U.S. Paper and Forestry Products Stock News

NYSE:MMS
NYSE:MMSProfessional Services

Earnings Jump And Major Buyback Completion Might Change The Case For Investing In Maximus (MMS)

In early February 2026, Maximus, Inc. reported first-quarter 2026 results showing sales of US$1,345.05 million versus US$1,402.68 million a year earlier, but net income more than doubled to US$93.94 million and diluted earnings per share from continuing operations rose to US$1.70 from US$0.69. Alongside narrowing full-year 2026 revenue guidance to US$5.20–US$5.35 billion to reflect a business divestiture, Maximus completed a multi-year share repurchase program totaling 9,320,365 shares, or...
NYSE:ROG
NYSE:ROGElectronic

How Investors Are Reacting To Rogers (ROG) As ACK Asset Management Takes a 5% 13F Stake

On February 13, 2026, ACK Asset Management LLC disclosed a new position in Rogers (NYSE:ROG), acquiring 436,707 shares in an estimated US$39.99 million trade, representing 5.0% of the fund's reported 13F assets. This new institutional stake highlights growing professional investor attention on Rogers’ role in engineered materials for electric vehicles, wireless infrastructure, aerospace, defense, and industrial applications. We’ll now examine how ACK Asset Management’s sizable new position...
NasdaqGS:PCAR
NasdaqGS:PCARMachinery

Should PACCAR’s Brighter 2026 Outlook and Insider Selling Require Action From PACCAR (PCAR) Investors?

In recent months, PACCAR highlighted an improved 2026 outlook as executives reported early signs of demand recovery, stronger order intake, and higher expected margins after removing tariff surcharges. At the same time, institutional investor CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM increased its PACCAR holdings while corporate insiders continued to sell shares, underscoring a divergence between long-term external buying and internal profit-taking. Now we’ll examine how this brighter...
NYSE:ECL
NYSE:ECLChemicals

Is Ecolab’s Strong Q4 and Ongoing Buybacks Reshaping the Investment Case for Ecolab (ECL)?

Ecolab Inc. recently reported its fourth-quarter 2025 results, with revenue rising to US$4,196 million and net income reaching US$563.9 million, alongside higher earnings per share compared with the prior year period. For 2025 as a whole, revenue increased to US$16.08 billion while full-year earnings per share edged slightly lower, as Ecolab continued to return cash to shareholders through a long-running buyback that has retired nearly 22% of its shares. We’ll now examine how Ecolab’s...
NYSE:DINO
NYSE:DINOOil and Gas

HF Sinclair (DINO) Valuation Check As Industrial Oils Unlimited Acquisition And 52 Week High Draw Attention

HF Sinclair (DINO) is back in focus after completing its purchase of Industrial Oils Unlimited. The move broadens its U.S. lubricants footprint as the share price touches a fresh 52 week high. See our latest analysis for HF Sinclair. The completion of the Industrial Oils Unlimited deal comes as HF Sinclair’s share price has moved to US$58.53, with a 20.36% 1 month share price return and a 61.80% 1 year total shareholder return, suggesting momentum has been building recently. If this...
NYSE:SHAK
NYSE:SHAKHospitality

Shake Shack (SHAK) Valuation Check After Recent Share Pullback And Long Term Return Swings

What Shake Shack’s recent returns might be telling investors Shake Shack (SHAK) has recently seen mixed share performance, with a 1 day return of about a 1% decline, a 7 day return near a 9% decline, and a month return around an 11% decline. See our latest analysis for Shake Shack. Looking beyond the latest pullback, Shake Shack’s 90 day share price return of about 2% and year to date share price return near 6% sit alongside a 1 year total shareholder return of roughly 19% decline and a 3...
NasdaqGS:RGLD
NasdaqGS:RGLDMetals and Mining

Is It Too Late To Consider Royal Gold (RGLD) After Its Strong Multi‑Year Rally?

If you are asking yourself whether Royal Gold is still fairly priced after its strong run, this article will walk through what the current share price might be implying. Royal Gold's share price last closed at US$286.10, with stated returns of 2.5% over 7 days, 7.9% over 30 days, 29.4% year to date, 96.7% over 1 year, 143.0% over 3 years and 175.3% over 5 years. Recent coverage around Royal Gold has focused on its role as a precious metals royalty and streaming company, which can behave...
NasdaqGS:GOSS
NasdaqGS:GOSSBiotechs

Barclays Upgrade and 81% Institutional Ownership Could Be A Game Changer For Gossamer Bio (GOSS)

Earlier this week, Barclays upgraded Gossamer Bio to a “Strong Buy” rating, as institutional ownership climbed above 81% and attention centered on its lead investigational drug seralutinib for pulmonary arterial hypertension and related conditions. This combination of a stronger Wall Street stance and concentrated institutional exposure highlights how closely investors are watching seralutinib’s clinical and commercial potential. Against this backdrop, we’ll explore how Barclays’ upgrade and...
NYSE:ETR
NYSE:ETRElectric Utilities

