U.S. Paper and Forestry Products Stock News

Cohu recently reported third-quarter 2025 earnings that surpassed expectations, with earnings per share coming in well ahead of forecasts and revenue slightly above estimates amid solid semiconductor demand. Analysts at Needham and Stifel responded by upgrading their views on Cohu, highlighting its exposure to high-bandwidth memory trends and an emphasis on structurally higher profitability. Next, we’ll examine how Cohu’s earnings surprise and high-bandwidth memory exposure shape its...

Market outlook trigger for Zillow Group Zillow Group (ZG) recently highlighted a more supportive backdrop for the U.S. housing market in 2026, expecting fewer regions with declining home prices as affordability improves, mortgage rates ease, and inventory rises. See our latest analysis for Zillow Group. The improving housing outlook and upcoming fourth quarter 2025 results update come after a mixed run for shareholders, with a recent 90 day share price return of a 9.18% decline, a 1 year...

Industrial conglomerate Crane Holdings is set to report its quarterly earnings, with analysts expecting earnings per share of US$1.41–US$1.42, following a prior quarter in which the company exceeded revenue, operating income, and EBITDA estimates. Crane currently ranks at the top of its peer group for revenue growth and gross profit margin, underscoring what appears to be relatively strong operational efficiency heading into the latest results. We will now examine how Crane’s peer-leading...

McEwen Inc. recently reported its Year-End 2025 Mineral Resource Estimate for the Grey Fox Project in Ontario, lifting Indicated gold resources to 1.9 million ounces and outlining plans to accelerate underground and open-pit mining, while also advancing the Tartan Mine and El Gallo Fenix projects. Beyond the headline resource growth, McEwen’s verification drilling at the newly acquired Stroud Property and the upcoming Grey Fox pre-feasibility study point to an integrated, multi-asset...

Travere Therapeutics (TVTX) is back in focus after the FDA extended its review of the company’s supplemental filing for FILSPARI in focal segmental glomerulosclerosis, following new data submissions to better clarify clinical benefit. See our latest analysis for Travere Therapeutics. The FDA review extension lands after a choppy few months for Travere’s share price. A 7 day share price return of 5.63% is set against a 30 day share price return decline of 25.73% and a 1 year total shareholder...

XPO (XPO) is back in focus after two fresh catalysts: a spot on Fortune’s 2026 World’s Most Admired Companies list and an expanded Arla Foods logistics partnership anchored by a new UK distribution hub. See our latest analysis for XPO. At a share price of $147.27, XPO has seen a 17.58% 90 day share price return and a 273.88% three year total shareholder return, suggesting longer term momentum remains strong even as the recent one day and seven day share price returns have been softer. If...

Recent analyst commentary on SiTime (SITM) is centering on its AI focused product positioning, and the appointment of industry veteran Faraj Aalaei to the board adds a fresh technology operator perspective. See our latest analysis for SiTime. SiTime’s recent analyst upgrades and board refresh come after a choppy stretch, with a 1-day share price return of a 5.47% decline and a 30-day share price return of a 9.07% decline, set against a 90-day share price return of 23.88% and a 1-year total...

Coherus Oncology, Inc. recently filed a prospectus supplement allowing it to sell up to US$64.88 million of common stock through an at-the-market offering, shortly after Oppenheimer began covering the company with an Outperform rating based on its oncology pipeline. The focus on the anti-CCR8 antibody tagmokitug and the PD-1 inhibitor Loqtorzi highlights how investors are weighing pipeline potential against ongoing capital needs. We’ll now examine how this combination of fresh equity...

Vaxcyte recently reported further progress for its VAX-31 pneumococcal conjugate vaccine, including first dosing in the adult Phase 3 OPUS-2 trial and completion of enrollment in a Phase 2 dose-finding study in infants. These trials, designed in alignment with the FDA and spanning pneumococcal-naïve, previously vaccinated adults and infants, underline Vaxcyte’s effort to build a broad safety and immunogenicity data package to support a potential Biologics License Application. With Phase 3...

Norfolk Southern has launched its East Edge double-stack intermodal corridor connecting Chicago and New England, replacing an older single-stack route with a faster, higher-capacity line backed by extensive track, bridge, tunnel, and signal upgrades completed with multiple public and private partners. A single 9,000-foot double-stack train on this corridor can theoretically support up to 200,000 loads a year through Ayer, Massachusetts, vastly expanding New England’s primary intermodal hub...

What the new $12 million sensor order could mean for OSI Systems stock OSI Systems (OSIS) recently reported that its Optoelectronics and Manufacturing division received an approximately $12 million order from a leading healthcare OEM for optical sensors used in medical devices. For investors, this new contract highlights active demand for the company’s components in healthcare equipment and raises questions about how recurring or scalable this type of business could be for OSIS over the...

State Street (STT) is back in focus after fourth quarter 2025 results beat consensus forecasts on both revenue and earnings, with management pointing to fee strength and growing contributions from its newer digital solutions. See our latest analysis for State Street. The share price has eased recently, with a 1-month share price return of a 4.68% decline and a year-to-date share price return of a 2.31% decline, even as State Street continues to roll out new digital asset offerings, expand...

