U.S. Paper and Forestry Products Stock News

NYSE:DAL
NYSE:DALAirlines

Is It Time To Reassess Delta Air Lines (DAL) After Recent Share Price Moves

If you are wondering whether Delta Air Lines is fairly priced or if the current share price leaves some value on the table, this article will walk you through what the numbers are saying about the stock. Delta’s share price recently closed at US$71.11, with returns of 10.6% over 1 year, 3.0% year to date, 1.0% over 30 days, and a 0.4% decline over the last 7 days. These figures may hint at shifting views on its growth prospects and risk. Recent headlines around Delta have focused on broader...
NYSE:NLY
NYSE:NLYMortgage REITs

Is Annaly (NLY) Signaling a New Capital Playbook with Floating Preferreds and Idle Buybacks?

In recent months, Annaly Capital Management declared first-quarter 2026 cash dividends on its Series F, G, I and J preferred shares, while reporting that no shares were repurchased under the buyback program announced in January 2025. The combination of floating-rate preferred dividends tied to three‑month CME Term SOFR and an unused buyback program highlights how Annaly is prioritizing income distributions within a changing interest rate backdrop and capital allocation framework. We’ll now...
NYSE:GRND
NYSE:GRNDInteractive Media and Services

How Investors Are Reacting To Grindr (GRND) Share Sale, Board Probe And Costly New AI Subscription

In early February 2026, Grindr’s majority shareholder James Fu Bin Lu sold 1.45 million shares for about US$14.6 million after buyout talks to take the company private ended over financing concerns, while the company also came under investigation into potential board fiduciary breaches. At the same time, Grindr began piloting its high-priced AI-powered “Edge” subscription, testing whether users will pay materially more for personalized matches and insights. We’ll explore how the majority...
NYSE:FBP
NYSE:FBPBanks

A Look At First BanCorp (FBP) Valuation After Planned CFO Succession Announcement

Why the CFO transition matters for First BanCorp stock First BanCorp (FBP) has announced a planned finance leadership handoff, with long-serving Chief Financial Officer Orlando Berges set to retire in 2026 and current Chief Accounting Officer Said Ortiz stepping into the CFO role. For you as an investor, this type of internally sourced transition often raises questions about continuity in financial policy, capital allocation, and risk management, especially at a bank, where the finance...
NasdaqGS:MELI
NasdaqGS:MELIMultiline Retail

The Bull Case For MercadoLibre (MELI) Could Change Following Heavier Logistics And Fintech Spending - Learn Why

In recent days, MercadoLibre has accelerated spending on logistics, free shipping, and its Mercado Pago fintech platform across Latin America to strengthen its position against intensifying competition from Sea Limited, JD.com, and others. This push to deepen logistics coverage and financial services reach is reshaping the balance between growth investment and near-term profitability across MercadoLibre’s ecosystem. We’ll now examine how MercadoLibre’s heavier logistics and fintech...
NYSE:MCO
NYSE:MCOCapital Markets

Moody's (MCO) Margin Strength Reinforces Bullish Narratives Despite Premium Valuation Concerns

Moody's (MCO) has just posted third quarter FY 2025 revenue of US$2.0b and basic EPS of US$3.61, with trailing twelve month revenue at US$7.5b and EPS at US$12.48 framing the latest print within a larger earnings run rate. The company has seen quarterly revenue move from US$1.82b in Q2 2024 to US$1.90b in Q2 2025 and then US$2.01b in Q3 2025, while basic EPS moved from US$3.03 to US$3.22 and then US$3.61 over the same quarters, giving investors a clear view of how the income statement is...
NYSE:RAMP
NYSE:RAMPSoftware

A Look At LiveRamp Holdings’s Valuation As Kristi Argyilan Joins The Board

LiveRamp Holdings (RAMP) drew fresh investor attention after appointing Kristi Argyilan, Global Head of Advertising at Uber, to its Board of Directors, highlighting her long track record in retail media and advertising leadership. See our latest analysis for LiveRamp Holdings. That board appointment comes after a busy few weeks for LiveRamp, with solid third quarter earnings, fresh guidance and ongoing share buybacks drawing attention to a share price that has a 7 day share price return of...
NasdaqCM:VKTX
NasdaqCM:VKTXBiotechs

Does Viking’s Phase 3 Obesity Push and Unused Buyback Program Reshape The Bull Case For VKTX?

