U.S. Paper and Forestry Products Stock News

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...
NYSE:IRM
NYSE:IRMSpecialized REITs

Is It Too Late To Consider Iron Mountain (IRM) After A 321% Five Year Return?

If you are wondering whether Iron Mountain's current share price reflects its true worth, you are not alone. This article focuses squarely on what the numbers say about value. The stock last closed at US$109.83, with total returns of 14.7% over 7 days, 14.5% over 30 days, 31.9% year to date, 19.3% over 1 year and 132.2% over 3 years, while the 5 year return is very large at 321.2%. Recent price action has put Iron Mountain back on many investors' radars, especially those comparing it to...
NYSE:NBHC
NYSE:NBHCBanks

A Look At National Bank Holdings (NBHC) Valuation After Capital Raise And Insider Share Purchase

National Bank Holdings (NBHC) is back on investors’ radar after issuing US$150 million of fixed to floating rate subordinated notes and following an insider purchase of 24,200 shares by a senior executive. See our latest analysis for National Bank Holdings. Those funding moves and insider buying come as National Bank Holdings’ share price has climbed 17.4% over the last 90 days and 10.4% year to date, while the 1 year total shareholder return of 0.16% and 5 year total shareholder return of...
NasdaqGS:LKQ
NasdaqGS:LKQRetail Distributors

Assessing LKQ (LKQ) Valuation As GM’s Second Patent Lawsuit Puts Legal Risks In Focus

General Motors has filed a second patent lawsuit against LKQ (LKQ) and Keystone, accusing them of infringing 20 patents tied to GM vehicle parts, putting fresh attention on LKQ's legal exposure around core replacement components. See our latest analysis for LKQ. At a share price of US$34.10, LKQ has a 90 day share price return of 13.78%, yet its 1 year total shareholder return of 9.80% and 3 year total shareholder return of 36.99% suggest momentum has been patchy. This fresh GM lawsuit keeps...
NasdaqCM:CELC
NasdaqCM:CELCBiotechs

Is It Too Late To Consider Celcuity (CELC) After Its 7x One Year Surge

If you are wondering whether Celcuity’s recent run leaves any value still on the table, you are not alone. This article will walk through how its current price stacks up against several valuation checks. The stock closed at US$104.51, with a 1 year return of around 7x and a 3 year return that is also very large, even though the past week and month show returns of 2.1% and 2.3% declines, and the year to date gain sits at 3.9%. Recent market interest in Celcuity has been shaped by ongoing...
NYSE:RJF
NYSE:RJFCapital Markets

A Look At Raymond James Financial (RJF) Valuation After AI Disruption Concerns Trigger Sector Selloff

Raymond James Financial (RJF) has been pulled into the recent “AI disruption trade” after Altruist launched an AI-driven planning tool that automates tasks like personalized tax strategies, sparking concern about traditional advisory models. See our latest analysis for Raymond James Financial. Beyond the AI driven selloff, Raymond James Financial shares have had a choppy run, with a 7 day share price return of 7.82% and a 30 day share price return of 7.63%, set against a 1 year total...
NYSE:SYF
NYSE:SYFConsumer Finance

A Look At Synchrony Financial’s (SYF) Valuation After Recent Share Price Volatility

Why Synchrony Financial is on investors’ radar today Synchrony Financial (SYF) is back in focus for investors after recent share price moves, with the stock showing mixed returns across different timeframes and raising fresh questions about how its valuation stacks up. See our latest analysis for Synchrony Financial. Recent trading reflects mixed momentum for Synchrony Financial, with a 1 day share price return of 0.38% set against a 7 day share price return decline of 5.03% and a 30 day...
NasdaqGS:ALKT
NasdaqGS:ALKTSoftware

A Look At Alkami Technology (ALKT) Valuation As Analyst Optimism And Revenue Growth Draw Investor Interest

Alkami Technology (ALKT) is back on investor radar as upbeat analyst sentiment and interest in its digital banking platform coincide with recent share price moves, despite ongoing losses and a mixed recent return profile. See our latest analysis for Alkami Technology. Recent price action reflects this tension between optimism and risk, with a 1 day share price return of 1.94% to US$16.27, following a year to date share price return decline of 28.26% and a 1 year total shareholder return...
NYSE:COMP
NYSE:COMPReal Estate

Is Compass (COMP) Turning Home Warranties Into Its Next Competitive Moat?

In early February 2026, Assurant, Inc. launched its Assurant Home Warranty product through a long-term arrangement with six Compass International Holdings–affiliated real estate brands, giving approximately 300,000 agents access to new home protection offerings backed by a nationwide service network and dedicated support. The rollout embeds home warranty services directly into participating broker and agent workflows, potentially deepening customer relationships and broadening the service...
NYSE:INGR
NYSE:INGRFood

How Ingredion's (INGR) CEO-Chairman Power Shift Is Reframing Its Governance-Driven Investment Story

On February 11, 2026, Ingredion announced that president and CEO James P. Zallie also became chairman, while Victoria Reich was named lead director and former independent chairman Gregory Kenny remained on the board. This shift to a combined CEO-chairman role, paired with a reinforced lead director position, marks a meaningful change in how the company is overseen and managed. Next, we’ll explore how combining the CEO and chairman roles, alongside appointing a lead director, could influence...
NasdaqGS:CDNS
NasdaqGS:CDNSSoftware

Why Cadence Design Systems (CDNS) Is Up 5.6% After Unveiling Its ChipStack AI Super Agent

