U.S. Paper and Forestry Products Stock News

NYSE:ARMK
NYSE:ARMKHospitality

How Investors Are Reacting To Aramark (ARMK) Reaffirmed 2026 Guidance And Buybacks Amid Mixed Q1 Results

In the past week, Aramark reported first‑quarter fiscal 2026 results showing sales of US$4,831.55 million, higher than a year earlier, while net income and earnings per share from continuing operations were slightly lower; the company also completed a US$168.56 million buyback program and affirmed a quarterly dividend of US$0.12 per share. Management reiterated full‑year 2026 guidance, including expected revenue between US$19.55 billion and US$19.95 billion and mid‑single‑digit organic...
NasdaqGS:WDC
NasdaqGS:WDCTech

Is Western Digital (WDC) Still Attractive After Its 447% One-Year Share Price Surge

If you are wondering whether Western Digital shares are still reasonably priced after their recent run, or if the value case has already played out, this article walks through what the current price might be indicating. The stock closed at US$281.58, with a 0.4% decline over the last 7 days, a 31.0% gain over 30 days, a 50.0% gain year to date, a 447.0% gain over 1 year and an increase of about 8x over 3 years, with the 5 year return also described as very large. These moves sit against a...
NYSE:IT
NYSE:ITIT

Gartner (IT) Margin Reset To 11.2% Challenges Bullish Earnings Narratives

Gartner FY 2025 earnings snapshot Gartner (IT) has wrapped up FY 2025 with Q4 revenue of US$1.8b and basic EPS of US$3.36, alongside net income of US$242.2m, setting the tone for how investors will read the year as a whole. Over recent quarters, the company has seen revenue move from US$1.5b in Q1 2025 to US$1.7b in Q2 and US$1.5b in Q3. Basic EPS has ranged from US$2.73 to US$3.36 across the year, giving you a clear view of how earnings are tracking through the cycle. With trailing net...
NYSE:PINE
NYSE:PINEREITs

How Investors Are Reacting To Alpine Income (PINE) Balancing Higher Dividends With Losses And Cheaper Credit

In early February 2026, Alpine Income Property Trust reported full-year 2025 results showing higher sales and revenue but a net loss, while simultaneously amending and expanding its unsecured credit facility and announcing both a higher common dividend and a declared preferred dividend payable on March 31, 2026. Together, the return to a loss-making position alongside a 5.3% common dividend increase and cheaper, longer-dated credit lines raises important questions about how Alpine is...
NYSE:KNSL
NYSE:KNSLInsurance

Kinsale Capital Group Q4 Combined Ratio Of 71.7% Reinforces Quality Underwriting Narrative

Kinsale Capital Group (KNSL) has wrapped up FY 2025 with fourth quarter revenue of US$483.3 million and EPS of US$6.01, underpinned by net income of US$138.6 million and a combined ratio of 71.7%. The company has seen quarterly revenue move from US$412.1 million in Q4 2024 to US$423.4 million in Q1 2025, US$469.8 million in Q2, US$497.5 million in Q3 and US$483.3 million in Q4 2025. EPS shifted from US$4.71 in Q4 2024 through US$3.85, US$5.79 and US$6.12 across the first three quarters of...
NasdaqGS:CORZ
NasdaqGS:CORZSoftware

Core Scientific (CORZ) Is Up 6.1% After Broker Highlights HPC Leasing Shift Has The Bull Case Changed?

In early February 2026, Keefe, Bruyette & Woods reiterated an Outperform rating on Core Scientific, highlighting its ongoing transition away from bitcoin mining toward leasing high-performance computing capacity. The broker pointed to expected updates on Core Scientific’s high-performance computing pipeline and potential new leasing deals as key reasons for renewed investor attention on the company’s evolving business model. We’ll now examine how this focus on expanding high-performance...
NYSE:VLO
NYSE:VLOOil and Gas

Is Valero Energy (VLO) Still Attractive After A 52% One Year Share Price Surge?

If you are wondering whether Valero Energy is still good value after its recent run, you are not alone. This article looks squarely at what you are paying for each dollar of the business. The share price closed at US$200.17, with returns of 7.3% over 30 days, 21.1% year to date, 52.3% over 1 year and 69.2% over 3 years, while the last 7 days showed a 1.2% decline. Recent headlines around Valero Energy have centered on its role as a large US refiner and how investors are weighing fuel demand...
NasdaqGS:FHB
NasdaqGS:FHBBanks

Assessing First Hawaiian (FHB) Valuation After Recent Share Price Swings

First Hawaiian (FHB) has drawn investor attention after recent share price swings, including a small 1 day gain alongside a decline over the past week, prompting closer focus on its fundamental profile. See our latest analysis for First Hawaiian. That small 0.8% 1 day share price gain sits against a softer 7 day share price return of a 3.4% decline, while a 90 day share price return of 8.5% and 1 year total shareholder return of 1.2% point to modest, but still positive, longer term...
NYSE:RPT
NYSE:RPTMortgage REITs

