U.S. Paper and Forestry Products Stock News

NasdaqGS:CPB
NasdaqGS:CPBFood

Campbell Plant Closure Reshapes Cape Cod Chips Supply Chain Story

Campbell Soup Company, NasdaqGS:CPB, is closing its Hyannis, Massachusetts plant that produces Cape Cod potato chips. Production will be shifted to other Campbell facilities in different states, affecting jobs and local manufacturing activity on Cape Cod. The move represents a significant change in the company's supply chain footprint and its presence in the regional economy. Campbell, through its snack portfolio that includes Cape Cod potato chips, operates in a packaged foods segment...
NasdaqGS:CHKP
NasdaqGS:CHKPSoftware

Check Point’s Hendrick Motorsports Deal Puts Valuation And Momentum In Focus

Check Point Software Technologies and Hendrick Motorsports have announced a new cybersecurity partnership. The collaboration focuses on protecting Hendrick Motorsports' data driven racing operations and technology infrastructure. The agreement positions Check Point's cybersecurity tools within a high profile US motorsports setting. Check Point Software Technologies, trading on the NasdaqGS under the ticker CHKP, enters this partnership with Hendrick Motorsports as its shares trade around...
NYSE:SMR
NYSE:SMRElectrical

A Look At NuScale Power’s Valuation As SMR Approval Meets Delays And Dilution Concerns

Recent attention on NuScale Power (SMR) has centered on its Nuclear Regulatory Commission approved small modular reactor design, but delays, cancellations and limited near term revenue visibility are shaping how investors are reacting. See our latest analysis for NuScale Power. That backdrop of delays, cancellations and dilution worries is showing up in the price chart. NuScale’s 7 day share price return of 21.56% and 30 day return of 24.17% add to a 51.09% 90 day decline, while the 1 year...
NYSE:TUYA
NYSE:TUYASoftware

Tuya (NYSE:TUYA) Valuation Check After AI Toy Platform And Product Showcase At Spielwarenmesse 2026

Tuya (NYSE:TUYA) is back on investors’ radar after Spielwarenmesse 2026, where it highlighted AI-powered toys like the Nebula Plush AI Toy, AI robotic dogs, AI Clocks, and an end-to-end AI toy development platform. See our latest analysis for Tuya. Despite the product buzz, Tuya’s 1 year total shareholder return of about 37% decline and 3 year total shareholder return of about 24% decline show longer term pressure. The 1 month share price return of 8% decline suggests momentum has recently...
NasdaqGS:MNDY
NasdaqGS:MNDYSoftware

Mondaycom CRM Milestone Highlights AI Work OS And Valuation Upside

monday.com (NasdaqGS:MNDY) is pushing ahead with its shift into a multi product, AI powered work operating system. The company reports that its CRM offering has hit a major milestone, alongside rising adoption among enterprise customers. This move signals a broader push beyond project management into AI driven tools and CRM for larger organizations. For investors watching software platforms, monday.com sits at the intersection of work management, CRM, and AI powered automation. The company...
NasdaqGS:SEDG
NasdaqGS:SEDGSemiconductor

Is It Time To Reassess SolarEdge (SEDG) After Its Sharp One Year Share Price Rebound

If you are wondering whether SolarEdge Technologies is starting to look attractively priced or still too risky, this article will walk through what the current share price really implies. The stock closed at US$33.29 recently, with returns of 8.2% over the last 30 days, 6.1% year to date, a 125.5% gain over the past year, and longer term 3 year and 5 year returns of 88.7% and 89.9% declines respectively. Recent commentary around SolarEdge has focused on its position in the solar equipment...
NYSE:OHI
NYSE:OHIHealth Care REITs

Omega Healthcare Investors (OHI) FFO Growth Reinforces Bullish Income Narratives For FY 2025

Omega Healthcare Investors (OHI) has rounded out FY 2025 with Q4 revenue of US$319.2 million and basic EPS of US$0.55, while trailing twelve month revenue came in at about US$1.2 billion and EPS at US$1.96. Over the past year, the company has seen revenue move from US$1.05 billion on a trailing basis at the end of Q4 2024 to about US$1.19 billion at the end of Q4 2025, with trailing EPS rising from US$1.57 to US$1.96 over the same window. With earnings up 45.2% over the past year and net...
OTCPK:ACGP
OTCPK:ACGPCapital Markets

Associated Capital Group (ACGP) One Off Gain Clouds FY 2025 Earnings Growth Story

Associated Capital Group (ACGP) has wrapped up FY 2025 with fourth quarter revenue of US$20.1 million and basic EPS of US$0.54. Trailing 12 month revenue sits at US$26.9 million and EPS at US$2.52, alongside earnings growth of 19.5% over the past year. Over recent periods the company has seen quarterly revenue move from US$5.2 million in Q4 2024 to US$2.1 million in Q1 2025, US$2.2 million in Q2, US$2.5 million in Q3 and then step up to US$20.1 million in Q4. Quarterly EPS has run from...
NasdaqGM:LUNR
NasdaqGM:LUNRAerospace & Defense

