U.S. Paper and Forestry Products Stock News

In recent days, Wedbush highlighted that tightening memory and storage supply, driven by hyperscaler demand, could support higher pricing across DRAM and storage, with Pure Storage positioned as a potential beneficiary as AI and data-center workloads expand. At the same time, founder John “Coz” Colgrove’s family trust share transfer and his upcoming conference appearance have sharpened investor focus on how Pure Storage might capitalize operationally on AI-related storage demand and...

In recent days, Citi Research and other Wall Street firms upgraded Palantir Technologies, citing stronger confidence in its AI-driven government and commercial software growth. This wave of analyst enthusiasm highlights how Palantir’s Artificial Intelligence Platform and expanding government modernization work are reshaping perceptions of its long-term business trajectory. We’ll now examine how this renewed analyst confidence in Palantir’s AI platforms influences the company’s investment...

In recent days, Wall Street Zen downgraded ConnectOne Bancorp from a “buy” to a “hold” rating, even as other research firms maintained an overall “Moderate Buy” consensus on the stock. At the same time, institutional investors have been increasing their positions in ConnectOne Bancorp, highlighting continued interest from larger, professional market participants despite the mixed analyst signals. Against this backdrop of a rating downgrade alongside growing institutional ownership, we’ll...

NANO Nuclear Energy recently announced it signed a Memorandum of Understanding with Ameresco to explore integrating advanced modular micro reactors, including the KRONOS MMR Energy System, with Ameresco’s engineering, procurement, and construction services for federal and commercial sites, covering development through decommissioning and coordination on potential government funding. This potential micro reactor collaboration marks an expansion of Ameresco’s clean energy infrastructure...

Simon Property Group (SPG) is back in focus after fresh commentary on its leasing spreads and occupancy, paired with supportive analyst notes, has reinforced interest in how its income and dividend profile is holding up. See our latest analysis for Simon Property Group. That leasing and occupancy story is playing out against a fairly steady share price, with Simon Property Group closing at $184.83 and a 90 day share price return of 5.12%, while its 1 year total shareholder return of 12.39%...

What the latest earnings and guidance tell you UniFirst (UNF) has put fresh numbers on the table, combining a first quarter update with new fiscal 2026 guidance that gives you more clarity on revenue, profitability and recent share repurchases. For the quarter ended November 29, 2025, the company reported sales of US$621.32 million compared with US$604.91 million a year earlier, while net income was US$34.36 million versus US$43.11 million. Diluted earnings per share from continuing...

In early January 2026, Calumet, Inc.’s subsidiaries completed an upsized private placement of US$405 million in 9.75% Senior Unsecured Notes due 2031, issued at 98.996% of par, to refinance existing 11.00% 2026 and 8.125% 2027 notes using the net proceeds alongside cash and revolver borrowings. By extending maturities and lowering coupon costs on a larger-than-planned offering, Calumet has reshaped its debt profile in a way that could support future projects such as the Montana Renewables...

Tower Semiconductor and LightIC Technologies recently announced a collaboration using Tower’s mature silicon photonics platform to manufacture LightIC’s FMCW LiDAR products, including the Lark long-range automotive LiDAR and FR60 compact LiDAR for robotics and Physical AI. This agreement highlights how Tower’s silicon photonics processes, already used in AI data-center networking, are being extended into sensing applications that could benefit from improvements in size, weight, power, and...

With a price-to-sales (or "P/S") ratio of 9.7x Cellebrite DI Ltd. ( NASDAQ:CLBT ) may be sending very bearish signals...

Babcock & Wilcox Enterprises, Inc. ( NYSE:BW ) shares have continued their recent momentum with a 38% gain in the last...

Kiniksa Pharmaceuticals International (KNSA) recently updated investors on ARCALYST adoption in recurrent pericarditis, 2025 revenue trends, and a 2026 outlook, while highlighting upcoming clinical milestones for KPL-387 and KPL-1161. See our latest analysis for Kiniksa Pharmaceuticals International. Despite the recent corporate update and upcoming J.P. Morgan Healthcare Conference appearance, Kiniksa’s 1-day and 7-day share price returns of 3.63% and 3.66% declines suggest momentum has...

At CES 2026, Lucid Group, Nuro, and Uber Technologies showcased their production-intent autonomous robotaxis and Uber-designed in-cabin experience, following the start of supervised on-road testing in the San Francisco Bay Area last month and ahead of a planned Lucid factory production run later this year. This three-way collaboration brings together Nuro’s level 4 autonomy, Lucid’s EV platform, and Uber’s global ride-hailing network, highlighting how partnerships are shaping the path toward...

In recent weeks, Freeport-McMoRan has attracted attention as copper prices approached historical highs, Indonesian operations moved toward full production, and multiple law firms filed class action securities lawsuits over alleged safety disclosure failures at the Grasberg Block Cave mine in Indonesia. This combination of stronger copper fundamentals, operational recovery and emerging legal risk presents a complex backdrop for investors assessing Freeport-McMoRan’s long-term prospects. With...

