, the preferred stock move comes with the common share price at $118.8 and a value score of 3. The stock has returned 36.4% over the past year and 151.5% over 3...
NYSE:MAIN
NYSE:MAINCapital Markets

Main Street Capital (MAIN) One Off Gain Clouds Earnings Narratives After FY 2025 Results

Main Street Capital (MAIN) has wrapped up FY 2025 with fourth quarter revenue of US$145.5 million and EPS of US$1.46. Trailing 12 month figures sit at US$566.4 million of revenue and EPS of US$5.52, setting a clear baseline for how the business is currently earning its keep. The company has seen quarterly revenue range from US$137.0 million to US$145.5 million through 2025, with EPS moving between US$1.31 and US$1.46, and trailing 12 month net income holding in the US$493.4 million area. This...