Viking Therapeutics reported a full-year 2025 net loss of US$359.64 million, with basic loss per share widening to US$3.19 from US$1.01 a year earlier, and disclosed that it executed no share repurchases under its previously announced buyback program. At the same time, the company is pushing its obesity pipeline forward, including phase 3 development of injectable VK2735 and planned late-stage trials for its oral counterpart and a dual amylin–calcitonin receptor agonist. We’ll now examine...
NasdaqGS:GSHD
NasdaqGS:GSHDInsurance

Goosehead Insurance (GSHD) Margin Compression Challenges Bullish Earnings Growth Narratives

Goosehead Insurance (GSHD) closed FY 2025 with fourth quarter revenue of US$105.3 million and basic EPS of US$0.50, alongside trailing twelve month revenue of US$365.3 million and EPS of US$1.11 that frame the latest print in a wider context of reported earnings. Over the past six quarters, revenue has moved from US$77.8 million in Q3 2024 to US$105.3 million in Q4 2025, while quarterly EPS has ranged from US$0.09 in Q1 2025 to US$0.60 in Q4 2024. This gives investors a clearer view of how...
NYSE:DBD
NYSE:DBDTech

Diebold Nixdorf (DBD) Is Up 11.5% After Buybacks And Swing To Profitability Amid Arena Exit

In February 2026, Diebold Nixdorf reported that it had completed two share repurchase programs totaling 2,307,275 shares for US$150.57 million and announced fourth-quarter 2025 net income of US$49.6 million, with full-year 2025 net income of US$94.6 million following a loss a year earlier. At the same time, Arena Capital Advisors fully exited its roughly US$35 million position, meaning improved profitability and capital returns are unfolding alongside a complete withdrawal by one of the...
NYSE:FVRR
NYSE:FVRRProfessional Services

Fiverr (FVRR) Earnings Growth And 5.2% Margin Test Bullish Profitability Narrative

Fiverr International (FVRR) just posted its FY 2025 numbers with Q3 revenue of US$107.9 million and basic EPS of US$0.15, set against trailing twelve month revenue of US$427.4 million and EPS of US$0.62 that reflect earnings growth of 121.2% over the past year. The company has seen quarterly revenue move from US$94.7 million in Q2 2024 to a range of roughly US$107 million to US$108.6 million across the first three quarters of 2025. Over the same 2025 periods, basic EPS shifted from US$0.09 in...
NasdaqGM:ODD
NasdaqGM:ODDPersonal Products

Has The 32.6% One Year Share Price Drop Created An Opportunity In Oddity Tech (ODD)?

If you are wondering whether Oddity Tech's share price reflects its true potential, this article walks through how the current market price lines up with several valuation checks. The stock last closed at US$29.98, with a 2.8% return over the past 7 days, a 15.3% decline over 30 days, and a 24.0% decline year to date, while the 1 year return sits at a 32.6% decline. Recent coverage of Oddity Tech has focused on its position within the household and beauty space, including how its digital...
NYSE:PCG
NYSE:PCGElectric Utilities

Is PG&E (PCG) Pricing Reflect Its Value After Wildfire And Grid Investment Headlines

If you are wondering whether PG&E's current share price reflects its true value, you are not alone. Many investors are asking the same question as the stock trades around US$17.88. Over the short to medium term, PG&E has recorded returns of 4.6% over 7 days, 14.5% over 30 days, 9.9% year to date, 15.1% over 1 year and 16.5% over 3 years, while the 5 year figure stands at 58.5%. Recent headlines around PG&E have continued to focus on the company and its role in the California utilities...
NYSE:TDC
NYSE:TDCSoftware

Teradata (TDC) Is Down 13.4% After Flat 2026 Outlook Tempers AI and Profitability Momentum

In February 2026, Teradata reported its fourth-quarter and full-year 2025 results, showing modest year-over-year revenue growth in Q4 to US$421 million, higher quarterly and annual net income, and improved diluted EPS alongside updated 2026 guidance calling for broadly flat revenue and earnings in the range of US$0.36–US$0.40 for Q1 and US$1.26–US$1.36 for the full year. Management also highlighted stronger customer uptake of Teradata’s AI-focused and hybrid cloud offerings, while the...
NasdaqGS:TRIP
NasdaqGS:TRIPInteractive Media and Services

Starboard Targets Tripadvisor Board As Activism Meets AI And Experiences Story

Starboard Value has launched an activist campaign targeting Tripadvisor's board, seeking to replace a majority of directors. The investor is urging Tripadvisor to consider options to maximize shareholder value, including a possible sale of the company. Starboard has criticized Tripadvisor's strategic direction, use of Generative AI, and past decisions it views as unfavorable to shareholders. For anyone tracking NasdaqGS:TRIP, this campaign comes after a challenging stretch for the stock...
NYSE:BHC
NYSE:BHCPharmaceuticals

A Look At Bausch Health Companies (BHC) Valuation After Mixed Quarterly Results And China Expansion

Bausch Health Companies (NYSE:BHC) is back in focus after reporting its eleventh consecutive quarter of revenue and adjusted EBITDA growth, while posting a quarterly net loss and missing earnings expectations. See our latest analysis for Bausch Health Companies. Despite the recent earnings miss and quarterly net loss, investors have reacted with a 1-day share price return of 3.34% to US$6.19. However, the 30-day share price return of 11.32% and year-to-date share price return of 14.15%...
NasdaqGS:IDYA
NasdaqGS:IDYABiotechs

IDEAYA Biosciences (IDYA) Q4 Loss Of US$83.3 Million Tests Bullish Growth Narrative