A Look At Intuitive Machines (LUNR) Valuation After Lanteris Deal And Growing NASA Contract Pipeline

Why Intuitive Machines is back on investor radar Intuitive Machines (LUNR) is drawing attention after acquiring Lanteris Space Systems, a move that takes the company beyond lunar landers into satellite and space defense markets alongside its NASA contract work. See our latest analysis for Intuitive Machines. The acquisition headlines arrive after a sharp pullback, with a 1-day share price return of 11% decline and a 7-day share price return of 29.6% decline, even though the 90-day share price...
NasdaqGS:ALGN
NasdaqGS:ALGNMedical Equipment

Align Technology (ALGN) Q4 EPS Beat Tests Bearish Earnings Narratives

Align Technology (ALGN) has wrapped up FY 2025 with Q4 revenue of US$1.0 billion and Basic EPS of US$1.89, setting the tone for how investors parse both the latest quarter and the trailing twelve month picture. Over recent quarters, the company has seen revenue shift from US$979.3 million in Q1 2025 to US$1.0 billion in Q4, while Basic EPS moved from US$1.27 to US$1.89, giving investors a clear view of how the top line and per share earnings are tracking through the year. With a trailing...
NasdaqGS:NWSA
NasdaqGS:NWSAMedia

News Corp AI Licensing Deals Test Market’s View On Valuation

News Corp (NasdaqGS:NWSA) has secured material AI content licensing deals with Anthropic, with anticipated payments tied to the use of its content. The company is also expanding AI partnerships with OpenAI and Bloomberg, focused on licensing and distribution of its news and information. These arrangements highlight a new approach to monetizing News Corp’s content through agreements with major AI firms. News Corp, trading at $24.21 under ticker NasdaqGS:NWSA, is drawing attention for how it...
NasdaqGS:DRVN
NasdaqGS:DRVNConsumer Services

Is Driven Brands (DRVN) Pricing Look Interesting After Recent Share Price Rebound

If you are wondering whether Driven Brands Holdings is attractively priced today, this article walks through what the current numbers may imply about the stock's value. The shares last closed at US$16.66, with recent returns of 9.5% over 7 days, 11.4% over 30 days, 14.9% year to date and 1.3% over the past year, set against a 41.5% decline over 3 years and a 49.3% decline over 5 years. Recent news around Driven Brands has focused on the business and its positioning within consumer services...
NYSE:HAL
NYSE:HALEnergy Services

Is Halliburton (HAL) Attractive After Strong One Year Share Price Performance?

If you are wondering whether Halliburton's current share price really reflects its underlying worth, this article will walk through the key numbers that matter for valuation. Halliburton's stock last closed at US$33.84, with returns of 1.3% over 7 days, 9.8% over 30 days, 14.3% year to date, 36.8% over 1 year, 3 year returns of a 3.8% decline and 5 year returns of 90.6%. Recent trading interest has been shaped by ongoing sector wide attention on energy services and investor focus on how...
NYSE:NKE
NYSE:NKELuxury

EEOC Probe Puts Nike DEI Policies And Valuation In Investor Focus

The U.S. Equal Employment Opportunity Commission is pursuing a federal investigation into NIKE (NYSE:NKE) over claims that its diversity, equity, and inclusion programs may have led to race discrimination against White employees and job applicants. The agency is seeking hiring, promotion, layoff, and career development records dating back to 2018 after Nike did not fully comply with earlier information requests. The EEOC has moved to enforce these requests through federal court, raising...
NasdaqGS:FTDR
NasdaqGS:FTDRConsumer Services

Curreen Capital Spotlights Frontdoor Cash Use And Valuation Setup

Curreen Capital has highlighted Frontdoor (NasdaqGS:FTDR) as a key holding in its latest investor letter. The firm pointed to Frontdoor's 2025 results and its use of free cash flow for organic growth, debt reduction, share repurchases, and targeted acquisitions. This update provides fresh insight into how Frontdoor is allocating capital across its business and balance sheet. Frontdoor runs a home services platform, which typically includes subscription style offerings for home repair and...
NYSE:PAYC
NYSE:PAYCProfessional Services

Could Paycom (PAYC) Reviving Jeff York as CSO Recast Its Margin and Retention Playbook?