Rithm Property Trust (RPT) Q3 Revenue Of US$3.6 Million Tests Bullish Growth Narratives

Rithm Property Trust (RPT) has put out its latest FY 2025 numbers with third quarter total revenue of US$3.6 million and basic EPS of a US$0.21 loss, following second quarter revenue of US$4.7 million with EPS of US$0.08. Over recent quarters, the company has seen revenue move from US$5.4 million in Q4 2024 to a US$0.9 million loss in Q1 2025, alongside EPS shifting from US$0.35 to a US$0.49 loss. This leaves investors weighing how much of the current earnings profile reflects temporary...
NYSE:QSR
NYSE:QSRHospitality

Restaurant Brands International (QSR) Margin Compression Challenges Bullish Profitability Narrative

Restaurant Brands International (NYSE:QSR) closed out FY 2025 with Q4 revenue of US$2.5b and basic EPS of US$0.69, while trailing twelve month revenue came in at US$9.4b with EPS of US$2.74. Over recent periods, revenue has moved from US$2.3b in Q4 2024 to US$2.5b in Q4 2025, and trailing EPS has shifted from US$3.20 to US$2.74, giving investors a clear read on both the top line and per share earnings trend as the year wrapped up. With a trailing net profit margin of 9.6% versus 12.1% the...
NasdaqGS:SFD
NasdaqGS:SFDFood

Smithfield Foods Reshapes Portfolio With Nathan’s Deal And Plant Closure

Smithfield Foods (NasdaqGS:SFD) has entered a definitive agreement to acquire Nathan’s Famous. At the same time, the company plans to close its Massachusetts dry sausage plant and cut related jobs. Both moves are part of a broader restructuring tied to production shifts after adding capacity in other locations. Smithfield Foods, known for its pork and packaged meat products, is using the Nathan’s Famous acquisition to expand its branded portfolio and reach more consumers in the processed...
NYSE:NUS
NYSE:NUSPersonal Products

Nu Skin Enterprises (NUS) Return To Profitability Challenges Longstanding Bearish Narratives

Nu Skin Enterprises (NUS) has just reported its FY 2025 numbers with fourth quarter revenue of US$370.3 million and basic EPS of US$0.30, alongside full year trailing twelve month revenue of about US$1.6 billion and basic EPS of US$2.21. Over recent quarters, revenue has moved from US$445.6 million and basic EPS of a loss of US$0.73 in Q4 2024 to US$364.5 million with EPS of US$2.16 in Q1 2025, then US$386.1 million and US$0.43 in Q2, US$364.2 million and US$0.35 in Q3, and now US$370.3...
NasdaqGS:AEP
NasdaqGS:AEPElectric Utilities

A Look At American Electric Power Company (AEP) Valuation After Earnings Beat Dividend Hike And Capital Plan Update

American Electric Power Company (AEP) just posted quarterly earnings and revenue ahead of analyst expectations, raised its quarterly dividend, reaffirmed 2026 earnings guidance, and highlighted a large multiyear capital plan tied to rising data center demand. See our latest analysis for American Electric Power Company. The strong Q4 update, higher dividend, reaffirmed 2026 outlook and large capital plan have come alongside a 1 year total shareholder return of 31.86% and a year to date share...
NYSE:BIRK
NYSE:BIRKLuxury

Birkenstock Q1 Beat, Retail Expansion And Buyback Contrast With Weak Share Price

Birkenstock Holding (NYSE:BIRK) reported robust first quarter revenue growth that exceeded its full year guidance. The company highlighted broad based strength across regions, with especially rapid expansion in APAC. Birkenstock continued to grow its global retail footprint and advanced its push toward four season footwear offerings. Management approved a new €200 million share repurchase program, signaling confidence in the brand and balance sheet. Birkenstock comes into this update with...
NYSE:KEYS
NYSE:KEYSElectronic

Assessing Keysight Technologies (KEYS) Valuation After The SOS Enterprise Platform Launch

Keysight Technologies (KEYS) is drawing fresh attention after launching SOS Enterprise, an advanced engineering data management platform aimed at automating governance, traceability, compliance, and AI readiness across complex, multi site semiconductor and electronics workflows. See our latest analysis for Keysight Technologies. The SOS Enterprise launch lands at a time when momentum in Keysight’s share price has been building, with a 30 day share price return of 11.51% and a 90 day share...
NYSE:GPI
NYSE:GPISpecialty Retail

A Look At Group 1 Automotive (GPI) Valuation After Its 10% Dividend Rate Increase For 2026

Group 1 Automotive (GPI) caught investor attention after its board approved a 10% increase in the 2026 annual dividend rate to $2.20 per share, with a $0.55 quarterly payment scheduled for March. See our latest analysis for Group 1 Automotive. Even with the dividend increase, recent trading has been softer. The 30-day share price return is 16% and the year-to-date share price return is 14.96%, contributing to a 1-year total shareholder return of 30.32%. The 3- and 5-year total shareholder...
NYSE:FUBO
NYSE:FUBOInteractive Media and Services