IDEAYA Biosciences (IDYA) has wrapped up FY 2025 with Q4 revenue of US$10.9 million, a basic EPS loss of US$0.94, and net income excluding extra items at a loss of US$83.3 million. Trailing twelve month figures show revenue of US$218.7 million and a basic EPS loss of US$1.28. Over recent quarters, the company’s revenue moved from US$7.0 million in Q4 2024 to US$207.8 million in Q3 2025 before landing at US$10.9 million in Q4 2025. Basic EPS ranged from a loss of US$1.49 in Q4 2024 to a profit...
NasdaqGS:ALGM
NasdaqGS:ALGMSemiconductor

A Look At Allegro MicroSystems (ALGM) Valuation After Upgrade, New Sensor Launch And Earnings Beat

Morgan Stanley’s recent upgrade of Allegro MicroSystems (ALGM), paired with earnings that topped expectations, has focused attention on how the new ACS37017 current sensor and leadership changes could shape the stock’s risk reward profile. See our latest analysis for Allegro MicroSystems. The recent 1 day share price decline of 7.44% and 7 day share price return of negative 9.86% sit against a stronger backdrop, with a 90 day share price return of 69.25% and 1 year total shareholder return of...
NYSE:PEG
NYSE:PEGIntegrated Utilities

What Public Service Enterprise Group (PEG)'s US$4.58 Billion Secured Debt Funding Plan Means For Shareholders

Public Service Enterprise Group recently filed to issue US$4.58 billion in secured medium-term notes to help fund its US$22.50–US$26.00 billion five-year capital investment program, while reporting a 26% year-over-year increase in Q3 2025 non-GAAP operating earnings driven by higher distribution rates and regulated capital spending. The company also reaffirmed its 2029 earnings growth targets and emphasized funding its investment plan without new equity issuance or asset sales, highlighting...
NYSE:EVEX
NYSE:EVEXAerospace & Defense

Eve Holding (EVEX) Valuation After New AirX Asia Pacific eVTOL Order And Investor Day Update

Investor day spotlight and new Asia Pacific order Eve Holding (EVEX) recently held an Analyst and Investor Day and highlighted a second binding order from Japan based AirX for up to 50 eVTOL aircraft, its first commercial commitment in the Asia Pacific region. The AirX deal, with initial deliveries planned for 2029 and intended for urban routes in Tokyo and Osaka, offers investors a clearer view of how Eve’s zero emission, low noise aircraft might be used in real world operations. See our...
NYSE:SUN
NYSE:SUNOil and Gas

Assessing Sunoco (SUN) Valuation After Recent Momentum And Acquisition-Driven Growth Narrative

With no single headline event driving attention today, Sunoco (SUN) is on investors’ radar as they assess its recent share price gains and how its fuel distribution and infrastructure business supports those returns. See our latest analysis for Sunoco. The recent 1 month share price return of 6.49% and 90 day share price return of 12.45% sit alongside a 5 year total shareholder return of 175.25%. This points to momentum that has built over several years rather than just a short term...
NasdaqGS:ITRI
NasdaqGS:ITRIElectronic

Itron (ITRI) Margin Expansion To 12.7% Tests Slowing Growth Concerns

Itron (ITRI) closed out FY 2025 with Q4 revenue of US$571.7 million and basic EPS of US$2.25, set against trailing twelve month revenue of about US$2.4 billion and EPS of US$6.62 that followed 25.9% earnings growth over the last year. Over recent periods the company has seen quarterly revenue move between US$571.7 million and US$607.2 million with EPS ranging from US$1.43 to US$2.25, while the trailing twelve month net profit margin held at 12.7% versus 9.8% the prior year. This gives this...
NYSE:MED
NYSE:MEDPersonal Products

Medifast (MED) Q4 Loss Deepens Bearish Narratives On Earnings Sustainability

Medifast (MED) closed out FY 2025 with Q4 revenue of US$75.1 million and a basic EPS loss of US$1.65, alongside a trailing twelve month EPS loss of US$1.70 on revenue of US$385.8 million. Over the last six reported quarters, revenue has moved from US$140.2 million in Q3 2024 to US$75.1 million in Q4 2025, while quarterly EPS has ranged from a profit of US$0.23 in Q2 2025 to a loss of US$1.65 in Q4 2025. With the stock at US$10.71, the latest print keeps the focus firmly on pressure at the...
NYSE:RSI
NYSE:RSIHospitality

Rush Street Interactive (RSI) Profitability Shift Tests Bullish Earnings Narratives

Rush Street Interactive (RSI) closed FY 2025 with Q4 revenue of US$324.9 million and basic EPS of US$0.05, alongside net income of US$5.2 million, rounding out a year in which trailing twelve month revenue reached about US$1.1 billion and EPS came in at US$0.32. The company has seen quarterly revenue move from US$232.1 million in Q3 2024 to US$324.9 million in Q4 2025, while basic EPS shifted from US$0.01 to US$0.05 over the same stretch. This sets up a story that now hinges on how...