Entergy (ETR) Is Up 7.1% After Unveiling $43 Billion Capex Plan and Data Center Deals

In the past quarter ended December 31, 2025, Entergy Corporation reported revenue of US$2,958.94 million and net income of US$235.78 million, with diluted earnings per share from continuing operations of US$0.51, while also issuing full‑year 2026 earnings guidance of US$4.25 to US$4.45 per share. Management highlighted roughly 3.5 gigawatts of new electric service agreements and a US$43.00 billion capital plan through 2029, underlining how rising industrial and data center demand is...
NYSE:RIG
NYSE:RIGEnergy Services

Transocean (RIG) Is Up 14.5% After Securing $184 Million In New Norway Rig Backlog – Has The Bull Case Changed?

Earlier this month, Transocean Ltd. announced new contract fixtures for two harsh-environment semisubmersibles in Norway, adding approximately US$184 million of firm backlog and extending work on Transocean Encourage and Transocean Enabler through late 2027. This fresh backlog supports higher utilization of some of Transocean's most capable rigs, underscoring the resilience of demand for harsh-environment offshore drilling capacity. We’ll now examine how these new Norwegian harsh-environment...
NasdaqGS:FLNC
NasdaqGS:FLNCElectrical

A Look At Fluence Energy (FLNC) Valuation After Mixed Q1 2026 Results And Record Backlog

Fluence Energy (FLNC) is back in focus after Q1 2026 results came in mixed, with wider losses and softer margins, even as revenue, new orders, and full year guidance all pointed in a different direction. See our latest analysis for Fluence Energy. The mixed Q1 update and record backlog came after a sharp pullback, with a 31.83% 1 month share price return decline, even though the 1 year total shareholder return of about 187% still signals strong longer term momentum. If this kind of volatility...
NasdaqGM:RZLV
NasdaqGM:RZLVSoftware

Is Rezolve AI (RZLV) Offering Value After The Recent Share Price Slump

If you are wondering whether Rezolve AI at around US$2.27 is a bargain or a value trap, you are not alone. The stock's recent moves have raised plenty of valuation questions. The share price has seen sharp declines, with a 16.8% drop over the last 7 days and a 50.8% decline over the past month, while the 1 year return sits at a 22.3% loss and the 3 year return at a 77.4% loss. These moves have come as investors search for clearer signals on Rezolve AI's long term prospects and how its AI...
NasdaqGS:WTW
NasdaqGS:WTWInsurance

Willis Towers Watson’s AI Push Faces Insurance Disruption And VM 22 Shift

Willis Towers Watson (NasdaqGS:WTW) has upgraded its RiskAgility FM U.S. Library models with new AI tools and support for the VM-22 regulatory framework. The move comes as AI powered insurance quoting platforms raise fresh questions about the role of traditional brokers and consultants. The update is aimed at helping clients handle more complex risk modeling while staying aligned with emerging compliance requirements. For investors watching NasdaqGS:WTW, the timing is important. The stock...
NasdaqGS:HON
NasdaqGS:HONIndustrials

Honeywell Speeds Aerospace Spin Off As Q4 Beat Reshapes Portfolio Focus

Honeywell International (NasdaqGS:HON) plans to accelerate the spin off of its Aerospace division into a separate company. The company reports Q4 results that exceed prior expectations, alongside higher orders and a larger backlog. The combination of the faster spin off timeline and strong order activity signals a significant shift in Honeywell's portfolio mix. Honeywell International, known for its mix of aerospace systems, industrial automation and building technologies, is now putting...
NYSE:MSA
NYSE:MSACommercial Services

Should Q4 Detection Beat and Buybacks Shape MSA Safety’s (MSA) Evolving Growth and M&A Playbook?

In the past week, MSA Safety reported fourth-quarter and full-year 2025 results, with Q4 sales of US$510.91 million and earnings per share slightly above analyst expectations, while also completing a US$109.97 million share repurchase program initiated in May 2024. Management emphasized strong momentum in the higher-growth detection segment, a solid balance sheet, and an active mergers and acquisitions pipeline as it pursues additional inorganic growth opportunities alongside continued...
NasdaqGS:PCTY
NasdaqGS:PCTYProfessional Services

Assessing Paylocity Holding (PCTY) Valuation After Recent Share Price Rebound And Ongoing Growth Concerns

Why Paylocity Holding (PCTY) is on investors’ radar today Recent trading in Paylocity Holding (PCTY) has drawn attention after a period of pressure on the share price. This has prompted investors to reassess how the company’s current valuation lines up with its fundamentals. See our latest analysis for Paylocity Holding. At a share price of US$107.13, Paylocity’s recent 2.8% 1-day share price gain follows a 30-day share price return of 24% and a 1-year total shareholder return decline of 51%,...
NYSE:NEXA
NYSE:NEXAMetals and Mining