Paycom Software, Inc. announced that Jeff York has returned as chief sales officer, effective January 23, 2026, with former CSO Amy Walker moving into a consulting role. York’s prior success in building Paycom’s sales organization and recognition for sales excellence adds weight to the company’s emphasis on disciplined, margin-focused growth. We’ll now examine how York’s return to the sales helm could influence Paycom’s investment narrative, particularly around margin expansion and customer...
NYSE:PFGC
NYSE:PFGCConsumer Retailing

Performance Food Group (PFGC) Margin Pressure Tests Bullish Growth Narratives In Q2 2026

Performance Food Group (PFGC) has put fresh numbers on the table for Q2 2026, reporting revenue of about US$16.4b and basic EPS of US$0.40 alongside net income of US$61.7m. The company has seen quarterly revenue move from roughly US$15.6b in Q2 2025 to US$16.4b this quarter, with basic EPS over that stretch ranging from US$0.27 to US$0.85 and trailing twelve month EPS at US$2.22. This sets a clear earnings backdrop for today’s release. With trailing net margins still tight, the latest results...
NasdaqGS:EZPW
NasdaqGS:EZPWConsumer Finance

EZCORP (EZPW) Margin Improvement Reinforces Bullish Earnings Narratives In Q1 2026

EZCORP (EZPW) opened Q1 2026 with revenue of US$382.0 million and basic EPS of US$0.72, setting a clear marker against a trailing twelve month EPS of US$2.08 and total revenue of about US$1.3 billion. Over the past year, the company has seen quarterly revenue move from US$320.2 million in Q1 2025 to US$382.0 million in Q1 2026, while quarterly EPS shifted from US$0.57 to US$0.72, with trailing net income reaching US$122.9 million. Trailing net margins are now at 9.2% compared with 7.2% a year...
NYSE:LUCK
NYSE:LUCKHospitality

Lucky Strike Entertainment (LUCK) Quarterly Loss Challenges Bulls On Path To Profitability Narrative

Lucky Strike Entertainment (LUCK) has just posted its Q2 2026 numbers, reporting revenue of US$306.9 million and a basic EPS loss of US$0.11, alongside a trailing twelve month basic EPS loss of US$0.68 on revenue of about US$1.2 billion. The company’s quarterly revenue has moved from US$260.2 million in Q1 2025 to US$300.1 million in Q2 2025 and US$306.9 million in Q2 2026. Over the same period, EPS has shifted from a profit of US$0.17 in Q2 2025 to a loss of US$0.11 in the latest quarter...
NasdaqGS:RIVN
NasdaqGS:RIVNAuto

Rivian Automotive (RIVN) Valuation Check As R2 Launch Plans And VW Partnership Shape Growth Outlook

Rivian Automotive (RIVN) is back in focus as investors weigh its 2026 R2 launch alongside a proposed US$250 million securities class action settlement, raising fresh questions about risk, capital needs, and long term execution. See our latest analysis for Rivian Automotive. The share price has been under pressure recently, with a 30 day share price return of about 30% and a year to date share price return of about 29% decline, even though the 1 year total shareholder return is positive at...
NasdaqGS:FCFS
NasdaqGS:FCFSConsumer Finance

A Look At FirstCash Holdings (FCFS) Valuation After Strong Recent Share Price Momentum

Valuation snapshot and recent performance FirstCash Holdings (FCFS) has been drawing attention after its recent trading around $177.65, with investors weighing its pawn and retail POS financing model across the U.S. and Latin America against its current valuation metrics. See our latest analysis for FirstCash Holdings. That recent move to a share price of $177.65 comes on top of a 13.31% year to date share price return and a 60.74% total shareholder return over the past year, suggesting...
NYSE:OFG
NYSE:OFGBanks

A Look At OFG Bancorp (OFG) Valuation After Dividend Hike And New Share Buyback Program

OFG Bancorp (OFG) has paired a 17% lift in its regular quarterly dividend to US$0.35 per share with Board approval of a new share repurchase program totaling up to US$200 million. See our latest analysis for OFG Bancorp. These capital actions come as OFG Bancorp trades at US$41.12, with a 7 day share price return of 3.47% but a 1 year total shareholder return decline of 3.74%, suggesting that near term momentum contrasts with a more muted longer term outcome. If this kind of capital return...
NasdaqGS:TENB
NasdaqGS:TENBSoftware

Tenable Holdings (TENB) Near Breakeven EPS Rekindles Bullish Margin Improvement Narratives

Tenable Holdings (TENB) just wrapped up FY 2025 with Q4 revenue of US$260.5 million and basic EPS of roughly US$0.01 loss, compared with Q4 FY 2024 revenue of US$235.7 million and basic EPS of about US$0.02. Over the last six quarters, revenue has moved from US$227.1 million in Q3 FY 2024 through US$252.4 million in Q3 FY 2025 to US$260.5 million in the latest quarter. Basic EPS has ranged between a loss of about US$0.19 in Q1 FY 2025 and a profit of about US$0.02 in Q3 FY 2025 before landing...
NYSE:MOD
NYSE:MODBuilding

Modine Manufacturing (MOD) Quarterly Loss Challenges High Growth And Premium Valuation Narratives

Modine Manufacturing (MOD) has posted a mixed Q3 2026 update, with revenue at US$805 million and a basic EPS loss of US$0.90, alongside trailing twelve month basic EPS of US$1.86 on revenue of US$2.9 billion. The company has seen quarterly revenue move from US$616.8 million and EPS of US$0.78 in Q3 2025 to US$805 million and a loss in Q3 2026. Over the same period, trailing twelve month revenue has ranged between US$2.5 billion and US$2.9 billion, with EPS between US$1.86 and US$3.57,...