U.S. Paper and Forestry Products Stock News

NasdaqGS:CLBK
NasdaqGS:CLBKBanks

Columbia Financial Northfield Merger Puts Focus On Growth And Execution Risks

Columbia Financial, NasdaqGS:CLBK, has announced an agreement to acquire Northfield in a significant merger deal. The transaction is expected to combine two established regional banking franchises and materially change Columbia Financial's business profile. Investors are watching the deal for its potential impact on Columbia Financial's operations, balance sheet mix, and market reach. For shareholders, the news arrives with Columbia Financial shares at $18.41 and a mixed return profile. The...
NasdaqGS:CAKE
NasdaqGS:CAKEHospitality

Cheesecake Factory (CAKE) Valuation Check As Contrasting Fair Value Estimates Emerge

Cheesecake Factory (CAKE) has drawn investor attention after recent trading swings, with the share price around US$58.67. You might be asking whether this restaurant operator’s current valuation fairly reflects its fundamentals. See our latest analysis for Cheesecake Factory. Recent trading has been choppy, with a 7 day share price return of 7.24% and a 30 day share price return of 2.48%. However, the 90 day share price return of 30.55% and 1 year total shareholder return of 12.27% suggest...
NasdaqGS:LRCX
NasdaqGS:LRCXSemiconductor

Has Lam Research (LRCX) Run Too Far After 187% One Year Surge?

If you are wondering whether Lam Research is still reasonably priced after a strong run, this article will outline what the current valuation looks like. The stock last closed at US$235.53, with returns of 2.0% over 7 days, 12.8% over 30 days, 27.3% year to date and 187.2% over 1 year. This naturally raises questions about how much optimism is already reflected in the price. Recent attention on Lam Research has focused on its role in semiconductor equipment and how investor sentiment toward...
NasdaqGS:PACB
NasdaqGS:PACBLife Sciences

Pacific Biosciences Of California (PACB) Q4 Losses Highlight Ongoing Profitability Concerns Despite Revenue Base

Pacific Biosciences of California (PACB) just wrapped up FY 2025 with Q4 revenue of about US$44.6 million and a basic EPS loss of US$0.13, alongside a full year trailing revenue base of roughly US$160.0 million and a trailing basic EPS loss of US$1.82. Over recent quarters, the company has seen revenue move from US$39.2 million in Q4 2024 to US$44.6 million in Q4 2025. Quarterly basic EPS has shifted from a small profit of US$0.01 in Q4 2024 to losses between US$0.13 and US$1.44 across FY...
NYSE:ACI
NYSE:ACIConsumer Retailing

Is It Time To Revisit Albertsons Companies (ACI) After Recent Share Price Weakness?

If you are wondering whether Albertsons Companies is offering good value at its current share price, you are not alone. This article is here to unpack that question clearly. The stock most recently closed at US$18.57, with returns of 2.7% over the past week, 4.9% over the past month, 7.3% year to date, but an 8.1% decline over the last year and a 5.3% decline over three years, while the five year return sits at 67.6%. Recent attention on Albertsons has centered on how its grocery footprint...
NYSE:SBR
NYSE:SBROil and Gas

What Sabine Royalty Trust (SBR)'s Lower Payout and February Volume Drop Means For Shareholders

Sabine Royalty Trust recently reported that its February 2026 production fell to 45,316 barrels of oil and 1,026,714 Mcf of gas, while Argent Trust Company declared a lower monthly cash distribution of US$0.283370 per unit, payable on February 27, 2026. This combination of weaker production volumes and a reduced payout directly affects the income profile that many unitholders watch closely for this royalty trust. Next, we’ll examine how the reduced cash distribution reshapes Sabine Royalty...
NasdaqCM:RGTI
NasdaqCM:RGTISemiconductor

Why Rigetti Computing (RGTI) Is Down 9.1% After Downgrade And Funding Jitters And What's Next

Recent news shows Rigetti Computing under pressure as analyst downgrades, capital-raising concerns, and investor rotation away from speculative quantum names reshape sentiment toward the company. A key insight from these developments is the growing focus on Rigetti’s long commercialization timeline and intense competition from cash-rich technology giants investing heavily in quantum computing. We’ll now examine how Rigetti’s caution about meaningful quantum demand emerging mainly after 2030...
NasdaqGS:LILA
NasdaqGS:LILATelecom

Assessing Liberty Latin America (LILA) Valuation After A Recent Share Price Pullback

What Liberty Latin America’s Recent Performance Signals for Investors Liberty Latin America (LILA) has drawn fresh attention after a mixed run in its share price, with a 3.5% decline over the past week, in contrast with gains over the month and year to date. See our latest analysis for Liberty Latin America. While the 3.5% 1-day and 7-day share price declines suggest momentum has cooled recently, Liberty Latin America still shows a positive year to date share price return, even though its...
NasdaqGS:FSLY
NasdaqGS:FSLYIT

