U.S. Paper and Forestry Products Stock News

NasdaqGS:AVGO
NasdaqGS:AVGOSemiconductor

Will Broadcom's (AVGO) 2nm AI SoC Shift Its Long-Term Data Center and 5G Narrative?

In late February 2026, Broadcom began shipping the industry’s first 2nm custom compute SoC on its 3.5D XDSiP platform and introduced the BroadPeak 5nm radio front-end chip, targeting power-efficient AI data centers and next-generation 5G/6G networks. Altera’s announcement at Mobile World Congress 2026 that its Agilex 7 FPGAs successfully interoperated with Broadcom’s BroadPeak SoC underscores how Broadcom’s ecosystem partnerships could make its new AI and radio silicon easier for equipment...
NYSE:MOS
NYSE:MOSChemicals

Mosaic Resets Operations With Cost Cuts Record Output And Biosciences Growth

Mosaic (NYSE:MOS) is pursuing cost savings, record production targets, and divestment of noncore assets as part of a broad reset following a soft fourth quarter. The company is targeting phosphate and potash production goals for 2026 and reporting record mining output. Mosaic is expanding its Biosciences division, with multiple new product launches and sales doubling annually. Management is also focused on releasing working capital and concentrating on core operations. Mosaic operates as a...
NYSE:CMI
NYSE:CMIMachinery

How Earnings Strength, Dividend Hike, and Insider Sales At Cummins (CMI) Has Changed Its Investment Story

Cummins Inc. recently reported strong fourth-quarter earnings, announced a US$2.00 per-share quarterly dividend payable in March 2026, and participated in two major industrial conferences in Miami Beach. At the same time, a series of insider share sales by senior executives has drawn attention to how management is managing personal exposure to Cummins stock. We’ll now explore how Cummins’ robust quarterly earnings and dividend announcement may influence the company’s existing investment...
NYSE:WLY
NYSE:WLYMedia

Should Wiley’s Advanced Portfolio Expansion Into Life Sciences Require Action From John Wiley & Sons (WLY) Investors?

Earlier in February 2026, Wiley announced a major expansion of its Advanced Portfolio, planning eight new life, health, and social science journals by the end of 2026 and more thereafter, alongside initiatives like the new Advanced Oncology journal and sponsorship of the MD Anderson Cancer and Neuroscience Symposium. This move signals Wiley’s push to broaden its high-impact, interdisciplinary publishing model beyond materials science, aiming to make the submission process easier through a...
NasdaqGS:TCBK
NasdaqGS:TCBKBanks

Is It Time To Reconsider TriCo Bancshares (TCBK) After Its Recent Share Price Performance?

If you are wondering whether TriCo Bancshares is fairly priced or offering value at its recent levels, this article will walk you through what the numbers actually say about the stock. The share price last closed at US$49.77, with returns of a 0.9% decline over 7 days, 1.4% over 30 days, 5.6% year to date, 18.6% over 1 year and 26.7% over 5 years. This naturally raises questions about how much is already reflected in the price and how much risk is being priced in. Recent coverage of TriCo...
NYSE:EXP
NYSE:EXPBasic Materials

How Investors Are Reacting To Eagle Materials (EXP) Analyst Call For Value-Unlocking Breakup Strategy

In February 2026, RBC Capital Markets analyst Anthony Codling initiated coverage of Eagle Materials with a Sector Perform rating, arguing the company could be worth more if separated into two focused businesses to remove a perceived conglomerate discount. The report drew attention to Eagle Materials’ combination of low SG&A, cost-advantaged gypsum reserves, and high margins, while flagging capital intensity, net debt, and residential exposure as key pressure points investors should weigh...
NYSE:EPD
NYSE:EPDOil and Gas

Is Enterprise Products Partners (EPD) Still Attractive After Strong Multi‑Year Unit Gains?

If you are trying to figure out whether Enterprise Products Partners is genuinely good value or just looks that way on the surface, the current price sets up an interesting question to answer. The units recently closed at US$35.98, with returns of 8.5% over 30 days, 11.9% year to date, 17.4% over 1 year, 71.4% over 3 years and 125.9% over 5 years. This naturally raises questions about how much of the value story is already reflected in the price. Recent headlines around Enterprise Products...
NasdaqGS:URBN
NasdaqGS:URBNSpecialty Retail

Urban Outfitters (URBN) Margin Stability At 7.5% Tests Bullish Profit Growth Narratives

Urban Outfitters FY 2026 results: steady revenue and earnings backdrop Urban Outfitters (URBN) has just wrapped up FY 2026 with fourth quarter revenue of US$1.8 billion, basic EPS of US$1.07 and net income of US$96.3 million, setting the tone for how investors will read the full year. The company has seen quarterly revenue move from US$1.53 billion in Q3 FY 2026 to US$1.8 billion in Q4, while basic EPS shifted from US$1.30 to US$1.07 over the same stretch, and trailing twelve month EPS...
NYSE:EFC
NYSE:EFCMortgage REITs