Assessing FuboTV (FUBO) Valuation After Recent Share Price Weakness And Deep Price To Sales Discount

FuboTV (FUBO) has drawn fresh attention as investors reassess its live TV streaming model, with the stock recently closing at US$1.34 after mixed short term share price performance. See our latest analysis for FuboTV. That latest move comes after a sharp reset in sentiment, with a 30 day share price return of 48.06% decline and a 90 day share price return of 62.88% decline, pointing to fading momentum despite the modest 1 day share price gain. If FuboTV’s swings have you reassessing your...
NasdaqCM:APPS
NasdaqCM:APPSSoftware

A Look At Digital Turbine (APPS) Valuation After Raised 2026 Guidance And Return To Quarterly Net Income

Digital Turbine (APPS) is back on investors’ radar after raising its 2026 revenue outlook to US$553 million to US$558 million and reporting third quarter results that showed a shift from a net loss to net income. See our latest analysis for Digital Turbine. The recent guidance hike and return to quarterly net income have arrived during a weak patch for the stock, with a 30 day share price return of a 20.04% decline and a 1 year total shareholder return of a 32.31% loss indicating that...
NasdaqGS:ARLP
NasdaqGS:ARLPOil and Gas

A Look At Alliance Resource Partners (ARLP) Valuation After Trump’s Coal Support Executive Order

Alliance Resource Partners (ARLP) moved into focus after President Donald Trump signed an executive order directing the Department of War to prioritize electricity purchases from coal fired plants and to commit US$175 million to upgrade six coal facilities. See our latest analysis for Alliance Resource Partners. The policy boost comes on top of steady market gains, with a 7 day share price return of 5.95% and a year to date share price return of 10.86%, while the 5 year total shareholder...
NasdaqGS:RARE
NasdaqGS:RAREBiotechs

Ultragenyx Pharmaceutical (RARE) TTM US$575 Million Loss Tests Bullish Profitability Narratives

Ultragenyx Pharmaceutical (RARE) just closed out FY 2025 with fourth quarter revenue of US$207 million and a basic EPS loss of US$1.29, while trailing twelve month revenue came in at US$673 million against a TTM basic EPS loss of US$5.83. The company has seen quarterly revenue move from US$164.9 million in Q4 2024 to US$207 million in Q4 2025, alongside quarterly basic EPS losses ranging between US$1.17 and US$1.81 over the year. For investors, the latest numbers keep the focus squarely on...
NasdaqGS:AMSC
NasdaqGS:AMSCElectrical

Is It Too Late To Consider American Superconductor (AMSC) After Its Recent Price Surge?

If you are wondering whether American Superconductor’s share price still makes sense at current levels, this article walks through what the numbers say about value rather than hype. The stock recently closed at US$34.26, with returns of 21.6% over 7 days, 9.6% over 30 days, 8.5% year to date, 9.9% over 1 year and a very large gain over 3 years, with a 5 year return of 31.9%. These moves have put American Superconductor back on many investors’ watchlists, as they reassess whether the current...
NYSE:KIM
NYSE:KIMRetail REITs

Kimco Realty Dividend Hike Meets Record Occupancy And Leasing Strength

Kimco Realty (NYSE:KIM) has approved a 4% increase to its quarterly common dividend for 2025. The company reported record overall portfolio occupancy for 2025. Kimco also recorded its highest quarterly new leasing volume in more than 10 years. Kimco Realty, a major owner of open air shopping centers, sits at the intersection of retail property and consumer spending trends. For investors following real estate income names, a 4% dividend increase from NYSE:KIM and record portfolio occupancy...
NYSE:QTWO
NYSE:QTWOSoftware

A Look At Q2 Holdings (QTWO) Valuation After Raised 2026 Guidance And Profitability Gains

Q2 Holdings (QTWO) just paired strong fourth quarter and full year 2025 results with fresh 2026 guidance, combining double digit revenue growth, higher profitability, and an updated outlook on subscription and AI driven digital banking services. See our latest analysis for Q2 Holdings. Despite the upbeat earnings and guidance, Q2 Holdings' recent share price performance has been weak. The 30 day share price return is 22.61% and the 90 day share price return is 26.53%, while the 1 year total...
NasdaqGS:QS
NasdaqGS:QSAuto Components

QuantumScape Edges Toward Commercial Scale With Eagle Line And Licensing Shift

QuantumScape launched its Eagle Line pilot production line, targeting scalable solid state battery output. The company integrated its Cobra manufacturing process into Eagle Line to support higher volume production. QuantumScape expanded agreements with major automotive OEMs and recorded its first customer billings. PowerCo shifted to a licensing only model with QuantumScape, changing the risk and capital mix of that relationship. The company moved into non automotive markets such as data...