U.S. Paper and Forestry Products Stock News

NYSE:GEF
NYSE:GEFPackaging

Is It Too Late To Consider Greif (GEF) After Its Strong Multi‑Year Share Price Run?

If you are wondering whether Greif is still reasonably priced after its recent run, you are not alone. This article will focus squarely on what you might be paying for each dollar of the business. The stock last closed at US$76.82, with returns of 3.5% over 7 days, 6.8% over 30 days, 12.2% year to date, 30.2% over 1 year, 18.4% over 3 years and 90.6% over 5 years. This naturally raises questions about how much value is already reflected in the price. Recent coverage of Greif has highlighted...
NasdaqGS:CGNX
NasdaqGS:CGNXElectronic

Cognex Returns To Profitable Growth As AI Products Reshape Business

Cognex (NasdaqGS:CGNX) reported Q4 2025 results that marked a return to profitable growth. Management highlighted an operational turnaround helped by portfolio optimization and cost actions. The quarter included launches of new AI-powered machine vision products and strong new customer intake. Cognex, trading at $58.79, is back in focus after Q4 2025 results showed a shift to profitable growth supported by operational changes. The stock has been strong recently, up 34.5% over the past week,...
NYSE:STZ
NYSE:STZBeverage

Constellation Brands CEO Shift Tests Premium Growth And Capital Allocation Plans

Constellation Brands (NYSE:STZ) has appointed Nicholas Fink as its new CEO, succeeding Bill Newlands. Newlands will remain with the company in an advisory capacity during the leadership transition. Fink previously held senior roles at Fortune Brands Innovations and Suntory Global Spirits. Constellation Brands, the owner of a broad portfolio of beer, wine and spirits labels, operates in a highly competitive consumer beverages market where brand strength and distribution relationships are...
NYSE:RDN
NYSE:RDNDiversified Financial

Is It Time To Reassess Radian Group (RDN) After Strong Multi‑Year Share Price Gains

If you are wondering whether Radian Group at around US$32.82 is offering good value or not, this article is going to focus squarely on what the current price might mean for long term investors. The stock is roughly flat over the last 7 days at 0.2%, slightly lower over the past month with a 0.9% decline, and shows longer term returns of 3.2% over 1 year, 60.7% over 3 years, and 88.6% over 5 years. Recent coverage around Radian Group has mainly centered on its position in the US mortgage...
NYSE:CACI
NYSE:CACIProfessional Services

Insider Sales At CACI International Contrast With Bullish Analyst Outlook

CACI International Executive Vice President and General Counsel, William Koegel, sold 2,000 shares of NYSE:CACI. This was his latest transaction in a pattern of insider selling over the past year, with no insider purchases reported in that period. The activity comes with CACI International shares recently closing at $573.3. For investors watching NYSE:CACI, this cluster of insider sales is arriving after a strong longer term share move, with the stock up 69.4% over the past year and 144.7%...
NYSE:MRK
NYSE:MRKPharmaceuticals

Is Merck’s First PD-1 Ovarian Cancer Approval Reshaping The Investment Case For Merck (MRK)?

In early February 2026, Merck received FDA approval for KEYTRUDA and KEYTRUDA QLEX plus paclitaxel, with or without bevacizumab, for adults with PD-L1 positive, platinum-resistant epithelial ovarian, fallopian tube or primary peritoneal carcinoma after one or two prior systemic treatments. This marks the first approval of a PD-1 inhibitor regimen for this hard-to-treat setting, broadening KEYTRUDA’s reach in women’s cancers and reinforcing Merck’s oncology franchise. Next, we’ll examine how...
NYSE:NEU
NYSE:NEUChemicals

Assessing NewMarket (NEU) Valuation As Shares Trade Near Half Of DCF Fair Value Estimate

What recent returns say about NewMarket With no single headline event setting the tone, NewMarket (NEU) has been moving under the radar. The stock has shown a 0.7% decline over the past day and weaker performance over the past week. See our latest analysis for NewMarket. Beyond the latest 0.7% daily share price decline, NewMarket’s recent 7 day and 90 day share price returns of 17.0% and 21.1% point to fading short term momentum. At the same time, 1 year and 3 year total shareholder returns...
NYSE:TWO
NYSE:TWOMortgage REITs

Two Harbors Investment (TWO) Is Up 5.8% After Swinging From 2025 Profit To Loss - Has The Bull Case Changed?