Assessing Nexa Resources (NEXA) Valuation After A Strong Multi Month Share Price Surge

Recent performance snapshot for Nexa Resources Nexa Resources (NEXA) has quietly put up a mixed return profile, with a small gain over the past month, a decline over the past week, and a strong rise over the past 3 months. See our latest analysis for Nexa Resources. With the share price at US$11.93, Nexa Resources is coming off a sharp 1 day share price return of 6.04% and a 90 day share price return of 93.98%, while its 1 year total shareholder return of 119.85% suggests momentum has been...
NasdaqGS:GLNG
NasdaqGS:GLNGOil and Gas

Golar LNG (GLNG) Valuation Check After Strong Multi Year Returns And High P/E Multiple

Golar LNG (GLNG) has attracted attention after recent trading, with the share price around US$43.44 and total returns over the past month, past 3 months, and year providing a fresh starting point for analysis. See our latest analysis for Golar LNG. Recent trading has added to a solid run, with a 9.70% 1 month share price return and 16.99% 3 month share price return. The 5 year total shareholder return of 319.55% points to a very strong long term result. If you are looking beyond LNG...
NYSE:AD
NYSE:ADWireless Telecom

Is Array Digital Infrastructure (AD) Fairly Priced After Special Dividend And Spectrum Sale News

If you are wondering whether Array Digital Infrastructure is still fairly priced after its recent run, or if the market is already ahead of itself, this article is for you. The share price recently closed at US$50.88, with returns of 3.9% over 7 days, a 12.0% decline over 30 days, a 5.8% decline year to date, and a 30.1% return over 1 year. Recent news coverage has focused on Array Digital Infrastructure as part of broader discussions about digital infrastructure and telecom related stocks,...
NYSE:USFD
NYSE:USFDConsumer Retailing

US Foods Labor Deal Highlights Costs Valuation And Distribution Resilience

Over 200 US Foods Holding (NYSE:USFD) drivers and warehouse workers in Indiana ratified a new four year collective bargaining agreement. The contract includes significant wage increases, a defined benefit pension, safeguards related to automation, and measures aimed at safer working conditions. The deal follows credible strike threats and focuses on labor stability at a key distribution operation. US Foods Holding, a major foodservice distributor to restaurants, hospitals, schools, and...
NasdaqGS:MYRG
NasdaqGS:MYRGConstruction

Assessing MYR Group (MYRG) Valuation As Backlog Stalls And Costs Pressure Margins

Why MYR Group’s recent contract and cost trends matter for shareholders MYR Group (MYRG) is contending with a flat project backlog over the past two years and higher production costs that are pressuring gross margins and reducing returns on capital, raising fresh questions about the stock’s risk and reward profile. See our latest analysis for MYR Group. Despite the contract and cost headwinds, MYR Group’s share price has climbed to US$273.95, with a 30-day share price return of 9.42% and a...
NYSE:GFF
NYSE:GFFBuilding

Griffon Reshapes Portfolio With ONCAP Venture And Building Products Focus

Griffon (NYSE:GFF) announced a joint venture with ONCAP to combine major parts of its hand tools, home organization, and lawn and garden products businesses. The company is also reviewing its AMES Australia operations as part of a broader effort to refocus on North American building products. These moves represent a material shift in Griffon's business mix and are intended to reshape its portfolio. For you as an investor, the key point is that Griffon is repositioning itself more tightly...
NYSE:GPC
NYSE:GPCRetail Distributors

Will CEO-Chairman Shift and Deal-Making Strategy Change Genuine Parts' (GPC) Narrative?

In recent weeks, Genuine Parts has attracted renewed attention as multiple research firms reiterated positive views on the business while the company continued expanding its automotive footprint through acquisitions across the US and Canada, alongside announcing a future leadership shift that will see CEO Will Stengel also become Chairman when Paul D. Donahue retires in 2026. This combination of analyst confidence, ongoing acquisition-driven expansion and an orderly transition to unified...
NasdaqGM:ADMA
NasdaqGM:ADMABiotechs

Assessing ADMA Biologics (ADMA) Valuation After Recent Share Price Rebound

Event context and recent share performance ADMA Biologics (ADMA) has come onto many investors’ radar after a 3.2% gain over the past day, contrasting with a 7% decline over the past month and a 10% drop year to date. See our latest analysis for ADMA Biologics. The recent 1 day share price return of 3.21% comes against a weaker year to date share price return of 10.01% and a modest 1 year total shareholder return of 1.2%. This suggests that shorter term momentum is trying to pick up after a...