Amalgamated Financial: Recent Returns Put Valuation in Focus Amalgamated Financial (AMAL) has attracted fresh attention after a stretch of solid share price moves, with the stock up about 16% over the past month and 35% in the past 3 months. See our latest analysis for Amalgamated Financial. That recent 16.2% 30 day share price return and 35.2% 90 day share price return come on top of a 9.7% 1 year total shareholder return and a 184.7% 5 year total shareholder return. This suggests momentum...

Live Oak Bancshares (LOB) shares are reacting to strong fourth quarter and full year 2025 earnings, with revenue, net income, and loan production all increasing while net charge-offs declined and capital was reinforced. See our latest analysis for Live Oak Bancshares. The earnings news comes after a strong run, with a 90 day share price return of 19.63% and a 30 day share price return of 11.81%. The 1 year total shareholder return of 12.84% and 3 year total shareholder return of 20.26% point...

Institutional buying puts ACV Auctions (ACVA) back in focus Iridian Asset Management’s recent purchase of more than 1.1 million ACV Auctions (ACVA) shares, now its largest holding at nearly 9% of assets, has drawn fresh attention to the stock. The investment comes alongside record revenue figures, higher marketplace vehicle volumes, and improving adjusted EBITDA. This has prompted investors to reassess how the company’s current share price lines up with its business performance. See our...

CarGurus (CARG) is rolling out a fresh wave of AI powered products, including CarGurus Discover, Dealership Mode, and PriceVantage, alongside updated branding that will be showcased at the NADA Show 2026. See our latest analysis for CarGurus. Despite excitement around its AI driven tools and 20th anniversary, CarGurus’ recent share price performance has been softer, with a 30 day share price return decline of 12.01% and a 1 year total shareholder return decline of 12.66%, set against a 3 year...

Triumph Financial (TFIN) is back in focus after J.B. Hunt Transport Services joined the Triumph Network and adopted its automated payment solution, while investors also watch for the upcoming quarterly earnings report on January 26. See our latest analysis for Triumph Financial. Those developments come after a strong 90 day share price return of 16.56% and a 30 day share price return of 8.37%, although the 1 year total shareholder return sits at a loss of 11.66%. This suggests that recent...

In recent days, CDW has come under pressure after multiple Wall Street firms downgraded or maintained cautious ratings, citing concerns about weaker hardware spending and higher memory costs following revenue and guidance that fell short of expectations despite an earnings per share beat. At the same time, CDW is highlighting its capabilities in enterprise AI and cloud services through Mission Cloud’s work with AWS, underscoring the company’s push into higher-value technology solutions even...

Ultra Clean Holdings (UCTT) has quickly moved onto investors’ radar after a 27.89% jump last week to a 52 week high of $46, following TSMC’s plans to ramp up AI and high performance chip spending. See our latest analysis for Ultra Clean Holdings. That sharp move around TSMC’s AI spending plans sits on top of a strong 30 day share price return of 67.01% and a 59.19% year to date share price gain. The 1 year total shareholder return of 17.67% and 3 year total shareholder return of 30.29% point...

Zimmer Biomet Holdings (ZBH) is back in focus after management issued more cautious 2026 expectations, trimmed its 2025 organic revenue growth outlook, and disclosed order cancellations in several international markets. See our latest analysis for Zimmer Biomet Holdings. The more cautious guidance and order cancellations have come alongside a sharp reset in expectations, with a 90 day share price return of 16.02% decline and a 1 year total shareholder return of 21.08% loss, signalling...

Earlier this year, Monster Energy announced a partnership with Casey’s General Stores to launch a limited-time Ultra Red, White and Blue Razz drink, initially exclusive to Casey’s and CEFCO locations before a wider U.S. rollout. An important aspect of the launch is a joint US$200,000 donation to military-focused nonprofits, aligning the co-branded product with Casey’s community support efforts and visibility among service members through Monster’s Military Channels. We’ll now examine how...

PJT Partners recently reported strong third quarter 2025 results, with earnings per share and revenue beating analyst expectations and underscoring the appeal of its advisory-focused model. UBS has initiated coverage with a Neutral rating, pointing to potential productivity gains from PJT’s multi-year investments in its Strategic Advisory franchise as a key long-term consideration. With recent results exceeding expectations and UBS emphasizing future productivity improvements, we’ll explore...

Iridian’s increased stake and recent operating performance Hilton Grand Vacations (HGV) came into focus after Iridian Asset Management lifted its holdings by 190,909 shares in the fourth quarter, an US$8.11 million addition tied to recent operating trends. Iridian now allocates nearly 8% of its reportable assets to Hilton Grand Vacations, following company updates that included a 17% year over year rise in contract sales and reaffirmed full year adjusted EBITDA guidance. See our latest...

Alaska Air Group, Inc. has reported its fourth-quarter and full-year 2025 results, showing year-on-year revenue growth to US$3,632 million for the quarter and US$14.24 billion for the year, but with net income declining to US$21 million in Q4 and US$100 million for the full year. Alongside these earnings, the company advanced its integration with Hawaiian Airlines, completed a sizeable share repurchase program, and committed to a large long-term Boeing aircraft order that reshapes its fleet...