Two Harbors Investment Corp. recently reported fourth-quarter 2025 results, with net income falling to US$11.72 million and a basic loss per share from continuing operations of US$0.02, compared with basic earnings per share of US$2.54 a year earlier. For the full year 2025, the company moved from net income of US$298.17 million to a net loss of US$454.30 million, underscoring a sharp swing in profitability that reframes how investors may view its risk and return profile. Against this...
NYSE:STAG
NYSE:STAGIndustrial REITs

Stronger Q4 Results And Higher Dividend Might Change The Case For Investing In STAG Industrial (STAG)

STAG Industrial, Inc. reported past full-year 2025 results showing sales of US$843.01 million, revenue of US$845.18 million, and net income of US$273.52 million, alongside strong Q4 leasing activity, high occupancy of 96.4%, and meaningful property acquisitions. The company’s 6.3% increase in core FFO per share, 4% dividend raise, the largest since 2014, and shift to quarterly payments underscore how heightened leasing, acquisitions, and disciplined balance sheet management are reshaping its...
NYSE:DVN
NYSE:DVNOil and Gas

Weaker Earnings And Oil‑to‑Gas Shift Might Change The Case For Investing In Devon Energy (DVN)

Devon Energy recently reported that its February 17, 2026 earnings release showed earnings per share down more than 30% year over year, alongside an 8.52% revenue decline and a shift toward higher gas revenues but lower oil revenues. This combination of weaker earnings and a changing oil-gas revenue mix has prompted analysts to reassess their expectations and trim earnings forecasts. Next, we’ll consider how these weaker near-term earnings expectations and downward estimate revisions affect...
NasdaqGS:ZION
NasdaqGS:ZIONBanks

Is Zions (ZION) Using Its New Senior Notes To Quietly Reposition Interest Rate Risk?

Zions Bancorporation, N.A. recently priced and settled a US$500,000,000 fixed‑to‑floating rate senior notes offering due February 9, 2029, with a 4.483% fixed coupon to February 2028 and a subsequent Compounded SOFR plus 1.055% floating rate. The bank plans to use the proceeds to pay down short‑term borrowings while a receive‑fixed hedge converts the new debt cost to floating, reshaping its interest rate risk profile. We’ll now examine how this US$500,000,000 senior notes issuance and...
NasdaqCM:GLTO
NasdaqCM:GLTOBiotechs

Galecto (GLTO) Is Up 21.3% After $316 Million Equity Raise and New $150 Million Shelf Registration

Galecto, Inc. recently completed a follow-on public offering of common stock, issuing 16,644,737 shares and raising approximately US$316.3 million before fees, with Jefferies, Leerink Partners, Evercore ISI and Guggenheim Securities acting as joint book-running managers. Alongside this offering, Galecto filed a mixed shelf registration of up to US$150 million, giving the company additional flexibility to issue various securities over time to support its pipeline in blood cancers and fibrotic...
NYSE:VRT
NYSE:VRTElectrical

Is It Too Late To Consider Vertiv (VRT) After Its 117% One Year Surge

If you are wondering whether Vertiv Holdings Co is still attractively priced after its run, you are not alone. The stock has become a regular talking point for valuation focused investors. Vertiv's share price closed at US$234.53, with returns of 16.1% over the past week, 32.6% over the past month and 33.6% year to date. The 1 year gain stands at 117.4%, and the 3 year and 5 year returns are very large in percentage terms. Recent coverage around Vertiv has focused on its role in critical...
NYSE:KVYO
NYSE:KVYOSoftware