Fastly Turnaround Raises Questions On AI Growth And Litigation Risks

Fastly reported strong fourth quarter results and its first profitable year, marking a major business turnaround. Growth in network services, security, and AI related demand contributed to record performance in key parts of the business. The company is increasing its involvement in agentic AI markets while securities litigation related to alleged misrepresentation by the former CEO continues. Fastly, traded as NasdaqGS:FSLY, sits at a current share price of $18.26 after a sharp move, with...
NYSE:RDDT
NYSE:RDDTInteractive Media and Services

Reddit (RDDT) Valuation Check As Recent Volatility Sparks Conflicting Fair Value Views

Reddit’s recent stock performance in context Reddit (RDDT) has drawn fresh attention after a volatile stretch, with the share price around $139.65 and recent returns across the past week, month, and past 3 months reflecting sharp swings in sentiment. See our latest analysis for Reddit. That recent 6.55% 1 day share price return sits against a much weaker backdrop, with a 30 day share price return of 44.67% decline and a year to date share price return of 42.27% decline. The 1 year total...
NYSE:FIX
NYSE:FIXConstruction

Why Comfort Systems USA (FIX) Is Up 8.8% After AI Data Center Backlog Hits $9.38 Billion

In recent months, Comfort Systems USA has reported very strong demand for AI data center buildouts, beating third-quarter revenue and earnings estimates and growing its project backlog to US$9.38 billion, while also preparing to release its fourth-quarter and full-year 2025 results after markets closed on February 19, 2026. Despite aggressive insider selling by senior executives, investors have focused on the company’s rapidly expanding backlog and improving returns on capital, which many...
NasdaqGS:ACIW
NasdaqGS:ACIWSoftware

A Look At ACI Worldwide’s Valuation After New Alpha Modus Partnership

ACI Worldwide (ACIW) just signed a multi year services agreement with Alpha Modus Financial Services, putting its remittance platform at the core of Alpha Cash’s bill payment offering across digital and physical retail locations. See our latest analysis for ACI Worldwide. At a share price of US$39.56, ACI Worldwide has seen a 13.0% decline in its 30 day share price return and a 15.8% decline over 90 days. The 3 year total shareholder return of 52.2% contrasts with a 24.7% decline over the...
NYSE:MH
NYSE:MHConsumer Services

McGraw Hill CEO Shift Highlights AI Push And Valuation Question

McGraw Hill (NYSE:MH) has appointed Philip Moyer as President and CEO, succeeding Simon Allen. The company is accelerating its push into AI powered education tools, gaining market share in higher education. McGraw Hill has been recognized as a leading user of AI in education and is rolling out new AI platforms with a focus on STEM. For investors watching NYSE:MH, the leadership transition comes as the company leans further into digital and AI centered offerings. The stock last closed at...
NasdaqGS:FLNC
NasdaqGS:FLNCElectrical

Why Fluence Energy (FLNC) Is Down 5.0% After Reaffirming Guidance Despite Wider Quarterly Losses

In early February 2026, Fluence Energy reported past first-quarter results showing revenue rising to US$475.23 million from US$186.79 million a year earlier, while net loss widened to US$45.07 million and loss per share increased to US$0.34. The company also reaffirmed its full-year 2026 revenue guidance of about US$3.20 billion to US$3.60 billion, underpinned by a fully covered backlog and over US$750 million in new orders, even as project cost overruns pressured margins. We’ll now...
NasdaqGS:ON
NasdaqGS:ONSemiconductor

Is ON Semiconductor (ON) Fairly Priced After Recent Share Price Strength?

If you are wondering whether ON Semiconductor is priced attractively right now, it helps to step back and look at how the current share price lines up with different valuation checks. The stock last closed at US$72.21, with returns of 10.8% over 7 days, 19.2% over 30 days, 27.4% year to date, 39.3% over 1 year, an 11.8% decline over 3 years, and 72.5% over 5 years. Recent price action has been shaped by ongoing investor interest in semiconductor names and how they might fit into themes such...
NYSE:NVT
NYSE:NVTElectrical

nVent’s Earnings Jump and Acquisition Pipeline Could Be A Game Changer For nVent Electric (NVT)

In early February 2026, nVent Electric reported that fourth-quarter 2025 sales rose to US$1,066.7 million and full-year sales reached US$3,893.1 million, alongside higher net income and earnings per share versus the prior year, while management highlighted a strong balance sheet and an active pipeline of potential acquisitions. This combination of improved financial performance and acquisition appetite underscores nVent’s push to deepen its presence in infrastructure-heavy areas such as data...
NasdaqGS:MNDY
NasdaqGS:MNDYSoftware

monday.com (MNDY) Is Down 26.1% After 2025 Beat And Cautious 2026 Guidance – Has The Bull Case Changed?