Ellington Financial (EFC) One Off US$64.7 Million Loss Tests Bullish Growth Narratives

Ellington Financial’s Latest FY 2025 Earnings In Focus Ellington Financial (EFC) has wrapped up FY 2025 with fourth quarter revenue of US$65.8 million and basic EPS of US$0.15, setting the stage against a year of shifting quarterly results. Over the past four quarters, the company has seen revenue move from US$74.7 million in Q4 2024 to a peak of US$90.3 million in Q2 2025 before landing at US$65.8 million in Q4 2025, with EPS ranging from US$0.19 to US$0.45 across the same stretch. With...
NasdaqGS:TMC
NasdaqGS:TMCMetals and Mining

Assessing The Metals Company (TMC) Valuation As Regulatory Support Eases Deep Sea Mining Uncertainty

Recent government actions have given fresh support to deep sea mining, reducing some regulatory uncertainty and pushing The Metals Company (TMC) closer to potential commercial operations. This is now drawing more focused investor attention. See our latest analysis for TMC the metals. That regulatory support has arrived after a volatile stretch for TMC the metals, with the share price at $6.6 and short term share price returns mixed. At the same time, a very large 1 year total shareholder...
NasdaqGS:UAL
NasdaqGS:UALAirlines

Is It Too Late To Consider United Airlines (UAL) After Recent Share Price Strength?

If you are wondering whether United Airlines Holdings at US$116.43 is offering fair value or a potential bargain, you are not alone. The stock has returned 5.8% over the last 7 days, 11.9% over 30 days, 3.0% year to date, 26.3% over 1 year and 123.7% over 5 years, which will naturally raise questions about how much of this is already reflected in the price. Recent headlines around United Airlines have focused on broader airline sector themes, such as demand trends, capacity decisions and...
NYSE:CRI
NYSE:CRILuxury

Is It Time To Rethink Carter's (CRI) Valuation After Its Recent Share Price Rebound?

If you are wondering whether Carter's current share price offers value or potential risk, starting with the recent share performance and valuation checks can give you a clearer picture. Carter's shares last closed at US$42.07, with returns of 0.1% over 7 days, 20.7% over 30 days, 26.7% year to date, 4.4% over 1 year, along with 36.1% and 38.8% declines over 3 and 5 years respectively. Recent news coverage has focused on Carter's positioning in the childrenswear market and investor interest...
NYSE:SMA
NYSE:SMASpecialized REITs

SmartStop Self Storage REIT (SMA) FFO Of US$22.9 Million Tests Bullish Income Narrative

SmartStop Self Storage REIT’s Latest Earnings Snapshot SmartStop Self Storage REIT (SMA) has wrapped up FY 2025 with fourth quarter revenue of US$72.2 million and basic EPS of US$0.05, alongside funds from operations of US$22.9 million. This gives investors a clear view of how cash generation compares with reported earnings. The company’s quarterly revenue increased from US$58.2 million in Q4 2024 to US$72.2 million in Q4 2025. Over the same period, basic EPS moved from a loss of US$0.04 to a...
NYSE:BORR
NYSE:BORREnergy Services

A Look At Borr Drilling (NYSE:BORR) Valuation After Its Recent Share Price Surge

Why Borr Drilling (NYSE:BORR) is on investors’ radar today Borr Drilling (NYSE:BORR) has drawn fresh attention after a strong share price move over the past month, with the stock also showing a very large total return over the past year. For investors tracking offshore drilling contractors, those return figures raise questions about what is currently reflected in the valuation and how the company’s recent financial profile might line up with that market enthusiasm. See our latest analysis for...
NasdaqCM:SKYT
NasdaqCM:SKYTSemiconductor

SkyWater Technology (SKYT) Q4 Loss Challenges Bullish Narrative After Q3 EPS Surge

SkyWater Technology (SKYT) Posts Mixed FY 2025 Finish With Big Q3 EPS Spike and Q4 Loss SkyWater Technology (SKYT) closed out FY 2025 with Q4 revenue of US$171.0 million and a basic EPS loss of US$0.16, following a Q3 that featured US$150.7 million in revenue and a sharp basic EPS jump to US$2.98 on net income of US$144.0 million. Over recent periods the company has seen quarterly revenue move from US$75.5 million in Q4 2024 to US$61.3 million in Q1 2025, US$59.1 million in Q2 2025, and then...
NasdaqGM:HROW
NasdaqGM:HROWPharmaceuticals

Harrow’s PharmaPack Aims To Reshape Cataract Surgery Prescribing And Access

Harrow (NasdaqGM:HROW) has launched PharmaPack, a Direct-to-Prescriber cash-pay program for FDA approved ophthalmic products. PharmaPack targets cataract surgery patients by simplifying access to medications and reducing regulatory and administrative hurdles. The offering focuses on transparent pricing and aims to reduce dependence on off label compounded products in the perioperative setting. Harrow operates in the ophthalmic pharmaceutical space, where access, pricing clarity, and...
NYSE:HLIO
NYSE:HLIOMachinery

Does Helios Technologies’ (HLIO) Richer CFO Safety Net Clarify or Complicate Its Leadership Stability Story?