Klaviyo’s Enterprise AI Push Reshapes Growth Story And Valuation Debate

Klaviyo (NYSE:KVYO) is expanding rapidly in the enterprise market, with a sharp rise in high-value customers. The company is rolling out advanced AI agents that support more autonomous customer experiences. Doubled million dollar ARR accounts and growing enterprise adoption suggest a meaningful shift in its business mix. Klaviyo, known for its marketing automation and customer data platform tools, is pushing further into larger enterprise accounts as retailers and brands seek more automated...
NYSE:MPC
NYSE:MPCOil and Gas

Marathon Petroleum (MPC) Valuation After Higher Q4 Net Income And Ongoing Share Buybacks

Fourth quarter results and buybacks in focus Marathon Petroleum (MPC) reported fourth quarter 2025 revenue of US$33,422 million with net income of US$1,535 million, alongside continued share repurchases that reduced the share count during the period. See our latest analysis for Marathon Petroleum. The latest quarterly results and ongoing repurchases appear to have supported sentiment, with a 1-month share price return of 15.73% and a year to date share price return of 23.08%. The 5-year total...
NYSE:CSR
NYSE:CSRResidential REITs

The Bull Case For Centerspace (CSR) Could Change Following Q4 Results Highlighting Leverage Strain - Learn Why

On February 16, 2026, Centerspace released its fourth-quarter results, following earlier expectations for an earnings-per-share improvement and upwardly revised revenue forecasts. The earnings release sharpened focus on the trade-off between improving analyst expectations and ongoing balance sheet pressures, including high leverage and low interest coverage. Now, we'll examine how Centerspace's fourth-quarter earnings expectations amid ongoing leverage concerns may influence the company's...
NasdaqGM:ALVO
NasdaqGM:ALVOBiotechs

Is There Now an Opportunity in Alvotech (ALVO) After a 64% One-Year Share Price Slide?

Wondering whether Alvotech at US$4.64 is a potential bargain or a value trap? This article will walk you through what the current price might be implying about the company. The stock has had a tough run, with a 9.7% decline over the last week, 5.7% over the last month and 7.2% year to date, while the 1 year return sits at a 64.3% loss. Recent trading has been shaped by ongoing investor reaction to Alvotech's progress and risks in the biosimilars space, as the market weighs its prospects...
NYSE:RRX
NYSE:RRXElectrical

The Bull Case For Regal Rexnord (RRX) Could Change Following New 2026 EPS Guidance And 2025 Results

In February 2026, Regal Rexnord reported that fourth-quarter 2025 sales rose to US$1,523.2 million while net income increased to US$63.5 million, with full-year 2025 net income improving to US$279.5 million on slightly lower annual sales of US$5,934.5 million. The company also issued full-year 2026 GAAP diluted EPS guidance of US$5.29 to US$6.09, highlighting management’s confidence after year-over-year earnings growth despite softer annual revenue. With management now guiding 2026 GAAP...
NYSE:PATH
NYSE:PATHSoftware

Is UiPath (PATH) Starting To Look Attractive After Recent Share Price Weakness

If you are wondering whether UiPath is starting to look interesting at current levels, this article will walk through what the recent share price and fundamentals might be telling you about its value. UiPath shares last closed at US$11.32, with returns of 12.9% decline over 7 days, 21.1% decline over 30 days, 28.7% decline year to date, 24.2% decline over 1 year and 27.2% decline over 3 years, which may have shifted how the market is thinking about its risk and potential. Recent headlines...
NYSE:ADT
NYSE:ADTConsumer Services

Assessing ADT (ADT) Valuation After Recent S&P Index Additions

Why ADT’s index additions matter for investors ADT (ADT) has just been added to the S&P 600, S&P 1000, S&P Composite 1500, and the S&P 600 Consumer Discretionary index, a shift that can influence trading interest and liquidity. See our latest analysis for ADT. ADT’s recent index additions come after a period where short term share price returns have been soft, with a 7 day share price return decline of 4.56% and a 30 day share price return decline of 6.18%. Meanwhile, the 1 year total...