In February 2026, monday.com reported fourth-quarter 2025 sales of US$333.88 million and net income of US$76.69 million, alongside full-year 2025 sales of US$1.23 billion and net income of US$118.74 million, and disclosed completion of a US$135 million buyback of 884,000 shares. At the same time, the company issued 2026 revenue guidance of US$1.45 billion to US$1.46 billion, which, while implying continued growth, raised fresh questions about how moderating demand among smaller customers and...
NYSE:GMED
NYSE:GMEDMedical Equipment

Is Globus Medical (GMED) Pricing Look Attractive After Recent Sideways Share Performance

If you are wondering whether Globus Medical at around US$88.09 is offering good value today, you are not alone in asking whether the current price properly reflects the business. The share price has been fairly steady over the past week with a 0.3% return, sits slightly lower over the last month with a 4.7% decline, and is up 0.9% year to date, while the 1 year and 3 year returns of 5.0% and 46.4% give longer term holders a different perspective on risk and reward. Recent coverage has...
NYSE:SBH
NYSE:SBHSpecialty Retail

A Look At Sally Beauty Holdings (SBH) Valuation After Recent Share Price Momentum

Recent return profile and business backdrop Sally Beauty Holdings (SBH) has drawn attention after a recent 1 day return of 7.16%, adding to gains of 0.99% over the past week and 3.82% over the past month. Over the past 3 months, the stock shows a 15.09% return, with a 12.63% year to date move and a 75.67% total return over the past year, set against a 3 year total return of a 4.67% decline and a 5 year total return of 3.95%. See our latest analysis for Sally Beauty Holdings. The recent 1 day...
NYSE:HCI
NYSE:HCIInsurance

Is HCI Group (HCI) Still Attractive After Recent Share Price Pullback?

If you are trying to figure out whether HCI Group at around US$157.96 is still good value or already priced for perfection, you are in the right place. The stock has seen mixed returns, with a 3.3% decline over the last 7 days, a 10.5% decline over the last 30 days, a 14.1% decline year to date, a 34.6% gain over the last year and a very large 3 year return of 215.5% alongside a 192.5% return over 5 years. Recent price moves often tie back to changing views on insurance risk, regulatory...
NasdaqGS:ARWR
NasdaqGS:ARWRBiotechs

Is Arrowhead’s Profit Surge and S&P MidCap 400 Move Altering The Investment Case For Arrowhead Pharmaceuticals (ARWR)?

Arrowhead Pharmaceuticals reported first-quarter 2026 results showing sales of US$264.03 million versus US$2.5 million a year earlier and net income of US$30.81 million, while also being added to the S&P MidCap 400 and its health care and biotechnology subsectors after leaving the S&P SmallCap 600. The move from a loss per share of US$1.39 to earnings of US$0.22, alongside index reclassification into the mid-cap benchmarks, highlights a rapid shift in Arrowhead’s scale and financial...
NYSE:ADX
NYSE:ADXCapital Markets

Is ADX’s New AI-Focused Director Quietly Reframing the Fund’s Long-Term Strategy Narrative?

The Boards of Directors of Adams Diversified Equity Fund and Adams Natural Resources Fund recently elected Dr. Steven G. Chambers as an independent director, adding deep experience in educational technology and artificial intelligence to the Funds’ governance. This appointment underscores how a traditional closed-end equity fund is actively bringing AI and technology expertise into its oversight structure, reflecting the growing role of advanced analytics in asset management. We’ll now...
NYSE:CNS
NYSE:CNSCapital Markets

Is Cohen & Steers’ (CNS) Mutual-Fund-to-ETF Shift Redefining Its Active ETF Growth Ambitions?

Cohen & Steers has already moved to convert its actively managed Future of Energy mutual fund into an exchange-traded fund, aligning the product with the ETF structure favored by many investors. This shift underscores how even historically mutual-fund-focused managers are repositioning their product lineups as mutual-fund-to-ETF conversions reached a record level in 2025. Next, we’ll examine how converting the Future of Energy Fund into an ETF could influence Cohen & Steers’ active ETF...
NasdaqGS:TXG
NasdaqGS:TXGLife Sciences

Shrinking TTM Loss At 10x Genomics (TXG) Tests Bearish Earnings Narratives

10x Genomics FY 2025 earnings snapshot 10x Genomics (TXG) closed FY 2025 with Q4 revenue of US$166.0 million and a basic EPS loss of US$0.13, alongside trailing twelve month revenue of US$642.8 million and a TTM EPS loss of US$0.35 that keeps the focus squarely on the income statement. Over recent quarters the company has seen revenue range between US$149.0 million and US$172.9 million per quarter, with basic EPS swinging from a profit of US$0.28 in Q2 2025 to losses of US$0.28 in Q1, US$0.22...