Earlier this week, Helios Technologies revised CFO Sean Bagan’s severance agreement, doubling his salary continuation on involuntary termination from 12 to 24 months to enhance his financial protection. This richer safety net for the finance chief points to a board intent on shoring up leadership continuity as the company reassesses how effectively it has been investing for growth and returns. We’ll now examine how this enhanced protection for the CFO could influence Helios’s investment...
NasdaqGS:PFBC
NasdaqGS:PFBCBanks

What Preferred Bank (PFBC)'s US$117.6 Million Nonaccrual Reclassification Means For Shareholders

In late 2025, Preferred Bank reclassified a large loan relationship totaling US$2.0 million in commercial and industrial credit and US$115.6 million in real estate loans to nonaccrual status after earlier downgrading it to substandard due to borrower lawsuits, sluggish cash flow and poor payment patterns, while ordering a new appraisal for the related collateral. Although management believes strong collateral should limit the effect on 2026 earnings, the move highlights heightened credit...
NYSE:SEI
NYSE:SEIEnergy Services

A Look At Solaris Energy Infrastructure (SEI) Valuation After Its Rebrand And Recent Share Price Weakness

Solaris Energy Infrastructure (SEI) recently completed its name change from Solaris Oilfield Infrastructure, shifting its focus toward broader energy and power solutions and giving investors a fresh lens on a business tied to data centers and oil and gas activity. See our latest analysis for Solaris Energy Infrastructure. Despite a recent 1-day share price return showing a 7.7% decline and a 30-day share price return showing a 5.5% decline to US$50.96, momentum over the past quarter and...
NYSE:ONTF
NYSE:ONTFSoftware

ON24 (ONTF) Quarterly Losses Persist And Test Bullish Narratives On Profitability Path

ON24 (ONTF) has wrapped up FY 2025 with fourth quarter revenue of US$34.6 million and a basic EPS loss of US$0.15, as net income excluding extra items came in at a loss of US$6.5 million. Over recent quarters the company has seen revenue hold in a tight band between US$34.6 million and US$36.7 million, while quarterly basic EPS losses have ranged from US$0.15 to US$0.27 over the periods shown. This gives investors a clearer view of how top line scale lines up against persistent losses. With...
NasdaqGS:ALLT
NasdaqGS:ALLTSoftware

A Look At Allot’s (NasdaqGS:ALLT) Valuation After Strong Q4 Results And 2026 Growth Outlook

Allot (NasdaqGS:ALLT) just combined a strong Q4 2025 report with fresh 2026 guidance, highlighting double digit revenue growth, a sharp Cybersecurity as a Service contribution, and new multiyear telecom contracts that sharpen the stock’s story. See our latest analysis for Allot. Despite the upbeat Q4 2025 report and fresh 2026 revenue guidance, Allot’s recent share price performance has been weak, with a 7 day share price return of 33.89% and a 30 day share price return of 36.02%, even as the...
NasdaqGS:CNXN
NasdaqGS:CNXNElectronic

What PC Connection (CNXN)'s Strong 10-K and AI-Focused Earnings Reveal About Its Digital Role

On February 24, 2026, PC Connection Inc filed its annual 10-K and reported earnings that exceeded expectations, outlining performance and its positioning across AI, IoT, cloud, and broader IT solutions markets. The filing underscored the company’s brand strength, diversified IT offerings, and technology-driven opportunities, which together may influence how investors assess its long-term role in digital transformation projects. Next, we’ll examine how the company’s emphasis on AI, cloud, and...
NasdaqGS:CENT
NasdaqGS:CENTHousehold Products

Is Central Garden & Pet (CENT) Pricing Reflect Long Term Value After Recent Share Price Gains

If you are wondering whether Central Garden & Pet's current share price really reflects what the business is worth, you are not alone in asking that question right now. The stock last closed at US$39.25, with returns of 0.4% over 7 days, 22.4% over 30 days, 22.8% year to date and 14.2% over 1 year, set against a 3 year return of 23.4% and 5 year return of 6.0%. Recent attention on Central Garden & Pet has been shaped by ongoing coverage of the company and its position in the household and...
NYSE:SNX
NYSE:SNXElectronic

A Look At TD SYNNEX (SNX) Valuation As New SCAILIUM AI Collaboration Draws Attention

SCAILIUM’s new collaboration with TD SYNNEX (SNX) is putting fresh attention on the stock, as investors weigh what broader access to AI Production Layer tools could mean for GPU utilization and energy efficient AI workloads. See our latest analysis for TD SYNNEX. The TD SYNNEX announcement with SCAILIUM comes as the share price sits at US$158.47, with a 3.93% 90 day share price return and a 1 year total shareholder return of 16.42%. This suggests interest has been supported over time rather...