In February 2026, Cadence Design Systems launched the Cadence ChipStack AI Super Agent, an agentic AI workflow that automates front-end silicon design and verification by coordinating multiple virtual engineers across its established EDA and AI platforms, while supporting both cloud-based and on-premises frontier models such as NVIDIA Nemotron and OpenAI GPT. This launch advances Cadence’s long-stated “silicon agent” vision by tightly integrating agentic AI with its Verisium, Cerebrus, and...
NasdaqGS:PEGA
NasdaqGS:PEGASoftware

Barclays Upgrade Reframes Pegasystems Cloud AI And Buyback Story

Barclays upgraded Pegasystems (NasdaqGS:PEGA), citing momentum in its cloud and AI offerings. The company recently secured a legal victory with the overturning of a US$2b trade secret verdict. Pegasystems expanded its share buyback program to US$1b, which signals increased confidence from management. Pegasystems builds software that helps large enterprises automate workflows, manage customer interactions, and apply AI to complex business processes. For investors watching cloud and AI...
NYSE:NOC
NYSE:NOCAerospace & Defense

Defense Veteran Joins Board and Dividend Reaffirmed Might Change The Case For Investing In Northrop Grumman (NOC)

Northrop Grumman recently expanded its board to 13 members, appointing retired four-star Admiral Christopher W. Grady, former vice chairman of the Joint Chiefs of Staff, to the Audit and Risk and Policy Committees, while also naming James S. Turley as future Lead Independent Director and declaring a US$2.31 quarterly dividend payable on March 11, 2026. These boardroom changes bring deep front-line defense experience into Northrop Grumman’s governance at a time when investors are closely...
NYSE:BKU
NYSE:BKUBanks

Will BankUnited's (BKU) Shift to Core Relationship Deposits Reshape Its Risk and Return Narrative?

Earlier this month, BankUnited, Inc. appeared at the KBW 2026 Winter Financial Services Conference in Boca Raton, sharing an updated investor presentation on its business mix and funding profile. The bank emphasized its shift toward core relationship deposits, growth in noninterest-bearing accounts, and a higher-yielding commercial and specialty lending focus, framed alongside tight expense control. Next, we’ll examine how this renewed emphasis on relationship-based funding could influence...
NYSE:PBH
NYSE:PBHPharmaceuticals

Assessing Prestige Consumer Healthcare (PBH) Valuation After Weaker Earnings And Narrowed Revenue Guidance

Prestige Consumer Healthcare (PBH) has drawn investor attention after its latest quarterly results showed lower sales and net income versus the prior year, along with a slightly narrowed full year revenue outlook. See our latest analysis for Prestige Consumer Healthcare. Those earnings and the slightly tighter revenue outlook come after a solid 90 day share price return of 13.24% and a 5 year total shareholder return of 61.60%, set against a weaker 1 year total shareholder return decline of...
NasdaqGS:LITE
NasdaqGS:LITECommunications

Is It Too Late To Consider Lumentum Holdings (LITE) After Its Sharp Share Price Surge?

If you are wondering whether Lumentum Holdings is still reasonably priced after its big run, this article walks through what the current share price might be implying about value. The stock recently closed at US$562.74, with returns of 1.9% over 7 days, 73.6% over 30 days and 45.7% year to date. The 1 year and 3 year returns are very large and the 5 year return is also very strong. Recent coverage has focused on Lumentum as a key name in optical and photonics technology, with investors...
NasdaqGS:HLNE
NasdaqGS:HLNECapital Markets

Assessing Hamilton Lane (HLNE) Valuation After Recent Share Price Weakness

Hamilton Lane stock reaction and recent performance context Hamilton Lane (HLNE) has been on investors’ radar after recent share price pressure, with the stock showing about a 20% decline over the past month and a smaller pullback over the past 3 months. In this context, the company’s reported annual revenue of US$763.4 million and net income of US$233.5 million give investors concrete numbers to weigh against the recent share performance and sentiment shifts. See our latest analysis for...
NYSE:AROC
NYSE:AROCEnergy Services

A Look At Archrock (AROC) Valuation After Its Recent Share Price Momentum

Why Archrock Is On Investors’ Radar Archrock (AROC) has been catching attention after a strong recent run, with its share price up 2.8% over the past day, 1.9% over the past week, and 23.4% over the past month. See our latest analysis for Archrock. That recent 30 day share price return of 23.4% sits on top of a 90 day share price return of 40.4%, while the 3 year total shareholder return above 2x suggests momentum has been building over a longer period. If Archrock’s move has you looking at...
NYSE:IMAX
NYSE:IMAXEntertainment

The Bull Case For IMAX (IMAX) Could Change Following New Filmed For IMAX 70mm Push

IMAX has already held early access IMAX 70mm screenings of “Project Hail Mary” across select theatres in the US, Canada, and the UK, with the film specially formatted as Filmed For IMAX® to enhance sound and picture quality ahead of its March 20 release. This emphasis on premium 70mm and Filmed For IMAX® presentations underlines IMAX’s push to deepen its role in high-end theatrical experiences and filmmaker collaborations. We’ll now examine how this push into Filmed For IMAX® 70mm event...
NYSE:GXO
NYSE:GXOLogistics

GXO Logistics Extends Automotive And Defense Reach With BMW Deal

GXO Logistics (NYSE:GXO) has secured a major contract with BMW Group to manage operations at the Swindon plant in the UK. The company will oversee logistics and supply chain activities at the site, with a focus on automation and process efficiency. GXO has also formed a Defense Advisory Board made up of senior military and industry figures. The board is intended to support GXO’s growth plans in aerospace and defense logistics. For you as an investor, these moves highlight how GXO Logistics...