JPMorgan recently initiated coverage on TIC Solutions with an Overweight rating, citing the company’s technical depth, operational discipline, and progress integrating Acuren and NV5, including identified cost synergies and cross-selling opportunities. This endorsement highlights how integration-driven efficiency gains and broader service optionality are becoming central to the investment case for TIC Solutions. Next, we will examine how JPMorgan’s focus on integration synergies and...

Soleno Therapeutics (SLNO) is back in focus after releasing preliminary Q4 and full year 2025 figures that highlight VYKAT XR adoption in Prader Willi syndrome, initial profitability, positive cash flow, and updated revenue guidance. See our latest analysis for Soleno Therapeutics. Despite the recent guidance and clinical publication, the stock has been under pressure, with a 30 day share price return of 20.12% and a 90 day share price return of 38.61%. Even so, the 3 year total shareholder...

In recent days, Coastal Bend LNG announced it has selected KBR and Técnicas Reunidas for front-end engineering and design of a planned LNG export facility on the Texas Gulf Coast, alongside KBR’s new U.S. defense and Earth observation contracts that together span missile defense and advanced geospatial technology support. These awards highlight how KBR’s engineering, digital, and mission-critical capabilities are being applied across energy, defense, and Earth observation, potentially...

Benchmark Electronics, Inc. recently appointed Josh Hollin as Senior Vice President and Chief Technology Officer, succeeding long-time engineering leader Jan Janick following his retirement on January 16, 2026. Hollin’s background in AI, robotics, and advanced manufacturing from roles at GoPro, AMP Robotics, and Flex could influence how Benchmark prioritizes future technology investments and engineering capabilities. We’ll now examine how the appointment of an AI- and automation-focused CTO...

Ubiquiti (UI) is back in focus after a strong 2025, when the company repaid substantial debt, reinstated its share repurchase program, and lifted its dividend. These moves have sharpened attention on shareholder outcomes. See our latest analysis for Ubiquiti. The recent 3.4% 1 month share price return to US$580.38 comes after a much weaker 90 day share price return of a 23.1% decline. However, longer term total shareholder returns of 61.1% over 1 year and 146.8% over 5 years suggest the...

In early January 2026, Panamanian firms Sinolam LNG Terminal and Sinolam Smarter Energy LNG Power Co. filed a civil lawsuit in Virginia accusing AES Corporation and partners of orchestrating a years-long scheme to block their LNG-to-power projects in Panama and seeking more than US$4.00 billion in damages. The complaint goes beyond commercial disputes, alleging misuse of confidential information, manipulation of regulatory processes, and efforts to secure monopoly-like control over Panama’s...

Insider buying and concentrated ownership draw attention to Guardian Pharmacy Services (GRDN) Recent insider buying at Guardian Pharmacy Services (GRDN), combined with institutional investors holding 35% of the stock and five shareholders controlling 52%, is drawing fresh attention to who really drives decisions at the company. See our latest analysis for Guardian Pharmacy Services. At a share price of $31.51, Guardian Pharmacy Services has seen a 29.03% 90 day share price return and a 49.83%...

In late December 2025, Grupo Santander and Evercore ISI downgraded Coty following the resignation of CEO Sue Nabi and concerns about an extended leadership transition. These downgrades highlight how management uncertainty can temporarily cloud the path to unlocking value even when a company appears fundamentally undervalued. Next, we'll examine how CEO succession uncertainty and the extended transition phase may influence Coty’s existing investment narrative and outlook. AI is about to...

Keysight Technologies (KEYS) is back in focus after its CES 2026 showcase of an end to end live NR NTN connection in band n252 using Samsung’s next generation modem chipset, a step with clear industry implications. See our latest analysis for Keysight Technologies. The recent CES announcements land against a backdrop where Keysight’s share price has reached US$208.73, with a 90 day share price return of 26.63% and a 1 year total shareholder return of 29.56%. This suggests momentum has been...

PagSeguro Digital Ltd. has approved a special cash dividend of US$0.12 per common share, to be paid on February 27, 2026 to shareholders of record on January 28, 2026, subject to market and company financial conditions. This special distribution highlights the company’s use of excess capital to reward shareholders, complementing its existing focus on buybacks and capital efficiency. We’ll now examine how this special dividend decision fits into PagSeguro Digital’s broader investment...

In early January 2026, comments from President Donald Trump about lifting the U.S. military budget from about US$900 billion to US$1.50 trillion, together with the Federal Communications Commission’s ban on Chinese drone makers DJI and Autel, boosted investor attention on U.S.-based drone provider Red Cat Holdings. This combination of higher anticipated defense spending and regulatory support for domestic suppliers highlights how policy shifts can quickly reshape the competitive landscape...